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 answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs.

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 milestone 50th episode, I explore the increasing control of wealth by women and the financial industry's reaction to this change. I emphasize the necessity for advisors to change their methods to effectively serve women.

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 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.

Join me on this episode as I dive into the world of patient advocacy with Nancy Ruffner, an experienced Patient Advocate and Aging Strategist.

In this episode, I answer listener questions regarding the Social Security Fairness Act and optimizing Social Security.