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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

3 Tips for Mastering Scary Markets

3 Tips for Mastering Scary Markets

2020 has been a roller coaster of a year! The financial markets have been no exception. In this episode, I share 3 tips that can help you become a more resilient investor when it’s tempting to let your emotions take over.

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The Presidential Election and Your Retirement Plan

The Presidential Election and Your Retirement Plan

There is a lot at stake with the upcoming 2020 Presidential election. With the country so divided, emotions are running high and you are likely feeling concerned about how the outcome could impact you personally. In this episode, I share tips for how to keep your emotions in check and financially prepare for what’s ahead. I also look back on how markets have performed in past election years!

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Let’s Reframe Retirement for Women

Let’s Reframe Retirement for Women

Welcome to the “Retirement Money Gal” podcast! (notice the name change) In this episode, I share why I’m changing the name of the show as well who it’s the best fit for. I also shares my thoughts on what retirement means today and why and how we need to “reframe” retirement for women in midlife.

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What Women in Midlife (50+) Want From a Financial Advisor

What Women in Midlife (50+) Want From a Financial Advisor

Women who are 50+ have become more active in taking control of their financial lives. In this episode, I share the results of a recent survey that looked at what women 50+ want from their financial advisor. The results might surprise you and also help you evaluate your current advisor relationship.

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