Episodes

  • Roth IRAs and Retirement: What You Need to Know (Ep. 73)

    Roth IRAs and Retirement: What You Need to Know (Ep. 73)
    Oct 8 2025
    Roth IRAs can feel confusing—but when you understand how they work, they can become one of the most powerful tools in your retirement plan. In this episode, you’ll discover how Roth IRAs may give you more control over your taxes in retirement, create flexibility for future withdrawals, and help protect your income for the long …

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    40 mins
  • Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)

    Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)
    Oct 1 2025
    Exiting a business is more than just a financial transaction. It’s a life transition that can affect family, legacy, and the future you envision. In this episode, I sit down with Renita Wolf, MBA, founder and CEO of Poe Wolf Partners, to discuss how business owners can thoughtfully plan for a smooth and meaningful exit. …

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    32 mins
  • Can I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)

    Can I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)
    Sep 24 2025
    Retirement rarely unfolds exactly as planned, especially when unexpected life changes occur. In this episode, I share a real listener’s story involving Social Security, divorce, and the possibility of going back to work. I walk through step-by-step strategies to help women understand their Social Security options and prepare for future benefits. Key points: How to …

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    28 mins
  • Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)

    Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)
    Sep 17 2025
    Too often, retirement planning focuses only on documents, but what happens when you don’t have the right people to rely on? In this episode, I sit down with elder law attorney and founder of Solo Allies, Kathy McNair, to talk about the unique needs of solo seniors and why legal paperwork alone isn’t enough. We …

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    32 mins
  • Navigating Life After Loss – Part 3: Planning Your First Year with Clarity and Care (Ep. 69)

    Navigating Life After Loss – Part 3: Planning Your First Year with Clarity and Care (Ep. 69)
    Sep 10 2025
    The first year after losing a spouse brings overwhelming emotions alongside important decisions. Knowing what needs immediate attention versus what can wait can make the difference between added stress and thoughtful progress. In Part 3 of our Navigating Life After Loss series, I share how to approach both urgent and long-term planning after the loss …

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    29 mins
  • Navigating Life After Loss – Part 2: Financial & Legal Aspects (Ep. 68)

    Navigating Life After Loss – Part 2: Financial & Legal Aspects (Ep. 68)
    Sep 3 2025
    In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matters that can feel overwhelming, offering clear action steps to bring order during a difficult time. From meeting with an estate attorney and …

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    31 mins
  • Navigating Life After Loss – Part 1: The First Week (Ep. 67)

    Navigating Life After Loss – Part 1: The First Week (Ep. 67)
    Aug 27 2025
    Grieving the loss of a spouse is devastating. During that fog, there’s still paperwork, decisions, and urgent tasks demanding attention. In this episode, we open up a three-part series called “Life After Loss.” I start by focusing on the first few days after losing a spouse, sharing essential steps to help with emotional healing and …

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    29 mins
  • 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