The Simply Retirement Podcast

Many women approaching retirement worry that Social Security may not be there when they need it most. That uncertainty can make retirement planning feel overwhelming.

But what do the numbers actually say?

In this episode, I break down the real projections behind Social Security and what they mean for women approaching retir...

Many people ask whether retiring early will help them live longer. The real conversation is much bigger than that.

Statistics and social media posts often push simple conclusions, but retirement decisions are rarely simple. Health, caregiving responsibilities, longevity, and financial readiness all play a role.

In this epis...

Many women enter retirement assuming life insurance is no longer necessary, only to discover that the real issue is not coverage, but access to cash when it matters most.

In this episode, I walk through how the purpose of life insurance changes as you approach and enter retirement. I explain why the real question is not whether you should keep a policy, but what...

Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement, especially if you’re navigating it on your own. 

Yet many women don’t realize how much clarity and confidence can come from simply asking the right questions before committing to a long-term relationship.

In this epis...

Many retirees unknowingly walk away from life insurance policies without realizing they may still hold value. For women navigating retirement, widowhood, or major life changes, understanding every available option can make a meaningful difference.

In this episode, I talk with Lisa Rehburg, President of Rehburg Life Insurance Settlements, about how life insurance...

RMDs are one of those retirement rules that feel simple on the surface, until the tax consequences show up years later.

In this episode, I walk through what required minimum distributions are, when they start, and why missing or mismanaging them can quietly raise taxes, Medicare costs, and long-term financial stress. I explain how planning early creates flexibil...

Most people know they should be saving for retirement, but fewer understand how contribution rules, taxes, and prioritization actually work together.

Small decisions, like where you save first or how you respond to changing tax brackets, can shape long-term outcomes far more than people realize.

In this episode, I walk thro...

Divorce later in life is not just a legal event; it is an emotional and financial turning point that reshapes identity, confidence, and long-term planning.

In this episode, I sit down with Mardi Winder, a strategic divorce consultant and founder of Positive Communication Systems, to discuss what really happens before, during, and after a gray divorce. 

Social Security decisions can feel overwhelming, especially when trying to understand spousal and survivor benefits. 

What benefits are you entitled to based on your spouse’s record? When should you claim them?

In this Q&A episode, I address two common Social Security questions that women face. I walk through the ...

Major life transitions can leave you feeling lost and uncertain about your financial future.

How do you move forward when everything feels overwhelming? What questions should you even be asking when you’re navigating divorce, widowhood, or any significant financial change?

In this episode, I sit down with Tony Steuer,...

That annual Social Security increase announcement can be confusing. 

Is it a bonus? Will it cover your rising costs? More importantly, how does it really affect your decisions about when to retire and when to claim your benefits?

In this episode, I unpack the new 2.8% cost-of-living adjustment for 2026. We explore how Socia...

Divorce doesn’t have to be devastating. 

It can be empowering when approached with clarity and the right support.

In this episode, I sit down with Karen Covy, divorce coach, attorney, and mediator, to explore how women can take control of the divorce process. We talk about choosing the right process for your situation, unde...

Understanding Social Security can feel complicated, especially when life events like divorce or widowhood come into play. 

In this episode, I join Karen Covy on her podcast, Off The Fence, to walk through the rules that often matter most for women.

We discuss how full retirement age works, how spousal, ex-spousal, and survi...

Many people nearing retirement are unsure how recent rule changes might affect what they can receive.

What happens when long-standing limits disappear, and families finally gain access to benefits they were denied for years?

In this special replay, we revisit one of our most crucial and widely discussed episodes of the year...

Retirement planning doesn’t end once you stop working; it evolves. 

In this episode, I wrap up my seven essential strategies for successful investing in retirement, focusing on two of the most pivotal: managing your tax burden and deciding whether to work with an advisor. 

I share how to plan ahead for taxes, the importance...

Investing in retirement requires a completely different mindset, one focused on income, not just preservation.

In this episode, I continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role of Stocks in Retirement, and Strategy #5: The Value of Dividend Growth Investing. 

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