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
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!
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.
The Biden Tax Plan – What You Need to Know
Learn more about the Biden Tax Plan and how it may impact you if there is a Democratic sweep in the upcoming elections.