In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matters that can feel overwhelming, offering clear action steps to bring order during a difficult time. From meeting with an estate attorney and …
Grieving the loss of a spouse is devastating. During that fog, there’s still paperwork, decisions, and urgent tasks demanding attention. In this episode, we open up a three-part series called “Life After Loss.” I start by focusing on the first few days after losing a spouse, sharing essential steps to help with emotional healing and …
Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women aren’t prepared for. The Widow’s Penalty is real, and it can have long-term consequences on income, taxes, and retirement. In this episode, I walk through the Widow’s Penalty, what it is, why it disproportionately affects women, and what proactive steps …
Tax law changes might not sound exciting, but these updates could have a powerful impact on your retirement plans. In this episode, I unpack the top provisions from the new One Big Beautiful Bill Act and how they may affect retirees, especially women planning for long-term income. I break down tax deductions, clarify what’s changing …
Changing careers or returning to the workforce after a long break can feel overwhelming. But what if the process could feel empowering instead? In this episode, I sit down with Kristi Cline, Founder & CEO of We Write It Now Resumes & Career Resources, to discuss how women approaching or in retirement can pivot their …
Divorce is difficult enough without letting confusion over Social Security take a toll on your future income. In this episode, I explain the essential Social Security strategies every divorced woman should know, from the ten-year rule to remarriage traps. I highlight true stories of women who faced preventable financial setbacks and how proper planning could …
Gray divorce can significantly impact your retirement plans and emotional well-being. How do you protect your financial future when love fades later in life? What pitfalls should you avoid to stay financially sound? In this episode, I sit down with Jill Lowe, Collaborative Divorce Attorney at J Lowe Law, LLC, to discuss the financial and …
What if money could buy happiness, but only if you knew how to spend it? In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research-backed ways to feel more joy and purpose in your retirement spending. We talk about how aligning spending with values can …
What’s the right housing move in retirement? Sell and rent, or stay put and downsize? In this episode, I unpack five key decisions that go far beyond dollars and cents, inspired by a real conversation with a client. Whether you’re widowed, single, or simply evaluating your next step, this breakdown helps you consider every angle, …
Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future? In this episode, I sit down with Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and author of Breaking Money Silence®, to explore how our early beliefs about money affect our entire …