The Simply Retirement Podcast

In this episode, I continue our annuity series by walking through the tax rules that often create the most confusion.

In this episode, I speak with Tami Calais, Aging and Change Coach, owner of Calais Senior Consult, and Motivational Interviewing Practitioner, about why families often delay difficult conversations with aging parents until a crisis leaves them with few choices.

In this episode, I continue our annuity series by explaining the different types of annuities and how each one is designed to solve a different retirement planning challenge.

In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific product.

In this episode, I share a story from a recent anniversary trip that reminded me why retirement planning is about much more than investments.

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.

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.

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.