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
Year-End Tax Planning Tips for Women Professionals (2020 Edition)
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Q&A: How to Invest a Lump Sum
This week I tackle a listener question; how to invest a lump sum. With markets at an all time high, should you invest all at one time, or spread out your investment in installments?
The Ins and Outs of Medicare with Danielle Roberts
Medicare expert and bestselling author Danielle Roberts shares what you need to know about Medicare and mistakes to avoid.
A Change Would Do You Good
Thoughts on the recent presidential election and the current state of affairs with Covid, the economy, the markets, and the road ahead
Mental Strength, Aging, and Reinvention in Midlife with Author Amy Morin
International bestselling author, Amy Morin, shares insights from her book, 13 Things Mentally Strong Women Don’t Do. From midlife crisis to aging and reinvention, she helps us get “unstuck” in midlife.
The Dangers of Shiny Object Investments
Shiny object investments are prevalent during challenging financial times. Beware of investment offers that sound too good to be true!