
About this podcast
You'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.
143 episodes · education
Take Back Retirement
About this podcast
You'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.
Recent episodes
- 141: Estimating Spending in Retirement Calculations: Front-end the Fun!17 Aug · 30 min
- 140: Don't You Dare Call Me Retired: Amy Bernstein on Creativity, Doubt, and Uncoupling Your Worth From Your Paycheck30 Jul · 37 min
- 139: What Women Need to Know about Moving Investment Accounts15 Jul · 40 min
- 138: What Women Need to Know about the Estate and Gift Tax System (Rerun)30 Jun · 27 min
- 137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon1 Jun · 49 min
- 136: 10 Things To Do When You're 10 Years Out From Retirement15 May · 36 min
- 135: Smarter Social Security: Getting What's Yours Without Panicking1 May · 34 min
- 134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel15 Apr · 43 min
- 133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed30 Mar · 33 min
- 132: What's Your Number? (rerun)16 Mar · 26 min