Episodios

  • Downsize or Rent in Retirement? 5 Key Decisions You Should Consider (Ep. 60)

    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, …

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    31 m
  • Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)

    Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)
    Jul 2 2025
    Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future? In this episode, I sit down with Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and author of Breaking Money Silence®, to explore how our early beliefs about money affect our entire …

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    35 m
  • Caring for a Spouse: Navigating the Financial, Legal, and Emotional Journey with Sandy Moss Moder (Ep. 58)

    Caring for a Spouse: Navigating the Financial, Legal, and Emotional Journey with Sandy Moss Moder (Ep. 58)
    Jun 25 2025
    What happens when love meets life-altering diagnosis and financial pressure? For Sandy Moss Moder, it meant stepping into the unknown and documenting every step of the way. In this episode, I talk with Sandy about her raw and revealing story as a caregiver for her husband battling frontotemporal degeneration. She opens up about the emotional, …

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    33 m
  • 7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)

    7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)
    Jun 18 2025
    Accessing your retirement funds early doesn’t have to be a costly mistake. In this episode, I break down seven ways you may be able to withdraw from your retirement savings before age 59½ without facing that dreaded 10% early withdrawal penalty. Whether you’re helping a family member, navigating a crisis, or just need more options, …

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    29 m
  • What Will You Do with Your 1,000 Hours a Year in Retirement? (Ep. 56)

    What Will You Do with Your 1,000 Hours a Year in Retirement? (Ep. 56)
    Jun 11 2025
    Retirement is about more than finances. How will you spend your time? How do you transition from a life dictated by schedules to one filled with purpose and joy? What steps can you take now to prepare for a fulfilling retirement lifestyle? In this episode, I explore “The Rule of 1000 Hours” in retirement, explaining …

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    26 m
  • Empowering Financial Confidence for Women with Savvy Ladies (Ep. 55)

    Empowering Financial Confidence for Women with Savvy Ladies (Ep. 55)
    Jun 4 2025
    Financial empowerment transforms lives, especially when women have access to tailored resources and support. In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence. Alongside Judy Herbst, Executive Director, and Lisa Zeiderman, Board Chair, we discuss their mission, their groundbreaking helpline, and how …

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    33 m
  • How Social Security Gets Taxed: What You Need to Know (Ep. 54)

    How Social Security Gets Taxed: What You Need to Know (Ep. 54)
    May 28 2025
    Most people think Social Security is straightforward—until taxes show up. The truth is, what you don’t know about how your benefits are taxed can cost you more than you expect. In this episode, I explain how Social Security gets taxed and why it hits harder for women filing single later in life. I break down …

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    30 m
  • Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)

    Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)
    May 21 2025
    Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties. In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your …

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    38 m