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Retire smart, secure, and happy.

Hi, I’m Stephanie, I’m an experienced CERTIFIED FINANCIAL PLANNER™ helping women professionals in midlife create and plan for their ideal retirement lifestyle.

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Most Recent Episodes

What Kind of Retired Person Will You Be?

What Kind of Retired Person Will You Be?

Did you know there are 4 types of retirees? I was fascinated to discover this in a new book I’ve been reading. Hop on this journey with me as we think about our future selves and our “third age” of life. The good news? You have time to influence your trajectory.

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