Best Savingforretirement Podcasts (2025)

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115: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright 41:22

16d ago41:22

41:22

“There is not good or bad with money” Our hosts, Stephanie McCullough and Kevin Gaines, sit down with financial therapist Wendy Wright to unpack the emotional complexities that often underlie our financial behaviors. Wendy believes that money issues aren’t just math problems—they’re emotional ones too! Rather than focusing on dollars and cents alon…

1
114: Child-free Estate Planning: Picking the Right People for Key Roles - and What to do if You are Picked! with Patricia De Fonte 54:40

1M ago54:40

54:40

“Usually, people are not trying to kill you or keep you alive for nefarious reasons, unless you're very old and very rich and very mean.” -Patricia De Fonte When most people think of estate planning, they imagine dividing assets among children or a spouse—but Patricia De Fonte, founder of De Fonte Law, offers a broader and deeper perspective. Our h…

1
113: Side Hustle or Second Career? Navigating Midlife Entrepreneurship with Shannon Russell 46:53

2M ago46:53

46:53

“Do your research. Do your planning yourself until you get that confidence to project it to the world, and whatever they say will bounce off your armor because you know you’re doing the right thing.” -Shannon Russell Thinking about trading your day job for a business of your own? You’re not alone—and you’re not crazy. Our hosts, Stephanie McCulloug…

1
112: Navigating Family Wealth Transfers: Emotional Intelligence and Effective Communication with Jill and Sean Maher 51:37

2M ago51:37

51:37

“We’re talking about giving space to practice. Not only practice the relationships but also practice managing money.” -Sean Maher Most people plan their estate down to the last dollar, but forget to prepare for the emotional fallout that almost always comes from a lack of proper communication between family members. Our hosts, Stephanie McCullough …

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111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick 42:36

3M ago42:36

42:36

"In a blended family, fairness and mutual understanding are key, especially when navigating the complexities of prenuptial and postnuptial agreements.” -Donna Kendrick Navigating love after loss or divorce comes with a host of emotional and financial complexities, especially when blending families. Our hosts, Stephanie McCullough and Kevin Gaines, …

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110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall 54:01

3M ago54:01

54:01

Our hosts Stephanie McCullough and Kevin Gaines sit down with Steve and Jill Marshall of Silver Path Consulting to discuss all things future care, from housing, to finance, to family support. Jill and Steve lament the current lack of societal preparedness for a growing senior population, often referred to as a “silver tsunami” that’s growing bigger…

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109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning 46:41

4M ago46:41

46:41

Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life? Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from fellow Financial Planner at Sof…

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108: Retire on Your Own Terms – Or Don’t! (rerun) 18:40

4M ago18:40

18:40

There is no one 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. Our hosts Stephanie McCullough and Kevin …

1
107: Exploring the Psychology of Retirement with Dr. Meir Statman 56:37

5M ago56:37

56:37

“It's nice to get millions when you're 65, but wouldn't it be better if you gave [your children], say, 10s of 1000s when they are in their 20s and 30s?” -Meir Statman Our hosts, Stephanie McCullough and Kevin Gaines, are joined by world-renowned behavioral finance expert Dr. Meir Statman to explore the intricate dance between human behavior and fin…

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106: What Women Need to Know About Bitcoin with Marianne Borneman 59:03

5M ago59:03

59:03

Picture a world where your money isn't controlled by any government, but rather exists in the form of digital code. That's the idea behind Bitcoin and cryptocurrency, where freedom meets cryptography, and transactions are recorded transparently on a blockchain. But we get it–to those looking to add cryptocurrency to their portfolio, the subject of …

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105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury 46:32

6M ago46:32

46:32

“It really does cost us in terms of our ability to learn about money, embrace failure, the mistakes that we made and we learn from them, to actually get closer to the people in our lives, whether that is our adult children, whether that's a partner, whether that's a friend. So there's a lot of ways in which money silence kind of keeps us locked up …

