#116 - Which Type of Annuity Fits Your Retirement Plan?
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.
#115 - Understanding Annuities Before You Decide if They Belong in Your Retirement Plan
In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific product.
#113 - Inherited IRA Options Every Widow Should Understand
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.
#112 - Retirement Tax Cliffs: The Hidden Costs Every Woman Should Understand
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.
#109 - Social Security Rules That No Longer Apply
In this episode, I explain several Social Security filing strategies that used to work but no longer apply for many women today.
#108 - Social Security Q&A: What You Need to Know About Work, Taxes, and Medicare
In this episode, I walk through real questions from a recent Social Security webinar and explain how these decisions connect to your overall retirement plan.
#106 - Understanding Your Social Security Statement and What It Really Means
In this episode, I walk through how to properly read your Social Security statement and what it is really telling you beyond just your projected benefits.
#97 - What Is the Future of Social Security?
In this episode, I break down the real projections behind Social Security and what they mean for women approaching retirement.