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.
On this episode, I dive into how to pay your taxes in retirement when you no longer have a paycheck. With the tax season freshly behind us, now's a great time to address how you'll handle taxes in your golden years.
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.
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.