Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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You’re a woman on the cusp of “retirement” naturally 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. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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Financial Grownup is taking the podcast up a notch with a new focus on Financial Wellness. Bobbi shares the behind the scenes evolution of the podcast and why we need to be talking more about the ties between mental and emotional health and our money.
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88: Radical Self-Acceptance: A Path to Financial Wellness for Women with ADHD with Diann Wingert
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“Every single thing in my life that has ever terrorized me and terrified me, and I avoided like nobody's business, when I finally either had no place else to run, or I chose to turn around and face it, it has never been as bad as I thought it would be. It has never been as shameful as continuing to avoid.” Our hosts Stephanie McCullough of Sofia Fi…
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5 Reasons Why You Should Have an Abundance Mentality
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We revisit one of the core principles of Creating Wealth that is fundamental to wealth building: an abundance mentality. We discuss five reasons why you should have an abundance mentality and share our recent thoughts and advice in implementing this within your financial life. For any questions, comments, and to suggest topics for the podcast, you …
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Today, we cover the four different forms of finance that are essential to understand in your wealth building journey. For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber
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87: Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown
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“It's not a line that you are either academic or creative, or you are either scientific or creative, or you are either mathematical…They're not separate.” -Claire Waite Brown Ever felt like your creative spark got lost in the shuffle of life? Our hosts Stephanie McCullough of Sofia Financial and Kevin Gaines of American Financial Management Group s…
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Beware of the Magic Bullet: The Fundamentals to Creating Wealth
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What are the signs you are considering a magic bullet? We discuss why people are drawn to magic bullets when it comes to personal finance and share stories of how to identify them and understand them. What really matters when it comes to creating wealth? We share practical tips on how to implement the fundamentals to wealth building. For any questi…
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Elevate Your Career: Navigating Job Changes in Today's Market
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In today's rapidly evolving job market, navigating job transitions and career changes is becoming increasingly common. Whether you're contemplating a new career path, facing unexpected layoffs, or striving for advancement, managing these transitions effectively is crucial. We'll clarify how to identify new job opportunities, enhance your resume and…
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86: The Success Number: Calculating What You Really Need to Earn with Ella Glasgow
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“I first ask this question: What is the number to make you feel successful? You and no one else. It might be a scary number. There’s nothing wrong with fear.” -Ella Glasgow Ever felt the anxiety-inducing pressure of pinning a price tag on your brainchild? Our hosts Stephanie McCullough and Kevin Gaines break that down with guest Ella Glasgow, who's…
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Our 100th Episode: Why Creating Wealth Exists
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Creating Wealth has made it to 100 episodes! In this podcast, we're diving into the personal side of things--we'll discuss our podcasting journey over the last almost four years, what we've learned through this process, and what we hope for the next 100 episodes. We talk about how we were drawn to the financial services industry and how we learned …
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85: Mastering Tax Season: Strategies for Preparation, Document Gathering, and Future Planning
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“If they're only worried about that current year, then that's what they're going to focus on. Let your accountant know, ‘I'm interested in what my tax bill's going to be three, five years down the road. So, if there's something we need to be doing, let's have a conversation.’” Tax season is among us. Or as Kevin would sing, “It’s the most wonderful…
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Social Comparison: A Roadblock to Building Wealth
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Social comparison is everywhere, but how does it affect your finances? Today we're diving into the topic of comparison--how common is it for millennials and Gen Z to compare their financial situations? What are some potential negative effects of comparing your finances to others? What are strategies to avoid overuse of comparision? Are there benefi…
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84: The Retirement Expense You Can't Afford to Ignore: Planning for Healthcare Costs
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“If you're looking at the costs of medical expenses over time, they've actually historically grown faster than regular inflation. Healthcare is expensive, and it goes up faster than the rest of your spending; don’t overlook it.” Listen in as our hosts, Stephanie McCullough of Sofia Financial, and Kevin Gaines of American Financial Management Group …
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Annuities are not the simplest of investments to understand—yet they are definitely worth understanding! So today we’re going to discuss annuities, how they work, in what cases they make sense to buy—and when they don't. We’ll also discuss the questions you should ask before buying an annuity: How do I buy one? How are they taxed? We hope this epis…
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83: Combatting Fraud and Protecting Your Financial Future with AARP's Kathy Stokes
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“If you know about a certain scam, you're 80% less likely to engage with it. So, please tell everybody you know.” -Kathy Stokes Could your loved ones be vulnerable to a $9 billion wave of deception? Kathy Stokes from AARP joins our hosts Stephanie McCullough and Kevin Gaines to unravel the complexities of fraud that's sweeping the nation, hitting o…
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January is typically the time when people are thinking about goals for the year ahead. And a key component to accomplishing those goals is budgeting—one of our favorite topics! Join us as we discuss what we found interesting as we reviewed our 2023 budgets, and how we’re thinking about our budgets in 2024. We’ll also touch on the demise of Mint as …
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82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber
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“People tend to underestimate both how long they'll live and how long they'll spend in retirement. That's something that we really need to be realistic about.” - Heather Schreiber Have you ever wondered how the labyrinth of Social Security intricacies might be uniquely affecting your retirement plan? Our hosts Stephanie McCullough and Kevin Gaines …
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Ever feel like you're wading through murky waters when it comes to retirement planning? You're not alone. Stephanie McCullough and Kevin Gaines of Sofia Financial and American Financial Management Group illuminate the path with their expertise, debunking pervasive myths that cloud the judgment of many investors. They kick things off by setting the …
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80: Reinventing Money Talks: Emotion, Accountability, and Retirement Planning with Erika Wasserman
