Women's Wealth Radio

Happy Birthday America!  Our nation's 250th birthday inspires Celine and her daughter Nicole, to discuss financial freedom and independence. And the way to live your best life in retirement.

How much do you know about the Trump Accounts? Well Celine and her daughter, Nicole, have learned a lot about these tax-advantaged investment accounts for children born between 2025 and 2028 which start out with a "seed contribution" of a thousand dollars from the US Government.  Listen and learn all about them.

This week Celine and Nicole visit the housing market.  For most of us our house is our biggest asset.  But should we hang on to it when we retire?  

This week Celine and her daughter Nicole tackle the difficult subject of "The Sandwich Generation." When you're taking care of your parents and either your children or grandchildren.  The resources only stretch are far as they can when you're trying to help both sides.  

Celine and her daughter Nicole (both are mothers) share their thoughts on how they celebrate Mother's Day. And discuss the unique challenges that mothers take on over the years. 

This week, Celine and her daughter, Nicole, explore 5 steps of "Spring Cleaning" your IRA and retirement plan. It's a great time to review what you've put into place.  What needs adjusting and what to leave alone?

With the Tax Filing Deadline just days away, Celine and her daughter Nicole focus on Tax Planning and Estate and Legacy Planning. Strategies and Common Mistakes.

We all hope for good luck in our retirement, be it the luck of the Irish or something else. In today's St. Patrick's Show, Celine and her daughter Nicole talk about Tax Savings, and how to keep as much of your hard earned savings as possible. Not so much luck as it is planning properly.

This week, Celine continues with the S-I-M-P-L-E Acronym she started talking about last week.  Retirement isn't really a simple thing, and that's why you need someone to simplify it all for you.  

In today's show, Celine and her daughter, Nicole help us get focused on the things we can control as we retire.  Is retirement really Simple?  No, but you CAN find an advisor to help simplify it for you. This is Part 1 of a two-part series on simplifying retirement.

Your retirement money is likely to get taxed plenty.  But do you have a plan to keep as much as possible? On today's show, Celine and her daughter Nicole explore ways to avoid getting crushed by taxes in retirement!

How confident your retirement plan will last?  It's probably one of the biggest fears most retirees will face. Will my plan weather the unexpected roadblocks?  This is where Celine and her daughter Nicole excel. It's their job to help you build a plan that will make it through the market crashes and COVID disasters you don't always see coming.

Celine and her daughter Nicole celebrate the New Year with tips and ideas for planning your retirement. What are your goals for 2026 and beyond?

The 2025 Holiday Season is winding down and Celine talks about what you need to do before the year ends. Making sure you're doing all you can to minimize taxes in 2026.

Celine and her daughter, Nicole, celebrate 10 years of helping women and retired couples retire comfortably, and living their best life.  Their company Simple Path Retirement is now in it's 10th year...putting  plans in place to help you with tax concerns and a reliable income stream.  

Monday is the final day to shore up your choices for Medicare benefits in 2026.  With so many choices how do you know which plan is the right one for you? Celine and Nicole also explain Parts A, B, C and D.  It's "Must-Hear" Radio on all things Medicare. 

In this episode of Women's Wealth Radio, Celine and her daughter Nicole share scary stories, some of Halloween itself, and some of scary retirement stories that would give anyone nightmares!

This week, Celine looks at a popular website's take on the top places to retire in the US.  Does Tampa Bay still rank among the top retirement places?  

This week Faith Leader Charlie Kirk was shot and killed while at a Utah college speaking in front of thousands of students and families. Celine was a proud sponsor of Charlie Kirk's Radio Program on Salem Radio in Tampa. And she and her daughter Nicole, devoted their show today, to his legacy.

Celine talks about what to do with your 401K after you leave an employer.  Do you know all the rules?

