Take Back Retirement

Take Back Retirement

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.

Episodes

January 15, 2025 46 mins

“It really does cost us in terms of our ability to learn about money, embrace failure, the mistakes that we made and we learn from them, to actually get closer to the people in our lives, whether that is our adult children, whether that's a partner, whether that's a friend. So there's a lot of ways in which money silence kind of keeps us locked up in a way that I don't think is useful.” - Kathleen Burns Kingsbury

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Volatility and recession and crashes! Oh, my! Today, our hosts Stephanie McCullough and Kevin Gaines give their best strategies for successful investing when the worlds feeling dangerous.

 

They kick things off with some pointers on riding out market ups and downs. It all comes down to sticking to a long-term investment plan, no matter what...

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Our hosts Stephanie McCullough and Kevin Gaines discuss the emotional side of money management with Meghan Dwyer, a Certified Financial Planner and the host of the "Money Isn't Scary" Podcast.

 

Meghan's vision-mission is all about challenging societal norms and empowering women to take charge of their finances with confidence. She helps us uncover the hidden emotional influences that shape...

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“Prevention is better than cure. Don't feel overwhelmed by all this. Would you remove your own kidney? You would go to a professional to get it done.” -Denise Appleby

 

Renowned IRA and retirement plans expert Denise Appleby joins our hosts Stephanie McCullough and Kevin Gaines for a crucial conversation on managing your retirement accounts effectively, especially as 2024 comes to a close.

...

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Our hosts Stephanie McCullough and Kevin Gaines sit down with Pam Starsia, who swapped her corporate lawyer gig for the world of estate planning, and now runs a firm alongside her husband. Once a pro in high-stakes mergers and acquisitions, Pams now all about creating personalized, relationship-focused estate plans. Listen in as she takes us through the sometimes-tricky and always-emotional la...

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Were nothing if not resourceful. Thats our generations superpower.” -Kevin

 

In celebration of the 100th episode of Take Back Retirement, our hosts Stephanie and Kevin Gaines reflect on the defining characteristics of their very own generation–Gen X–and key lessons that women in this age br...

“Suddenly you've got to create the content of your life, and that's a completely new enterprise for most people we work with, and it's scary until you can get your hands in the clay and feel confident about having a process.” -Elizabeth Parsons

 

How do you deal with the massive shift that comes with stepping away from a high-powered career and into retirement?

 

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Age is just another journey that we need to learn to love and embrace, and see as the gift it is!”

 

Our hosts Stephanie McCullough and Kevin Gaines are joined by Ande Lyons, host of the Don't Be Caged by Your Age podcast. Shes redefining what it means to thrive after 65, and teaches us how to combat ageism at every level—whether it's instit...

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August 30, 2024 34 mins

“Most pre-retirees and retirees need and want help with the critical retirement decisions they face, but they’re not always certain where to find it.”

 

Is your retirement plan only scratching the surface? Our hosts Stephanie McCullough and Kevin Gaines uncover the common pitfalls that have kept retirees unprepared for the realities of their post-work years.

 

Dr...

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"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth."

 

Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. Shes spent over 15 years coaching people to get from where they are to where they want to be. Its a passion that...

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“We believe that a simpler financial life, a less fraught financial life is one where you align your dollars with what's most important to you, with the life you want to lead, with your values.” - Stephanie

Have you ever found yourself asking if the perfect moment to retire will ever come? Or whether youll even have enough to live on when that moment arri...

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“Think about practicing for retirement long before you get there.” -Mary Jo Hoffman

 

Our hosts Stephanie McCullough and Kevin Gaines sit down with aeronautical engineer-turned-artist Mary Jo Hoffman. Renowned for her captivating photography project, Still, Mary Jo shares her extraordinary journey from a 17-year career as a scientist into becoming a renowned essayist and found nature photog...

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“It wasn't nearly as traumatic for me as I was expecting it to be. I was a little concerned about how I would transition from having to get up and having that routine to creating a new one.” - Sharon

 

Welcome to another edition of Real Retirement Stories - a series of Take Back Retirement. Our hosts Stephanie McCullough and Kevin Gaines chat with Sharon Johnson. After an illustrious 22-yea...

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“Each dollar today buys less than the same dollar did 10 years ago. Which is why a lot of financial advisors are so focused on helping clients grow their money over time. It's not to become wealthy and die with the most money, it's because the cost of living goes up over time.” - Stephanie

 

Our hosts Stephanie McCullough and Kevin Gaines demystify the often-frustrating world of inflation a...

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If the average life expectancy for a woman is around 86, 87, fully 50% of women live longer than that. So, you can't plan just to age 87.”

 

Can a simple quiz change the way you think about retirement? Our hosts Stephanie McCullough and Kevin Gaines uncover the hidden gems (and not-so-shiny stones) within retirement planning quizzes and surveys, especially a reveali...

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“Human beings going into retirement will find every excuse to not spend their money” - Dan Haylett

 

Our hosts Stephanie McCullough and Kevin Gaines sit down with financial advisor Dan Haylett. As the host of the Humans Vs Retirement” podcast, Dan tells us how he inspires retirees to grab life by the horns and experience true wealth in their later years.

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"Dad, you trusted me with everything. I'm trusting you with the truth.” -Nancy May

 

Our hosts Stephanie McCullough and Kevin Gaines sit down with Nancy May, who drops some real truth bombs relating to eldercare and supporting aging parents and relatives. Nancy’s personal journey sheds light on the complexities and sacrifices involved in this critical role. This candid discussion unpacks th...

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“Every single thing in my life that has ever terrorized me and terrified me, and I avoided like nobody's business, when I finally either had no place else to run, or I chose to turn around and face it, it has never been as bad as I thought it would be. It has never been as shameful as continuing to avoid.”

 

Our hosts Stephanie McCullough of Sofia Financial and Kevin Gaines of American Fina...

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“It's not a line that you are either academic or creative, or you are either scientific or creative, or you are either mathematical…They're not separate.” -Claire Waite Brown

 

Ever felt like your creative spark got lost in the shuffle of life? Our hosts Stephanie McCullough of Sofia Financial and Kevin Gaines of American Financial Management Group sit down with Claire Waite Brown, the host...

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“I first ask this question: What is the number to make you feel successful? You and no one else. It might be a scary number. There’s nothing wrong with fear.” -Ella Glasgow

 

Ever felt the anxiety-inducing pressure of pinning a price tag on your brainchild? Our hosts Stephanie McCullough and Kevin Gaines break that down with guest Ella Glasgow, who's not only a virtual even...

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