
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.
Show episodes

114: Child-free Estate Planning: Picking the Right People for Key Roles - and What to do if You are Picked! with Patricia De Fonte
“Usually, people are not trying to kill you or keep you alive for nefarious reasons, unless you're very old and very rich and very mean.” -Patricia De Fonte When most people think of estate planning, they imagine dividing assets among children or a spouse—but Patricia De Fonte, founder of De Fonte Law, offers a broader

113: Side Hustle or Second Career? Navigating Midlife Entrepreneurship with Shannon Russell
“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

112: Navigating Family Wealth Transfers: Emotional Intelligence and Effective Communication with Jill and Sean Maher
“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.

111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick
"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

110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall
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

109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning
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