Episodios

  • Year-End Tax Planning Checklist for 2025 (Ep. 75)

    Year-End Tax Planning Checklist for 2025 (Ep. 75)
    Oct 22 2025
    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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    41 m
  • Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)

    Social Security Claiming Strategies: Beyond the Breakeven Calculator (Ep. 74)
    Oct 15 2025
    Deciding when to start Social Security is more than a math equation. It’s about balancing life expectancy, risk tolerance, and long-term income needs. In this episode, I explore the trade-offs of claiming early versus delaying for larger benefits. I explain how investing early benefits might change the picture, why survivor benefits matter, and how taxes …

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    30 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m