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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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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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When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
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Insights are integral to the growth of your business. Those that are not collecting, analyzing and above all integrating consumer insights will fall behind competitors who are learning about how to better serve their customers. Every episode, we speak with an insights leader from one of the world’s leading brands to hear how they’re integrating consumer insights into strategy to move the business forward.
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Welcome to the Healthcare Executive Insights Podcast! Our mission is to deliver powerful stories and experiences from healthcare executives across the country, that represent many different healthcare organizations. We strive to create an open dialog around growth strategies, innovative technologies, and common challenges within healthcare. Tune in today to learn how other healthcare leaders are blazing new trails and helping take their organizations to the next level!
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Pure Nurture Pregnancy and Birth

Kristy Rodriguez - Parents On Demand Network

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New, expectant or aspiring mama? You’ve come to the right place. Learn from holistic health experts—and moms like you—about the importance and how-tos of self-care in a mind-body approach to pregnancy, birth and motherhood.
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"We will never solve the feminization of power until we solve the masculinity of wealth." - Gloria Steinem. On this podcast, we're going to call out those ways that women are consistently left behind financially. But most importantly, how women can help themselves. Join hosts Barbara Provost & Maggie Nielsen as they help you navigate the ins and outs of financial independence so that you can be financially fearless. They'll connect you with helpful resources and compelling stories from women ...
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Speaking Of Wealth with Jason Hartman

