Retirement Money Gal - Helping Women Retire Smart, Secure, and Happy
79 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 11 ratingsThis is the retirement podcast for successful women professionals in their 40s, 50s, and 60s who are high-income earners with retirement as their primary goal. There is a new retirement reality for women. We are living longer, healthier, and more actives lifestyles. Your retirement years could involve a mix of recreation, relaxation, reeducation, and even total reinvention. I’m your host, Stephanie Sammons. As an experienced Certified Financial Planner™ and Investment Advisor, I’ve been guiding savvy women professionals to and through retirement for more than 20 years. On this show you will gain valuable money tips on planning for your retirement, minimizing your taxes, and investing wisely. I also share insights and speak with special guests on personal growth, work-life, and well-being. My mission is simple; I want to teach you how to retire smart, secure, and happy while living your best midlife today! Learn more at https://retirementmoneygal.com.
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Episodes
Watch Out for Year-End Mutual Fund Distributions!
October 24, 2019 12:00 - 19 minutes - 27.4 MBIn this episode, Stephanie shares a "heads up" about year-end mutual fund distributions that may affect your tax situation. Also, the Midlife Mindset Moment for this week is all about getting better at follow through! Show notes at https://lgbtqmidlifemoney.com/28
The Equality Economy
October 17, 2019 12:00 - 29 minutes - 41.4 MBThis is the first official episode with the new name, look, and focus on the LGBTQ Community! Learn more at https://lgbtqmidlifemoney.com/27
[The LGBTQ Series] The Equality Economy
October 17, 2019 12:00 - 29 minutes - 41.4 MBThe Equality Economy is real. LGBTQ consumers have tremendous purchasing power and influence which impact our economy. Show notes at https://lgbtqmidlifemoney.com/27
The Coming Out (LGBTQ) Episode
October 04, 2019 15:18 - 10 minutes - 15.6 MBIn this episode, Stephanie announces an upcoming name change and focus for the podcast! More on this exciting announcement here: https://midlifemoneygal.com/26.
3 Truths That Can Change Your Life for the Better
September 27, 2019 10:30 - 15 minutes - 22.6 MBThis is a coaching episode where Stephanie shares 3 compelling truths she's learned from her coaches over the years that were life-changing. Show notes at https://midlifemoneygal.com/25
How to Take Charge of Your Wealth (in Midlife)
September 20, 2019 11:00 - 26 minutes - 37.1 MBIn this episode, learn more about when it's the right time to begin taking charge of your wealth and 4 major steps to start the process. Show notes at https://midlifemoneygal.com/24.
The State of Women and Wealth
September 13, 2019 10:30 - 14 minutes - 21.5 MBIn this episode, Stephanie shares eye-opening statistics about the state of women and wealth in the U.S. and what it means for our power, influence, and impact as women today and in the future. Show notes at https://midlifemoneygal.com/23
6 Ways to Protect Yourself from a Recession
September 06, 2019 10:00 - 23 minutes - 33.5 MBRecessions are inevitable and unavoidable. We will always have them, but we can't predict the timing, depth and duration. Although it's not possible to escape a recession, there are some steps you can take to protect yourself and be better prepared when it does occur. In this episode, Stephanie shares 6 ways to protect yourself from a recession. Show notes at https://midlifemoneygal.com/22
5 Behavioral Investor Mistakes to Avoid
August 23, 2019 11:30 - 17 minutes - 24.8 MBInvesting is easier in theory than it is in practice, especially when the economy and markets become more volatile. As humans, we are wired to behave more emotionally than logically, and this especially shows up when it comes to investing our money. In this episode, Stephanie shares the 5 most common behavioral mistakes that investors make, as well as 3 simple solutions to help you avoid these mistakes in the future. Show notes at https//midlifemoneygal.com/21
Why Women Are Better Investors Than Men
August 16, 2019 11:00 - 17 minutes - 32.6 MBOver the years there have been multiple research studies showing that women outperform men when it comes to investing. We are actually wired to behave better and that helps us to perform better. In this episode, Stephanie shares 5 specific ways that women are better investors than our male counterparts (according to well-documented research) and how we can use these strengths to your advantage! Episode show notes at https://midlifemoneygal.com/20
Here Comes Season 2!
August 08, 2019 11:00 - 2 minutes - 5.13 MBHear a short sneak preview of Season 2 of the Midlife Money Gal podcast!
How to Achieve Bigger Goals
July 18, 2019 12:12 - 23 minutes - 32.7 MBIn the Season 1 finale, Stephanie shares her thoughts and experiences on working toward achieving bigger goals in midlife. She gives a couple of examples of her own personal/professional goals that she's been working toward. From deciding what goal you want to work toward and why, Stephanie breaks down a process to help you push through your fears and become more like the person you really want to be. Show notes are at https://midlifemoneygal.com/18
7 Midyear Midlife Money Moves for Staying on Track
July 11, 2019 14:33 - 27 minutes - 39.2 MBIt's midyear! That means it's time for a midyear financial review. Are you tracking your progress? Do you know where you stand? In this episode, Stephanie reviews 7 money moves to look at between now and the end of the year so that you can make any needed adjustments to your financial life and stay on course. Episode show notes at https://midlifemoneygal.com/17
Becoming a Midlife Entrepreneur (Part 3)
July 02, 2019 10:00 - 36 minutes - 50.8 MBPart 3 of 3. Are you thinking about leaving your current job or making a career change to become self-employed? After serving as a financial advisor for 15 years at large financial institutions, I decided to strike out on my own at age 40. In this episode I share the pros and cons of entrepreneurship as well as some valuable tips I learned for launching your own business in midlife. Show notes at https://midlifemoneygal.com/16
Must-Know Money Tips for a Midlife Career Change (Part 2)
June 26, 2019 12:25 - 19 minutes - 37.4 MBPart 2 of 3: If you're planning on changing jobs or careers in midlife, there are a number of financial implications to consider. In this episode, Stephanie outlines "Must-Know" money tips for making a midlife career change. Show notes at https://midlifemoneygal.com/15
The Ins and Outs of Making a Midlife Career Change (Part 1)
June 19, 2019 13:40 - 29 minutes - 41.8 MBPart 1 of 3: Are you considering changing careers or jobs? There is a lot to consider, which is the reason for this 3 part series. Stephanie has made multiple career moves over her working years. In this episode she shares valuable tips and insights for when you are thinking about making a career or job change in midlife. Get Stephanie's career change tips at https://midlifemoneygal.com/14.
