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Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Take Back Retirement.
"You need to uncouple your self-worth from your income." Amy Bernstein does not like the word "retired". Our hosts, Stephanie McCullough and Kevin Gaines, aren't too fond of the word either. A former journalist and feder
"As with all things with the IRS, document, document, document." Our hosts, Stephanie McCullough and Kevin Gaines, explain what actually happens when you move an investment or retirement account from one custodian to ano
Today, Stephanie and Kevin cover a topic that can often get confusing for many people: the estate and gift tax system. This is different from the income tax system, and both are federal tax systems that everyone needs to
"Take charge. Your retirement is your time." Our hosts, Stephanie McCullough and Kevin Gaines, sit down with Dr. Andi Simon, corporate anthropologist and author of Rethink Retirement , whose research offers a bracing cor
"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward." Our hosts, Stephanie McCullough and Kevin Gaines, sit down to work thr
"It's all about these different pieces and how they can fit together. And it's not just how they fit together in good ways, but also how they fit together in bad ways." Our hosts, Stephanie McCullough and Kevin Gaines, s
"If you are feeling that you are not powerful, you are wrong. You are very powerful just in and of yourself. And in community, it's just multiplied." - Missy Sue Mastel Most people think impact investing is only for the
"Scammers rely on emotion. If they can catch you in that half second of panic, then they might be able to get you to do something." 41% of American adults have lost money to scams. And that's only those who reported it.
"You need to come up with your own number, not using someone else's, because your situation is going to be different from someone else... and it's going to change over time, and that's still okay." A lot of folks believe
"It's not about deprivation. It's about balance. It's about taking care of your today self and your future self." Join our hosts, Stephanie McCullough of Sofia Financial and Kevin Gaines of American Financial Management
"A lot of women feel as though this is 'my role, this is my job, and if I have to ask for help, there's something wrong with me.' It doesn't mean failure. It just means that you're taking care of yourself as well as your
"There are ways to get some more net dollars to the charity, having a smaller financial impact on your own situation. It just takes a little bit of looking at [your financial situation]." Our hosts Stephanie McCullough o
"My goal in life, my purpose in life, is to spark conversations. And in 2026, my goal is to spark 10,000 financial conversations." -Erika Wasserman Our hosts, Stephanie McCullough and Kevin Gaines, welcome back financial
"In a life well lived, there's always going to be more things you may want to do than you can do with time, energy, money, and attention." -Carl Richards Stephanie and Kevin welcome Carl Richards, creator of the iconic "
"This is a generation that is incredibly scrappy. This is a generation that gets it done. We actually know how to find the resources when we need to." – Kerry Hannon Our hosts, Stephanie McCullough and Kevin Gaines, welc
"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts Stephanie McCullough and Kevin Gaines sit down with
"It is never too late to start something new and to put your energy into something that you've loved your whole life, but you've never had time to focus on." Our hosts, Stephanie McCullough and Kevin Gaines, explore the
"You don't build courage by avoiding what you're afraid of. You build courage by moving through it." -Diane Gansauer Our hosts, Stephanie McCullough and Kevin Gaines, explore an extraordinary midlife reinvention with Dia
"Comedy is power because when you make people laugh, you make people listen." -Lynn Harris Our hosts, Stephanie McCullough and Kevin Gaines, explore the unexpected world of midlife comedy careers with Lynn Harris! She's
"Stop stopping. If something is stopping you from doing this thing you know you should do, just stop stopping." - Diane di Costanzo Former Chief Content Officer and Financial Journalist Diane di Costanzo proves it's neve
Carl Richards
certified financial planner, The New York Times Sketch Guy, author of Your Money: Reimagining Wealth in 101 Simple Sketches · Podcast Solutions Made Simple
1 appearance on this show
Tabatha Jones
executive coach, outplacement specialist, founder of the Corporate Escape Sherpa · 360 Collective
1 appearance on this show
Lynn Harris
writer, comedian, activist, founder · Gold Comedy
1 appearance on this show
Deborah Heiser
applied developmental psychologist, author of The Mentorship Edge, founder and CEO of The Mentor Project · The Mentor Project
1 appearance on this show
Pat Fenner
1 appearance on this show
Paula Harris
author, TEDx speaker, financial planner, dream architect, widow advocate · WH Cornerstone Investments
1 appearance on this show
Allison Davis
Naturopath
1 appearance on this show
Wendy Wright
Financial Therapist · Utah County Health Department
1 appearance on this show
Shannon Russell
Strategic Leadership and Team Facilitator, entrepreneur, author, speaker, host of the Build Better Teams podcast · Second Act Success® Coaching
1 appearance on this show
Donna Kendrick
Host of Widow Wisdom and Wealth, author of A Guide to Widowhood and The Life Stages Financial Guides · Sephton Financial
1 appearance on this show
Steve Marshall
candidate for U.S. Congressman Alabama's 1st Congressional District · Alabama
1 appearance on this show
Meir Statman
Finance Professor · University of California, Santa Clara
1 appearance on this show
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