#127 - What Women Are Telling Us About Retirement: Their Goals and What Keeps Them Up at Night
In this episode, I share what women in the Simply Retirement Community told me about their biggest retirement goals and worries.
#126 - Retirement for Women: Identity, Purpose, and Life After Work - Part 2
In this episode, I continue my conversation with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, about preparing for the personal transition into retirement.
#125 - Retirement for Women: Identity, Purpose, and Life After Work - Part 1
In this episode, I sit down with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, to explore her research on how executives experience retirement. We look at why women may enter retirement with broader identities and social networks, yet still struggle with losing credibility, purpose, and voice.
#124 - Social Security Rules Women May Not Know: Survivor Benefits, Retirement Age & Taxes
In this episode, I look back at how Social Security has changed and why that history still affects women making retirement decisions today.
#123 - Rethinking Retirement: Building a Life on Your Own Terms
In this episode, I talk with Meg McKeen about the personal and financial decisions that reshaped her life. Meg shares how divorce pushed her to understand her finances and become her own advocate, how she eventually left corporate life and became a full-time traveler, and why she’s learning to balance saving for the future with living today.
#122 - Beneficiary Designations: 9 Key Questions for Retirement Planning
In this episode, I explain why beneficiary reviews should be part of ongoing retirement planning and walk through nine questions that can help you determine whether your current designations still reflect your wishes.
#121 - 7 Essential Strategies for Successful Investing for Retirement
In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven essential strategies for investing in retirement.
#120 - Social Security Headlines: What They Really Mean for Your Retirement
In this episode, I answer a listener’s question about Social Security tax withholding while working at age 70. I explain what it really means when up to 85% of Social Security may be taxable, how withholding choices work, and why your broader tax picture matters. I also break down the 2026 Social Security Trustees Report, what the projected funding shortfall actually means for benefits, and what the proposed PROMISE Act could change.