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

FromTake Back Retirement

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

FromTake Back Retirement

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Length:

35 minutes

Released:

Jun 19, 2024

Format:

Podcast episode

Released:

Jun 19, 2024

Format:

Podcast episode

Titles in the series (92)

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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02: Retire on Your Own Terms - Or Don’t!: There is no 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... by Take Back Retirement
17 min listen
04: Give Yourself Permission to Plan Your Next Chapter, with Randi Levin: Many people picture moving into retirement as: One day you're working and the next day you're retired. As we learn from life transition expert Randi Levin, CEO & founder of Randi Levin Coaching,moving into retirement is best done with preparation.... by Take Back Retirement
35 min listen
01: What the Heck is Retirement Income Planning?: When you were young, you wanted to do everything! You had the time but not the money to do it all. When you started working and maybe raising a family, you had more money, but not the time. Now that you’re nearing “retirement,”... by Take Back Retirement
20 min listen
Trailer: Are You Ready to Take Back Retirement?: Welcome to the Take Back Retirement podcast! Where two financial planners help women age 50 and better break down the myths and mysteries of retirement so they can gain clarity and take action around their next chapter. The show will be a... by Take Back Retirement
12 min listen
14: What Women Need to Know About Caregiving and Elder Law with Cathy Sikorski: Today’s guest is Cathy Sikorski. She is a practicing attorney in elder law. At the same time, she has personal experience being a caregiver for elders and not-so-elders. Her bestselling book, Who Moved My Teeth?: Preparing for Self, Loved Ones and... by Take Back Retirement
43 min listen
10: She Did It! Real Retirement Stories with Sheila Netti: Today’s guest is Wealth Empowerment Coach Sheila Netti. Sheila is an amazing source of knowledge on all things money management and financial education. In this conversation, she goes down memory lane to talk about her personal retirement journey.... by Take Back Retirement
52 min listen
28: Dr. Barbara Provost of Purse Strings on Women, Power & Money: Today’s guest is Dr. Barbara Provost, a business coach, professor, and entrepreneur with a Doctorate in Adult and Higher Education. She has a long history as a consultant in the financial services sector. Dr. Barb has taken her expertise into... by Take Back Retirement
39 min listen
17: What Women Need to Know About Long-term Care: What the heck is long-term care and why should we care? Only 12% of women feel highly knowledgeable about long-term care and only 27% have a plan to fund it despite the fact that 50% of women expect to require it. The first thing to note... by Take Back Retirement
29 min listen
11: Why You Shouldn't Aim for Perfection in Investing: In this episode we speak of the issues and fears people, especially women, tend to have around investing and how often times that fear or uncertainty leads to a late or complete lack of action taken in investing. We believe that there’s no... by Take Back Retirement
36 min listen
06: Crucial Questions to Ask about Senior Living Options, with Lindsey Poeth: Many of us are fortunate enough to have parents who are living. That means that someday, they may need care. What are the impacts of a parent’s need for care on our lives? Today we welcome Certified Senior Advisor Lindsey Poeth to Take Back... by Take Back Retirement
38 min listen
22: Why You Spend The Way That You Do With Maggie Klokkenga: We’re naturally spenders and not savers. It’s just how we’re wired. By the time we realize we may have a problem with how we’re managing and spending our money, we’ve already built up intense feelings of overwhelm and shame that are... by Take Back Retirement
49 min listen
09: New Year's Money Resolutions: A common topic for this time of year is New Year’s Resolutions. From what we’ve seen, a lot of people’s New Year’s Resolutions often involve money, and the stuff regarding our finances that we know we should do and feels simple. But it never... by Take Back Retirement
27 min listen
13: What Happens When The Plan Goes Wrong?: About eight years ago, we had a client—let’s call her Alison. She was in her late 30s and doing great in her career. Her income was picking up. We had thought about the best way for her to save her money for the things she wanted to do, among... by Take Back Retirement
24 min listen
12: What Women Need to Know About IRA's, with Sarah Brenner: Today’s guest is Sarah Brenner. Sarah is the Director of Retirement Education at Ed Slott and Company. She truly is an expert in IRAs—Individual Retirement Accounts—which for so many of us form the crux of our plan to save for retirement. But... by Take Back Retirement
47 min listen
27: Health Savings Accounts (HSA's): What Women Need to Know: Today we talk all things Health Savings Accounts. An HSA can be a really powerful savings tool but, like everything else in the world of finance, it literally pays to know the game and play by the rules. The HSA can serve as a long-term savings... by Take Back Retirement