The Calm After the Storm
June 12, 2019 11:00 - 13 minutes - 27.4 MBIn this episode, Stephanie shares a personal story about a recent weather-related experience in her hometown of Dallas, Texas. Episode notes at https://midlifemoneygal.com/13
How to Survive Stock Market Volatility (and stay focused on your goals)
June 05, 2019 16:19 - 18 minutes - 27.1 MBDo you spend time worrying about uncertainty with the economy and the stock markets? If so this episode is for you. Stephanie shares 6 tips for surviving stock market ups and downs and staying focused on your goals. Episode show notes https://midlifemoneygal.com/12
Major Midlife Money Mistakes (that can derail your retirement)
May 29, 2019 12:46 - 21 minutes - 30.6 MBIn this episode, Stephanie breaks down the 7 major midlife money mistakes that can derail your retirement, and how to avoid them! Episode show notes https://midlifemoneygal.com/11
Balance Your Passion with Your Career
May 22, 2019 11:00 - 12 minutes - 18.6 MBWhat is your passion? Do you spend time pursuing it? In this episode, Stephanie shares her thoughts on why your passion is worth pursuing but shouldn't necessarily be your career or job. Show notes at https://midlifemoneygal.com/10.
Women and the New Retirement Reality
May 15, 2019 11:00 - 20 minutes - 28.8 MBWomen are on track to control 2/3rds of the nation's wealth by the year 2030. Yet, at the same time we are facing some major uphill challenges when it comes to creating a financially secure retirement. In this episode Stephanie talks about these challenges and also how to potentially rethink your retirement. Show notes can be found at https://midlifemoneygal.com/009
You're Never Stuck
May 08, 2019 12:00 - 10 minutes - 15 MBAre you feeling stuck in a job or business in midlife? Is your work life killing your soul? If you've ever thought about making a change, this is the episode for you. Episode show notes at https://midlifemoneygal.com/008
How to Choose the Right Financial Advisor for You
May 01, 2019 13:45 - 23 minutes - 33.3 MBThese days there are some big differences in financial advisors such as how we're registered, fee structures, and why being a fiduciary financial advisor is important. In this episode I explain what the distinctions between advisors, and what qualities and skillsets to look for when choosing the right financial advisor for you. Episode show notes at https://midlifemoneygal.com/007
Real Financial Planning in Midlife
April 24, 2019 16:56 - 25 minutes - 35.9 MBFinancial planning has come along way due to academic research and technology. Real financial planning in midlife takes into account your life goals AND your financial goals. Listen in this episode as Stephanie shares how financial planning can work for you today and what a good financial plan should include. Episode show notes at https://midlifemoneygal.com/006 Note: the information in this podcast is informational only and should not constitute personal financial, legal, or tax advice.
Find Your Mentors
April 17, 2019 15:06 - 9 minutes - 14 MBThis is a 'quick tips' episode where Stephanie shares the importance and value of finding mentors who can help you along your personal and professional journey. She discusses the different types of mentors and coaches as well as the benefits of hiring people to help, support, and guide you along your journey. Episode show notes at https://midlifemoneygal.com/005
New Tax Law Changes for 2018/2019
April 10, 2019 20:22 - 24 minutes - 34.1 MBIt's tax time! Learn about all the new tax law changes for 2018/2019 that may be impacting you. Although you probably can't change anything about your 2018 taxes, these tips will help you better understand WHAT has changed. Knowing what has changed with your taxes can help you plan and strategize now for 2019 taxes. Get episode show notes at https://midlifemoneygal.com/004 Note: the information in this podcast is informational only and should not constitute personal financial, legal, or ta...
The Truth About Midlife
April 04, 2019 16:00 - 14 minutes - 21.4 MBMidlife is not a midpoint in life, it's a life phase that lasts for more than 20 years. You are in midlife between the ages of 40 and 65. There is a lot going on for those of us who are mid-lifers! Midlife is a time for reflection, but also a time for thinking about your future and what you want to accomplish going forward. We experience new challenges, changes, and joys in midlife. Tune in to hear the truth about what happens in midlife. Podcast episodes notes: https://midlifemoneygal.com/002
The 7 Major Midlife Money Events
April 04, 2019 16:00 - 22 minutes - 31.7 MBMidlife is a critical time for making the best financial decisions possible and for taking charge of your financial life. The decisions that you make in midlife, between the ages of 45 and 65, can drastically impact how well you will maintain your current lifestyle in the future. It's possible you've already experienced a few of these major midlife money events! Podcast show notes available here: https://midlifemoneygal.com/003
Intro to the Midlife Money Gal Podcast
April 04, 2019 16:00 - 14 minutes - 20.5 MBThis is the podcast for independent women professionals over 40 who want to learn how to better navigate midlife and money. Psychology Today defines midlife as the central period of a person's life, spanning from approximately age 40 to age 65. On this podcast you will hear insights and tips for optimizing your wealth, your wellness, and your work throughout your "midlife" years. Subscribe to get new episodes as they are released. Learn more at https://midlifemoneygal.com/001.