Navigating an Abundant Retirement with Carol Dewey

Hey! This is Carol DeweyI’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…...In this podcast you will: 1. Get crystal clear on your destination2. Identify the biggest retirement obstacles retirees now must overcome3. Gain new mindset to retiring abundantly4. Have new solution to retiring abundantlyAFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the draft of the manuscript I was finishing on the seat and grabbed my bag from the overhead compartment.“Wow! That’s a wonderful goal,” said the woman inseat 3D. Her comment startled me, and I wasn’t exactly sure what she meant.Until I turned around.She was pointing at the title, Retire Abundantly.To the woman in 3D, the question of how to retireabundantly was a daunting challenge. It is for manypeople: “Retirement” is a subject that returns 241,000,000 Google results. Two hundred and forty-o

Navigating an Abundant Retirement with Carol Dewey is a business podcast hosted by Carol Dewey, with 99 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Carol Dewey hosts Navigating an Abundant Retirement with Carol Dewey, a business show with 99 episodes published.

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  Episode #99

  The Questions Every Widow Is Afraid to Ask

  Aug 14, 202613 min

  Many widows carry questions they’re afraid to say out loud about money, making mistakes, trusting others, and what life looks like moving forward. In this episode of Navigating Abundant Retirement , Carol Dewey brings those questions into the open and explains why being unfamiliar with finances does not mean being incapable. From fears about outliving your money to wondering whether it’s okay to enjoy life again, this conversation is about replacing silence and uncertainty with understanding and confidence. Key Takeaways Why being unfamiliar with finances is not the same as being incapable How fear of making a mistake can keep widows from moving forward What trust should look like when choosing financial and professional guidance The difference between worrying about outliving your money and planning for uncertainty Why enjoying life again does not mean leaving your spouse behind How asking difficult questions can create greater clarity and confidence The questions you’re afraid to ask may be the same questions other widows are carrying too. Fear grows in silence, but understanding grows through conversation. Listen & Connect Spotify – Navigating Abundant Retirement: Listen on Spotify Apple Podcasts – Navigating Abundant Retirement: Listen on Apple Podcasts Perpetual Wealth Financial on YouTube: Watch on YouTube

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  Episode #98

  How Do I Know If I’m Going to Be Okay Financially?

  Jul 30, 202612 min

  For many widows, one question can quietly sit behind every financial decision: “Am I going to be okay financially?” In this episode of Navigating Abundant Retirement , Carol Dewey explores the difference between financial fear and financial reality—and why confidence doesn’t come from reaching one magic number. It comes from understanding how your income, expenses, investments, taxes, healthcare costs, and goals work together. Key Takeaways Why financial insecurity and financial reality aren’t always the same How uncertainty can make financial challenges feel bigger than they are Why confidence comes from understanding the entire financial picture The importance of preparing for market and healthcare uncertainty The difference between hoping you’ll be okay and knowing why you’ll be okay How organization, planning, and guidance can help turn fear into confidence The goal isn’t to eliminate every uncertainty. It’s to replace fear with understanding, guessing with planning, and isolation with guidance. Listen & Connect Spotify – Navigating Abundant Retirement: Listen on Spotify Apple Podcasts – Navigating Abundant Retirement: Listen on Apple Podcasts Perpetual Wealth Financial on YouTube: Watch on YouTube

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  Episode #97

  Why Your Husband's Financial Plan May Not Be Your Financial Plan

  Jul 16, 202611 min

  The financial plan you and your husband built together may have been exactly right for the life you shared—but when life changes, your financial plan may need to change too. In this episode of Navigating Abundant Retirement , Carol Dewey discusses why many widows hesitate to make financial changes after losing a spouse and why adapting your plan isn't about forgetting the past—it's about creating a future that reflects your current life, priorities, and goals. Key Takeaways: Why many widows feel frozen when it comes to financial decisions How grief and loyalty can make change feel uncomfortable Why a financial plan built for two people may no longer fit one life The importance of redefining your own goals and priorities How building financial confidence begins with small, thoughtful decisions Why honoring your spouse can also mean creating a plan that supports your future Your financial plan should support the life you're living today—not the life you were living yesterday. Moving forward isn't about leaving your spouse behind; it's about honoring what you built together while creating a future that's right for you. Resources & Links Spotify Apple Podcasts YouTube

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  Episode #96

  The Hidden Tax Traps Many Widows Never See Coming

  Jul 2, 202612 min

  In this episode of Navigating an Abundant Retirement , Carol Dewey discusses the tax surprises many widows face after losing a spouse. While income may decrease, tax complexity can often increase because filing status, retirement accounts, Social Security, Medicare premiums, and asset sales may all be affected. Carol explains why widowhood can change the tax environment and why major financial decisions should not be made without understanding the potential consequences. From retirement account withdrawals to Social Security taxation and Medicare premium increases, this episode highlights the importance of asking better questions before taking action. The goal is not to become a tax expert. The goal is to avoid unnecessary surprises and make more confident financial decisions with the right planning and support. Key Topics Covered Why taxes may not automatically decrease after losing a spouse How filing status changes can affect tax brackets and deductions Tax considerations when withdrawing from inherited retirement accounts Why Social Security may become taxable How income decisions can impact future Medicare premiums Tax consequences of selling investments, property, land, or a home The difference between intentional patience and indefinite avoidance Why better questions can lead to better financial decisions Key Takeaway The biggest tax mistakes widows make are often not caused by bad decisions. They are caused by decisions made without enough information. Understanding the questions to ask before making major financial moves can help reduce surprises and create more confidence. If this episode was helpful, subscribe to Navigating an Abundant Retirement and share it with someone who may benefit from hearing it.

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  Episode #95

  What Happens Financially During the First Year of Widowhood

  Jun 18, 202613 min

  The first year after losing a spouse can feel overwhelming. Between paperwork, financial decisions, and the emotional weight of grief, many widows find themselves constantly reacting to responsibilities they never expected to face. In this episode of Navigating Abundant Retirement , Carol Dewey walks through what typically happens financially during the first year of widowhood—from the first 30 days of stabilization, to the administrative challenges of months two through six, and ultimately the transition from reaction to planning. Key Takeaways: Why the first 30 days should focus on stabilization, not optimization What financial and administrative responsibilities typically arise during months two through six How to approach major financial decisions with clarity instead of fear Why progress doesn't need to be fast to be meaningful The transition from reacting to planning for the future How confidence gradually replaces fear during the healing process The goal of the first year is not perfection. It is not having every answer. The goal is to build enough clarity and confidence to believe that a good future is still possible—because it is. Resources & Links Spotify Apple Podcasts YouTube

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