Take Back Retirement

By Stephanie McCullough & Kevin Gaines

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Category: How To

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Subscribers: 2
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Episodes: 100

Description

You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.

Episode Date
105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury
Jan 15, 2025
104: How to Invest When the World Feels Dangerous
Dec 16, 2024
103: Essential Internal Money Healing with Meghan Dwyer
Nov 30, 2024
102: What Women Need to Know about Avoiding IRA Nightmare Stories with Denise Appleby
Nov 15, 2024
101: What Women Need to Know (and Do) About Estate Planning with Your Friend the Lawyer, Pam Starsia
Oct 30, 2024
100: What GenX Women Need to Know About Retirement
Oct 15, 2024
99: The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons
Oct 01, 2024
98: Conquering Internalized Ageism and Living Your Best Life after 65 with Ande Lyons
Sep 16, 2024
97: Why Do We Avoid Retirement Planning?
Aug 30, 2024
96: Surviving Financial Infidelity with Jess Bost
Aug 15, 2024
95: Ready to Retire? Here are Five Crucial Questions to Ask Yourself
Jul 31, 2024
94: Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman
Jul 15, 2024
93: She Did It! Real Retirement Stories with Sharon Johnson
Jul 01, 2024
92: What Women Need to Know about Inflation: What It Is, and Why You Should Care -- But Not Panic!
Jun 19, 2024
91: Securing Your Retirement: Key Insights and Strategies
May 30, 2024
90: Guiding Women to a Richer, More Fulfilling Retirement with Dan Haylett
May 16, 2024
89: Navigating the Emotional and Practical Realms of Eldercare Management with Nancy May
May 01, 2024
88: Radical Self-Acceptance: A Path to Financial Wellness for Women with ADHD with Diann Wingert
Apr 15, 2024
87: Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown
Mar 31, 2024
86: The Success Number: Calculating What You Really Need to Earn with Ella Glasgow
Mar 15, 2024
85: Mastering Tax Season: Strategies for Preparation, Document Gathering, and Future Planning
Feb 29, 2024
84: The Retirement Expense You Can't Afford to Ignore: Planning for Healthcare Costs
Feb 15, 2024
83: Combatting Fraud and Protecting Your Financial Future with AARP's Kathy Stokes
Jan 31, 2024
82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber
Jan 15, 2024
81: Answers to Our Most Common Questions
Jan 01, 2024
80: Reinventing Money Talks: Emotion, Accountability, and Retirement Planning with Erika Wasserman
Dec 15, 2023
79: Small Steps, Big Impact: How Prioritizing Self-Care Transforms Your Finances with Emi Kirschner
Nov 30, 2023
78: The Essential Rules to Know When You Inherit an IRA
Nov 15, 2023
77: How to Decide Whether to Go Back to Work After Divorce
Oct 31, 2023
76: What Women Need to Know About Financial Recordkeeping: Lessons from Client Stories
Oct 16, 2023
75: The Gift of Organizing and Decluttering your Documents and Photos, with Angie Hyche
Sep 30, 2023
74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning
Sep 15, 2023
73: Back to Basics: Essential First Steps to Taking Control of Your Finances
Aug 31, 2023
72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis
Aug 15, 2023
71: She Did It! Real Retirement Stories with Gretchen "G-Rex" Schoser
Jul 31, 2023
70: Women, Retirement, and the Lessons of Behavioral Finance
Jul 15, 2023
69: New Survey Illuminates Retirement Confidence and Planning by Gender and Generation
Jul 01, 2023
68: Energetic Resources and Your Financial Journey with Stacey Stern
Jun 15, 2023
67: Embracing Midlife Growth: Aging, Beauty, and Self-Discovery, with Dara Goldberg
May 31, 2023
66: Transform Your Relationship with Money: Lessons from Bari Tessler
May 15, 2023
65: Achieving Longevity and Financial Stability: A Holistic Approach with Dr. Laura DeCesaris
Apr 28, 2023
64: What is Money Insurance?
Apr 15, 2023
63: She Did It! Real Retirement Stories with Jackie Koski
Mar 31, 2023
62: What Women Need to Know About Longevity
Mar 15, 2023
61: Pre-Plan for Caregiving Needs with Special Guest Mim Senft
Feb 28, 2023
