In this episode, I sit down with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, to explore her research on how executives experience retirement. We look at why women may enter retirement with broader identities and social networks, yet still struggle with losing credibility, purpose, and voice.
In this episode, I look back at how Social Security has changed and why that history still affects women making retirement decisions today.
In this episode, I explain why beneficiary reviews should be part of ongoing retirement planning and walk through nine questions that can help you determine whether your current designations still reflect your wishes.
In this episode, I explain how to evaluate whether an annuity fits within your retirement plan and the questions to ask.
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.
In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific product.
In this episode, I share a story from a recent anniversary trip that reminded me why retirement planning is about much more than investments.
In this episode, I discuss how choosing where to live in retirement should be viewed as an ongoing process rather than a one-time decision.