All Episodes
Take Back Retirement — 141 episodes
141: Estimating Spending in Retirement Calculations: Front-end the Fun!
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
135: Smarter Social Security: Getting What's Yours Without Panicking
134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel
133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed
132: What's Your Number? (rerun)
131: Back to Basics: Essential First Steps to Taking Control of Your Finances (rerun)
130: Planning to Age Well: Life Care, Long-term Care, and Advocacy with Laura Lynn Morrissey
129: What Women Need to Know About Charitable Giving and Retirement
128: Scripts, Frameworks, and Real Talk: Mastering Money Conversations with Erika Wasserman
127: Conversations That Count: Money, Values, and Clarity with Carl Richards
126: Retiring Gen X Style: From Anxiety to Action with Kerry Hannon and Janna Herron
125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA
124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones
123: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer
122: Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris
121: Radical Transparency: Diane di Costanzo's Real Retirement Story
120: Women, Retirement, and the Lessons of Behavioral Finance (rerun)
119: Redefining Success and Identity After 50 with Deborah Heiser
118: Reclaiming Life: Lessons from a Gray Divorce Survivor with Pat Fenner
117: The Power of Presence: Supporting Those in Grief with Paula Harris
116: Reimagining Your Next Chapter: Longevity, Intention, and the Power of Yes with Allison Davis
115: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright
114: Child-free Estate Planning: Picking the Right People for Key Roles - and What to do if You are Picked! with Patricia De Fonte
113: Side Hustle or Second Career? Navigating Midlife Entrepreneurship with Shannon Russell
112: Navigating Family Wealth Transfers: Emotional Intelligence and Effective Communication with Jill and Sean Maher
111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick
110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall
109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning
108: Retire on Your Own Terms – Or Don't! (rerun)
107: Exploring the Psychology of Retirement with Dr. Meir Statman
106: What Women Need to Know About Bitcoin with Marianne Borneman
105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury
104: How to Invest When the World Feels Dangerous
103: Essential Internal Money Healing with Meghan Dwyer
102: What Women Need to Know about Avoiding IRA Nightmare Stories with Denise Appleby
101: What Women Need to Know (and Do) About Estate Planning with Your Friend the Lawyer, Pam Starsia
100: What GenX Women Need to Know About Retirement
99: The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons
98: Conquering Internalized Ageism and Living Your Best Life after 65 with Ande Lyons
97: Why Do We Avoid Retirement Planning?
96: Surviving Financial Infidelity with Jess Bost
95: Ready to Retire? Here are Five Crucial Questions to Ask Yourself
94: Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman
93: She Did It! Real Retirement Stories with Sharon Johnson
92: What Women Need to Know about Inflation: What It Is, and Why You Should Care -- But Not Panic!
91: Securing Your Retirement: Key Insights and Strategies
90: Guiding Women to a Richer, More Fulfilling Retirement with Dan Haylett
89: Navigating the Emotional and Practical Realms of Eldercare Management with Nancy May
88: Radical Self-Acceptance: A Path to Financial Wellness for Women with ADHD with Diann Wingert
87: Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown
86: The Success Number: Calculating What You Really Need to Earn with Ella Glasgow
85: Mastering Tax Season: Strategies for Preparation, Document Gathering, and Future Planning
84: The Retirement Expense You Can't Afford to Ignore: Planning for Healthcare Costs
83: Combatting Fraud and Protecting Your Financial Future with AARP's Kathy Stokes
82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber
81: Answers to Our Most Common Questions
80: Reinventing Money Talks: Emotion, Accountability, and Retirement Planning with Erika Wasserman
79: Small Steps, Big Impact: How Prioritizing Self-Care Transforms Your Finances with Emi Kirschner
78: The Essential Rules to Know When You Inherit an IRA
77: How to Decide Whether to Go Back to Work After Divorce
76: What Women Need to Know About Financial Recordkeeping: Lessons from Client Stories
75: The Gift of Organizing and Decluttering your Documents and Photos, with Angie Hyche
74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning
73: Back to Basics: Essential First Steps to Taking Control of Your Finances
72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis
71: She Did It! Real Retirement Stories with Gretchen "G-Rex" Schoser
70: Women, Retirement, and the Lessons of Behavioral Finance
69: New Survey Illuminates Retirement Confidence and Planning by Gender and Generation
68: Energetic Resources and Your Financial Journey with Stacey Stern
67: Embracing Midlife Growth: Aging, Beauty, and Self-Discovery, with Dara Goldberg
66: Transform Your Relationship with Money: Lessons from Bari Tessler
65: Achieving Longevity and Financial Stability: A Holistic Approach with Dr. Laura DeCesaris
64: What is Money Insurance?