60: What Women Need to Know About Annuities
Feb 15, 2023
59: Knowing Your Money Mindset Can Improve Your Money Management with Kat Sanford
Jan 30, 2023
58: Secure Act 2.0: New Retirement Account Rules, Same Old Message!
Jan 15, 2023
57: What Women Need to Know if there's a Recession
Dec 30, 2022
56: How Do We Reduce Financial Anxiety? with Lindsay Bryan-Podvin, Financial Therapist
Dec 15, 2022
55: Lessons from the Career of Janet Yellen with Jon Hilsenrath, Author
Nov 30, 2022
54: Why Women Need to Know About Divorce (special series wrap-up)
Nov 15, 2022
53: She Did It! Real Divorce Stories with Monica Scudieri
Nov 15, 2022
52: What Women Need to Know About Divorce from an Estate Planning Attorney with Rebecca Sallen
Oct 31, 2022
51: What Women Need to Know About Divorce from a Mediator, with Ellen Morfei
Oct 15, 2022
50: What Women Need to Know About Divorce from a Divorce Coach with Sheila Brennan
Sep 30, 2022
49: What Women Need to Know About Divorce from a Forensic Accountant with Tracy Coenen
Sep 15, 2022
48: Why Women Need to Know About Divorce (a special series)
Sep 15, 2022
47: She Did It! Real Retirement Stories with Amy Andersson
Sep 01, 2022
46: Retirement Doesn't Relate to Me, with Judith Kurnick
Aug 15, 2022
45: What Women Need to Know about Target Date Funds
Jul 31, 2022
44: Don't Try This at Home! Unique Situations Call for Unique Strategies
Jul 17, 2022
43: The Psychology of Money and Marriage with Special Guest Ed Coambs
Jun 30, 2022
42: What Women Need to Know When the Stock Market Goes Down
Jun 15, 2022
41: She Did It! Real Retirement Stories with Diane Blumenthal
Jun 01, 2022
40: What Women Need to Know About Income Tax
Apr 30, 2022
39: Do You Need a Financial Advisor?
Apr 15, 2022
38: A Humorous Approach to Money, with Special Guests Joe Saul-Sehy and Emily Guy Birken
Mar 31, 2022
37: The Importance and How-tos of Sustainable Investing, with Special Guest Kyle Purcell
Mar 15, 2022
36: Strategies to Move Toward True Values-Alignment with Your Money
Feb 28, 2022
35: What Women Need to Know About Aligning Your Investments with Your Values
Feb 15, 2022
34: What the Heck is ESG Investing with Liz Simmie
Feb 02, 2022
33: What Women Need to Know about the Estate and Gift Tax System
Jan 15, 2022
32: True Confessions of Two Financial Planners
Dec 31, 2021
31: What the Heck is a Trust, and Why Might I Need One?
Dec 16, 2021
30: Retirement Savings Options for Self Employed Women
Nov 23, 2021
29: How Much Cash Should I Have and Where Should I Be Putting It?
Oct 30, 2021
28: Dr. Barbara Provost of Purse Strings on Women, Power & Money
Oct 15, 2021
27: Health Savings Accounts (HSA's): What Women Need to Know
Sep 30, 2021
26: The Importance of Negotiating with Kathleen Burns Kingsbury
Sep 15, 2021
25: What's Your Number?
Aug 30, 2021
24: She Did It! Real Retirement Stories w/ KT
Aug 15, 2021
23: A League Of Their Own: Retirement Planning Lessons From A Baseball Contract
Jul 30, 2021
22: Why You Spend The Way That You Do With Maggie Klokkenga
Jul 15, 2021
21: Simplifying Medicare: What's Important For You To Know with Susan Sloan
Jun 30, 2021
20: Women + Roth IRA's - What Should You Be Aware Of?
Jun 15, 2021
19: You Want to Retire Before Age 65? Here's What You Need to Know
May 30, 2021
18: How Do We Prepare for the Worst? with Mary Beth Simón
May 15, 2021
17: What Women Need to Know About Long-term Care
Apr 30, 2021
16: She Did It! Real Retirement Stories with Lori Osterberg
Apr 15, 2021
15: What Women Need to Know About Social Security
Mar 30, 2021
14: What Women Need to Know About Caregiving and Elder Law with Cathy Sikorski
Mar 15, 2021
13: What Happens When The Plan Goes Wrong?
Feb 28, 2021
12: What Women Need to Know About IRA's, with Sarah Brenner
Feb 15, 2021
11: Why You Shouldn't Aim for Perfection in Investing
Jan 29, 2021
10: She Did It! Real Retirement Stories with Sheila Netti
Jan 15, 2021
09: New Year's Money Resolutions
Dec 29, 2020
08: Retirement is More than Money with Autumn Nessler
Dec 15, 2020
07: Here's a Secret: We're Guessing, and That's OK
Nov 30, 2020
06: Crucial Questions to Ask about Senior Living Options, with Lindsey Poeth
Nov 15, 2020