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“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 Americans were taught not to talk abo…
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79: Small Steps, Big Impact: How Prioritizing Self-Care Transforms Your Finances with Emi Kirschner
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"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 with Emi Kirschner, a seasoned i…
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Anastasia announces an unanticipated quick break in the podcast after sad family news. For questions and comments, you can email us at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber
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78: The Essential Rules to Know When You Inherit an IRA
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“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 regulations that, if not handled with …
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The Seduction of Pessimism and the Power of Optimism
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Why is it that negative headlines get way more attention than positive headlines? Join us as we revisit The Psychology of Money by Morgan Housel to discuss the chapter titled “The Seduction of Pessimism” and share our thoughts on the recent market downturn. We’ll also cover a recent Barron’s article titled “The Economic Cost of Unhappiness,” which …
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77: How to Decide Whether to Go Back to Work After Divorce
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“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 kind of financial considerations shou…
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Raise Kids Without Breaking the Bank: Where Finances Meet Family
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Raising kids is one of the most rewarding experiences in life. But it also comes with financial responsibilities and challenges—from diapers to daycare, and from college savings to family vacations. In this episode, we discuss the financial considerations that accompany starting a family. We explore budgeting, saving and investing for your children…
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76: What Women Need to Know About Financial Recordkeeping: Lessons from Client Stories
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“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 - Steve and Doug - and two experts – Enroll…
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Getting Wealthy vs. Staying Wealthy: The Psychology of Money
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Why does getting wealthy and staying wealthy involve two different skill sets? Author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel says, "There are a million ways to get wealth, but only one way to stay wealthy." Join us today as we focus on a few particularly enlightening chapters from Housel's book, …
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Podcast update: a special message from host Bobbi Rebell
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Bobbi shares some grownup decisions she has made, and the impact that will have on the podcast.
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75: The Gift of Organizing and Decluttering your Documents and Photos, with Angie Hyche
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“This could be the most loving gift you could ever give your children. The most loving way of spending your time to give them this gift, it's priceless. Preparation leads to peace. It absolutely does.” Imagine a world where your family isn't left with a mountain of your disorganized documents and possessions after your death. Our hosts Stephanie Mc…
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Inflation on the Rise: How the Fed Battles Rising Costs
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Join us today as we provide an update on the progress of the Federal Reserve's journey to reduce inflation. We'll explore the implications of recent union strikes, the transformative role of artificial intelligence in the job landscape, and share savvy tips to navigate these soaring prices. As always, please consider sharing this episode with a fri…
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Dreaming Big and Winning with Entrepreneur and author Liz Elting
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The co-founder Transperfect shares her sometimes-controversial strategies for career success from her time building a billion dollar company- including what the next generation needs to tell their parents. Plus her family song that still helps motivate her today. For more information, visit the show notes at https://www.bobbirebell.com/podcast/liz-…
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Creative ways to get paid for grownups with Jen Glantz
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Learn specific ways to tap into your creativity and unique skills to be a financial grownup with Bridesmaid for Hire entrepreneur and author Jen Glantz. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jen-glantzBy Bobbi Rebell, Jen Glantz
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Younger generations are estimated to inherit as much as $70 trillion worth in wealth over the next 20 years. The questions are, what do you do with this money? How do you best honor the legacy of the inheritance while applying it in a way that aligns with your goals and values? Bill discusses what he's seen over his career of the five categories of…
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74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning
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“Once you are aware of your top risks that you will likely face later on, it's amazing how your brain just starts to automatically think about, ‘Well that's interesting, I wonder if I could live that way.’ Or ‘I wonder if I could pick up that exercise. I wonder if I could start walking a mile a day just to start getting in better shape. I wonder if…
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Peer money pressure for kids with Fitmoney.com’s Jessica Pelletier
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Kids are heading back to school and facing lots of different social pressures tied to money. Jessica Pelletier shares her insights on how to give the next generation the best values and priorities to set them up for success as financial grownups. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jessica-pelletier…
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Rich kid realities with The Myth of the Silver Spoon author Kristin Keffeler (ENCORE)
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Being born wealthy can create priceless opportunities. But Keffeler joins us to explain how the rising generation still has to do the "inner work of money" and navigate family dynamics, financial education and intergenerational collaboration.By Bobbi Rebell, Kristin Keffeler
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What is lifestyle creep and what are five ways to limit its impact on your financial journey? Anastasia and Bill explain the concept behind lifestyle inflation, describe its negative impact on personal finances when left unchecked, and provide actionable strategies for how to guard against it. For questions, comments, or topics, you can email us at…
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73: Back to Basics: Essential First Steps to Taking Control of Your Finances
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“It’s not about deprivation. It’s about balance. It’s about taking care of your today self and your future self.” Join our hosts, Stephanie McCullough of Sofia Financial and Kevin Gaines of American Financial Management Group, as they simplify the world of financial planning, starting with understanding cash flow. They tackle how to monitor the inf…
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Finding your money purpose with “Money Made Easy” author Allison Baggerly (Encore)
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Inspired Budget’s Allison Baggerly shares her financial wellness strategies to manage anxiety, stay motivated to reach money goals and get comfortable when your goals are not the same as your friends and family.
