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 answer a listener’s question about Social Security tax withholding while working at age 70. I explain what it really means when up to 85% of Social Security may be taxable, how withholding choices work, and why your broader tax picture matters. I also break down the 2026 Social Security Trustees Report, what the projected funding shortfall actually means for benefits, and what the proposed PROMISE Act could change.

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 continue our annuity series by walking through the tax rules that often create the most confusion.

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 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.