63: She Did It! Real Retirement Stories with Jackie Koski
62: What Women Need to Know About Longevity
61: Pre-Plan for Caregiving Needs with Special Guest Mim Senft
60: What Women Need to Know About Annuities
59: Knowing Your Money Mindset Can Improve Your Money Management with Kat Sanford
58: Secure Act 2.0: New Retirement Account Rules, Same Old Message!
57: What Women Need to Know if there's a Recession
56: How Do We Reduce Financial Anxiety? with Lindsay Bryan-Podvin, Financial Therapist
55: Lessons from the Career of Janet Yellen with Jon Hilsenrath, Author
54: Why Women Need to Know About Divorce (special series wrap-up)
53: She Did It! Real Divorce Stories with Monica Scudieri
52: What Women Need to Know About Divorce from an Estate Planning Attorney with Rebecca Sallen
51: What Women Need to Know About Divorce from a Mediator, with Ellen Morfei
50: What Women Need to Know About Divorce from a Divorce Coach with Sheila Brennan
49: What Women Need to Know About Divorce from a Forensic Accountant with Tracy Coenen
48: Why Women Need to Know About Divorce (a special series)
47: She Did It! Real Retirement Stories with Amy Andersson
46: Retirement Doesn't Relate to Me, with Judith Kurnick
45: What Women Need to Know about Target Date Funds
44: Don't Try This at Home! Unique Situations Call for Unique Strategies
43: The Psychology of Money and Marriage with Special Guest Ed Coambs
42: What Women Need to Know When the Stock Market Goes Down
41: She Did It! Real Retirement Stories with Diane Blumenthal
40: What Women Need to Know About Income Tax
39: Do You Need a Financial Advisor?
38: A Humorous Approach to Money, with Special Guests Joe Saul-Sehy and Emily Guy Birken
37: The Importance and How-tos of Sustainable Investing, with Special Guest Kyle Purcell
36: Strategies to Move Toward True Values-Alignment with Your Money
35: What Women Need to Know About Aligning Your Investments with Your Values
34: What the Heck is ESG Investing with Liz Simmie
33: What Women Need to Know about the Estate and Gift Tax System
32: True Confessions of Two Financial Planners
31: What the Heck is a Trust, and Why Might I Need One?
30: Retirement Savings Options for Self Employed Women
29: How Much Cash Should I Have and Where Should I Be Putting It?
28: Dr. Barbara Provost of Purse Strings on Women, Power & Money
27: Health Savings Accounts (HSA's): What Women Need to Know
26: The Importance of Negotiating with Kathleen Burns Kingsbury
25: What's Your Number?
24: She Did It! Real Retirement Stories w/ KT
23: A League Of Their Own: Retirement Planning Lessons From A Baseball Contract
22: Why You Spend The Way That You Do With Maggie Klokkenga
21: Simplifying Medicare: What's Important For You To Know with Susan Sloan
20: Women + Roth IRA's - What Should You Be Aware Of?
19: You Want to Retire Before Age 65? Here's What You Need to Know
18: How Do We Prepare for the Worst? with Mary Beth Simón
17: What Women Need to Know About Long-term Care
16: She Did It! Real Retirement Stories with Lori Osterberg
15: What Women Need to Know About Social Security
14: What Women Need to Know About Caregiving and Elder Law with Cathy Sikorski
13: What Happens When The Plan Goes Wrong?
12: What Women Need to Know About IRA's, with Sarah Brenner
11: Why You Shouldn't Aim for Perfection in Investing
10: She Did It! Real Retirement Stories with Sheila Netti
09: New Year's Money Resolutions
08: Retirement is More than Money with Autumn Nessler
07: Here's a Secret: We're Guessing, and That's OK
06: Crucial Questions to Ask about Senior Living Options, with Lindsey Poeth
05: A Simple Framework for Thinking About Retirement Expenses
04: Give Yourself Permission to Plan Your Next Chapter, with Randi Levin
03: Turning Your Retirement Savings into Retirement Income
02: Retire on Your Own Terms - Or Don't!
01: What the Heck is Retirement Income Planning?
Trailer: Are You Ready to Take Back Retirement?