Dec 15, 2023
“You'll start seeing some things that are really helping you in life and some that are hurting you. And when you don't have an outlet or a way to review these things, we stay to our consistent habits just like with our diet.”
Dive into the world of financial therapy with our guest, Erika Wasserman. Fully 81% of...
Nov 30, 2023
"You have a choice about everything, and not choosing is still a choice. Prioritize yourself and ask for what you need." - Emi Kirschner
What if you were told that self-care isn't just an indulgence, but a key player in achieving personal and professional success? Our hosts Stephanie McCullough and Kevin Gaines chat...
Nov 15, 2023
“The account you inherit as far as the IRS is concerned, it's not your retirement account. You are just receiving the money from it. It's still the original owner's retirement account.”
Have you ever considered the complexities that come with inheriting retirement accounts? They can be a minefield of rules and...
Oct 31, 2023
“The thing you’ve got to start with is what does life cost you? What does it cost to be you in this world?”
Listen in as our hosts Stephanie McCullough and Kevin Gaines tackle some big questions in this episode of Take Back Retirement, like "Do I need to go back to work after retirement or a divorce?" and "What...
Oct 16, 2023
“In the world of the IRS, if it's not documented, it's not real.”
Get set for a value-packed journey as our hosts Stephanie McCullough and Kevin Gaines tackle the critical topic of keeping financial records in this latest episode of Take Back Retirement. But they don’t go it alone. They invite two clients...