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All Episodes

Take Back Retirement — 145 episodes · page 1 of 2

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142: Don't Wait Until 65: Medicare Planning For Gen X And Beyond with Danielle Kunkle Roberts

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141: Estimating Spending in Retirement Calculations: Front-end the Fun!

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139: What Women Need to Know about Moving Investment Accounts

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138: What Women Need to Know about the Estate and Gift Tax System (Rerun)

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137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon

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136: 10 Things To Do When You're 10 Years Out From Retirement

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135: Smarter Social Security: Getting What's Yours Without Panicking

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134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel

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133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed

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132: What's Your Number? (rerun)

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131: Back to Basics: Essential First Steps to Taking Control of Your Finances (rerun)

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130: Planning to Age Well: Life Care, Long-term Care, and Advocacy with Laura Lynn Morrissey

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129: What Women Need to Know About Charitable Giving and Retirement

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128: Scripts, Frameworks, and Real Talk: Mastering Money Conversations with Erika Wasserman

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127: Conversations That Count: Money, Values, and Clarity with Carl Richards

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126: Retiring Gen X Style: From Anxiety to Action with Kerry Hannon and Janna Herron

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125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA

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124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones

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123: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer

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122: Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris

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121: Radical Transparency: Diane di Costanzo's Real Retirement Story

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120: Women, Retirement, and the Lessons of Behavioral Finance (rerun)

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119: Redefining Success and Identity After 50 with Deborah Heiser

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118: Reclaiming Life: Lessons from a Gray Divorce Survivor with Pat Fenner

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117: The Power of Presence: Supporting Those in Grief with Paula Harris

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116: Reimagining Your Next Chapter: Longevity, Intention, and the Power of Yes with Allison Davis

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

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

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

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

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

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

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

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108: Retire on Your Own Terms – Or Don't! (rerun)

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

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

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

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104: How to Invest When the World Feels Dangerous

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103: Essential Internal Money Healing with Meghan Dwyer

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

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

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100: What GenX Women Need to Know About Retirement

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

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

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97: Why Do We Avoid Retirement Planning?

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96: Surviving Financial Infidelity with Jess Bost

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

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

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

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

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91: Securing Your Retirement: Key Insights and Strategies

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

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

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

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

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

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

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

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

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

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81: Answers to Our Most Common Questions

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

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

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

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77: How to Decide Whether to Go Back to Work After Divorce

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

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

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

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

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

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

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70: Women, Retirement, and the Lessons of Behavioral Finance

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

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68: Energetic Resources and Your Financial Journey with Stacey Stern

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

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66: Transform Your Relationship with Money: Lessons from Bari Tessler

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65: Achieving Longevity and Financial Stability: A Holistic Approach with Dr. Laura DeCesaris

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64: What is Money Insurance?

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63: She Did It! Real Retirement Stories with Jackie Koski

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62: What Women Need to Know About Longevity

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61: Pre-Plan for Caregiving Needs with Special Guest Mim Senft

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60: What Women Need to Know About Annuities

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59: Knowing Your Money Mindset Can Improve Your Money Management with Kat Sanford

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58: Secure Act 2.0: New Retirement Account Rules, Same Old Message!

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57: What Women Need to Know if there's a Recession

86

56: How Do We Reduce Financial Anxiety? with Lindsay Bryan-Podvin, Financial Therapist

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55: Lessons from the Career of Janet Yellen with Jon Hilsenrath, Author

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54: Why Women Need to Know About Divorce (special series wrap-up)

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53: She Did It! Real Divorce Stories with Monica Scudieri

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52: What Women Need to Know About Divorce from an Estate Planning Attorney with Rebecca Sallen

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51: What Women Need to Know About Divorce from a Mediator, with Ellen Morfei

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50: What Women Need to Know About Divorce from a Divorce Coach with Sheila Brennan

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49: What Women Need to Know About Divorce from a Forensic Accountant with Tracy Coenen

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48: Why Women Need to Know About Divorce (a special series)

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47: She Did It! Real Retirement Stories with Amy Andersson

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46: Retirement Doesn't Relate to Me, with Judith Kurnick

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45: What Women Need to Know about Target Date Funds

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44: Don't Try This at Home! Unique Situations Call for Unique Strategies

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43: The Psychology of Money and Marriage with Special Guest Ed Coambs

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42: What Women Need to Know When the Stock Market Goes Down