The Simply Retirement Podcast

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 explain how to evaluate whether an annuity fits within your retirement plan and the questions to ask.

In this episode, I reflect on what it means to reach Episode 100 of the Simply Retirement Podcast, alongside the people who know me best, my family, Dawn, Kaitlyn, and Eric.

In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor.

In this episode, I wrap up my seven essential strategies for successful investing in retirement, focusing on two of the most pivotal: managing your tax burden and deciding whether to work with an advisor.

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.

In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence.

In this milestone 50th episode, I explore the increasing control of wealth by women and the financial industry's reaction to this change. I emphasize the necessity for advisors to change their methods to effectively serve women.