The Simply Retirement Podcast

In this episode, I explore a study about retirement timing and longevity and explain why statistics alone should never guide your retirement decisions.

In this episode, I walk through how the purpose of life insurance changes as you approach and enter retirement. I explain why the real question is not whether you should keep a policy, but what risks still exist in your plan.

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 walk through the 2026 retirement contribution limits and explain how to prioritize different retirement accounts when you cannot fund everything at once.

In this Q&A episode, I address two common Social Security questions that women face. I walk through the step-by-step process for determining spousal benefits for married couples and explore the strategic decisions widows face when choosing between their own retirement benefit and survivor benefits.

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.