Take Back Retirement Podcast

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 woman looking toward “retirement” naturally feeling some anxiety.
We are two financial planners who take this subject seriously (but ourselves less so). We will cut through the myths and mysteries to help you feel more confident about your choices and move toward sustainable financial stability. Through conversations, interviews with subject-matter experts, and women who have been there, you will have the information and motivation to be in control of your future. And we’ll be sure to have some fun along the way. We’re glad you’re here.

Let’s dive in.


Disclosures: Investment advice offered through Private Advisor Group, LLC, a registered investment advisor. Private Advisor Group, American Financial Management Group and Sofia Financial are separate entities. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
This information is not intended to be a substitute for individualized tax advice. Please consult your tax advisor regarding your specific situation.

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