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 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 sit down with Tony Steuer, Author and Host of The Get Ready Podcast. Tony shares his perspective on why so many people freeze when facing financial decisions and how reframing your relationship with money, treating it like learning a new language, can transform confusion into confidence.

In this special replay, we revisit one of our most crucial and widely discussed episodes of the year: the one focusing on the Social Security Fairness Act.

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 Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse.

In this episode, we open up a three-part series called “Life After Loss.” I start by focusing on the first few days after losing a spouse, sharing essential steps to help with emotional healing and practical planning.

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.