Episodes

  • 7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)

    7 Ways to Access Retirement Funds Early Without a Penalty (Ep. 57)
    Jun 18 2025
    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 mins
  • 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)
    Jun 11 2025
    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 mins
  • Empowering Financial Confidence for Women with Savvy Ladies (Ep. 55)

    Empowering Financial Confidence for Women with Savvy Ladies (Ep. 55)
    Jun 4 2025
    Financial empowerment transforms lives, especially when women have access to tailored resources and support. In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence. Alongside Judy Herbst, Executive Director, and Lisa Zeiderman, Board Chair, we discuss their mission, their groundbreaking helpline, and how …

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    33 mins
  • How Social Security Gets Taxed: What You Need to Know (Ep. 54)

    How Social Security Gets Taxed: What You Need to Know (Ep. 54)
    May 28 2025
    Most people think Social Security is straightforward—until taxes show up. The truth is, what you don’t know about how your benefits are taxed can cost you more than you expect. In this episode, I explain how Social Security gets taxed and why it hits harder for women filing single later in life. I break down …

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    30 mins
  • Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)

    Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)
    May 21 2025
    Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties. In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your …

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    38 mins
  • I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)

    I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes (Ep. 52)
    May 14 2025
    Inheriting an IRA can feel like stepping into a financial minefield — but with the right guidance, you can avoid costly mistakes and make the most of your legacy. How do you know which rules apply? What if you miss a critical tax deadline? What should you do first? In this episode, I break down …

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    37 mins
  • Medicare Tips and Tricks with Traci Grover (Ep. 51)

    Medicare Tips and Tricks with Traci Grover (Ep. 51)
    May 7 2025
    Choosing a Medicare plan is just the beginning. What comes next can have a big impact on your healthcare and wallet. In this episode, I sit down with Traci Grover, a seasoned insurance broker with Vital Health Coverage, to help you understand how to get the most from your Medicare benefits. We explore the dos …

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    34 mins
  • Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)

    Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)
    Apr 30 2025
    The financial services industry is facing a significant shift as women are positioned to control an increasing share of wealth. This shift requires financial advisors to adapt their strategies to better serve women’s specific needs and priorities. Are firms ready to change their long-held practices to meet the needs of this growing client base? In …

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    32 mins