Cover image of My Smart Retirement

My Smart Retirement

Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can yo... Read more

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Ranked #1

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Ep 407: What I’ve Learned Throughout My Career- Farewell Episode

Ep 407: What I’ve Learned Throughout My Career- Farewell Episode

In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of re... Read more

25 May 2023

16mins

Ranked #2

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Ep 406: How Age & Wisdom Impact Financial Planning

Ep 406: How Age & Wisdom Impact Financial Planning

Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impac... Read more

18 May 2023

18mins

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Ranked #3

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Ep 405: Your Retirement Memory Bank

Ep 405: Your Retirement Memory Bank

Are you finding it hard to transition into retirement after living frugally and saving diligently for many years? In to... Read more

11 May 2023

19mins

Ranked #4

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Ep 404: When Should I Claim Social Security?

Ep 404: When Should I Claim Social Security?

If you were given an inheritance, would you go ahead and spend it or find the best way to preserve it and make it last ... Read more

4 May 2023

14mins

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Ranked #5

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Ep 403: Growing Your Wealth: What Gardening Can Teach Us About Financial Planning

Ep 403: Growing Your Wealth: What Gardening Can Teach Us About Financial Planning

Typically, the things we desire most in life are also the most challenging and demanding, but they ultimately bring us ... Read more

27 Apr 2023

14mins

Ranked #6

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Ep 402: Financial Stress in America: Why Retirement Planning Is More Important Than Ever

Ep 402: Financial Stress in America: Why Retirement Planning Is More Important Than Ever

Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, ... Read more

20 Apr 2023

19mins

Ranked #7

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Ep 401: Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes

Ep 401: Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes

Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to... Read more

13 Apr 2023

19mins

Ranked #8

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Ep 400: Answering More Of Your Tax Filing Questions

Ep 400: Answering More Of Your Tax Filing Questions

Today we are following up on last week’s episode to talk a little more about taxes. Filing your taxes can feel overwhel... Read more

6 Apr 2023

21mins

Ranked #9

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Ep 399: Tax Pitfalls: What You Need To Know Before Filing This Season

Ep 399: Tax Pitfalls: What You Need To Know Before Filing This Season

With Tax Day right around the corner, we wanted to record a timely episode to answer your tax questions for 2023. In fa... Read more

30 Mar 2023

21mins

Ranked #10

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Ep 398: Moving Your Retirement Goalpost- Is It Worth The Risk?

Ep 398: Moving Your Retirement Goalpost- Is It Worth The Risk?

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often... Read more

23 Mar 2023

21mins

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