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PODCAST

Take Back Retirement

Stephanie McCullough & Kevin Gaines

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.

education how to

All Episodes

51:49

83: Combatting Fraud and Protecting Your Financial...

Take Back Retirement ·

2024/01/31

“If you know about a certain scam, you're 80% less likely to engage with it. So, please tell everybody you know.” -Kathy Stokes Could your loved ones be vulnerable to a $9 billion wave of deception? Kathy Stokes from AARP joins our hosts Stephanie McCullough and Kevin Gaines to unravel the complexities of fraud that's sweeping the nation, hitting older adults the hardest. With victims often bearing the burden of shame, they’re challenging the stigma and equipping you with the knowledge to identify

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53:23

82: Getting the Most from Social Security: Smart...

Take Back Retirement ·

2024/01/15

“People tend to underestimate both how long they'll live and how long they'll spend in retirement. That's something that we really need to be realistic about.” - Heather Schreiber Have you ever wondered how the labyrinth of Social Security intricacies might be uniquely affecting your retirement plan? Our hosts Stephanie McCullough and Kevin Gaines sit down with Heather Schreiber, a Social Security sage, to dissect the complex world of retirement planning for women. In this episode, the spotlight

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33:54

81: Answers to Our Most Common Questions

Take Back Retirement ·

2024/01/01

Ever feel like you're wading through murky waters when it comes to retirement planning? You're not alone. Stephanie McCullough and Kevin Gaines of Sofia Financial and American Financial Management Group illuminate the path with their expertise, debunking pervasive myths that cloud the judgment of many investors. They kick things off by setting the record straight on investment growth, cutting through the confusion surrounding account consolidation, and revealing the true engine of

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41:54

80: Reinventing Money Talks: Emotion, Accountability,...

Take Back Retirement ·

2023/12/15

“You'll start seeing some things that are really helping you in life and some that are hurting you. And when you don't have an outlet or a way to review these things, we stay to our consistent habits just like with our diet.” Dive into the world of financial therapy with our guest, Erika Wasserman. Fully 81% of Americans were taught not to talk about money, and that has a profound impact on emotional well-being and relationships. Join us as Erika shares both her personal journey and practical

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41:48

79: Small Steps, Big Impact: How Prioritizing...

Take Back Retirement ·

2023/11/30

"You have a choice about everything, and not choosing is still a choice. Prioritize yourself and ask for what you need." - Emi Kirschner What if you were told that self-care isn't just an indulgence, but a key player in achieving personal and professional success? Our hosts Stephanie McCullough and Kevin Gaines chat with Emi Kirschner, a seasoned investor, serial entrepreneur, and coach to women business owners. They pull back the curtain on the issue of avoidance, especially when it comes to

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33:21

78: The Essential Rules to Know When You Inherit an IRA

Take Back Retirement ·

2023/11/15

“The account you inherit as far as the IRS is concerned, it's not your retirement account. You are just receiving the money from it. It's still the original owner's retirement account.” Have you ever considered the complexities that come with inheriting retirement accounts? They can be a minefield of rules and regulations that, if not handled with care, can result in irreversible mistakes. Our hosts Stephanie McCullough and Kevin Gaines untangle these complex rules, shedding light on the

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33:51

77: How to Decide Whether to Go Back to Work After...

Take Back Retirement ·

2023/10/31

“The thing you’ve got to start with is what does life cost you? What does it cost to be you in this world?” Listen in as our hosts Stephanie McCullough and Kevin Gaines tackle some big questions in this episode of Take Back Retirement, like "Do I need to go back to work after retirement or a divorce?" and "What kind of financial considerations should I have?" They walk through how to evaluate your life costs, not just the regular monthly expenses, but those that come up less frequently, like

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49:22

76: What Women Need to Know About Financial...

Take Back Retirement ·

2023/10/16

“In the world of the IRS, if it's not documented, it's not real.” Get set for a value-packed journey as our hosts Stephanie McCullough and Kevin Gaines tackle the critical topic of keeping financial records in this latest episode of Take Back Retirement. But they don’t go it alone. They invite two clients - Steve and Doug - and two experts – Enrolled Agent Marianne Borneman and CPA Sonya Pappas - to give a well-rounded perspective on just how important record keeping really is. First, discover

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48:29

75: The Gift of Organizing and Decluttering your...

Take Back Retirement ·

2023/09/30

“This could be the most loving gift you could ever give your children. The most loving way of spending your time to give them this gift, it's priceless. Preparation leads to peace. It absolutely does.” Imagine a world where your family isn't left with a mountain of your disorganized documents and possessions after your death. Our hosts Stephanie McCullough and Kevin Gaines chat with Angie Hyche, a professional organizer, author, speaker, and podcaster, who brings us unique insights into the

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49:52

74: Taking Charge: Carol Marak's Strategy for Solo...

Take Back Retirement ·

2023/09/15

“Once you are aware of your top risks that you will likely face later on, it's amazing how your brain just starts to automatically think about, ‘Well that's interesting, I wonder if I could live that way.’ Or ‘I wonder if I could pick up that exercise. I wonder if I could start walking a mile a day just to start getting in better shape. I wonder if I could change my diet instead of eating this cookie, I should maybe have this piece of fruit instead.’ That's the way the mind works.” Ever asked

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26:53

73: Back to Basics: Essential First Steps to Taking...

