エピソード

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

    Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)
    2025/05/21
    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 listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your …

    Read More Read More
    続きを読む 一部表示
    38 分
  • I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)

    I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)
    2025/05/14
    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? What if you miss a critical tax deadline? What should you do first? In this episode, I break down …

    Read More Read More
    続きを読む 一部表示
    37 分
  • Medicare Tips and Tricks with Traci Grover (Ep. 51)

    Medicare Tips and Tricks with Traci Grover (Ep. 51)
    2025/05/07
    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 Vital Health Coverage, to help you understand how to get the most from your Medicare benefits. We explore the dos …

    Read More Read More
    続きを読む 一部表示
    34 分
  • Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)

    Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)
    2025/04/30
    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 better serve women’s specific needs and priorities. Are firms ready to change their long-held practices to meet the needs of this growing client base? In …

    Read More Read More
    続きを読む 一部表示
    32 分
  • Q&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)

    Q&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)
    2025/04/23
    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 eligibility? In this episode, I answer listener questions about Social Security benefits, from clarifying the differences between spousal and survivor benefits to explaining …

    Read More Read More
    続きを読む 一部表示
    34 分
  • How to Pay Taxes in Retirement: What You Need to Know (Ep. 48)

    How to Pay Taxes in Retirement: What You Need to Know (Ep. 48)
    2025/04/16
    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. With the tax season freshly behind us, now’s a great time to address how you’ll handle taxes in your golden years. …

    Read More Read More
    続きを読む 一部表示
    32 分
  • Three Game-Changing Social Security Strategies (Ep. 47)

    Three Game-Changing Social Security Strategies (Ep. 47)
    2025/04/09
    Your Social Security decisions can significantly impact your financial future. How can you make the most of these benefits while avoiding common pitfalls? In this episode, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make …

    Read More Read More
    続きを読む 一部表示
    23 分
  • Solo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)

    Solo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)
    2025/04/02
    Have you ever wondered how you would navigate the healthcare maze as you age, especially if you’re flying solo? Understanding the role of a Patient Advocate might just be the key to planning for your future with confidence and independence. Join me on the Simply Retirement Podcast as I dive into the world of patient …

    Read More Read More
    続きを読む 一部表示
    30 分