#113 - Inherited IRA Options Every Widow Should Understand
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 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 episode, I discuss several retirement tax cliffs that can quietly affect retirement income planning, especially for women who are widowed, divorced, or managing finances independently.
In this episode, I walk through real questions from a recent Social Security webinar and explain how these decisions connect to your overall retirement plan.
In this episode, I speak with Lina Supnet-Zapata, Chief Executive Officer of Mir Senior Care Management, Inc. & Care Consultants, about the realities families face when caregiving begins without a plan.
In this episode, I sit down with Oona Metz, LICSW, CGP, licensed clinical social worker and certified group psychotherapist, to talk about the emotional journey women face during divorce and how it connects to retirement planning.
In this episode, I sit down with Carolyn Daly, Managing Partner at Cohen Seglias, to talk through how women can approach divorce with clarity and structure.
In this episode, I sit down with Bernadette Joy, author and CEO of CRUSH Your Money Goals®, for a candid conversation about what it really takes to take control of your finances, redefine what retirement means to you, and finally stop waiting for the "right" time to live the life you actually want.
In this episode, I reflect on what it means to reach Episode 100 of the Simply Retirement Podcast, alongside the people who know me best, my family, Dawn, Kaitlyn, and Eric.