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How to be financially generous without enabling bad money habits [Encore]
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Financial therapist Lindsay Bryan-Podvin joins Bobbi to share strategies on how to provide the right kind of support for those we care about, without undermining their journey to being financial grownups. We also discuss managing friends who are so generous it becomes awkward, and what to say to a loved one who is spending for emotional reasons tha…
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Paying Off Your Mortgage Early and Teaching Your Kids About Money - with Adam Carroll
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Bill and Anastasia discuss The Shred Method with Adam Carroll, who used this technique to pay off his mortgage quickly and save his family over $180,000 in interest. He is sharing this method to help others achieve more financial freedom within their lives. Adam also discusses strategies he used to successfully teach his children about personal fin…
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72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis
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“Conversations around money should be: what do you want? Who do you want to be? And how do we help you get there? Not only you individually, but your collective. Your collective is your family, your community, and beyond” Imagine a world where the language of money is universal, inclusive, and aligns with your life's purpose and passion. That's exa…
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How Adam Carroll is Launching Financial Grownups- and you can too (including yourself)
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8 years after his Ted talk on the lessons learned from his young kids monopoly games, the author and speaker shares his strategies for setting his now (almost) adult kids up for financial success. For more information, visit the show notes at https://www.bobbirebell.com/podcast/adam-carroll-kidsBy Bobbi Rebell, Adam Carroll
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Shopping as a financial wellness teaching tool with Trae Bodge
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Smart Shopping expert Trae Bodge is back on the podcast just in time for a back to school lesson. We share strategies on using this time to engage and inspire the next generation to be smart shoppers, and reveal Trae’s top ways to save as the kids head back to class. For more information, visit the show notes at https://www.bobbirebell.com/podcast/…
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Bill and Anastasia continue their conversation on retirement to discuss what listeners should know about health care in this life stage. What is the difference between your healthspan and lifespan? How has health care in retirement changed and what are the challenges U.S. individuals face? Why is this important to know even when you are decades cha…
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3 Bold Grownup Money Tips with author Shanna Hocking (Encore)
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The author of One Bold Move a Day, leadership consultant Shanna Hocking shares specific actions we can all take to advance our careers and our financial goals, and invest in peace of mind. For more information, visit the show notes at https://www.bobbirebell.com/podcast/shanna-hocking-encoreBy Bobbi Rebell, Shanna Hocking
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71: She Did It! Real Retirement Stories with Gretchen "G-Rex" Schoser
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Get ready for an inspiring conversation with tech retiree and podcast host, Gretchen Schoser. Gretchen, aka G-Rex, invites us into her world to talk about trading tech for a mic, her journey toward retirement, and the mental health battles she’s faced along the way. Tune in as she unpacks her new podcast, “Sh!t That Goes On In Our Heads,” which she…
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Grownup Money Zen and finding your enough with Manisha Thakor
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Author Manisha Thakor returns to the podcast to share insights from her new book Money Zen: The Secret to Finding Your Enough. For more information, visit the show notes at https://www.bobbirebell.com/podcast/Manisha-ThakorBy Bobbi Rebell, Manisha Thakor
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Will the current working generations retire the word "retirement"? What might that look like? How will retirement look different for Gen X, millennials, and Gen Z compared to Boomers? Bill and Anastasia discuss how increasing longevity will impact retirement and provide practical strategies for how to prepare yourself for this evolution. Bill gives…
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Grownups will own nothing with author Carol Roth
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Carol Roth, shares how a seemingly simple premise from the World Economic Forum, that we will own nothing and be happy, could become a reality. We discuss the potential impact and consequences of owning nothing on wealth and financial independence. For more information, visit the show notes at https://www.bobbirebell.com/podcast/carol-roth…
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70: Women, Retirement, and the Lessons of Behavioral Finance
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“The human brain is actually wired to trip us up, to shoot ourselves in the foot when it comes to money and investing. A little bit of self-examination can help pull us out of these knee-jerk reactions.” Prepare for a knowledge voyage as our hosts Stephanie McCullough and Kevin Gaines redefine retirement for women, bringing insights from behavioral…
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How to get paid for jobs you would (and sometimes do) do for free with author Estelle Erasmus
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Do you love your job so much you would do it for free? Writing coach Estelle Erasmus, author of “Writing That Gets You Noticed” shares how she transitioned from passion to profit as a writer, and how we can get paid for what we love as well. For more information, visit the show notes at https://www.bobbirebell.com/podcast/Estelle-Erasmus…
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