"Everything government touches is complicated." - Danielle Kunkle Roberts Our hosts, Stephanie McCullough and Kevin Gaines, bring on Danielle Kunkle Roberts of Boomer Benefits, and author of 10 Costly…
"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…
"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…
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…
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…
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…
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…
"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…
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…
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…
