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 …
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 …
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 …
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 …