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

In this episode of the Midlife Money Gal Podcast, Stephanie discusses smart sane money moves now for managing your nest egg through volatile markets caused by the coronavirus pandemic. Learn more at https://midlifemoneygal.com/42

In light of the current uncertainty, this week's episode includes a few of my personal tips to help you remember to breathe and focus on what matters most. https://midlifemoneygal.com/

In light of the current global state of affairs, I wanted to share some thoughts and help put into perspective what we are experiencing. Learn how to stay prepared but also keep your perspective during this challenging time. Show notes at https://midlifemoneygal.com/40

Today's episode is a rebroadcast of a popular past episode covering this evergreen topic on surviving stock market volatility. When markets go down it can be difficult and sometimes downright painful to endure. Stephanie shares her insights on how and why to think like a long-term investor and how to stay level headed during times of short-term volatility. Show notes at https://midlifemoneygal.com/12

The LGBTQ Series: Many LGBTQ couples are marrying for the first time in midlife. In this episode, Stephanie shares the "pro" financial benefits of LGBTQ marriage as well as a few minor "cons" to consider before taking the plunge. Show notes at https://midlifemoneygal.com/38

The new SECURE Act (Setting Every Community Up for Retirement Enhancement) quietly became law at the end of 2019. In this episode, Stephanie highlights the important changes that could significantly affect your retirement planning. Show notes at https://midlifemoneygal.com/37

In this episode Stephanie shares insights from the brand new 2020 HRC Corporate Equality Index update. Learn how we can leverage this index as a community and have a greater impact through our purchasing and career decisions! Show notes at https://lgbtqmidlifemoney.com/hrc100

It's a new year, and we are beginning the year with U.S. markets at an all-time high. January is a good time to review your portfolio mix. Markets are unpredictable and it can be dangerous to try and time them. In this episode Stephanie give 4 prudent portfolio rules to follow so that you can continue participating in the growth of the markets but also manage your risk effectively. Show notes at https://lgbtqmidlifemoney.com/35

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

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 your beneficiary designations on your financial assets and accounts. Show notes at https://lgbtqmidlifemoney.com/33