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"A hero is someone who, in spite of weakness, doubt or not always knowing the answers, goes ahead and overcomes anyway."

-Christopher Reeve

In a recent study conducted by the USC Schaeffer Center, concerning findings have emerged regarding overpayments made to Medicare Advantage plans. The research suggests that these overpayments could surpass a staggering $75 billion …

In today’s dynamic economy, a stark generational divide has emerged between Baby Boomers and Millennials regarding spending habits. This divide has significant implications for various industries and the overall economy. We can gain …

(01:03): Hello and welcome to this week’s episode of the Her Retirement Podcast. Welcome to Financial Literacy Month. I had no idea, and shame on me, but I have a valid excuse because …

Why Did Silicon Valley Bank Fail? SVB, the 16th largest bank in the U.S. and heavily skewed toward serving companies and individuals from the technology industry, faced significant challenges amid a tough phase …

This conversation was transcripted from Episode 88 of the Her Retirement Podcast.  Lynn (00:41): Hello everyone, and welcome to this week’s episode of the Her Retirement Podcast. I have the pleasure of speaking …

Roth conversions can be a useful strategy for some people to save on taxes and potentially grow their retirement savings, but there are also scenarios where it may not be the best option. …

When looking forward to retirement, many people envision traveling, enjoying leisure activities, and helping their loved ones financially. However, it’s important to take into account the impact of federal and state income taxes …

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience.  For many people, retirement income may come from a variety of sources. Here’s a quick review …

(01:04): Hello and welcome to this week’s episode of the Her Retirement Podcast. As I was thinking about what I wanted to speak about this week, I saw an article about a T …

What’s So Great About a Rollover? Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of …

(01:03): Hello and welcome to this week’s episode of the Her Retirement Podcast. I am a day late, but I don’t think I’m a dollar short. My mother used to say that expression …

(00:01:04): Hello everyone, and welcome to this week’s episode of the Her Retirement Podcast. Welcome to 2023, and I wrote my first check the other day with the correct year on it. I …