What if the way you’ve been told to protect your money in retirement is actually putting your future at risk? In this episode, I continue our series on the seven essential strategies for successful investing in retirement. We tackle one of the most misunderstood aspects of retirement planning, defining the real purpose of your portfolio …
Retirement is shifting in ways that require new thinking, new planning, and new strategies. In this episode, I launch a new series on the seven essential strategies for successful investing in retirement. I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting …
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 …
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. …
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 …
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 …
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 …
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 …
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 …
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. …