The Simply Retirement Podcast

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.

In this episode, I sit down with Bernadette Joy, author and CEO of CRUSH Your Money Goals®, for a candid conversation about what it really takes to take control of your finances, redefine what retirement means to you, and finally stop waiting for the "right" time to live the life you actually want.

In this episode, I reflect on what it means to reach Episode 100 of the Simply Retirement Podcast, alongside the people who know me best, my family, Dawn, Kaitlyn, and Eric.

In this episode, I sit down with Stacey Ellison, Certified Divorce Lending Professional and Divorce Mortgage Planner at Divorce Mortgage Solutions, to walk through how mortgage planning, settlement language, and income rules can shape what is actually possible when it comes to keeping a home.