The Simply Retirement Podcast

In this episode, I explain several Social Security filing strategies that used to work but no longer apply for many women today.

In this episode, I walk through real questions from a recent Social Security webinar and explain how these decisions connect to your overall retirement plan.

In this episode, I speak with Lina Supnet-Zapata, Chief Executive Officer of Mir Senior Care Management, Inc. & Care Consultants, about the realities families face when caregiving begins without a plan.

In this episode, I walk through how to properly read your Social Security statement and what it is really telling you beyond just your projected benefits.

In this episode, I sit down with Oona Metz, LICSW, CGP, licensed clinical social worker and certified group psychotherapist, to talk about the emotional journey women face during divorce and how it connects to retirement planning.

In this episode, I sit down with Carolyn Daly, Managing Partner at Cohen Seglias, to talk through how women can approach divorce with clarity and structure.

In this episode, I explain how your tax return can become a valuable planning tool instead of something you file away. I walk through how to review your return for accuracy, compare it year to year, and identify missed items that could impact your taxes.

In this episode, I chat with Claudia Porter, CFP®, CDFA®, Wealth Advisor at RFG Advisory, about navigating divorce, financial uncertainty, and rebuilding life with purpose.