The Innovative Retirement Podcast

When it comes to Social Security, one wrong move can impact your income for the rest of your life. In this episode of Innovative Retirement , Ashleigh Kennedy breaks down why this critical decision is often misunderstood and how timing, work status, and spousal coordination all factor in. She explores key considerations like claiming early versus delaying, the impact on a surviving spouse, and how...

Money conversations don’t get easier just because your kids are grown. In this episode, the discussion focuses on the often‑avoided financial talks moms need to have with their adult children—from setting boundaries to sharing intentions without oversharing details. Ashleigh Kennedy explores how honest conversations around money, estate planning, and future responsibilities can reduce...

Kids are learning about money long before anyone sits them down for “the talk.” In this episode, the conversation focuses on how moms can make money lessons intentional, age‑appropriate, and part of everyday life. Ashleigh Kennedy explores practical ways to teach kids about earning, saving, spending, and decision‑making—without fear or pressure. From piggy banks and bank accounts...

What really happens when an inheritance hits your bank account? In this episode, Ashleigh Kennedy shifts the conversation from the wealth transfer itself to the emotional weight, uncertainty, and decision-making that often follow. She discusses why many women feel underprepared when money arrives, how inherited wealth from spouses or parents carries more than just dollars, and why preparation star...

More than $120 trillion is changing hands — and women are at the center of it. In this episode, Ashleigh Kennedy of Innovative Retirement Planning unpacks the largest wealth transfer in history and why so many women feel unprepared when money arrives. She explores why widows are often overlooked in financial conversations, the confidence gap women face, and the importance of simply knowing w...

What if your retirement plan is missing the pieces that matter most? In this episode, Ashleigh Kennedy breaks down the five pillars of a truly holistic retirement – income, investments, taxes, healthcare, and legacy – and explores why each one must work together to support your future. From the limits of Social Security to the risks of relying solely on market performance, Ashleigh exp...

What if the retirement rules you’ve been following for years are as outdated as the towels in your linen closet? In this episode, retirement planner Ashleigh Kennedy breaks down the “classic” financial guidelines—like the 4% rule, saving a fixed percentage, and chasing a magic retirement number—to explore whether they still hold up in today’s unpredictable econo...

What happens when adult children suddenly become caregivers and financial decision-makers for aging parents? In this episode, Ashleigh Kennedy tackles the emotional and practical realities of planning for long-term care, estate issues, and protecting family legacies. Learn why early conversations, updated documents, and understanding Medicaid’s five-year look back are essential steps. Ashlei...

What happens when a financial planner is also a military veteran, lawyer, and mom of four? In this debut episode, Ashleigh Kennedy shares how her diverse background shapes her personal approach to retirement planning. Discover why real connection, open conversations, and innovative strategies matter for your financial future. Ashleigh discusses the importance of sharing information across generati...

Are you ready for your retirement planning process to take the next step forward? Innovative Retirement Planning founder Ashleigh Kennedy brings you the ‘Innovative Retirement Podcast.’ With each episode, Ashleigh will cover a variety of topics spanning the many different aspects of planning, preparing for, and enjoying your retirement journey. In a fast-paced world with ever-changing...