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  • Social Security Planning After Divorce: Crucial Rules and Mistakes to Avoid (Ep. 63)

    Social Security Planning After Divorce: Crucial Rules and Mistakes to Avoid (Ep. 63)
    2025/07/30
    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 …

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    35 分
  • Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)

    Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)
    2025/07/23
    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 …

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    32 分
  • The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)

    The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)
    2025/07/16
    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 …

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    45 分
  • 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)
    2025/07/09
    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 分
  • Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)

    Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)
    2025/07/02
    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 分
  • 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)
    2025/06/25
    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 分
  • 7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)

    7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)
    2025/06/18
    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 分
  • 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)
    2025/06/11
    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 分