What happens when financial jargon gets in the way of real understanding?

 In this episode of Reeling in Retirement, the conversation centers on clear communication, trust, and why many women feel unheard in financial planning. The discussion explores the gap between how advisors think they’re doing and how women actually experience those relationships, especially during major life transitions like widowhood or retirement. The episode also breaks down common retirement terminology, from RMDs to rollovers, and explains why simplifying language can lead to better decisions. Listeners hear real-world examples of what happens when accounts are scattered, plans aren’t coordinated, and questions go unasked.

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