Should You Keep the House After Divorce? A Smarter Way to Decide (Ep. 99)

Should You Keep the House After Divorce? A Smarter Way to Decide (Ep. 99)

When divorce puts the future of your home into question, the biggest risk is making decisions before you fully understand your options. In this episode, I sit down with Stacey Ellison, Certified Divorce Lending Professional and Divorce Mortgage Planner at Divorce Mortgage Solutions, to walk through how mortgage planning, settlement language, and income rules can …

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What Is the Future of Social Security? (Ep. 97)

What Is the Future of Social Security? (Ep. 97)

Many women approaching retirement worry that Social Security may not be there when they need it most. That uncertainty can make retirement planning feel overwhelming. But what do the numbers actually say? In this episode, I break down the real projections behind Social Security and what they mean for women approaching retirement. I explain why …

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Preparation or Timing: What Really Determines a Successful Retirement (Ep. 96)

Preparation or Timing: What Really Determines a Successful Retirement (Ep. 96)

Many people ask whether retiring early will help them live longer. The real conversation is much bigger than that. Statistics and social media posts often push simple conclusions, but retirement decisions are rarely simple. Health, caregiving responsibilities, longevity, and financial readiness all play a role. In this episode, I explore a study about retirement timing …

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Do I Still Need Life Insurance in Retirement? (Ep. 95)

Do I Still Need Life Insurance in Retirement? (Ep. 95)

Many women enter retirement assuming life insurance is no longer necessary, only to discover that the real issue is not coverage, but access to cash when it matters most. In this episode, I walk through how the purpose of life insurance changes as you approach and enter retirement. I explain why the real question is …

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7 Questions Every Woman Should Ask Before Hiring a Financial Advisor (Ep. 94)

7 Questions Every Woman Should Ask Before Hiring a Financial Advisor (Ep. 94)

Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement, especially if you’re navigating it on your own.  Yet many women don’t realize how much clarity and confidence can come from simply asking the right questions before committing to a long-term relationship. In this episode, I walk through …

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Life Settlements Explained: Turning Life Insurance into Opportunity (Ep. 93)

Life Settlements Explained: Turning Life Insurance into Opportunity (Ep. 93)

Many retirees unknowingly walk away from life insurance policies without realizing they may still hold value. For women navigating retirement, widowhood, or major life changes, understanding every available option can make a meaningful difference. In this episode, I talk with Lisa Rehburg, President of Rehburg Life Insurance Settlements, about how life insurance settlements work and …

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Required Minimum Distributions (RMD) Explained: Risks, Timing, and Tax Planning Strategies (Ep. 92)

Required Minimum Distributions (RMD) Explained: Risks, Timing, and Tax Planning Strategies (Ep. 92)

RMDs are one of those retirement rules that feel simple on the surface, until the tax consequences show up years later. In this episode, I walk through what required minimum distributions are, when they start, and why missing or mismanaging them can quietly raise taxes, Medicare costs, and long-term financial stress. I explain how planning …

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2026 Retirement Contributions Explained: How to Prioritize Accounts & Help Reduce Lifetime Taxes (Ep. 91)

2026 Retirement Contributions Explained: How to Prioritize Accounts & Help Reduce Lifetime Taxes (Ep. 91)

Most people know they should be saving for retirement, but fewer understand how contribution rules, taxes, and prioritization actually work together. Small decisions, like where you save first or how you respond to changing tax brackets, can shape long-term outcomes far more than people realize. In this episode, I walk through the 2026 retirement contribution …

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Divorce, Identity, and Financial Clarity After 50 With Mardi Winder (Ep. 90)

Divorce, Identity, and Financial Clarity After 50 With Mardi Winder (Ep. 90)

Divorce later in life is not just a legal event; it is an emotional and financial turning point that reshapes identity, confidence, and long-term planning. In this episode, I sit down with Mardi Winder, a strategic divorce consultant and founder of Positive Communication Systems, to discuss what really happens before, during, and after a gray …

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