#60 - Downsize or Rent in Retirement? 5 Key Decisions You Should Consider
In this episode, I unpack five key retirement housing decisions that go far beyond dollars and cents, inspired by a real conversation with a client.
#59 - Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury
In this episode, I sit down with Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and author of Breaking Money Silence®, to explore how our early beliefs about money affect our entire financial life.
#58 - Caring for a Spouse: Navigating the Financial, Legal, and Emotional Journey with Sandy Moss Moder
In this episode, I talk with Sandy about her raw and revealing story as a caregiver for her husband battling frontotemporal degeneration.
#57 - 7 Ways to Access Retirement Funds Early Without a Penalty
In this episode, I break down seven ways you may be able to withdraw from your retirement savings before age 59½ without facing that dreaded 10% early withdrawal penalty.
#56 - What Will You Do with Your 1,000 Hours a Year in Retirement?
In this episode, I explore “The Rule of 1000 Hours" in retirement, explaining how to balance freedom with intention. I offer strategies to avoid aimlessness and craft a life filled with meaningful activities.
#55 - Empowering Financial Confidence for Women with Savvy Ladies
In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence.
#54 - How Social Security Gets Taxed: What You Need to Know
In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.
#53 - Q&A: Living Trusts, Social Security, and Protecting Your Retirement
In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs.