Many people nearing retirement are unsure how recent rule changes might affect what they can receive. What happens when long-standing limits disappear, and families finally gain access to benefits they were denied for years? In this special replay, we revisit one of our most crucial and widely discussed episodes of the year: the one focusing …

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Retirement planning doesn’t end once you stop working; it evolves.  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.  I share how to plan ahead for taxes, the importance of …

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Investing in retirement requires a completely different mindset, one focused on income, not just preservation. 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.  Together, these two approaches show how …

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What if the way you’ve been told to protect your money in retirement is actually putting your future at risk? 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 …

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Retirement is shifting in ways that require new thinking, new planning, and new strategies. In this episode, I launch a new series on the seven essential strategies for successful investing in retirement. I explain how today’s retirement looks different than past generations, why the Great Wealth Transfer is so impactful for women, and why starting …

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Retirement isn’t just about slowing down. It’s about stepping into a chapter that feels alive with meaning and joy. 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. Together, we explore how …

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The holiday season often inspires generosity, but how you give can make a big difference for both your loved ones and your finances. 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. …

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Our financial legacy is important, but our stories and memories are priceless.  This time, we go beyond numbers to focus on preserving the voices, photos, and experiences that define a family’s history. In this episode, I sit down with Zoe Martin, founder of The Zoe Martin, to talk about the importance of capturing family stories …

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What if your most painful experiences could become the foundation for new strength and hope? In this episode, I sit down with Dr. Brooke Jones, Founder of Stronger Women, to talk about her journey of survival, recovery, and empowerment. She shares her story of leaving abuse, the challenges women face when trying to rebuild their …

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The final months of the year are the perfect time to review your finances and take action before December 31st.  New tax laws bring both opportunities and risks, making this year’s planning even more important. In this episode, I walk through my year-end tax planning checklist to help you understand the key areas that can …

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