The Simply Retirement Podcast

In this special replay, we revisit one of our most crucial and widely discussed episodes of the year: the one focusing on the Social Security Fairness Act.

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 continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role of Stocks in Retirement, and Strategy #5: The Value of Dividend Growth Investing.

In this episode, I continue our series on the seven essential strategies for successful investing in retirement. We tackle one of the most misunderstood aspects of retirement planning, defining the real purpose of your portfolio and reframing how you think about risk.

In this episode, I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting with a clear financial plan is more important than ever.

In this episode, I explore the trade-offs of claiming early versus delaying for larger benefits. I explain how investing early benefits might change the picture, why survivor benefits matter, and how taxes and policy changes could influence your strategy.

In this episode, you’ll discover how Roth IRAs may give you more control over your taxes in retirement, create flexibility for future withdrawals, and help protect your income for the long run.

In this episode, I share a real listener’s story involving Social Security, divorce, and the possibility of going back to work.