#114 - Helping Women Make Better Retirement Decisions After Life Changes
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Retirement decisions often happen during life's most emotional moments. When you're grieving, retiring, or suddenly making financial choices on your own, how do you know you're asking the right questions or talking to the right people?
In this episode, I share a story from a recent anniversary trip that reminded me why retirement planning is about much more than investments.
Through conversations with women facing divorce, widowhood, and retirement, I explain how decisions around Social Security, beneficiary designations, retirement accounts, taxes, and financial guidance are often connected in ways people don't realize. We also talk about why every financial advisor approaches retirement differently, why asking the right questions matters, and how finding guidance that fits your situation can influence retirement for years to come.
EPISODE SUMMARY
- Why retirement decisions made after losing a spouse deserve thoughtful guidance before taking action
- How Social Security timing can affect lifetime retirement income and future financial flexibility
- Why beneficiary designations and retirement accounts often create unexpected challenges for widows
- How communication between financial and tax professionals can improve retirement decisions
- Questions women should ask before choosing retirement guidance during major life transitions
- And more!
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related episodes
- #29 - Finding the Right Financial Advisor: Guidance for Your Unique Financial Journey
- #50 - Women Will Soon Control the Financial Landscape - But Is the Financial Services Industry Ready?
- #94 - 7 Questions Every Woman Should Ask Before Hiring a Financial Advisor
- Navigating Life After Loss: 3-Part Episode Series
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