The Simply Retirement Podcast

In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.

In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs.

In this episode, I break down the five essential steps every woman should take after inheriting an IRA. I explain how the Secure Act changed the rules, when required distributions apply, and how to think about taxes and investment strategy.

In this episode, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make informed decisions for a stronger financial future.

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 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.

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

In this episode, Eric delves into what women need to know about maximizing their Social Security benefits, specifically spousal and ex-spousal benefits. He clarifies the eligibility criteria, benefit calculation, timing strategies, and the impact of working on social security benefits.