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Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.
Today’s episode, along with the two that follow in this 3-part series, was inspired in part by my grandmother. She was widowed at 62, and for the past 28 years, she has faced life’s changes with resilience and grace. Now 90 years old, she remains the heart of our family. Her strength, wisdom, and example have shaped both my life and the work I do, especially my commitment to helping women navigate life after loss. I hope you find value in this episode and consider sharing it with someone you...
💥Next Week!💥 Webinar Alert: What the New 2025 Tax Law Means for Your Retirement Plan 📅 Tuesday, August 26, 2025 | 6:30 PM CT | Online ✅ What’s changing — and what’s not✅ Using the new $6,000 deduction for 65+✅ How to prepare before key provisions expire in 2028✅ Steps to take now with your advisor or CPA Learn More and Register here — space is limited. Understanding The Widow’s Penalty and What You Can Do About It 💬 From Episode 66: “Many women find themselves navigating complex financial...
On our last morning together, I snapped this picture as we walked home from breakfast before my daughter and granddaughter headed back home. I’m pretty sure this isn’t how a stroller is supposed to work 😆 … but the laughter made it worth it. Fortunately, they’ll be back next month for my wife’s birthday — and I can’t wait. From Family Time to Future Planning 💬 From Episode 65: “Our advantage over Uncle Sam is that we can look many years in advance. All Uncle Sam cares about is this year.” –...