Take Back Retirement
By Stephanie McCullough & Kevin Gaines
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Image by Stephanie McCullough & Kevin Gaines
Category: How To
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Subscribers: 2
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Episodes: 138
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 |
|---|---|
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137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon
|
Jun 01, 2026 |
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136: 10 Things To Do When You're 10 Years Out From Retirement
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May 15, 2026 |
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135: Smarter Social Security: Getting What's Yours Without Panicking
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May 01, 2026 |
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134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel
|
Apr 15, 2026 |
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133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed
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Mar 30, 2026 |
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132: What's Your Number? (rerun)
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Mar 16, 2026 |
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131: Back to Basics: Essential First Steps to Taking Control of Your Finances (rerun)
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Mar 01, 2026 |
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130: Planning to Age Well: Life Care, Long-term Care, and Advocacy with Laura Lynn Morrissey
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Feb 16, 2026 |
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129: What Women Need to Know About Charitable Giving and Retirement
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Jan 30, 2026 |
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128: Scripts, Frameworks, and Real Talk: Mastering Money Conversations with Erika Wasserman
|
Jan 15, 2026 |
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127: Conversations That Count: Money, Values, and Clarity with Carl Richards
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Dec 30, 2025 |
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126: Retiring Gen X Style: From Anxiety to Action with Kerry Hannon and Janna Herron
|
Dec 15, 2025 |
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125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA
|
Dec 01, 2025 |
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124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones
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Nov 15, 2025 |
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123: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer
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Oct 31, 2025 |
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122: Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris
|
Oct 15, 2025 |
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121: Radical Transparency: Diane di Costanzo's Real Retirement Story
|
Sep 30, 2025 |
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120: Women, Retirement, and the Lessons of Behavioral Finance (rerun)
|
Sep 15, 2025 |
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119: Redefining Success and Identity After 50 with Deborah Heiser
|
Aug 29, 2025 |
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118: Reclaiming Life: Lessons from a Gray Divorce Survivor with Pat Fenner
|
Aug 15, 2025 |
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117: The Power of Presence: Supporting Those in Grief with Paula Harris
|
Jul 31, 2025 |
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116: Reimagining Your Next Chapter: Longevity, Intention, and the Power of Yes with Allison Davis
|
Jul 15, 2025 |
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115: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright
|
Jun 30, 2025 |
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114: Child-free Estate Planning: Picking the Right People for Key Roles - and What to do if You are Picked! with Patricia De Fonte
|
Jun 15, 2025 |
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113: Side Hustle or Second Career? Navigating Midlife Entrepreneurship with Shannon Russell
|
May 30, 2025 |
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112: Navigating Family Wealth Transfers: Emotional Intelligence and Effective Communication with Jill and Sean Maher
|
May 15, 2025 |
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111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick
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Apr 30, 2025 |
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110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall
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Apr 15, 2025 |
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109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning
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Mar 31, 2025 |
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108: Retire on Your Own Terms – Or Don't! (rerun)
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Mar 14, 2025 |
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107: Exploring the Psychology of Retirement with Dr. Meir Statman
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Feb 28, 2025 |
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106: What Women Need to Know About Bitcoin with Marianne Borneman
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Feb 15, 2025 |
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105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury
|
Jan 15, 2025 |
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104: How to Invest When the World Feels Dangerous
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Dec 16, 2024 |
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103: Essential Internal Money Healing with Meghan Dwyer
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Nov 30, 2024 |
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102: What Women Need to Know about Avoiding IRA Nightmare Stories with Denise Appleby
|
Nov 15, 2024 |
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101: What Women Need to Know (and Do) About Estate Planning with Your Friend the Lawyer, Pam Starsia
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Oct 30, 2024 |
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100: What GenX Women Need to Know About Retirement
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Oct 15, 2024 |
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99: The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons
|
Oct 01, 2024 |
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98: Conquering Internalized Ageism and Living Your Best Life after 65 with Ande Lyons
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Sep 16, 2024 |
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97: Why Do We Avoid Retirement Planning?
|
Aug 30, 2024 |
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96: Surviving Financial Infidelity with Jess Bost
|
Aug 15, 2024 |
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95: Ready to Retire? Here are Five Crucial Questions to Ask Yourself
|
Jul 31, 2024 |
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94: Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman
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Jul 15, 2024 |
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93: She Did It! Real Retirement Stories with Sharon Johnson
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Jul 01, 2024 |
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92: What Women Need to Know about Inflation: What It Is, and Why You Should Care -- But Not Panic!
