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Retirement Money Gal - Helping Women Retire Smart, Secure, and Happy

Dec 13, 2019

In this episode, Stephanie provides a practical framework for setting realistic goals and making true progress toward accomplishing those goals over the next year. Show notes at https://lgbtqmidlifemoney.com/34


Dec 6, 2019

When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating...