The Simply Retirement Podcast

The Simply Retirement Podcast


Latest Episodes

Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)
July 02, 2025

Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future? In this episode, I sit down with Kathleen Burns Kingsbury, Fo

Caring for a Spouse: Navigating the Financial, Legal, and Emotional Journey with Sandy Moss Moder (Ep. 58)
June 25, 2025

What happens when love meets life-altering diagnosis and financial pressure? For Sandy Moss Moder, it meant stepping into the unknown and documenting every step of the way. In this episode, I talk wi

7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)
June 18, 2025

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

What Will You Do with Your 1,000 Hours a Year in Retirement? (Ep. 56)
June 11, 2025

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

Empowering Financial Confidence for Women with Savvy Ladies (Ep. 55)
June 04, 2025

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

How Social Security Gets Taxed: What You Need to Know (Ep. 54)
May 28, 2025

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

Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)
May 21, 2025

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

I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)
May 14, 2025

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

Medicare Tips and Tricks with Traci Grover (Ep. 51)
May 07, 2025

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

Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)
April 30, 2025

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