Accessing your retirement funds early doesnt have to be a costly mistake. In this episode, I break down seven ways you may be able to withdraw from your retirement savings before age 59 without faci

Retirement is about more than finances. How will you spend your time? How do you transition from a life dictated by schedules to one filled with purpose and joy? What steps can you take now to prepare

Financial empowerment transforms lives, especially when women have access to tailored resources and support. In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to eq

Most people think Social Security is straightforwarduntil taxes show up. The truth is, what you dont know about how your benefits are taxed can cost you more than you expect. In this episode, I expl

Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties. In this episode, I answer

Inheriting an IRA can feel like stepping into a financial minefield but with the right guidance, you can avoid costly mistakes and make the most of your legacy. How do you know which rules apply? Wh

Choosing a Medicare plan is just the beginning. What comes next can have a big impact on your healthcare and wallet. In this episode, I sit down with Traci Grover, a seasoned insurance broker with Vit

The financial services industry is facing a significant shift as women are positioned to control an increasing share of wealth. This shift requires financial advisors to adapt their strategies to bett

What should you know before claiming Social Security benefits? Do you know the ins and outs of applying for benefits or how working affects your payments? Are you confused about common-law marriage el

What happens when you retire and no longer receive a paycheck? How do you pay your taxes in retirement? This week on The Simply Retirement Podcast, I dive into this common concern among retirees. Wit