Outdated Social Security advice can create costly mistakes, especially when rules have changed, but old strategies are still being shared today. Have you ever heard someone say, “I was told I could do this with Social Security”? What if that advice no longer applies and could affect your retirement income for years to come? In …
Planning for retirement often raises more questions than answers, especially when income, taxes, and timing all collide. How do working years, Social Security decisions, and required withdrawals shape your financial picture? In this episode, I walk through real questions from a recent Social Security webinar and explain how these decisions connect to your overall retirement …
Caregiving often starts quietly, but its impact can quickly reshape careers, finances, and family dynamics. How prepared are you if a health event forces immediate decisions? And who is included in the conversations that matter most? In this episode, I speak with Lina Supnet-Zapata, Chief Executive Officer of Mir Senior Care Management, Inc. & Care …
Your Social Security statement might look simple, but the details behind it can shape your entire retirement plan. Are you only looking at the benefit numbers, or are you missing the bigger picture that could impact your future income? In this episode, I walk through how to properly read your Social Security statement and what …
There are moments in life when everything shifts at once: your identity, your roles, and your plans for the future. What happens when the life you expected changes, and you’re left asking what comes next? In this episode, I sit down with Oona Metz, LICSW, CGP, licensed clinical social worker and certified group psychotherapist, to …
Divorce can feel overwhelming, especially when emotions and financial uncertainty collide. How do you make clear decisions when everything feels uncertain? And how can the right guidance help you avoid costly mistakes along the way? In this episode, I sit down with Carolyn Daly, Managing Partner at Cohen Seglias, to talk through how women can …
Most people think tax season ends when the return is filed, but that may be where the real opportunity begins. What if your tax return could guide smarter financial decisions instead of sitting untouched for a year? In this episode, I explain how your tax return can become a valuable planning tool instead of something …
Facing major life changes can feel overwhelming, especially when the future is unclear and the stakes are high. How do you move forward when fear, finances, and identity are all shifting at once? In this episode, I chat with Claudia Porter, CFP®, CDFA®, Wealth Advisor at RFG Advisory, about navigating divorce, financial uncertainty, and rebuilding …
What happens when retirement stops being a finish line and starts being a choice? What if the biggest barrier between you and financial freedom isn’t the math, it’s the mindset? In this episode, I sit down with Bernadette Joy, author and CEO of CRUSH Your Money Goals®, for a candid conversation about what it really …
One hundred episodes in. More than a milestone, this is a window into the heart behind the work. In this episode, I reflect on what it means to reach Episode 100 of the Simply Retirement Podcast, alongside the people who know me best, my family, Dawn Blake, Kaitlyn Blake-Lolliot, and Eric L. Blake. We talk …