The Simply Retirement Podcast

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.

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.

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.

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.

In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.

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.

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.

In this episode, Eric delves deep into the maze of retirement distribution planning. Every decision, every distribution, has consequences—some of which you might not see coming.