Income, Insight, & Legacy

In this rebroadcast episode, I’m sharing an educational discussion on what it really means to prepare for a quality retirement — beyond simply reaching a savings goal.During this session, I walk through many of the financial and lifestyle factors that can impact retirement confidence, including health considerations, retirement income planning, Social Security timing, taxes, debt, and inflation. I also discuss strategies surrounding 401(k)s, 403(b)s, TSP accounts, pensions, and creating sustainable income throughout retirement.My goal with this episode is to help you better understand the decisions that can affect your future and provide practical educational insights that may help you feel more informed and prepared as you move toward retirement.Whether you’re approaching retirement or already there, I hope this conversation gives you clarity, perspective, and helpful next steps for your planning journey.👉 Subscribe to Income, Insight & Legacy for updates on upcoming workshops, new podcast episodes, and ongoing financial education resources.Book: https://bit.ly/3QgwYyZEmail: [email protected]: 603-930-8044

In this episode, I’m joined by the Society for Financial Awareness (SOFA) to discuss some of the biggest questions people face when preparing for retirement, and why having a strategy matters more than ever.During our free educational webinar on May 13 at noon Eastern, we’ll cover key retirement planning topics including how your health can impact your retirement decisions, how to better understand and manage accounts like 401(k)s, 403(b)s, TSPs, and pensions, and ways to create more reliable retirement income.We’ll also talk through important considerations around Social Security timing, taxes in retirement, inflation, debt, and how all of these moving pieces can affect your long-term financial confidence.My goal is to help simplify these topics so you can make more informed decisions and avoid common mistakes that could impact your future.Be sure to REGISTER for the live session, and if you can’t attend live, you can still register to receive access to the rebroadcast.👉 Subscribe to Income, Insight & Legacy for updates on upcoming workshops, new podcast episodes, and ongoing financial education resources.Book: https://bit.ly/3QgwYyZEmail: [email protected]: 603-930-8044

In this first episode, I’m sharing why financial education isn’t just helpful—it’s essential.After more than 30 years in this space, I’ve seen the same mistakes happen over and over again when it comes to retirement, taxes, and protecting assets. And the truth is, most of them are avoidable with the right information.I’ll walk through some of the key areas people often overlook—like long-term care planning, elder care decisions, estate strategies, and how to protect what you’ve built.One statistic that really stands out to me is this: 63% of women say they fear running out of money more than death. Yet many don’t have a clear plan in place.That’s why I’m so passionate about helping people—especially women—get educated and take control of their financial future.I’ll also share details about an upcoming Women & Wealth event where we’ll go deeper into these topics and give you practical steps you can take right away.If you’ve ever felt unsure about your financial direction, this is a great place to start.Want to go deeper?I’m hosting a live session where I’ll walk through strategies around retirement, asset protection, and long-term planning.👉 https://attendee.gotowebinar.com/recording/1550480075035270494👉 Subscribe to Income, Insight & Legacy for updates on upcoming workshops, new podcast episodes, and ongoing financial education resources.Book: https://bit.ly/3QgwYyZEmail: [email protected]: 603-930-8044