#94 - 7 Questions Every Woman Should Ask Before Hiring a Financial Advisor
In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor.
In this episode, I walk through seven essential questions every woman should consider before hiring or changing a financial advisor.
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 join Karen Covy on her podcast, Off The Fence, to walk through the rules that often matter most for women. Understanding Social Security can feel complicated, especially when life events like divorce or widowhood come into play.
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 this episode, I speak with Joy Levin, President of Gen X Exec Encore and Certified Professional Retirement Coach, about how Gen X women can reimagine retirement as an encore to life.
In this episode, I sit down with Zoe Martin, founder of The Zoe Martin, to talk about the importance of capturing family stories and portraits before it’s too late.
In this episode, I sit down with Jill Lowe, Collaborative Divorce Attorney at J Lowe Law, LLC, to discuss the financial and emotional layers of gray divorce.
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.