Celine's namesake, her mother Celine would have been 95 today. To commemorate this occasion, Celine discusses the memories that changed her life, and inspired her to help others to learn from their mistakes. Her mother's emotional story fueled Celine's desire to learn retirement strategies to minimize taxes and fees, and help clients live their best life during retirement.

In this special 100th episode, Celine and her daughter Nicole discuss retirement of those who've run their own businesses. Will they sell ? Will family be taking over? Tough and tax-wise decisions.

In this episode Celine dispels some of the misinformation about The "Big Beautiful Bill", and looks more closely at the latest "Buy Now - Pay Later" programs. Are they a good idea?

Celine talks about the importance of having a source of steady income, while your investments are still working for you.

Celine and Nicole head to Facebook to find some of the most common questions about retirement, maybe even some misconceptions.  They also discuss The Big Beautiful Bill and how it affects Social Security.

In this episode, Celine plots age milestones for various retirement stages.  She also discusses having plans in place.  A plan for Income (not just withdrawing from your savings), a plan for taxes, a plan for health care, an estate plan, even a legacy plan.  So you can be confident you're doing the right things in your retirement, and you can live your best life possible.

Celine and Nicole address many subjects in this episode. Can you be safe against Stock Market Volatility? What about upcoming tariffs?  Do you have plans for retirement, income, healthcare, taxes, etc.? 

Celine and Nicole have just returned from our state capital and it's congressional session.  They're learning about current laws and changes so your retirement won't have any surprises. From Health Insurance doctors negotiate fees for various services to the state auto and property insurance crises, they're learning it all, so you don't have to.

It's one of Celine's favorite weeks of the year...with St. Patrick's Day and Celine's birthday to celebrate and recall, with her daughter Nicole, their Irish heritage and a recent visit to the homeland. In today's show they discuss the volatile stock market and tariffs, and how to have a plan that minimizes the risks of Wall Street.

Today, Celine talks about taxes and Roth IRA's and 401-k's.  What are Roth  IRA's and what are the advantages?

In this episode, Celine and her daughter Nicole uncover "The Top 10 Mistakes People Make in Their Retirement." How can you avoid making these same mistakes?

In today's show, Celine and Nicole find random investing and retirement questions on Facebook, and together they combine their experience to give thoughtful and detailed answers. 

Fresh off of Inauguration week, a lot of changes are in store that could affect your retirement and investments.  Celine and Nicole go over a lot of these changes and what to expect.

Celine and Nicole celebrate 2025 preparing for the new year.  Big changes are coming from a new administration.  How will the markets react?

Years ago Celine compiled a list of the things she feels are most essential for success - "16 Rules of Success."  In this episode she and her daughter Nicole go over the entire list!  This is a must-hear show!

  This episode features some year-end tips for retirement planning from Celine and her daughter Nicole. 

As we discovered on last week's show, there is a lot to learn about estate planning.  Enough to continue the discussion in this episode.

What will you leave for your family when you're gone?  Thanksgiving is a great family holiday and maybe a good time to think about your estate. Some very useful information in this episode. 

This year's price hike for "Part B" of Medicare, makes it $185 a month. How much of a hit will your budget take? Are you ready for rising health care costs in your retirement plan?  Health Insurance takes center stage in this week's episode.

Some of the most scary stories we hear are those that really hit home.  In this episode Celine and Nicole talk about some scary mistakes people have made in their retirement...and what you can do to avoid making the same mistakes.

Celine takes a deep dive into Social Security.  For most of us it's one of our retirement plan's biggest income streams. This is a very informative episode.

Following Tampa Bay's most damaging hurricane surge in over 100 years, many listeners have reportedly suffered great losses.  Celine devotes this week's show to discussing hurricane relief  resources.  

Interest rates are much higher now than they've been in recent years.  How will this affect your existing safe money investments, your retirement, buying a home or car?

We already take risks with investments.  But there's also "Legislative Risk." Celine and her daughter Nicole discuss hidden ways the government can thwart your retirement plans.