The Simply Retirement Podcast

In this episode, I discuss one of the most important financial decisions many widows face after losing a spouse: what to do with an inherited IRA or retirement account.

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 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 explain how your tax return can become a valuable planning tool instead of something you file away. I walk through how to review your return for accuracy, compare it year to year, and identify missed items that could impact your taxes.

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 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.

In this episode, I explore seven actionable gifting strategies you can use before the year ends to support your children, grandchildren, and favorite charities while also being mindful of tax planning opportunities.