Jason Hartman with Dan Millman & Pat Flynn

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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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“Age is just another journey that we need to learn to love and embrace, and see as the gift it is!” Our hosts Stephanie McCullough and Kevin Gaines are joined by Ande Lyons, host of the Don't Be Caged by Your Age podcast. She’s redefining what it means to thrive after 65, and teaches us how to combat ageism at every level—whether it's institutional…
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Send us a text Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has…
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The world of insights is continuously expanding. But what does that mean for insights professionals? And what skills do you need to stay ahead as the industry evolves? In this episode, we dive deep into these topics with Bipul Markan, Head of Research and Insights MENA at Assembly Global. He encourages insights leaders to broaden their capabilities…
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Summary In today's episode I'm thrilled to get to have conversation with the author of the brilliant book Creating Your Encore Career, Dr Michelle Prince Michelle is a global leadership coach, HR technology advisor, human capital consultant and author. A certified leadership coach since 2006 with a doctorate in management and organizational leaders…
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“Most pre-retirees and retirees need and want help with the critical retirement decisions they face, but they’re not always certain where to find it.” Is your retirement plan only scratching the surface? Our hosts Stephanie McCullough and Kevin Gaines uncover the common pitfalls that have kept retirees unprepared for the realities of their post-wor…
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Want to elevate your career in insights? Start thinking like a toddler. In this episode, we're joined by Sean McCullough, Sr. Brand Insights Manager for Coors Family of Brands, Imports, Economy, Non-Alc, & Whiskey at Molson Coors. Sean discusses how he takes inspiration from the world of insights and beyond to continuously cultivate his sense of cu…
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Summary Today’s conversation is a first for my podcast in that I welcome back a previous guest! And I couldn't think of having my first repeat guest as anyone better that the brilliant George Kinder! George was previously on the show in episode 20 where we discussed Life planning and how to light the retirement torch. For those that don't know, Geo…
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Send us a text Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about investing. He…
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Summary Today’s conversation is with retirement investing, income planning and life satisfaction expert, Michael Finke Michael is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in …
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"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth." Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She’s spent over 15 years coaching people to get from where they are to where they want to be. It’s a passion that finds i…
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Insights isn’t a standalone discipline. The more you work in concert with other areas of the business, the more likely you are to deliver on consumers wants and needs. In this episode, we’re joined by Tara Kenneway, Senior Brand Strategist and Insights Manager at T-Mobile, as she explores how to build insightful brands through an interdisciplinary …
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Send us a text We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align …
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This is the Healthcare Executive Insights Podcast presented by The Macallan Group. In this episode, Albert Katz, CEO & Co-Founder of Flagler Health, explores how their AI solutions are transforming musculoskeletal clinics by enhancing patient care and operational efficiency. Flagler Health's innovative AI tools streamline patient triaging and sched…
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“We believe that a simpler financial life, a less fraught financial life is one where you align your dollars with what's most important to you, with the life you want to lead, with your values.” - Stephanie Have you ever found yourself asking if the perfect moment to retire will ever come? Or whether you’ll even have enough to live on when that mom…
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Summary Money and happiness expert Ken Honda is a bestselling self-development author in Japan, with book sales surpassing eight million copies since 2001. His first English language book, “Happy Money: The Japanese Art of Making Peace With Your Money” (June 2019, Simon & Schuster), is an international bestseller. His new novel is “True Wealth – 9 …
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Send us a text Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money sto…
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“Think about practicing for retirement long before you get there.” -Mary Jo Hoffman Our hosts Stephanie McCullough and Kevin Gaines sit down with aeronautical engineer-turned-artist Mary Jo Hoffman. Renowned for her captivating photography project, Still, Mary Jo shares her extraordinary journey from a 17-year career as a scientist into becoming a …
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Summary Suzi is a certified co-active coach and has made it her mission to understand the process of personal and professional transitions and the challenges that come with them. She is passionate about working with clients to help see them through and make a pathway for the life the want to experience In our conversation Suzi encourages people pla…
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Send us a text In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, c…
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Summary David is Managing Director, Portfolio Manager, and Head of Retirement Research for PGIM DC Solutions. In this role, he develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. Prior to joining PGIM he was the Head of Retirement Research for Morningstar Investment Management LL…
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“It wasn't nearly as traumatic for me as I was expecting it to be. I was a little concerned about how I would transition from having to get up and having that routine to creating a new one.” - Sharon Welcome to another edition of Real Retirement Stories - a series of Take Back Retirement. Our hosts Stephanie McCullough and Kevin Gaines chat with Sh…
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Send us a text We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to…
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“Are we asking the right questions? Are we asking the right people? Are we asking in the right context and at the right time?” In this episode, we are joined by Global Head of Consumer Insights and Customer Experience Jascina Simeon who firmly believes that consumers do know what they want, as long as insights professionals are asking the right que…
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“Each dollar today buys less than the same dollar did 10 years ago. Which is why a lot of financial advisors are so focused on helping clients grow their money over time. It's not to become wealthy and die with the most money, it's because the cost of living goes up over time.” - Stephanie Our hosts Stephanie McCullough and Kevin Gaines demystify t…
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Summary Today’s conversation is with the Dr of Happiness, Dr Andy Cope. Andy is a wellbeing expert, best-selling author and in his words a recovering academic. He specialises in positive psychology and the science of human flourishing. The reward for grinding out his Loughborough PhD is that he gets to call himself a Dr of Happiness. If you put the…
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Send us a text Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. Gaby has a powerful …
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This is the Healthcare Executive Insights Podcast presented by The Macallan Group. In this episode, we speak with Will Vanderveer, CEO at Redefine Healthcare, and explore how Redefine Healthcare is revolutionizing the landscape for independent physicians. Unlike traditional management service organizations (MSOs), Redefine Healthcare operates witho…
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How can you maximize the impact of your insights while working in an imperfect world? Bonnie Chiurazzi, Director of Market Insights at Glassdoor, joins us to share how her transition from CPG to tech has shaped her rigorous approach to market research. She also explores the best practices for leveraging research methodologies in real-world contexts…
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In an interview with Jason Hartman, Keith Butcher, founder of Butcher Joseph, discusses business succession and Employee Stock Ownership Plans (ESOPs). With many business owners approaching retirement, ESOPs offer a tax-efficient way to transition ownership to employees. This model enhances employee retention and loyalty, providing long-term retire…
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About Stephanie 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 the…
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“If the average life expectancy for a woman is around 86, 87, fully 50% of women live longer than that. So, you can't plan just to age 87.” Can a simple quiz change the way you think about retirement? Our hosts Stephanie McCullough and Kevin Gaines uncover the hidden gems (and not-so-shiny stones) within retirement planning quizzes and surveys, esp…
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Summary Jamie was a professor at The American College and Director of the New York Life Center for Retirement Income. He is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, “Rewirement: Rewiring The Way You Think About Retirement,” details the behavioral finance issues that hold p…
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“Insights aren’t just for marketing. They’re for the whole business”. And that’s precisely why it’s essential to be a business intelligence expert. In this episode, Nick Rich, Group VP Insights & Analytics, ex-InterContinental Hotels Group/Carlsberg, shares the importance of building capabilities and competencies around problem-solving, developing …
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Send us a text Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her books Br…
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Summary Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and…
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“Human beings going into retirement will find every excuse to not spend their money” - Dan Haylett Our hosts Stephanie McCullough and Kevin Gaines sit down with financial advisor Dan Haylett. As the host of the “Humans Vs Retirement” podcast, Dan tells us how he inspires retirees to grab life by the horns and experience true wealth in their later y…
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Send us a text Our guest today is Stephanie McCullough, founder and financial planner with Sofia Financial. She specializes in helping women over 45 navigate their financial futures. With over two decades of experience, she brings a wealth of knowledge to the table and is a true advocate for women becoming financially fearless. In our conversation …
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Uncertainty or opportunity? It’s only a matter of perspective. Drawing upon a wealth of experience in leveraging secondary research foresights, Stephanie Hutchison, Principal Divisional Strategy Consultant at Health Care Service Corporation, joins us to explore the opportunities in the future of the insights industry and share how insights professi…
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"Dad, you trusted me with everything. I'm trusting you with the truth.” -Nancy May Our hosts Stephanie McCullough and Kevin Gaines sit down with Nancy May, who drops some real truth bombs relating to eldercare and supporting aging parents and relatives. Nancy’s personal journey sheds light on the complexities and sacrifices involved in this critica…
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