1
104: How to Invest When the World Feels Dangerous 33:12

7M ago33:12

33:12

Volatility and recession and crashes! Oh, my! Today, our hosts Stephanie McCullough and Kevin Gaines give their best strategies for successful investing when the world’s feeling dangerous. They kick things off with some pointers on riding out market ups and downs. It all comes down to sticking to a long-term investment plan, no matter what’s happen…

1
103: Essential Internal Money Healing with Meghan Dwyer 46:59

8M ago46:59

46:59

Our hosts Stephanie McCullough and Kevin Gaines discuss the emotional side of money management with Meghan Dwyer, a Certified Financial Planner and the host of the "Money Isn't Scary" Podcast. Meghan's vision-mission is all about challenging societal norms and empowering women to take charge of their finances with confidence. She helps us uncover t…

1
102: What Women Need to Know about Avoiding IRA Nightmare Stories with Denise Appleby 56:02

8M ago56:02

56:02

“Prevention is better than cure. Don't feel overwhelmed by all this. Would you remove your own kidney? You would go to a professional to get it done.” -Denise Appleby Renowned IRA and retirement plans expert Denise Appleby joins our hosts Stephanie McCullough and Kevin Gaines for a crucial conversation on managing your retirement accounts effective…

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101: What Women Need to Know (and Do) About Estate Planning with Your Friend the Lawyer, Pam Starsia 49:44

9M ago49:44

49:44

Our hosts Stephanie McCullough and Kevin Gaines sit down with Pam Starsia, who swapped her corporate lawyer gig for the world of estate planning, and now runs a firm alongside her husband. Once a pro in high-stakes mergers and acquisitions, Pam’s now all about creating personalized, relationship-focused estate plans. Listen in as she takes us throu…

1
100: What GenX Women Need to Know About Retirement 34:53

9M ago34:53

34:53

“We’re nothing if not resourceful. That’s our generation’s superpower.” -Kevin In celebration of the 100th episode of Take Back Retirement, our hosts Stephanie and Kevin Gaines reflect on the defining characteristics of their very own generation–Gen X–and key lessons that women in this age bracket can put into practice today in preparing for retire…

1
99: The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons 45:23

10M ago45:23

45:23

“Suddenly you've got to create the content of your life, and that's a completely new enterprise for most people we work with, and it's scary until you can get your hands in the clay and feel confident about having a process.” -Elizabeth Parsons How do you deal with the massive shift that comes with stepping away from a high-powered career and into …

1
98: Conquering Internalized Ageism and Living Your Best Life after 65 with Ande Lyons 47:41

10M ago47:41

47:41

“Age is just another journey that we need to learn to love and embrace, and see as the gift it is!” Our hosts Stephanie McCullough and Kevin Gaines are joined by Ande Lyons, host of the Don't Be Caged by Your Age podcast. She’s redefining what it means to thrive after 65, and teaches us how to combat ageism at every level—whether it's institutional…

1
97: Why Do We Avoid Retirement Planning? 34:59

11M ago34:59

34:59

“Most pre-retirees and retirees need and want help with the critical retirement decisions they face, but they’re not always certain where to find it.” Is your retirement plan only scratching the surface? Our hosts Stephanie McCullough and Kevin Gaines uncover the common pitfalls that have kept retirees unprepared for the realities of their post-wor…

1
96: Surviving Financial Infidelity with Jess Bost 53:55

11M ago53:55

53:55

"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth." Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She’s spent over 15 years coaching people to get from where they are to where they want to be. It’s a passion that finds i…

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95: Ready to Retire? Here are Five Crucial Questions to Ask Yourself 35:44

12M ago35:44

35:44

“We believe that a simpler financial life, a less fraught financial life is one where you align your dollars with what's most important to you, with the life you want to lead, with your values.” - Stephanie Have you ever found yourself asking if the perfect moment to retire will ever come? Or whether you’ll even have enough to live on when that mom…

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94: Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman 54:46

