Podcasts

Year-end Tax Planning for Women Professionals (2020 Edition)

Published: Dec. 11, 2020, noon
Duration: 19 minutes 37 seconds

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Q&A: How to Invest a Lump Sum

Published: Dec. 4, 2020, 2 p.m.
Duration: 20 minutes 41 seconds

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The Ins and Outs of Medicare (and Costly Mistakes to Avoid)

Published: Nov. 20, 2020, 12:30 p.m.
Duration: 1 hour 4 minutes 53 seconds

Show Notes for this Episode:

In this episode, I interview Danielle Roberts. Danielle is a Medicare expert and bestselling author of the book, 10 Costly Medicare Mistakes You Can't Afford to Make.

Danielle is a wealth of knowledge when it comes to Medicare. Medicare is one of the most important benefits we are eligible for in retirement. It covers our primary healthcare from age 65 and beyond. However, Medicare is very complex. There are many ins and outs to understand when it is your time to either sign-up for or change your Medicare benefits plan.

In this episode, you will learn:

  • when to sign-up for Medicare (and why you can't miss this deadline)
  • how to enroll in Medicare
  • decoding the Medicare alphabet soup
  • what are the costs of Medicare insurance (no, it's not free)
  • do you need a Medicare supplement plan?
  • the difference between a Medicare Supplement (Medigap) and Medicare Advantage plan
  • the most comprehensive Medicare Supplement plan today
  • what you need to know about Medicare open enrollment
  • how earned income at age 65+ can impact your Medicare premiums
  • potential changes to Medicare in the future

More information about Danielle:

Want to join a community of like-minded women in midlife who are taking charge of their wealth? Learn more about the Women Retire Smart™ Community!

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A Change Would Do You Good

Published: Nov. 13, 2020, noon
Duration: 20 minutes 33 seconds

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Amy Morin on Mental Strength, Aging, and Reinvention in Midlife

Published: Oct. 30, 2020, 11 a.m.
Duration: 46 minutes 5 seconds

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The Dangers of Shiny Object Investments

Published: Oct. 23, 2020, noon
Duration: 11 minutes 28 seconds

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What Kind of Retired Person Will You Be?

Published: Oct. 16, 2020, 11:30 a.m.
Duration: 27 minutes 6 seconds

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The Biden Tax Plan - What You Need to Know

Published: Oct. 9, 2020, 11:30 a.m.
Duration: 23 minutes 46 seconds

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Living Your Best Midlife and Postponing Retirement

Published: Oct. 2, 2020, noon
Duration: 48 minutes 20 seconds

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5 Ways RBG Achieved Greater Gender Equality

Published: Sept. 25, 2020, 11 a.m.
Duration: 16 minutes 38 seconds

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Becoming a Better Investor by Managing Your Behavior with Dr. Daniel Crosby

Published: Sept. 11, 2020, noon
Duration: 1 hour 1 minute 53 seconds

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3 Tips for Mastering Scary Markets

Published: Sept. 4, 2020, noon
Duration: 21 minutes 8 seconds

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Q&A: Should You Pay Off Your Mortgage?

Published: Aug. 28, 2020, 11 a.m.
Duration: 27 minutes 43 seconds

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The Presidential Election and Your Retirement Plan

Published: Aug. 21, 2020, noon
Duration: 20 minutes 44 seconds

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Let's Reframe Retirement for Women

Published: Aug. 14, 2020, 12:30 p.m.
Duration: 31 minutes 9 seconds

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Retirement Money Gal Trailer

Published: Aug. 13, 2020, 8:55 p.m.
Duration: 1 minute 40 seconds

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What Women 50+ Want From Their Financial Advisor

Published: Aug. 7, 2020, 12:08 p.m.
Duration: 22 minutes 46 seconds

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How to Worry Less

Published: July 31, 2020, 11 a.m.
Duration: 15 minutes 50 seconds

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What to do When You Lose Your Job in Midlife (or think you might)

