The Simply Retirement Podcast

In this episode, I walk through my year-end tax planning checklist to help you understand the key areas that can impact your retirement, your taxes, and your long-term goals.

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 and policy changes could influence your strategy.

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 run.

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.

In this episode, I share a real listener’s story involving Social Security, divorce, and the possibility of going back to work.

In this episode, I sit down with elder law attorney and founder of Solo Allies, Kathy McNair, to talk about the unique needs of solo seniors and why legal paperwork alone isn’t enough.

In Part 3 of our Navigating Life After Loss series, I share how to approach both urgent and long-term planning after the loss of a spouse.

In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse.