Why does money feel so complicated, especially in midlife? Because it is. And yet, as Karen Van Voorhis gently reminds us in this episode, that doesn’t mean it’s impossible—or that we’re behind.
If you’ve ever stared at your pay stub, shrugged at your 401k, or avoided eye contact with your Fidelity login like it’s an ex at the grocery store… this episode is your financial permission slip to get curious, not critical.
Karen Van Voorhis, our favorite no-nonsense, ultra-compassionate financial planner, is back. And she’s bringing the clarity, calm, and a dash of humor to the kinds of money questions that keep us up at night. Roth vs. traditional IRAs, new retirement options inside employer plans, what to do if you’re newly single or starting over in your 50s—she covers it all. And spoiler alert: if you’re not “maxing out” your contributions or don’t even know what you’re contributing… you’re not alone.
We also dig into the emotional side of money—the blame, the shame, and the “why didn’t I know this sooner?” spiral so many of us fall into. Karen V. offers a refreshing reframing: this isn’t a failure—it’s just a chapter. And we can learn this, one month, one question, one login at a time.
💸 For every woman who’s ever felt intimidated by her finances…
💼 For entrepreneurs navigating retirement solo…
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And for anyone who's ever whispered “I probably should know this, but…”—this episode is your soft place to land.Pour a drink (even if it’s cranberry ginger ale) and join us for a conversation full of real talk, relief, and a few laughs about the big, messy topic of money in midlife. Your future self will thank you.
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Karen Van Voorhis
Director of Financial Planning
Daniel J. Galli & Associates
🍸☕ What We Were Drinking:
Modello Beer
Michael David Petit Petit
Ginger Ale w/Cranberry Juice
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✨ Karen Shatafian – www.karenshatafian.com
✨ Lisa Corricello-McDowell – www.nextlevellifewithlisa.com