|
Jun 19, 2024 |
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91: Securing Your Retirement: Key Insights and Strategies
|
May 30, 2024 |
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90: Guiding Women to a Richer, More Fulfilling Retirement with Dan Haylett
|
May 16, 2024 |
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89: Navigating the Emotional and Practical Realms of Eldercare Management with Nancy May
|
May 01, 2024 |
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88: Radical Self-Acceptance: A Path to Financial Wellness for Women with ADHD with Diann Wingert
|
Apr 15, 2024 |
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87: Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown
|
Mar 31, 2024 |
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86: The Success Number: Calculating What You Really Need to Earn with Ella Glasgow
|
Mar 15, 2024 |
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85: Mastering Tax Season: Strategies for Preparation, Document Gathering, and Future Planning
|
Feb 29, 2024 |
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84: The Retirement Expense You Can't Afford to Ignore: Planning for Healthcare Costs
|
Feb 15, 2024 |
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83: Combatting Fraud and Protecting Your Financial Future with AARP's Kathy Stokes
|
Jan 31, 2024 |
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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 |
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78: The Essential Rules to Know When You Inherit an IRA
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Nov 15, 2023 |
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77: How to Decide Whether to Go Back to Work After Divorce
|
Oct 31, 2023 |
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76: What Women Need to Know About Financial Recordkeeping: Lessons from Client Stories
|
Oct 16, 2023 |
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75: The Gift of Organizing and Decluttering your Documents and Photos, with Angie Hyche
|
Sep 30, 2023 |
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74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning
|
Sep 15, 2023 |
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73: Back to Basics: Essential First Steps to Taking Control of Your Finances
|
Aug 31, 2023 |
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72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis
|
Aug 15, 2023 |
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71: She Did It! Real Retirement Stories with Gretchen "G-Rex" Schoser
|
Jul 31, 2023 |
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70: Women, Retirement, and the Lessons of Behavioral Finance
|
Jul 15, 2023 |
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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 |
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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 |
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65: Achieving Longevity and Financial Stability: A Holistic Approach with Dr. Laura DeCesaris
|
Apr 28, 2023 |
|
64: What is Money Insurance?
|
Apr 15, 2023 |
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63: She Did It! Real Retirement Stories with Jackie Koski
|
Mar 31, 2023 |
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62: What Women Need to Know About Longevity
|
Mar 15, 2023 |
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61: Pre-Plan for Caregiving Needs with Special Guest Mim Senft
|
Feb 28, 2023 |
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60: What Women Need to Know About Annuities
|
Feb 15, 2023 |
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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 |
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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 |
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53: She Did It! Real Divorce Stories with Monica Scudieri
|
Nov 15, 2022 |
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52: What Women Need to Know About Divorce from an Estate Planning Attorney with Rebecca Sallen
|
Oct 31, 2022 |
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51: What Women Need to Know About Divorce from a Mediator, with Ellen Morfei
|
Oct 15, 2022 |
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50: What Women Need to Know About Divorce from a Divorce Coach with Sheila Brennan
|
Sep 30, 2022 |
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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 |
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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 |
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44: Don't Try This at Home! Unique Situations Call for Unique Strategies
|
Jul 17, 2022 |
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43: The Psychology of Money and Marriage with Special Guest Ed Coambs
|
Jun 30, 2022 |
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42: What Women Need to Know When the Stock Market Goes Down
|
Jun 15, 2022 |
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41: She Did It! Real Retirement Stories with Diane Blumenthal
|
Jun 01, 2022 |
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40: What Women Need to Know About Income Tax
|
Apr 30, 2022 |
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39: Do You Need a Financial Advisor?
|
Apr 15, 2022 |
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38: A Humorous Approach to Money, with Special Guests Joe Saul-Sehy and Emily Guy Birken
|
Mar 31, 2022 |
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37: The Importance and How-tos of Sustainable Investing, with Special Guest Kyle Purcell
|
Mar 15, 2022 |
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36: Strategies to Move Toward True Values-Alignment with Your Money
|
Feb 28, 2022 |
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35: What Women Need to Know About Aligning Your Investments with Your Values
|
Feb 15, 2022 |
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34: What the Heck is ESG Investing with Liz Simmie
|
Feb 02, 2022 |
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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 |
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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 |
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22: Why You Spend The Way That You Do With Maggie Klokkenga
|
Jul 15, 2021 |
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21: Simplifying Medicare: What's Important For You To Know with Susan Sloan
|
Jun 30, 2021 |
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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 |
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15: What Women Need to Know About Social Security
|
Mar 30, 2021 |
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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 |
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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 |
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10: She Did It! Real Retirement Stories with Sheila Netti
|
Jan 15, 2021 |
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09: New Year's Money Resolutions
|
Dec 29, 2020 |
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08: Retirement is More than Money with Autumn Nessler
|
Dec 15, 2020 |
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07: Here's a Secret: We're Guessing, and That's OK
|
Nov 30, 2020 |
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06: Crucial Questions to Ask about Senior Living Options, with Lindsey Poeth
|
Nov 15, 2020 |
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05: A Simple Framework for Thinking About Retirement Expenses
|
Oct 29, 2020 |
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04: Give Yourself Permission to Plan Your Next Chapter, with Randi Levin
|
Oct 15, 2020 |
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03: Turning Your Retirement Savings into Retirement Income
|
Oct 03, 2020 |
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02: Retire on Your Own Terms - Or Don't!
|
Oct 02, 2020 |
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01: What the Heck is Retirement Income Planning?
|
Oct 01, 2020 |
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Trailer: Are You Ready to Take Back Retirement?
|
Sep 30, 2020 |