# Stephanie Mccullough
Principales episodios de podcast
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Top podcast episodes featuring stephanie mccullough.
How To Avoid the Wrong Financial Planner (with Stephanie McCullough)
The hardest part of hiring a financial planner? Making sure you pick the right one! That's why today we're welcoming the CEO of Sofia Financial, Stephanie McCullough. She's not only sharing her insider tips on what to look for with the right financial planner, but what to look out for from potentia…
136: 10 Things To Do When You're 10 Years Out From Retirement
"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward."
Our hosts, Stephanie McCullough and Kevin Gaines, sit down to work through a HerMoney.com list of ten things to do when retirement is a decade awa…
137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon
"Take charge. Your retirement is your time."
Our hosts, Stephanie McCullough and Kevin Gaines, sit down with Dr. Andi Simon, corporate anthropologist and author of Rethink Retirement, whose research offers a bracing corrective to how most people think about life after work.
Andi spent years embed…
Stephanie McCullough: Retirement Is More Than Money
Retirement isn't simply about having enough money. It's about creating a life worth living. In this episode, award-winning financial planner Stephanie McCullough joins me to explore why today's retirement requires more than a financial plan. We discuss the emotional challenges of leaving work, why …
139: What Women Need to Know about Moving Investment Accounts
"As with all things with the IRS, document, document, document."
Our hosts, Stephanie McCullough and Kevin Gaines, explain what actually happens when you move an investment or retirement account from one custodian to another.
The mechanics may seem as simple as filling out a form and waiting a fe…
140: Don't You Dare Call Me Retired: Amy Bernstein on Creativity, Doubt, and Uncoupling Your Worth From Your Paycheck
"You need to uncouple your self-worth from your income."
Amy Bernstein does not like the word "retired". Our hosts, Stephanie McCullough and Kevin Gaines, aren't too fond of the word either.
A former journalist and federal government communications veteran, she didn't quit anything cold. She shor…
Ep 337: Retirement Myths, Busted: What Financial Planners Really Think About Retirement with Stephanie McCullough
Retirement talk tends to fixate on a magic number, but Melissa Joy, CFP®, and fellow financial planner and podcaster Stephanie McCullough argue the real work happens well before and long after that number is reached. In this candid conversation, the two planners compare notes on what they see in th…
141: Estimating Spending in Retirement Calculations: Front-end the Fun!
"Spreadsheets are great at math; they suck at flexibility."
Our hosts, Stephanie McCullough and Kevin Gaines, take aim at the assumption that every retiree spends the same inflation-adjusted dollar amount, every year, until death. It's the number your 401(k) statement spits out, the number the 4% …
143: Am I Allowed? The Permission Paradox, with Dan Haylett
"The one thing you're guaranteed to run out of is time."
Our hosts, Stephanie McCullough and Kevin Gaines, welcome back financial planner Dan Haylett, founder of Humans vs. Retirement and author of The Retirement You Didn't See Coming, to unpack his viral essay "The Permission Paradox."
Digging t…
144: We Need to Talk About Inheritance!
"The biggest mistake parents can make is passing down money without communicating the family values that drive your thinking."
Our hosts, Stephanie McCullough and Kevin Gaines, dig into Kiplinger's October cover story on "the great wealth transfer," the slow handoff of an estimated $124 trillion f…
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