#73 - Roth IRAs and Retirement: What You Need to Know
In this episode, you’ll discover how Roth IRAs may give you more control over your taxes in retirement, create flexibility for future withdrawals, and help protect your income for the long run.
#69 - Navigating Life After Loss – Part 3: Planning Your First Year with Clarity and Care
In Part 3 of our Navigating Life After Loss series, I share how to approach both urgent and long-term planning after the loss of a spouse.
#66 - Understanding The Widow’s Penalty and What You Can Do About It
In this episode, I walk through the Widow’s Penalty, what it is, why it disproportionately affects women, and what proactive steps can be taken to protect your financial future.
#65 - How the New Tax Law Could Impact Your Retirement
In this episode, I unpack the top provisions from the new One Big Beautiful Bill Act and how they may affect retirees, especially women planning for long-term income.
#57 - 7 Ways to Access Retirement Funds Early Without a Penalty
In this episode, I break down seven ways you may be able to withdraw from your retirement savings before age 59½ without facing that dreaded 10% early withdrawal penalty.
#54 - How Social Security Gets Taxed: What You Need to Know
In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.
#52 - I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes
In this episode, I break down the five essential steps every woman should take after inheriting an IRA. I explain how the Secure Act changed the rules, when required distributions apply, and how to think about taxes and investment strategy.
#48 - How to Pay Taxes in Retirement: What You Need to Know
On this episode, I dive into how to pay your taxes in retirement when you no longer have a paycheck. With the tax season freshly behind us, now's a great time to address how you'll handle taxes in your golden years.