The Simply Retirement Podcast

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.

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.

In this episode, I break down the real projections behind Social Security and what they mean for women approaching retirement.

In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor.

In this episode, I talk with Lisa Rehburg, President of Rehburg Life Insurance Settlements, about how life insurance settlements work and why they are often misunderstood or overlooked.

In this episode, I walk through what required minimum distributions are, when they start, and why missing or mismanaging them can quietly raise taxes, Medicare costs, and long-term financial stress.

In this episode, I unpack the new 2.8% cost-of-living adjustment for 2026. We explore how Social Security benefits grow differently before and after age 62, why the inflation measure might not match your personal expenses, and how your early work years still count.

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.