Published: July 24, 2020, 12:30 p.m.
Duration: 44 minutes 28 seconds

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[Special Edition] 5 Take Charge Financial Strategies for Uncertain Economic Times

Published: July 17, 2020, noon
Duration: 47 minutes 58 seconds

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How to Assess Your Personal Investor Risk Tolerance

Published: July 10, 2020, noon
Duration: 26 minutes 22 seconds

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How to Prepare for Continued Uncertainty in 2020

Published: July 2, 2020, 11 a.m.
Duration: 19 minutes 54 seconds

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From Midlife to Retirement: The New Midlife Money Gal

Published: June 25, 2020, noon
Duration: 8 minutes 25 seconds

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Personal Thoughts and Lessons Inspired by the Pandemic

Published: May 27, 2020, noon
Duration: 34 minutes 31 seconds

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Beware of Scams on the Rise (and what to do if you're affected)

Published: May 20, 2020, 12:30 p.m.
Duration: 30 minutes

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Quick Tax Tips for a Delayed Tax-Filing Deadline

Published: May 13, 2020, noon
Duration: 23 minutes 49 seconds

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7 Midlife Money Moves for the New Economy

Published: May 1, 2020, noon
Duration: 21 minutes 30 seconds

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How to Keep a Positive Mindset in Tough Times

Published: April 24, 2020, 11:30 a.m.
Duration: 41 minutes 55 seconds

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9 Tips to Stay Sane While Working from Home

Published: April 17, 2020, 2:47 p.m.
Duration: 47 minutes 21 seconds

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7 Ways to Reinvent Your Career in a Crisis

Published: April 10, 2020, 11 a.m.
Duration: 33 minutes 30 seconds

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CARES Act Relief for Individuals and Small Business Owners

Published: April 3, 2020, 12:17 a.m.
Duration: 34 minutes 8 seconds

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Smart Sane Midlife Money Moves for Bear Markets

Published: March 26, 2020, 11 a.m.
Duration: 36 minutes 43 seconds

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Remember to Breathe

Published: March 13, 2020, 6:48 p.m.
Duration: 12 minutes 49 seconds

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Special Edition: Coronavirus in Perspective

Published: March 5, 2020, 11:55 p.m.
Duration: 15 minutes 10 seconds

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Surviving Market Volatility [Rebroadcast]

Published: Feb. 27, 2020, 1 p.m.
Duration: 27 minutes 19 seconds

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[The LGBTQ Series] Financial Benefits of LGBTQ Marriage

Published: Feb. 21, 2020, 1 p.m.
Duration: 27 minutes 17 seconds

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[The LGBTQ Series] What You Need to Know About the New SECURE Act

Published: Feb. 7, 2020, 2:19 p.m.
Duration: 20 minutes 22 seconds

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[The LGBTQ Series] The 2020 HRC Corporate Equality Index and You!

Published: Jan. 31, 2020, 1 p.m.
Duration: 9 minutes 43 seconds

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2020 Portfolio Check-Up

Published: Jan. 24, 2020, 1 p.m.
Duration: 20 minutes 24 seconds

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How to Set and Achieve Your Goals

Published: Dec. 13, 2019, 1 p.m.
Duration: 38 minutes 34 seconds

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A Holiday Gift for Your Loved Ones: Review Beneficiary Designations

Published: Dec. 6, 2019, 1 p.m.
Duration: 17 minutes 18 seconds

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[The LGBTQ Series] LGBTQ Charitable Giving Strategies

Published: Nov. 21, 2019, 1 p.m.
Duration: 10 minutes 19 seconds

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5 Savvy Year-End Financial Moves

Published: Nov. 14, 2019, 1 p.m.
Duration: 20 minutes 18 seconds

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The Perils of Making Assumptions

Published: Nov. 7, 2019, noon
Duration: 9 minutes 5 seconds

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The Amazing Advantages of Health Savings Accounts (HSAs)

Published: Oct. 31, 2019, 7:51 p.m.
Duration: 16 minutes 23 seconds

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Watch Out for Year-End Mutual Fund Distributions!

