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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

55:29

63: She Did It! Real Retirement Stories with Jackie...

Take Back Retirement ·

2023/03/31

Jackie Cummings Koski has overcome poverty, divorce, and the struggles of single motherhood. Yet, she was able to retire from her corporate job of 20 years in 2019 at the early age of 49! That whole time, she’s made less than six figures. Jackie sits down with Stephanie and Kevin to discuss how she overcame those adversities and the wake-up call that totally changed her view of her finances. Four years later, after leaving corporate America, 53-year-old Jackie is following her big dream of

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34:24

62: What Women Need to Know About Longevity

Take Back Retirement ·

2023/03/15

In financial planning, the big question that we’re trying to answer is how to put a client’s resources to work in a way that gives them the best chance to meet their goals—their financial wants and needs—for the rest of their lives. To accomplish this, there are a lot of factors we have to guess at: How much will life cost them? How about inflation? What will happen to investment markets? What will the client want for themselves 20-30 years from now? One of the biggest unknowns, which impacts

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49:35

61: Pre-Plan for Caregiving Needs with Special Guest...

Take Back Retirement ·

2023/02/28

Today, we sit down with Mim Senft, author, keynote speaker, and facilitator for national conferences. She is the Co-Founder and Managing Director at Motivity Care, a company that takes the complexity out of caregiving management by providing personalized “chief of staff” support. Mim has over 25 years of corporate experience in project management, benefits design, and health and wellbeing program strategy and implementation. She holds certifications in group benefits, worksite wellness and

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32:40

60: What Women Need to Know About Annuities

Take Back Retirement ·

2023/02/15

Today, we talk all about annuities. Yet another powerful tool in your toolbox for taking control of your retirement, you can think of an annuity as a way to “buy” your own pension. But it’s just that: a tool. Like any other financial vehicle, there are pros, cons, and tradeoffs to think about. An annuity is a contract issued mostly from insurance companies that provides a guaranteed income stream. Mainly, annuities are used for retirement. Some people look at annuities as the best thing since

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39:38

59: Knowing Your Money Mindset Can Improve Your Money...

Take Back Retirement ·

2023/01/30

Why is money so darn challenging? Today’s guest, money mindset coach Kat Sanford, sits down with us to do a deep dive on that very question! Kat’s personal story saw her chasing the modern world’s definition of “success”—and experiencing burnout as a result. She realized that changing her path requires addressing her money blocks. She did just that, and has since dedicated her career to helping other women entrepreneurs do the same! “How you do money,” Kat says, “is how you do everything.”

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36:23

58: Secure Act 2.0: New Retirement Account Rules,...

Take Back Retirement ·

2023/01/15

Believe it or not, the IRS wants you to save for retirement. To that end, they’re always trying to come up with new tax breaks—not to mention very specific conditions you need to meet in order to enjoy those tax breaks! This brings us to the topic of today’s conversation: the introduction of Secure Act 2.0, a new law ushering in changes to rules and parameters related to retirement accounts. Listen in as Stephanie and Kevin discuss the highlights of this Secure Act 2.0, offering insights on how

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34:32

57: What Women Need to Know if there's a Recession

Take Back Retirement ·

2022/12/30

Recession. We’ve seen the headlines, in all their dramatic glory. Today’s episode isn’t about defining “recession” and all its complexities (a topic on which no one ever seems to agree!). Instead, it’s about the reality that recessions are simply a part of the economic cycle and, more importantly, that it’s something everyone has to deal with when it does come. We have no control over the economy, and that’s okay. What we can—and must—control is our economy. Stephanie and Kevin share how we

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40:42

56: How Do We Reduce Financial Anxiety? with Lindsay...

Take Back Retirement ·

2022/12/15

Today, we sit down with Lindsay Bryan-Podvin, social worker, financial therapist, speaker, and author of The Financial Anxiety Solution. Lindsay reflects on how her own lived experience led her to choose financial therapy as a career path. Listen in as Lindsay shares how she aims to close “the gap in how we talk about money,” highlighting the importance of having regular conversations with those you trust “about how money makes you feel.” We also discuss the need for more people to be open

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56:53

55: Lessons from the Career of Janet Yellen with Jon...

Take Back Retirement ·

2022/11/30

Today, we sit down with Jon Hilsenrath, a senior writer for The Wall Street Journal, where he has written about economics and finance since 1997. We’re going to learn a little economic history but also a very human story of a woman’s career in a male-dominated field, and of a couple unconventionally sharing family responsibilities long before that was common. Jon has been a Pulitzer Prize finalist several times. Jon is here to talk about his new book Yellen: The Trailblazing Economist Who

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11:03

54: Why Women Need to Know About Divorce (special...

Take Back Retirement ·

2022/11/15

In this quick bonus episode, Stephanie and Kevin wrap up their multi-episode series on why women need to know about divorce, being that divorce is a very common topic that they see with their clients. Divorce is a big financial issue that most people don’t plan for, making it all the more difficult and scary to navigate. That’s why Stephanie and Kevin created this lineup of professionals to touch on different areas around divorce and finances. These professionals save people money by providing

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47:40

53: She Did It! Real Divorce Stories with Monica...

