The Simply Retirement Podcast

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.

In this episode of The Simply Retirement Podcast, Eric dives into the intricacies of Social Security survivor benefits and how they impact retirement planning.