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 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.
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!
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!
Becoming a Better Investor by Managing Your Behavior with Dr. Daniel Crosby
In this episode, I am joined by New York Times Bestselling author and behavioral psychologist, Dr. Daniel Crosby. Daniel writes and speaks about the intersection of human psychology and investing. In this episode, learn about the 4 behavioral biases that can impair your investment success and much more!