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 break down seven ways you may be able to withdraw from your retirement savings before age 59½ without facing that dreaded 10% early withdrawal penalty.
In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence.
In this episode, I answer listener questions regarding the Social Security Fairness Act and optimizing Social Security.
I was a guest on Senior to Seniors with Jim Mazziotti. In this episode, I share my insights on retirement income strategies, tax-efficient planning, and the Simply Retirement Roadmap process.
In this eye-opening episode, I sit down with Nancy Griffin, CEO of Glowing Older and host of the Glowing Older podcast, to challenge outdated ideas about aging and retirement.
Amy June, an estate planning attorney focused on helping clients navigate life events, joins me to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.
In this episode, I explore the impact of the Social Security Fairness Act on retirement planning, addressing listener questions about eligibility, retroactive benefits, and practical steps to maximize financial security under the new law.