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Retirement

The money show for Gen X and baby boomer women looking for retirement advice from two fun financial planners.

If you’re feeling anxious or overwhelmed by the decisions ahead of you, our experts and conversation will help you be more confident.

You’re a GenX or Baby Boomer woman on the cusp of “retirement,” whatever that means to you

Naturally you’re 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 surrounding this financial transition.

Through conversations and interviews with both subject-matter experts and women who have gone through it, you will have the information and motivation to be in control of your future.

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Meet Your Hosts

Stephanie McCullough

Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. In her early years she encountered too many women who found finances and investing so intimidating that they either outsourced money decisions to a man in their lives (sometimes with disastrous consequences), or relied on “professionals” who too often focused more on their own paycheck than providing true education and guidance.

Kevin Gaines, MSFS, CFP®, RICP®

Based in our Berwyn, PA office, Kevin focuses on retirement lifestyle planning, working with clients on maximizing their resources in retirement. It is not enough to gather just a "big pot o' money" while you are working. Issues such as Social Security, Medicare, distribution options, housing, long term care funding as well as final wishes all need consideration in retirement.

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