1y ago54:46

54:46

“Think about practicing for retirement long before you get there.” -Mary Jo Hoffman Our hosts Stephanie McCullough and Kevin Gaines sit down with aeronautical engineer-turned-artist Mary Jo Hoffman. Renowned for her captivating photography project, Still, Mary Jo shares her extraordinary journey from a 17-year career as a scientist into becoming a …

1
93: She Did It! Real Retirement Stories with Sharon Johnson 49:56

1y ago49:56

49:56

“It wasn't nearly as traumatic for me as I was expecting it to be. I was a little concerned about how I would transition from having to get up and having that routine to creating a new one.” - Sharon Welcome to another edition of Real Retirement Stories - a series of Take Back Retirement. Our hosts Stephanie McCullough and Kevin Gaines chat with Sh…

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92: What Women Need to Know about Inflation: What It Is, and Why You Should Care -- But Not Panic! 35:05

1y ago35:05

35:05

“Each dollar today buys less than the same dollar did 10 years ago. Which is why a lot of financial advisors are so focused on helping clients grow their money over time. It's not to become wealthy and die with the most money, it's because the cost of living goes up over time.” - Stephanie Our hosts Stephanie McCullough and Kevin Gaines demystify t…

1
91: Securing Your Retirement: Key Insights and Strategies 34:11

1y ago34:11

34:11

“If the average life expectancy for a woman is around 86, 87, fully 50% of women live longer than that. So, you can't plan just to age 87.” Can a simple quiz change the way you think about retirement? Our hosts Stephanie McCullough and Kevin Gaines uncover the hidden gems (and not-so-shiny stones) within retirement planning quizzes and surveys, esp…

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90: Guiding Women to a Richer, More Fulfilling Retirement with Dan Haylett 52:45

1y ago52:45

52:45

“Human beings going into retirement will find every excuse to not spend their money” - Dan Haylett Our hosts Stephanie McCullough and Kevin Gaines sit down with financial advisor Dan Haylett. As the host of the “Humans Vs Retirement” podcast, Dan tells us how he inspires retirees to grab life by the horns and experience true wealth in their later y…

1
89: Navigating the Emotional and Practical Realms of Eldercare Management with Nancy May 54:56

1y ago54:56

54:56

"Dad, you trusted me with everything. I'm trusting you with the truth.” -Nancy May Our hosts Stephanie McCullough and Kevin Gaines sit down with Nancy May, who drops some real truth bombs relating to eldercare and supporting aging parents and relatives. Nancy’s personal journey sheds light on the complexities and sacrifices involved in this critica…

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88: Radical Self-Acceptance: A Path to Financial Wellness for Women with ADHD with Diann Wingert 56:50

1+ y ago56:50

56:50

“Every single thing in my life that has ever terrorized me and terrified me, and I avoided like nobody's business, when I finally either had no place else to run, or I chose to turn around and face it, it has never been as bad as I thought it would be. It has never been as shameful as continuing to avoid.” Our hosts Stephanie McCullough of Sofia Fi…

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87: Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown 42:40

1+ y ago42:40

42:40

“It's not a line that you are either academic or creative, or you are either scientific or creative, or you are either mathematical…They're not separate.” -Claire Waite Brown Ever felt like your creative spark got lost in the shuffle of life? Our hosts Stephanie McCullough of Sofia Financial and Kevin Gaines of American Financial Management Group s…

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86: The Success Number: Calculating What You Really Need to Earn with Ella Glasgow 48:38

1+ y ago48:38

48:38

“I first ask this question: What is the number to make you feel successful? You and no one else. It might be a scary number. There’s nothing wrong with fear.” -Ella Glasgow Ever felt the anxiety-inducing pressure of pinning a price tag on your brainchild? Our hosts Stephanie McCullough and Kevin Gaines break that down with guest Ella Glasgow, who's…

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85: Mastering Tax Season: Strategies for Preparation, Document Gathering, and Future Planning 32:53

