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Take Back Retirement Take Back Retirement Stephanie McCullough & Kevin Gaines The Daily Aus The Daily Aus The Daily Aus Colitis Unfiltered Colitis Unfiltered Franck Tabouring AFL Daily AFL Daily AFL Pe. João Carlos - Meditação da Palavra Pe. João Carlos - Meditação da Palavra Padre João Carlos, SDB Machtfragen - Das sicherheitspolitische Update Machtfragen - Das sicherheitspolitische Update NDR Info Politics At Sam and Anne's Politics At Sam and Anne's Sky News Nats Chat Nats Chat Mark Zuckerman & Al Galdi, Blue Wire Cincinnati News Today | 2 Min News | The Daily News Now! Cincinnati News Today | 2 Min News | The Daily News Now! The Daily News Now! Wilmington News Today | 2 Min News | The Daily News Now! Wilmington News Today | 2 Min News | The Daily News Now! The Daily News Now! Retro Day One Retro Day One Erem Boise News Today | 2 Min News | The Daily News Now! Boise News Today | 2 Min News | The Daily News Now! The Daily News Now! Moving Markets Moving Markets Julius Baer Golden State With Mates Golden State With Mates Peter O'Keefe Locked On Pacers - Daily Podcast On The Indiana Pacers Locked On Pacers - Daily Podcast On The Indiana Pacers Locked On Podcast Network, Tony East Washington Nationals News Today | 2 Min News | The Daily News Now! Washington Nationals News Today | 2 Min News | The Daily News Now! The Daily News Now! The Mysteries Of Derlin County The Mysteries Of Derlin County Brandon Histoires de Musique Histoires de Musique France Musique Duhovna misel Duhovna misel Tadej Sadar HERE COMES THE BACKKLASH HERE COMES THE BACKKLASH produced by @DJPOOLHOUSE for backklash Into The Parabnormal Into The Parabnormal Jeremy Scott The Blodgett Show The Blodgett Show Christopher Blodgett Norrtälje 400 år Norrtälje 400 år Norrtälje 400 år Kafa Radyo Podcast Kafa Radyo Podcast Kafa Radyo Fatto in casa da Benedetta Fatto in casa da Benedetta Benedetta Rossi Kansas City News Today | 2 Min News | The Daily News Now! Kansas City News Today | 2 Min News | The Daily News Now! The Daily News Now! My Worst Date My Worst Date My Worst Date Podcast LLC This Might Get Weird This Might Get Weird This Might Get Weird Making Data Simple Making Data Simple IBM Big Data & Analytics Hub Cover 3 College Football Cover 3 College Football CBS Sports Relationsh!t Podcast Relationsh!t Podcast Marko & Steve Three & 1/2 Gentlemen Three & 1/2 Gentlemen Three & 1/2 Gentlemen Salad With a Side of Fries  Nutrition, Wellness & Weight Loss Salad With a Side of Fries Nutrition, Wellness & Weight Loss Jenn Trepeck Podcast með Sölva Tryggva Podcast með Sölva Tryggva Sölvi Tryggvason Pathway to Victory Pathway to Victory Dr. Robert Jeffress Greg Laurie: A New Beginning Greg Laurie: A New Beginning Greg Laurie Beach Too Sandy, Water Too Wet Beach Too Sandy, Water Too Wet PodcastOne
Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

138: What Women Need to Know about the Estate and Gift Tax System (Rerun)

July 01, 2026 12:00am 26 min

Today, Stephanie and Kevin cover a topic that can often get confusing for many people: the estate and gift tax system. This is different from the income tax system, and both are federal tax systems that everyone needs to...

137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon

June 01, 2026 12:00am 48 min

"Take charge. Your retirement is your time." Our hosts, Stephanie McCullough and Kevin Gaines, sit down with Dr. Andi Simon, corporate anthropologist and author of Rethink Retirement, whose research offers a bracing corr...

136: 10 Things To Do When You're 10 Years Out From Retirement

May 15, 2026 12:00am 35 min

"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward." Our hosts, Stephanie McCullough and Kevin Gaines, sit down to work th...

135: Smarter Social Security: Getting What's Yours Without Panicking

May 01, 2026 12:00am 33 min

"It's all about these different pieces and how they can fit together. And it's not just how they fit together in good ways, but also how they fit together in bad ways." Our hosts, Stephanie McCullough and Kevin Gaines...

