The Simply Retirement Podcast

The Simply Retirement Podcast


Latest Episodes

Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)
July 23, 2025

Gray divorce can significantly impact your retirement plans and emotional well-being. How do you protect your financial future when love fades later in life? What pitfalls should you avoid to stay fin

The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)
July 16, 2025

What if money could buy happiness, but only if you knew how to spend it? In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research

Downsize or Rent in Retirement? 5 Key Decisions You Should Consider (Ep. 60)
July 09, 2025

Whats the right housing move in retirement? Sell and rent, or stay put and downsize? In this episode, I unpack five key decisions that go far beyond dollars and cents, inspired by a real conversatio

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