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 step-by-step process for determining spousal benefits …
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, Author and Host of The Get …
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 Social Security …
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, understanding your …
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 survivor benefits are …
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: the one focusing …
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 of …
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. Together, these two approaches show how …
What if the way you’ve been told to protect your money in retirement is actually putting your future at risk? In this episode, I continue our series on the seven essential strategies for successful investing in retirement. We tackle one of the most misunderstood aspects of retirement planning, defining the real purpose of your portfolio …
Retirement is shifting in ways that require new thinking, new planning, and new strategies. In this episode, I launch a new series on the seven essential strategies for successful investing in retirement. I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting …