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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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Living Your Best Midlife and Postponing Retirement with Brian Clark

Living Your Best Midlife and Postponing Retirement with Brian Clark

In this episode, I interview entrepreneur Brian Clark. He’s the founder of Copyblogger and Further.net…a very successful ‘serial’ entrepreneur. Brian and I have known each other for a number of years. We’re both GenXers (50+) and fascinated with the opportunities and challenges of midlife. Tune in as we talk about living your best midlife, keeping your brain and body active, and exploring a work-optional retirement. We also share a few personal stories!

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5 Ways RGB Achieved Greater Gender Equality

5 Ways RGB Achieved Greater Gender Equality

To kick off Season 5 of the show, I wanted to honor a very special person who recently left this earth. In this episode, I share 5 ways that U.S. Supreme Court Justice, Ruth Bader Ginsburg, achieved greater gender equality. I also share a few RBG quotes that I think you will enjoy!

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