Episodes

  • Understanding The Widow’s Penalty and What You Can Do About It (Ep. 66)

    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 …

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    40 mins
  • How the New Tax Law Could Impact Your Retirement (Ep. 65)

    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 …

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    35 mins
  • Navigating Career Transitions for Women Over 55 with Kristi Cline (Ep. 64)

    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 …

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    35 mins
  • 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)
    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 …

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    35 mins
  • 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)
    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 …

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    32 mins
  • 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)
    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 …

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    45 mins
  • 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 mins
  • 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 mins