Take Back Retirement
- Education · How To
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About
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.
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Recent episodes
- 145: Your Year-End Financial Checklist: 10 Things to Review Before December
- 144: We Need to Talk About Inheritance!
- 143: Am I Allowed? The Permission Paradox, with Dan Haylett
- 142: Don't Wait Until 65: Medicare Planning For Gen X And Beyond with Danielle Kunkle Roberts
- 141: Estimating Spending in Retirement Calculations: Front-end the Fun!
- 140: Don't You Dare Call Me Retired: Amy Bernstein on Creativity, Doubt, and Uncoupling Your Worth From Your Paycheck
- 139: What Women Need to Know about Moving Investment Accounts
- 138: What Women Need to Know about the Estate and Gift Tax System (Rerun)
- 137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon
- 136: 10 Things To Do When You're 10 Years Out From Retirement