Take Back Retirement ·

2023/08/31

“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 Group, as they simplify the world of financial planning, starting with understanding cash flow. They tackle how to monitor the inflow and outflow of your money, without yet worrying about its source or where it's going. Learn the importance of observing more than one month of data,

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42:26

72: Bringing a Woman's Perspective to Money and...

Take Back Retirement ·

2023/08/15

“Conversations around money should be: what do you want? Who do you want to be? And how do we help you get there? Not only you individually, but your collective. Your collective is your family, your community, and beyond” Imagine a world where the language of money is universal, inclusive, and aligns with your life's purpose and passion. That's exactly the world Kim Curtis, CEO of Wealth Legacy Institute, envisions and is working towards. This episode exposes the unspoken gender dynamics in

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45:23

71: She Did It! Real Retirement Stories with Gretchen...

Take Back Retirement ·

2023/07/31

Get ready for an inspiring conversation with tech retiree and podcast host, Gretchen Schoser. Gretchen, aka G-Rex, invites us into her world to talk about trading tech for a mic, her journey toward retirement, and the mental health battles she’s faced along the way. Tune in as she unpacks her new podcast, “Sh!t That Goes On In Our Heads,” which she co-hosts with Dirty Skittles, and how it acts as a comforting refuge during challenging times, not only for the hosts but also their listeners. Our

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30:45

70: Women, Retirement, and the Lessons of Behavioral...

Take Back Retirement ·

2023/07/15

“The human brain is actually wired to trip us up, to shoot ourselves in the foot when it comes to money and investing. A little bit of self-examination can help pull us out of these knee-jerk reactions.” Prepare for a knowledge voyage as our hosts Stephanie McCullough and Kevin Gaines redefine retirement for women, bringing insights from behavioral finance, a fascinating field that explores how we make decisions around money. By the end of this episode, you'll have a deeper understanding of

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27:44

69: New Survey Illuminates Retirement Confidence and...

Take Back Retirement ·

2023/07/01

What if you discovered that the typical American is on track to have only 78% of the income needed for retirement expenses? Brace yourself, because that's exactly what our hosts Stephanie McCullough and Kevin Gaines are about to unpack. Talking about retirement planning can be daunting, but it's never too late to start. Our hosts share some fascinating findings from a recent survey, like men's overconfidence in investing, despite women scoring higher in financial literacy! They also reveal the

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47:53

68: Energetic Resources and Your Financial Journey...

Take Back Retirement ·

2023/06/15

“[A wise money decision is] one that honors yourself. And to really honor yourself, you need to know yourself, to know who you are and what your values are, and know that your self is not one set entity or one personality set in stone.” With over 18 years of experience as an executive coach, Stacey Stern joins Take Back Retirement to share her unique approach to navigating life transitions and finding more meaning, impact, fulfillment, joy, and peace of mind. Our hosts Stephanie McCullough and

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40:41

67: Embracing Midlife Growth: Aging, Beauty, and...

Take Back Retirement ·

2023/05/31

“We are supposed to view aging as a privilege, but we are shamed for showing visible signs of it. How absurd. And because we live in a society where our outward beauty equates to worth and value, we automatically feel that our value is going down and our worth, and we see that our visibility is going down.” Are you embracing your midlife growth spurt or feeling overwhelmed by it? Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Dara Goldberg, founder of the Endless Beauty

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01:05:41

66: Transform Your Relationship with Money: Lessons...

Take Back Retirement ·

2023/05/15

“I've heard everything at this point, meaning nothing would surprise me. I've heard all sorts of versions of shame, anger, sadness, anxiety, family stories - beautiful and painful, and betrayal and embarrassment.” Our hosts Stephanie McCullough and Kevin Gaines had a fascinating conversation with Financial Therapist Bari Tessler, founder of The Art of Money, about her unique methodology that integrates financial and emotional literacy. Bari enlightens us on the importance of understanding the

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45:29

65: Achieving Longevity and Financial Stability: A...

Take Back Retirement ·

2023/04/28

What if the secret to a long, healthy life is not expensive programs, supplements or equipment, but actually the free actions you take every day? In this episode, functional medicine-trained health strategist Dr. Laura DeCesaris joins the podcast to explore the importance of prioritizing health span over lifespan. Stephanie, Kevin, and Laura explore essential health habits that contribute to longevity, such as getting outside daily, having a supportive community, managing stress, and eating a

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30:03

64: What is Money Insurance?

Take Back Retirement ·

2023/04/15

Given the recent headlines and failure of two banks, Stephanie and Kevin felt is was time for a high-level overview on the government insurance programs that serve as backstops by protecting you from the potential failure of financial services companies. Listen in as they break down the most important acronyms within the alphabet soup of federal government agencies. They discuss the FDIC insurance program, how the SIPC protects investors should a firm go belly-up, why pensioners (and

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124 results

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