Take Back Retirement ·

2022/11/15

Today, Stephanie and Kevin are joined by Monica Scudieri, who successfully navigated her way through a financially difficult divorce into retirement. Fifteen years ago, Monica divorced, acquiring hundreds of thousands of dollars of debt, with two children to care for in a difficult job market. She quickly had to learn to manage her money, and to stretch her paychecks after a long period of not thinking about finances. Monica soon came to understand that, to her, security meant not relying on a

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46:34

52: What Women Need to Know About Divorce from an...

Take Back Retirement ·

2022/10/31

Our series on navigating divorce continues in this episode as we sit down with estate planning attorney Rebecca Sallen. Having gone through her own divorce, Rebecca brings important insights into why hiring an estate planner is absolutely worth the investment if you’re going through a divorce. Plus she covers commonly-overlooked considerations amid divorce, including the importance of having trusts (if you’re a parent), having preparations in place in case of disability or even death before

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48:06

51: What Women Need to Know About Divorce from a...

Take Back Retirement ·

2022/10/15

In this episode, we welcome Pennsylvania-based divorce mediator Ellen Morfei. With years of professional experience in conflict resolution, Ellen has worked with many couples in getting to a good divorce. Ellen provides mediation, workshops, conflict coaching, facilitation, and consulting to businesses, individuals, families, and organizations. She not only addresses a couple’s specific issue, but also builds conflict competence to help them manage future conflict more productively. She also

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44:58

50: What Women Need to Know About Divorce from a...

Take Back Retirement ·

2022/09/30

Today, Stephanie and Kevin are joined by Sheila Brennan, a divorce coach, who after being thrust into divorce herself 15 years ago, chose to use her experience to help others who struggled with the process. A divorce coach, she explains, is a relatively new concept, which is most easily described as a wedding planner for divorces. She helps her clients piece together their ideal divorce plan, and prepares them to execute it. Aside from the obvious (a lawyer), there are many different types of

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42:26

49: What Women Need to Know About Divorce from a...

Take Back Retirement ·

2022/09/15

Today, Stephanie and Kevin are joined by Tracy Coenen, a renowned forensic accountant whose work involved fraud investigations on both a corporate level and in divorces. Kevin asks if Tracy’s work is as exciting as it seems in the movies. Her work, as she says, is to find the money and is exciting in a different way. To kick off the Take Back Retirement divorce series of episodes, Stephanie inquires why forensic accounting is important in divorces. In many cases, one spouse has a clearer

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07:56

48: Why Women Need to Know About Divorce (a special...

Take Back Retirement ·

2022/09/15

Today Stephanie and Kevin introduce a special multi-episode series on why women need to know about divorce, being that divorce is a very common topic that they see with their clients. Divorce is a big financial issue that most people don’t plan for, making it all the more difficult and scary to navigate. That’s why Stephanie and Kevin have created this lineup of professionals to touch on different areas around divorce and finances. These professionals save people money by providing mediation so

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55:29

47: She Did It! Real Retirement Stories with Amy...

Take Back Retirement ·

2022/09/01

Today, Stephanie and Kevin are joined by Amy Andersson, the founder of Price Turner CFOs who, before starting her own business, was let go by a Fortune 100 company and was unexpectedly forced to rechart her path. She introduces her story, talking about her initial mindset towards work, which was rooted in the idea that corporate America would care for her. She shares how she transitioned into finding new work that better suited her, emphasizing the importance of recognizing the skills one has that

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53:13

46: Retirement Doesn't Relate to Me, with Judith Kurnick

Take Back Retirement ·

2022/08/15

Today, Stephanie and Kevin are joined by Judith Kurnick, a second act coach, a speaker, and a writer who guides lawyers, executives, and business owners in escaping the corporate life and designing their next chapter. Judith shares how her personal experiences informed her work. She shares her work philosophy, which emphasizes that her job is to partner with clients and help alter their perspectives. She discusses the varying factors that make it difficult for individuals to shift their mindsets and

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23:00

45: What Women Need to Know about Target Date Funds

Take Back Retirement ·

2022/07/31

Today, Stephanie and Kevin explore the pros and cons of target date funds. They open in returning to an idea that’s fundamental to their podcast and their practice: When it comes to retirement, one size does not fit all. And though, in an ideal world, everyone would have the time, energy, and interest to properly diversify their investments, in reality, most people don’t. Target date funds are named as such based on the approximate date that an investor plans to start withdrawing money, and as the

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33:26

44: Don't Try This at Home! Unique Situations Call...

Take Back Retirement ·

2022/07/17

How exactly do you measure the value of financial planning? It’s a tough concept to grasp for many, because it just seems so… intangible. Most people think that it’s all about investment management. That’s certainly a big slice out of financial planning, but it ain’t the whole pie! As Kevin reminds us, great financial planners help their clients get crystal clear on their life path by helping them make wiser money-related decisions. Listen in as our hosts describe not only the technical side of

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