Folgen

  • Navigating Life After Loss – Part 1: The First Week (Ep. 67)
    Aug 27 2025
    Grieving the loss of a spouse is devastating. During that fog, there’s still paperwork, decisions, and urgent tasks demanding attention. In this episode, We open up a three-part series called “Life After Loss.” I start by focusing on the first few days after losing a spouse, sharing essential steps to help with emotional healing and …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    29 Min.
  • Understanding The Widow’s Penalty and What You Can Do About It (Ep. 66)
    Aug 20 2025
    Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women aren’t prepared for. The Widow’s Penalty is real, and it can have long-term consequences on income, taxes, and retirement. In this episode, I walk through the Widow’s Penalty, what it is, why it disproportionately affects women, and what proactive steps …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    40 Min.
  • How the New Tax Law Could Impact Your Retirement (Ep. 65)
    Aug 13 2025
    Tax law changes might not sound exciting, but these updates could have a powerful impact on your retirement plans. In this episode, I unpack the top provisions from the new One Big Beautiful Bill Act and how they may affect retirees, especially women planning for long-term income. I break down tax deductions, clarify what’s changing …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    35 Min.
  • Navigating Career Transitions for Women Over 55 with Kristi Cline (Ep. 64)
    Aug 6 2025
    Changing careers or returning to the workforce after a long break can feel overwhelming. But what if the process could feel empowering instead? In this episode, I sit down with Kristi Cline, Founder & CEO of We Write It Now Resumes & Career Resources, to discuss how women approaching or in retirement can pivot their …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    35 Min.
  • Social Security Planning After Divorce: Crucial Rules and Mistakes to Avoid (Ep. 63)
    Jul 30 2025
    Divorce is difficult enough without letting confusion over Social Security take a toll on your future income. In this episode, I explain the essential Social Security strategies every divorced woman should know, from the ten-year rule to remarriage traps. I highlight true stories of women who faced preventable financial setbacks and how proper planning could …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    35 Min.
  • Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)
    Jul 23 2025
    Gray divorce can significantly impact your retirement plans and emotional well-being. How do you protect your financial future when love fades later in life? What pitfalls should you avoid to stay financially sound? In this episode, I sit down with Jill Lowe, Collaborative Divorce Attorney at J Lowe Law, LLC, to discuss the financial and …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    32 Min.
  • The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)
    Jul 16 2025
    What if money could buy happiness, but only if you knew how to spend it? In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research-backed ways to feel more joy and purpose in your retirement spending. We talk about how aligning spending with values can …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    45 Min.
  • Downsize or Rent in Retirement? 5 Key Decisions You Should Consider (Ep. 60)
    Jul 9 2025
    What’s the right housing move in retirement? Sell and rent, or stay put and downsize? In this episode, I unpack five key decisions that go far beyond dollars and cents, inspired by a real conversation with a client. Whether you’re widowed, single, or simply evaluating your next step, this breakdown helps you consider every angle, …

    Read More Read More

    Mehr anzeigen Weniger anzeigen
    31 Min.