37 min listen
03: Turning Your Retirement Savings into Retirement Income: Building your retirement income plan can become complex. There’s a lot to put together. You know what assets you have, but how do you organize all of these tools to work together to create sustainable income? It’s kind of like a... by Take Back Retirement
20 min listen
23: A League Of Their Own: Retirement Planning Lessons From A Baseball Contract: What nuggets of wisdom can we take away about retirement planning from a famous baseball contract? It turns out, quite a few! Listen in as Stephanie and Kevin unpack Bobby Bonilla Day and the circumstances that led to the former MLB... by Take Back Retirement
29 min listen
08: Retirement is More than Money with Autumn Nessler: “Who are you going to be without your business card? When everybody else is working Monday through Friday, what the heck is going to be taking up your time? How are you going to use your skills and talents?” There are millions of women, right now,... by Take Back Retirement
35 min listen
19: You Want to Retire Before Age 65? Here's What You Need to Know: Retiring "early" is a process that contains many more moving pieces than most people think. In this episode, we tackle these factors one-by-one and offer some advice on how to cover all your bases before taking the plunge into retirement. ... by Take Back Retirement
33 min listen
05: A Simple Framework for Thinking About Retirement Expenses: What do we need our money to do for us in “retirement?” Yes, pay our regular bills and hopefully some fun along the way. But there’s more to it, and important pieces that people often overlook. Stephanie and Kevin share a helpful framework for... by Take Back Retirement
35 min listen
16: She Did It! Real Retirement Stories with Lori Osterberg: Today’s guest is Lori Osterberg. She is an author, content creator, educator, and, in her own words, a “Gen-Xer who has been setting the online world on fire for the past 20 years.” Currently in a little town outside Portland, OR, Lori is... by Take Back Retirement
42 min listen
18: How Do We Prepare for the Worst? with Mary Beth Simón: “Most of us do not do enough to prepare for the unexpected.” How sure are you that you, your family, and your business are ready in times of emergency? Our guest today is Mary Beth Simón. She founded Niche Partnership Consulting “to... by Take Back Retirement
45 min listen
26: The Importance of Negotiating with Kathleen Burns Kingsbury: Today, we sit down with Kathleen Burns Kingsbury, a wealth psychology expert, founder of KBK Wealth Connection, and host of the Breaking Money Silence® Podcast. Kathleen is a highly sought-after speaker for financial industry conferences and... by Take Back Retirement
42 min listen
15: What Women Need to Know About Social Security: Social Security is the foundation for every retirement income plan, and it seems really simple: you hit retirement age then turn around and start getting your money. In fact, the benefits you can reap are actually much more powerful than most people... by Take Back Retirement
32 min listen
07: Here's a Secret: We're Guessing, and That's OK: As human beings, we crave certainty. We want to know what’s going to happen and to know that we’re going to be okay. When looking into the financial future, we have to realize that a key ingredient of any analysis is assumptions or, to be blunt,... by Take Back Retirement
20 min listen
21: Simplifying Medicare: What's Important For You To Know with Susan Sloan: Medicare is a huge part of your retirement. Whether you’re looking to arm yourself with the information you need in preparation for the next stage of your life, or you’re already there and simply want to learn how you can do better with what you... by Take Back Retirement
50 min listen
25: What's Your Number?: A lot of folks believe that there is a magic number that they need to work towards in order to be able to retire. There is a myth out there that there is some perfect number of dollars you need to accumulate so that you can retire. That it’s... by Take Back Retirement
25 min listen
24: She Did It! Real Retirement Stories w/ KT: Today’s guest is KT, who speaks on how she was able to retire at the age of 54. She was inspired to retire early only a decade prior. It wasn’t an easy road, but it was absolutely worth it. Listen in as KT describes her unique... by Take Back Retirement
38 min listen
20: Women + Roth IRA's - What Should You Be Aware Of?: In the United States, we can’t talk finances without talking taxes. It shouldn’t come as a surprise that taxes are an inevitable part of our reality and are inescapable. The best (and only) way to go about navigating taxes is to, as Stephanie and... by Take Back Retirement
43 min listen
30: Retirement Savings Options for Self Employed Women: You did it. You made the leap. You left behind that corporate 9-to-5, the micromanaging boss, the freeloading coworker... Now, you’ve started your own thing. You have endless potential. The world is your oyster. You can do what... by Take Back Retirement
35 min listen

