The Simply Retirement Podcast

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.

In this episode, I join Karen Covy on her podcast, Off The Fence, to walk through the rules that often matter most for women. Understanding Social Security can feel complicated, especially when life events like divorce or widowhood come into play.

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.