ABOUT THIS EPISODE
Facing major life changes can feel overwhelming, especially when the future is unclear and the stakes are high. How do you move forward when fear, finances, and identity are all shifting at once? In this episode, I chat with Claudia Porter, CFP®, CDFA®, Wealth Advisor at RFG Advisory, about navigating divorce, financial uncertainty, and rebuilding …
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OTHER EPISODES IN THIS PODCAST
If you’re a woman planning for retirement and an annuity has been recommended to you, the hardest part may not be understanding how it works. It may be deciding whether it actually belongs in your retirement plan.
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Retirement tax planning can feel confusing, especially when annuities enter the conversation.
I’ve found that many people aren’t really asking about the annuity itself. They’re trying to understand what happens to their money, how it’s taxed, and whether an annuity is the …
We’ve learned that many of the most important retirement decisions aren’t only about finances. They’re about family, communication, and preparing for moments that none of us hope will come.
In this episode, I speak with Tami Calais, Aging and Change Coach, owner of Calais Senior …
When people hear the word annuity, they often picture a stream of retirement income. While that’s certainly part of the story, there are important decisions that come long before those payments ever begin.
How do the different types of annuities work? Which one might fit your retirement goal…
Annuities often become part of the retirement conversation during major life changes, yet many people still aren’t sure what they actually are or when they make sense.
In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific pr…
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