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 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.

In this episode, I talk with Sandy about her raw and revealing story as a caregiver for her husband battling frontotemporal degeneration.

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.

In this episode, I explore the impact of the Social Security Fairness Act on retirement planning, addressing listener questions about eligibility, retroactive benefits, and practical steps to maximize financial security under the new law.

In this episode of The Simply Retirement Podcast, Eric dives into the intricacies of Social Security survivor benefits and how they impact retirement planning.