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  • Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)

    Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)
    2025/04/30
    The financial services industry is facing a significant shift as women are positioned to control an increasing share of wealth. This shift requires financial advisors to adapt their strategies to better serve women’s specific needs and priorities. Are firms ready to change their long-held practices to meet the needs of this growing client base? In …

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    32 分
  • Q&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)

    Q&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)
    2025/04/23
    What should you know before claiming Social Security benefits? Do you know the ins and outs of applying for benefits or how working affects your payments? Are you confused about common-law marriage eligibility? In this episode, I answer listener questions about Social Security benefits, from clarifying the differences between spousal and survivor benefits to explaining …

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    34 分
  • How to Pay Taxes in Retirement: What You Need to Know (Ep. 48)

    How to Pay Taxes in Retirement: What You Need to Know (Ep. 48)
    2025/04/16
    What happens when you retire and no longer receive a paycheck? How do you pay your taxes in retirement? This week on The Simply Retirement Podcast, I dive into this common concern among retirees. With the tax season freshly behind us, now’s a great time to address how you’ll handle taxes in your golden years. …

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    32 分
  • Three Game-Changing Social Security Strategies (Ep. 47)

    Three Game-Changing Social Security Strategies (Ep. 47)
    2025/04/09
    Your Social Security decisions can significantly impact your financial future. How can you make the most of these benefits while avoiding common pitfalls? In this episode, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make …

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    23 分
  • Solo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)

    Solo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)
    2025/04/02
    Have you ever wondered how you would navigate the healthcare maze as you age, especially if you’re flying solo? Understanding the role of a Patient Advocate might just be the key to planning for your future with confidence and independence. Join me on the Simply Retirement Podcast as I dive into the world of patient …

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    30 分
  • Listener Q&A: Social Security Fairness Act and Optimizing Social Security (Ep. 45)

    Listener Q&A: Social Security Fairness Act and Optimizing Social Security (Ep. 45)
    2025/03/26
    Retirement planning can feel overwhelming, especially when navigating complex systems like Social Security. Join me as I unravel the pressing questions around Social Security reform, empowering women to take charge of their financial future. From the Social Security Fairness Act updates to the Widow’s Penalty, this episode is packed with actionable strategies to help listeners …

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    32 分
  • Eric Blake on Senior to Seniors: Simplifying Retirement for Women in Transition (Ep. 44)

    Eric Blake on Senior to Seniors: Simplifying Retirement for Women in Transition (Ep. 44)
    2025/03/19
    Retirement planning can feel overwhelming, especially for women newly managing finances on their own. How can you build financial confidence, make informed Social Security decisions, and reduce taxes? What steps can help you create a stable future and enjoy retirement without financial stress? I was a guest on Senior to Seniors with Jim Mazziotti. In …

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    54 分
  • Glowing Older: Embracing Aging, Wellness, and Purposeful Living with Nancy Griffin (Ep. 43)

    Glowing Older: Embracing Aging, Wellness, and Purposeful Living with Nancy Griffin (Ep. 43)
    2025/03/12
    Living a fulfilling life as you age requires more than just financial preparation—it’s about embracing your values, fostering intergenerational connections, and planning with intention. In this eye-opening episode of The Simply Retirement Podcast, host Eric Blake sits down with Nancy Griffin, CEO of Glowing Older and host of the Glowing Older podcast, to challenge outdated …

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    34 分