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91: Securing Your Retirement: Key Insights and Strategies: “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... by Take Back Retirement
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90: Guiding Women to a Richer, More Fulfilling Retirement with Dan Haylett: “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”... by Take Back Retirement
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89: Navigating the Emotional and Practical Realms of Eldercare Management with Nancy May: "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... by Take Back Retirement
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88: Radical Self-Acceptance: A Path to Financial Wellness for Women with ADHD with Diann Wingert: “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... by Take Back Retirement
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87: Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown: “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... by Take Back Retirement
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86: The Success Number: Calculating What You Really Need to Earn with Ella Glasgow: “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... by Take Back Retirement
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85: Mastering Tax Season: Strategies for Preparation, Document Gathering, and Future Planning: “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... by Take Back Retirement
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84: The Retirement Expense You Can't Afford to Ignore: Planning for Healthcare Costs: “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... by Take Back Retirement
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83: Combatting Fraud and Protecting Your Financial Future with AARP's Kathy Stokes: “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... by Take Back Retirement
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82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber: “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... by Take Back Retirement
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81: Answers to Our Most Common Questions: “If you're growing at 8%, you're growing at 8%, no matter if you have a dollar or $10,000. And if you've got it spread over in five separate accounts, but it's all growing at the same rate, then you're making the same amount of money.” Ever... by Take Back Retirement
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80: Reinventing Money Talks: Emotion, Accountability, and Retirement Planning with Erika Wasserman: “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... by Take Back Retirement
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79: Small Steps, Big Impact: How Prioritizing Self-Care Transforms Your Finances with Emi Kirschner: "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... by Take Back Retirement
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78: The Essential Rules to Know when you Inherit an IRA: “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... by Take Back Retirement
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77: How to Decide Whether to Go Back to Work After Divorce: “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,... by Take Back Retirement
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76: What Women Need to Know About Financial Recordkeeping: Lessons from Client Stories: “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... by Take Back Retirement
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74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning: “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... by Take Back Retirement
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73: Back to Basics: Essential First Steps to Taking Control of Your Finances: “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... by Take Back Retirement
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72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis: “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... by Take Back Retirement
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71: She Did It! Real Retirement Stories with Gretchen "G-Rex" Schoser: 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... by Take Back Retirement
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70: Women, Retirement, and the Lessons of Behavioral Finance: “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... by Take Back Retirement
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69: New Survey Illuminates Retirement Confidence and Planning by Gender and Generation: 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... by Take Back Retirement
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68: Energetic Resources and Your Financial Journey with Stacey Stern: “[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.” ... by Take Back Retirement
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67: Embracing Midlife Growth: Aging, Beauty, and Self-Discovery, with Dara Goldberg: “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... by Take Back Retirement
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66: Transform Your Relationship with Money: Lessons from Bari Tessler: “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... by Take Back Retirement
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92: What Women Need to Know about Inflation: What It Is, and Why You Should Care -- But Not Panic!

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

Titles in the series (92)

More Episodes from Take Back Retirement

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