1+ y ago32:53

32:53

“If they're only worried about that current year, then that's what they're going to focus on. Let your accountant know, ‘I'm interested in what my tax bill's going to be three, five years down the road. So, if there's something we need to be doing, let's have a conversation.’” Tax season is among us. Or as Kevin would sing, “It’s the most wonderful…

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84: The Retirement Expense You Can't Afford to Ignore: Planning for Healthcare Costs 27:00

1+ y ago27:00

27:00

“If you're looking at the costs of medical expenses over time, they've actually historically grown faster than regular inflation. Healthcare is expensive, and it goes up faster than the rest of your spending; don’t overlook it.” Listen in as our hosts, Stephanie McCullough of Sofia Financial, and Kevin Gaines of American Financial Management Group …

1
83: Combatting Fraud and Protecting Your Financial Future with AARP's Kathy Stokes 52:24

1+ y ago52:24

52:24

“If you know about a certain scam, you're 80% less likely to engage with it. So, please tell everybody you know.” -Kathy Stokes Could your loved ones be vulnerable to a $9 billion wave of deception? Kathy Stokes from AARP joins our hosts Stephanie McCullough and Kevin Gaines to unravel the complexities of fraud that's sweeping the nation, hitting o…

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82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber 53:59

1+ y ago53:59

53:59

“People tend to underestimate both how long they'll live and how long they'll spend in retirement. That's something that we really need to be realistic about.” - Heather Schreiber Have you ever wondered how the labyrinth of Social Security intricacies might be uniquely affecting your retirement plan? Our hosts Stephanie McCullough and Kevin Gaines …

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81: Answers to Our Most Common Questions 33:54

1+ y ago33:54

33:54

Ever feel like you're wading through murky waters when it comes to retirement planning? You're not alone. Stephanie McCullough and Kevin Gaines of Sofia Financial and American Financial Management Group illuminate the path with their expertise, debunking pervasive myths that cloud the judgment of many investors. They kick things off by setting the …

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80: Reinventing Money Talks: Emotion, Accountability, and Retirement Planning with Erika Wasserman 41:54

1+ y ago41:54

41:54

“You'll start seeing some things that are really helping you in life and some that are hurting you. And when you don't have an outlet or a way to review these things, we stay to our consistent habits just like with our diet.” Dive into the world of financial therapy with our guest, Erika Wasserman. Fully 81% of Americans were taught not to talk abo…

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79: Small Steps, Big Impact: How Prioritizing Self-Care Transforms Your Finances with Emi Kirschner 41:48

1+ y ago41:48

41:48

"You have a choice about everything, and not choosing is still a choice. Prioritize yourself and ask for what you need." - Emi Kirschner What if you were told that self-care isn't just an indulgence, but a key player in achieving personal and professional success? Our hosts Stephanie McCullough and Kevin Gaines chat with Emi Kirschner, a seasoned i…

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78: The Essential Rules to Know When You Inherit an IRA 33:21

1+ y ago33:21

33:21

“The account you inherit as far as the IRS is concerned, it's not your retirement account. You are just receiving the money from it. It's still the original owner's retirement account.” Have you ever considered the complexities that come with inheriting retirement accounts? They can be a minefield of rules and regulations that, if not handled with …

1
77: How to Decide Whether to Go Back to Work After Divorce 33:51

1+ y ago33:51

33:51

“The thing you’ve got to start with is what does life cost you? What does it cost to be you in this world?” Listen in as our hosts Stephanie McCullough and Kevin Gaines tackle some big questions in this episode of Take Back Retirement, like "Do I need to go back to work after retirement or a divorce?" and "What kind of financial considerations shou…

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76: What Women Need to Know About Financial Recordkeeping: Lessons from Client Stories 49:22

1+ y ago49:22

49:22

“In the world of the IRS, if it's not documented, it's not real.” Get set for a value-packed journey as our hosts Stephanie McCullough and Kevin Gaines tackle the critical topic of keeping financial records in this latest episode of Take Back Retirement. But they don’t go it alone. They invite two clients - Steve and Doug - and two experts – Enroll…

