Creating Your Encore Chapter with Joy Levin (Ep. 79)

Creating Your Encore Chapter with Joy Levin (Ep. 79)

Retirement isn’t just about slowing down. It’s about stepping into a chapter that feels alive with meaning and joy. In this episode, I speak with Joy Levin, President of Gen X Exec Encore and Certified Professional Retirement Coach, about how Gen X women can reimagine retirement as an encore to life. Together, we explore how …

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7 Smart Giving Strategies for Family and Charities Before Year-End (Ep. 78)

7 Smart Giving Strategies for Family and Charities Before Year-End (Ep. 78)

The holiday season often inspires generosity, but how you give can make a big difference for both your loved ones and your finances. In this episode, I explore seven actionable gifting strategies you can use before the year ends to support your children, grandchildren, and favorite charities while also being mindful of tax planning opportunities. …

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Preserving Family Stories and Legacies with Zoe Martin (Ep. 77)

Preserving Family Stories and Legacies with Zoe Martin (Ep. 77)

Our financial legacy is important, but our stories and memories are priceless.  This time, we go beyond numbers to focus on preserving the voices, photos, and experiences that define a family’s history. In this episode, I sit down with Zoe Martin, founder of The Zoe Martin, to talk about the importance of capturing family stories …

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Rebuilding After Abuse: Finding Strength with Dr. Brooke Jones (Ep. 76)

Rebuilding After Abuse: Finding Strength with Dr. Brooke Jones (Ep. 76)

What if your most painful experiences could become the foundation for new strength and hope? In this episode, I sit down with Dr. Brooke Jones, Founder of Stronger Women, to talk about her journey of survival, recovery, and empowerment. She shares her story of leaving abuse, the challenges women face when trying to rebuild their …

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Year-End Tax Planning Checklist for 2025 (Ep. 75)

Year-End Tax Planning Checklist for 2025 (Ep. 75)

The final months of the year are the perfect time to review your finances and take action before December 31st.  New tax laws bring both opportunities and risks, making this year’s planning even more important. In this episode, I walk through my year-end tax planning checklist to help you understand the key areas that can …

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Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)

Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)

Deciding when to start Social Security is more than a math equation. It’s about balancing life expectancy, risk tolerance, and long-term income needs. In this episode, I explore the trade-offs of claiming early versus delaying for larger benefits. I explain how investing early benefits might change the picture, why survivor benefits matter, and how taxes …

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Roth IRAs and Retirement: What You Need to Know (Ep. 73)

Roth IRAs and Retirement: What You Need to Know (Ep. 73)

Roth IRAs can feel confusing—but when you understand how they work, they can become one of the most powerful tools in your retirement plan. In this episode, you’ll discover how Roth IRAs may give you more control over your taxes in retirement, create flexibility for future withdrawals, and help protect your income for the long …

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Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)

Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)

Exiting a business is more than just a financial transaction. It’s a life transition that can affect family, legacy, and the future you envision. In this episode, I sit down with Renita Wolf, MBA, founder and CEO of Poe Wolf Partners, to discuss how business owners can thoughtfully plan for a smooth and meaningful exit. …

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Can I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)

Can I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)

Retirement rarely unfolds exactly as planned, especially when unexpected life changes occur. In this episode, I share a real listener’s story involving Social Security, divorce, and the possibility of going back to work. I walk through step-by-step strategies to help women understand their Social Security options and prepare for future benefits. Key points: How to …

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Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)

Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)

Too often, retirement planning focuses only on documents, but what happens when you don’t have the right people to rely on? In this episode, I sit down with elder law attorney and founder of Solo Allies, Kathy McNair, to talk about the unique needs of solo seniors and why legal paperwork alone isn’t enough. We …

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