For women approaching retirement, choosing a financial advisor can bring up an important concern: How do you know whether someone’s process is actually suited to the decisions ahead of you? In this episode, I walk through six common questions women ask about retirement, including how much they need, when they can retire, Social Security, healthcare, …
Social Security, Medicare, old retirement accounts, long-term care, and even your credit report can all raise questions as retirement gets closer. Knowing where to find reliable information can make those decisions feel much more manageable. In this episode, I share 10 websites I believe every woman should bookmark for retirement planning. I explain where to …
Retirement can bring a surprising mix of excitement and uncertainty. Having enough money matters, but so do the questions about health, purpose, family, taxes, and whether you’re making decisions you’ll feel comfortable living with. In this episode, I share what women in the Simply Retirement Community told me about their biggest retirement goals and worries. …
What happens when the career that shaped your schedule, relationships, and identity is suddenly no longer part of your everyday life? Preparing for retirement can mean thinking beyond the financial pieces. In this episode, I continue my conversation with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, …
Retirement can look settled financially and still leave you wondering who you’ll be when your career and title change. How do you prepare for the parts of retirement that don’t show up on a financial statement? In this episode, I sit down with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership …
Social Security rules can look straightforward until survivor benefits, retirement ages, taxes, and your personal history start overlapping. Understanding where these rules came from can help you recognize which details deserve a closer look before you file. In this episode, I look back at how Social Security has changed and why that history still affects …
What happens when the life you planned no longer fits the person you’ve become? Retirement planning can create space to reconsider where you live, how you work, and what you want your next chapter to look like. In this episode, I talk with Meg McKeen, Founder and Principal Consultant at Adjunct Advisors LLC, about the …
Life changes, but the beneficiary forms attached to your retirement accounts, insurance policies, and other assets may still reflect decisions you made years ago. In this episode, I explain why beneficiary reviews should be part of ongoing retirement planning and walk through nine questions that can help you determine whether your current designations still reflect …
Retirement investing can bring many questions, especially when your savings need to support your lifestyle for decades. How do you balance growth, income, taxes, and market uncertainty when planning for life after work? In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven …
For women approaching or already in retirement, Social Security decisions can feel harder when tax questions, funding projections, and proposed legislation all appear in the headlines at once. How do you separate information that affects your plan from news that simply deserves your attention? In this episode, I answer a listener’s question about Social Security …