The Simply Retirement Podcast

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.

In this episode, I answer listener questions about Social Security benefits, from clarifying the differences between spousal and survivor benefits to explaining the impact of working while receiving benefits and the new identity verification requirements. I also address specific scenarios, including those involving teacher pensions and common-law marriages, to provide clear guidance and help listeners make informed decisions about their retirement.

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, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make informed decisions for a stronger financial future.

I was a guest on Senior to Seniors with Jim Mazziotti. In this episode, I share my insights on retirement income strategies, tax-efficient planning, and the Simply Retirement Roadmap process.

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.

In this episode, Eric reveals the secrets to harnessing the true potential of your investments. Prepare to be inspired as Eric emphasizes the vital importance of having a clear-cut plan, aligning your investments with your unique financial purpose and goals.