#115 - Understanding Annuities Before You Decide if They Belong in Your Retirement Plan
In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific product.
#114 - Helping Women Make Better Retirement Decisions After Life Changes
In this episode, I share a story from a recent anniversary trip that reminded me why retirement planning is about much more than investments.
#113 - Inherited IRA Options Every Widow Should Understand
In this episode, I discuss one of the most important financial decisions many widows face after losing a spouse: what to do with an inherited IRA or retirement account.
#112 - Retirement Tax Cliffs: The Hidden Costs Every Woman Should Understand
In this episode, I discuss several retirement tax cliffs that can quietly affect retirement income planning, especially for women who are widowed, divorced, or managing finances independently.
#111 - What Happens to Your Health Insurance When One Spouse Retires?
In this episode, I walk through the healthcare decisions many couples face before and during retirement. I explain how Medicare enrollment works, why COBRA can create unexpected long-term issues, and how healthcare costs often change once employer coverage ends.
#110 - Should You Stay in Your Home in Retirement? What Women Need to Consider
In this episode, I discuss how choosing where to live in retirement should be viewed as an ongoing process rather than a one-time decision.
#109 - Social Security Rules That No Longer Apply
In this episode, I explain several Social Security filing strategies that used to work but no longer apply for many women today.
#108 - Social Security Q&A: What You Need to Know About Work, Taxes, and Medicare
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.