Take Back Retirement

“Do your research. Do your planning yourself until you get that confidence to project it to the world, and whatever they say will bounce off your armor because you know you’re doing the right thing.” -Shannon Russell   Thinking about trading your day job for a business of your own? You’re not alone—and you’re not crazy

“We’re talking about giving space to practice. Not only practice the relationships but also practice managing money.” -Sean Maher   Most people plan their estate down to the last dollar, but forget to prepare for the emotional fallout that almost always comes from a lack of proper communication between family members.

"In a blended family, fairness and mutual understanding are key, especially when navigating the complexities of prenuptial and postnuptial agreements.” -Donna Kendrick   Navigating love after loss or divorce comes with a host of emotional and financial complexities, especially when blending families.   Our hosts, Steph

Our hosts Stephanie McCullough and Kevin Gaines sit down with Steve and Jill Marshall of Silver Path Consulting to discuss all things future care, from housing, to finance, to family support.   Jill and Steve lament the current lack of societal preparedness for a growing senior population, often referred to as a “silve

Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life?   Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from

There is no one right way to retire. Even if you don’t do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don’t. In this episode, we’re Taking Back Retirement by redefining the old image and definition of this phase of life. Our hosts S