In this episode, I continue my conversation with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, about preparing for the personal transition into retirement.
In this episode, I sit down with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, to explore her research on how executives experience retirement. We look at why women may enter retirement with broader identities and social networks, yet still struggle with losing credibility, purpose, and voice.
In this episode, I look back at how Social Security has changed and why that history still affects women making retirement decisions today.
In this episode, I talk with Meg McKeen about the personal and financial decisions that reshaped her life. Meg shares how divorce pushed her to understand her finances and become her own advocate, how she eventually left corporate life and became a full-time traveler, and why she’s learning to balance saving for the future with living today.
In this episode, I explain why beneficiary reviews should be part of ongoing retirement planning and walk through nine questions that can help you determine whether your current designations still reflect your wishes.
In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven essential strategies for investing in retirement.
In this episode, I answer a listener’s question about Social Security tax withholding while working at age 70. I explain what it really means when up to 85% of Social Security may be taxable, how withholding choices work, and why your broader tax picture matters. I also break down the 2026 Social Security Trustees Report, what the projected funding shortfall actually means for benefits, and what the proposed PROMISE Act could change.
In this episode, I explain how to evaluate whether an annuity fits within your retirement plan and the questions to ask.