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. Having grown up in the projects in 1960s Harlem, the environment where Sheila spent her childhood was …
10: She did it! Real Retirement Stories with Sheila Netti Read More »
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 really is easy, is it? The sad thing is, it’s not …
“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, who are wondering what their life could look like …
08: Retirement is More than Money with Autumn Nessler Read More »
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, guesses. Stephanie and Kevin tell us, however, that guessing isn’t …
07: Here’s a Secret: We’re Guessing, and That’s OK Read More »
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 Retirement. Lindsey shares great information on the types of care, but …
06: Crucial Questions to Ask about Senior Living Options, with Lindsey Poeth Read More »
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 thinking about financial needs, and what type of assets are best …
05: A Simple Framework for Thinking About Retirement Expenses Read More »
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. It does not have to be an overnight event. In this episode of Take Back …
04: Give Yourself Permission to Plan Your Next Chapter, with Randi Levin Read More »
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 jigsaw puzzle. The first step is to separate the pieces into categories. Even though …
03: Turning Your Retirement Savings to Retirement Income Read More »
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 redefining the old image and …
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,” whatever that means, you ideally have the money AND time to do …
01: What the Heck is Retirement Income Planning? Read More »
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Sofia Financial are separate entities.
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