Take Back Retirement
109 episodes - English - Latest episode: 4 days ago - ★★★★★ - 14 ratingsYou’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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Episodes
03: Turning Your Retirement Savings into Retirement Income
October 03, 2020 16:00 - 19 minutes - 28.4 MBBuilding your retirement income plan can become complex. There’s a lot to put together. You know what assets you have, but how do you organize all of these tools to work together to create sustainable income? It’s kind of like a jigsaw puzzle. The first step is to separate the pieces into categories. Even though everyone’s pieces will look a little different, Stephanie and Kevin help you see how you can use different vehicles as retirement income. Key topics discussed: Categ...
Turning Your Retirement Savings into Retirement Income
October 03, 2020 16:00 - 19 minutes - 28.4 MBBuilding your retirement income plan can become complex. There’s a lot to put together. You know what assets you have, but how do you organize all of these tools to work together to create sustainable income? It’s kind of like a jigsaw puzzle. The first step is to separate the pieces into categories. Even though everyone’s pieces will look a little different, Stephanie and Kevin help you see how you can use different vehicles as retirement income. Key topics discussed: Categ...
Turning Your Retirement Savings to Retirement Income
October 03, 2020 16:00 - 19 minutes - 27.9 MBBuilding your retirement income plan can become complex. There’s a lot to put together. You know what assets you have, but how do you organize all of these tools to work together to create sustainable income? It’s kind of like a jigsaw puzzle. The first step is to separate the pieces into categories. Even though everyone’s pieces will look a little different, Stephanie and Kevin help you see how you can use different vehicles as retirement income. Key topics discussed: Categ...
Retire on Your Own Terms - Or Don’t!
October 02, 2020 16:00 - 17 minutes - 24 MBThere is no right way to retire. Even if you don’t do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don’t. In this episode we’re Taking Back Retirement by redefining the old image and definition of this phase of life. Key topics discussed: The cultural change between generations. (00:04) Redefining retirement to what YOU want to do (02:12) When things don’t go according to plan (06:06) How t...
02: Retire on Your Own Terms - Or Don’t!
October 02, 2020 16:00 - 17 minutes - 24.5 MBThere is no right way to retire. Even if you don’t do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don’t. In this episode we’re Taking Back Retirement by redefining the old image and definition of this phase of life. Key topics discussed: The cultural change between generations. (00:04) Redefining retirement to what YOU want to do (02:12) When things don’t go according to plan (06:06) How t...
What the Heck is Retirement Income Planning?
October 01, 2020 16:00 - 20 minutes - 28.6 MBWhen you were young, you wanted to do everything! You had the time but not the money to do it all. When you started working and maybe raising a family, you had more money, but not the time. Now that you’re nearing “retirement,” whatever that means, you ideally have the money AND time to do what you want. But now what? How do you turn savings into income that is going to support everything you want to do? In this episode Stephanie and Kevin want to help you Take Back Retiremen...
01: What the Heck is Retirement Income Planning?
October 01, 2020 16:00 - 20 minutes - 28.6 MBWhen you were young, you wanted to do everything! You had the time but not the money to do it all. When you started working and maybe raising a family, you had more money, but not the time. Now that you’re nearing “retirement,” whatever that means, you ideally have the money AND time to do what you want. But now what? How do you turn savings into income that is going to support everything you want to do? In this episode Stephanie and Kevin want to help you Take Back Retiremen...
Trailer: Are You Ready to Take Back Retirement?
September 30, 2020 16:00 - 12 minutes - 17.7 MBWelcome to the Take Back Retirement podcast! Where two financial planners help women age 50 and better break down the myths and mysteries of retirement so they can gain clarity and take action around their next chapter. The show will be a combination of conversations between hosts Stephanie McCullough and Kevin Gaines, interviews with subject-matter experts, and conversations with women who have been there and have stories to share. While it’s a serious topic, we’re also going t...
Are You Ready to Take Back Retirement?
September 30, 2020 16:00 - 12 minutes - 17.2 MBWelcome to the Take Back Retirement podcast! Where two financial planners help women age 50 and better break down the myths and mysteries of retirement so they can gain clarity and take action around their next chapter. The show will be a combination of conversations between hosts Stephanie McCullough and Kevin Gaines, interviews with subject-matter experts, and conversations with women who have been there and have stories to share. While it’s a serious topic, we’re also going t...