Take Back Retirement

142: Don't Wait Until 65: Medicare Planning For Gen X And Beyond with Danielle Kunkle Roberts

"Everything government touches is complicated." - Danielle Kunkle Roberts Our hosts, Stephanie McCullough and Kevin Gaines, bring on Danielle Kunkle Roberts of Boomer B

141: Estimating Spending in Retirement Calculations: Front-end the Fun!

"Spreadsheets are great at math; they suck at flexibility." Our hosts, Stephanie McCullough and Kevin Gaines, take aim at the assumption that every retiree spends the s

140: Don't You Dare Call Me Retired: Amy Bernstein on Creativity, Doubt, and Uncoupling Your Worth From Your Paycheck

"You need to uncouple your self-worth from your income." Amy Bernstein does not like the word "retired". Our hosts, Stephanie McCullough and Kevin Gaines, aren't too fo

139: What Women Need to Know about Moving Investment Accounts

"As with all things with the IRS, document, document, document." Our hosts, Stephanie McCullough and Kevin Gaines, explain what actually happens when you move an invest

138: What Women Need to Know about the Estate and Gift Tax System (Rerun)

Today, Stephanie and Kevin cover a topic that can often get confusing for many people: the estate and gift tax system. This is different from the income tax system, and b

137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon

"Take charge. Your retirement is your time." Our hosts, Stephanie McCullough and Kevin Gaines, sit down with Dr. Andi Simon, corporate anthropologist and author of Reth

136: 10 Things To Do When You're 10 Years Out From Retirement

"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward." Our hosts, Stephan

135: Smarter Social Security: Getting What's Yours Without Panicking

"It's all about these different pieces and how they can fit together. And it's not just how they fit together in good ways, but also how they fit together in bad ways."

134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel

"If you are feeling that you are not powerful, you are wrong. You are very powerful just in and of yourself. And in community, it's just multiplied." - Missy Sue Mastel

133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed

"Scammers rely on emotion. If they can catch you in that half second of panic, then they might be able to get you to do something." 41% of American adults have lost mon

132: What's Your Number? (rerun)

"You need to come up with your own number, not using someone else's, because your situation is going to be different from someone else... and it's going to change over ti

131: Back to Basics: Essential First Steps to Taking Control of Your Finances (rerun)

"It's not about deprivation. It's about balance. It's about taking care of your today self and your future self."   Join our hosts, Stephanie McCullough of Sofia Fina

130: Planning to Age Well: Life Care, Long-term Care, and Advocacy with Laura Lynn Morrissey

"A lot of women feel as though this is 'my role, this is my job, and if I have to ask for help, there's something wrong with me.' It doesn't mean failure. It just means t

129: What Women Need to Know About Charitable Giving and Retirement

"There are ways to get some more net dollars to the charity, having a smaller financial impact on your own situation. It just takes a little bit of looking at [your finan

128: Scripts, Frameworks, and Real Talk: Mastering Money Conversations with Erika Wasserman

"My goal in life, my purpose in life, is to spark conversations. And in 2026, my goal is to spark 10,000 financial conversations." -Erika Wasserman Our hosts, Stephanie

127: Conversations That Count: Money, Values, and Clarity with Carl Richards

"In a life well lived, there's always going to be more things you may want to do than you can do with time, energy, money, and attention." -Carl Richards Stephanie and

126: Retiring Gen X Style: From Anxiety to Action with Kerry Hannon and Janna Herron

"This is a generation that is incredibly scrappy. This is a generation that gets it done. We actually know how to find the resources when we need to." – Kerry Hannon Ou

125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA

"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts

124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones

"It is never too late to start something new and to put your energy into something that you've loved your whole life, but you've never had time to focus on." Our hosts,

123: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer

"You don't build courage by avoiding what you're afraid of. You build courage by moving through it." -Diane Gansauer Our hosts, Stephanie McCullough and Kevin Gaines, e