Published: Oct. 24, 2019, noon
Duration: 19 minutes 42 seconds

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[The LGBTQ Series] The Equality Economy

Published: Oct. 17, 2019, noon
Duration: 29 minutes 54 seconds

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3 Truths That Can Change Your Life for the Better

Published: Sept. 27, 2019, 10:30 a.m.
Duration: 15 minutes 40 seconds

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How to Take Charge of Your Wealth (in Midlife)

Published: Sept. 20, 2019, 11 a.m.
Duration: 26 minutes 14 seconds

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The State of Women and Wealth

Published: Sept. 13, 2019, 10:30 a.m.
Duration: 14 minutes 51 seconds

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6 Ways to Protect Yourself from a Recession

Published: Sept. 6, 2019, 10 a.m.
Duration: 23 minutes 38 seconds

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5 Behavioral Investor Mistakes to Avoid

Published: Aug. 23, 2019, 11:30 a.m.
Duration: 17 minutes 15 seconds

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Why Women Are Better Investors Than Men

Published: Aug. 16, 2019, 11 a.m.
Duration: 17 minutes 13 seconds

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Here Comes Season 2!

Published: Aug. 8, 2019, 11 a.m.
Duration: 2 minutes 58 seconds

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How to Achieve Bigger Goals

Published: July 18, 2019, 12:12 p.m.
Duration: 23 minutes 4 seconds

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7 Midyear Midlife Money Moves for Staying on Track

Published: July 11, 2019, 2:33 p.m.
Duration: 27 minutes 45 seconds

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Becoming a Midlife Entrepreneur (Part 3)

Published: July 2, 2019, 10 a.m.
Duration: 36 minutes 13 seconds

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Must-Know Money Tips for a Midlife Career Change (Part 2)

Published: June 26, 2019, 12:25 p.m.
Duration: 19 minutes 51 seconds

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The Ins and Outs of Making a Midlife Career Change (Part 1)

Published: June 19, 2019, 1:40 p.m.
Duration: 29 minutes 38 seconds

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The Calm After the Storm

Published: June 12, 2019, 11 a.m.
Duration: 13 minutes 50 seconds

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How to Survive Stock Market Volatility (and stay focused on your goals)

Published: June 5, 2019, 4:19 p.m.
Duration: 18 minutes 56 seconds

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Major Midlife Money Mistakes (that can derail your retirement)

Published: May 29, 2019, 12:46 p.m.
Duration: 21 minutes 32 seconds

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Balance Your Passion with Your Career

Published: May 22, 2019, 11 a.m.
Duration: 12 minutes 44 seconds

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Women and the New Retirement Reality

Published: May 15, 2019, 11 a.m.
Duration: 20 minutes 12 seconds

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You're Never Stuck

Published: May 8, 2019, noon
Duration: 10 minutes 7 seconds

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How to Choose the Right Financial Advisor for You

Published: May 1, 2019, 1:45 p.m.
Duration: 23 minutes 29 seconds

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Real Financial Planning in Midlife

Published: April 24, 2019, 4:56 p.m.
Duration: 25 minutes 24 seconds

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Find Your Mentors

Published: April 17, 2019, 3:06 p.m.
Duration: 9 minutes 24 seconds

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New Tax Law Changes for 2018/2019

Published: April 10, 2019, 8:22 p.m.
Duration: 24 minutes 4 seconds

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The 7 Major Midlife Money Events

Published: April 4, 2019, 4 p.m.
Duration: 22 minutes 20 seconds

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Intro to the Midlife Money Gal Podcast

Published: April 4, 2019, 4 p.m.
Duration: 14 minutes 8 seconds

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The Truth About Midlife

Published: April 4, 2019, 4 p.m.
Duration: 14 minutes 49 seconds

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