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75: The Gift of Organizing and Decluttering your Documents and Photos, with Angie Hyche 48:29

2y ago48:29

48:29

“This could be the most loving gift you could ever give your children. The most loving way of spending your time to give them this gift, it's priceless. Preparation leads to peace. It absolutely does.” Imagine a world where your family isn't left with a mountain of your disorganized documents and possessions after your death. Our hosts Stephanie Mc…

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74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning 49:52

2y ago49:52

49:52

“Once you are aware of your top risks that you will likely face later on, it's amazing how your brain just starts to automatically think about, ‘Well that's interesting, I wonder if I could live that way.’ Or ‘I wonder if I could pick up that exercise. I wonder if I could start walking a mile a day just to start getting in better shape. I wonder if…

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73: Back to Basics: Essential First Steps to Taking Control of Your Finances 26:53

2y ago26:53

26:53

“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 Financial and Kevin Gaines of American Financial Management Group, as they simplify the world of financial planning, starting with understanding cash flow. They tackle how to monitor the inf…

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72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis 42:26

2y ago42:26

42:26

“Conversations around money should be: what do you want? Who do you want to be? And how do we help you get there? Not only you individually, but your collective. Your collective is your family, your community, and beyond” Imagine a world where the language of money is universal, inclusive, and aligns with your life's purpose and passion. That's exa…

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71: She Did It! Real Retirement Stories with Gretchen "G-Rex" Schoser 45:23

2y ago45:23

45:23

Get ready for an inspiring conversation with tech retiree and podcast host, Gretchen Schoser. Gretchen, aka G-Rex, invites us into her world to talk about trading tech for a mic, her journey toward retirement, and the mental health battles she’s faced along the way. Tune in as she unpacks her new podcast, “Sh!t That Goes On In Our Heads,” which she…

1
70: Women, Retirement, and the Lessons of Behavioral Finance 30:45

2y ago30:45

30:45

“The human brain is actually wired to trip us up, to shoot ourselves in the foot when it comes to money and investing. A little bit of self-examination can help pull us out of these knee-jerk reactions.” Prepare for a knowledge voyage as our hosts Stephanie McCullough and Kevin Gaines redefine retirement for women, bringing insights from behavioral…

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69: New Survey Illuminates Retirement Confidence and Planning by Gender and Generation 27:44

2y ago27:44

27:44

What if you discovered that the typical American is on track to have only 78% of the income needed for retirement expenses? Brace yourself, because that's exactly what our hosts Stephanie McCullough and Kevin Gaines are about to unpack. Talking about retirement planning can be daunting, but it's never too late to start. Our hosts share some fascina…

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68: Energetic Resources and Your Financial Journey with Stacey Stern 47:53

2y ago47:53

47:53

“[A wise money decision is] one that honors yourself. And to really honor yourself, you need to know yourself, to know who you are and what your values are, and know that your self is not one set entity or one personality set in stone.” With over 18 years of experience as an executive coach, Stacey Stern joins Take Back Retirement to share her uniq…

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67: Embracing Midlife Growth: Aging, Beauty, and Self-Discovery, with Dara Goldberg 40:41

2y ago40:41

40:41

“We are supposed to view aging as a privilege, but we are shamed for showing visible signs of it. How absurd. And because we live in a society where our outward beauty equates to worth and value, we automatically feel that our value is going down and our worth, and we see that our visibility is going down.” Are you embracing your midlife growth spu…

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66: Transform Your Relationship with Money: Lessons from Bari Tessler 1:05:41

2y ago1:05:41

1:05:41

“I've heard everything at this point, meaning nothing would surprise me. I've heard all sorts of versions of shame, anger, sadness, anxiety, family stories - beautiful and painful, and betrayal and embarrassment.” Our hosts Stephanie McCullough and Kevin Gaines had a fascinating conversation with Financial Therapist Bari Tessler, founder of The Art…

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