134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel

April 15, 2026 12:00am 42 min

"If you are feeling that you are not powerful, you are wrong. You are very powerful just in and of yourself. And in community, it's just multiplied." - Missy Sue Mastel Most people think impact investing is only for the...

133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed

March 30, 2026 12:00am 32 min

"Scammers rely on emotion. If they can catch you in that half second of panic, then they might be able to get you to do something." 41% of American adults have lost money to scams. And that's only those who reported it. ...

132: What's Your Number? (rerun)

March 16, 2026 12:00am 25 min

"You need to come up with your own number, not using someone else's, because your situation is going to be different from someone else... and it's going to change over time, and that's still okay." A lot of folks belie...

131: Back to Basics: Essential First Steps to Taking Control of Your Finances (rerun)

March 01, 2026 12:00am 29 min

"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 Managemen...

130: Planning to Age Well: Life Care, Long-term Care, and Advocacy with Laura Lynn Morrissey

February 16, 2026 12:00am 56 min

"A lot of women feel as though this is 'my role, this is my job, and if I have to ask for help, there's something wrong with me.' It doesn't mean failure. It just means that you're taking care of yourself as well as your...

129: What Women Need to Know About Charitable Giving and Retirement

January 30, 2026 12:00am 36 min

"There are ways to get some more net dollars to the charity, having a smaller financial impact on your own situation. It just takes a little bit of looking at [your financial situation]." Our hosts Stephanie McCullough ...

128: Scripts, Frameworks, and Real Talk: Mastering Money Conversations with Erika Wasserman

January 15, 2026 12:00am 43 min

"My goal in life, my purpose in life, is to spark conversations. And in 2026, my goal is to spark 10,000 financial conversations." -Erika Wasserman Our hosts, Stephanie McCullough and Kevin Gaines, welcome back financia...

127: Conversations That Count: Money, Values, and Clarity with Carl Richards

December 30, 2025 12:00am 36 min

"In a life well lived, there's always going to be more things you may want to do than you can do with time, energy, money, and attention." -Carl Richards Stephanie and Kevin welcome Carl Richards, creator of the iconic ...

126: Retiring Gen X Style: From Anxiety to Action with Kerry Hannon and Janna Herron

December 15, 2025 12:00am 43 min

"This is a generation that is incredibly scrappy. This is a generation that gets it done. We actually know how to find the resources when we need to." – Kerry Hannon Our hosts, Stephanie McCullough and Kevin Gaines, wel...

125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA

December 01, 2025 12:00am 41 min

"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts Stephanie McCullough and Kevin Gaines sit down wit...

124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones

November 15, 2025 12:00am 43 min

"It is never too late to start something new and to put your energy into something that you've loved your whole life, but you've never had time to focus on." Our hosts, Stephanie McCullough and Kevin Gaines, explore the...

123: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer

October 31, 2025 1:00am 50 min

"You don't build courage by avoiding what you're afraid of. You build courage by moving through it." -Diane Gansauer Our hosts, Stephanie McCullough and Kevin Gaines, explore an extraordinary midlife reinvention with Di...

122: Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris

October 15, 2025 12:00am 44 min

"Comedy is power because when you make people laugh, you make people listen." -Lynn Harris Our hosts, Stephanie McCullough and Kevin Gaines, explore the unexpected world of midlife comedy careers with Lynn Harris! She's...

121: Radical Transparency: Diane di Costanzo's Real Retirement Story

September 30, 2025 12:00am 41 min

"Stop stopping. If something is stopping you from doing this thing you know you should do, just stop stopping." - Diane di Costanzo Former Chief Content Officer and Financial Journalist Diane di Costanzo proves it's nev...

120: Women, Retirement, and the Lessons of Behavioral Finance (rerun)

September 15, 2025 12:00am 31 min

"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 ...

119: Redefining Success and Identity After 50 with Deborah Heiser

August 29, 2025 12:00am 41 min

"Generativity. Think of it as generating something from yourself and putting it into the world." Our hosts, Stephanie McCullough and Kevin Gaines, explore the positive side of aging with Dr. Deborah Heiser, an applied ...

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