The Simply Retirement Podcast

In this episode, I explore a study about retirement timing and longevity and explain why statistics alone should never guide your retirement decisions.

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 not whether you should keep a policy, but what risks still exist in your plan.

In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor.

In this episode, I talk with Lisa Rehburg, President of Rehburg Life Insurance Settlements, about how life insurance settlements work and why they are often misunderstood or overlooked.

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.

In this episode, I walk through the 2026 retirement contribution limits and explain how to prioritize different retirement accounts when you cannot fund everything at once.

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 divorce.

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 for married couples and explore the strategic decisions widows face when choosing between their own retirement benefit and survivor benefits.