The Simply Retirement Podcast

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 wrap up my seven essential strategies for successful investing in retirement, focusing on two of the most pivotal: managing your tax burden and deciding whether to work with an advisor.

In this episode, I continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role of Stocks in Retirement, and Strategy #5: The Value of Dividend Growth Investing.

In this episode, I continue our series on the seven essential strategies for successful investing in retirement. We tackle one of the most misunderstood aspects of retirement planning, defining the real purpose of your portfolio and reframing how you think about risk.

In this episode, I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting with a clear financial plan is more important than ever.

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 explore seven actionable gifting strategies you can use before the year ends to support your children, grandchildren, and favorite charities while also being mindful of tax planning opportunities.

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.