The Simply Retirement Podcast

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 several retirement tax cliffs that can quietly affect retirement income planning, especially for women who are widowed, divorced, or managing finances independently.

In this episode, I explain several Social Security filing strategies that used to work but no longer apply for many women today.

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 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.