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

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

By Stephanie Sammons CFP®BusinessInvestingCareers
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Retirement Money Gal - Helping Women Retire Smart, Secure, and Happy episodes

  • [The LGBTQ Series] LGBTQ Charitable Giving Strategies

    The Tax Cuts and Jobs Act of 2018 has impacted charitable giving. You can no longer simply give to your favorite charity and receive an automatic tax deduction unless certain qualifications are met. Listen in as Stephanie shares a handful of strategies that can still allow you to give to your favorite charities AND save money on your taxes. Show notes at https://lgbtqmidlifemoney.com/32

    11 min
  • 5 Savvy Year-End Financial Moves

    The end of the year is a good time to get your financial house in order. In this episode, Stephanie shares 5 year-end financial moves to help you prepare for next year. Show notes at https://lgbtqmidlifemoney.com/31

    21 min
  • The Perils of Making Assumptions

    In this Midlife Mindset Moment episode, Stephanie shares an insight about the perils of making false assumptions around what other people are thinking or intending. Learn more at https://lgbgtmidlifemoney.com/30

    10 min
  • Watch Out for Year-End Mutual Fund Distributions!

    In this episode, Stephanie shares a "heads up" about year-end mutual fund distributions that may affect your tax situation. Also, the Midlife Mindset Moment for this week is all about getting better at follow through! Show notes at https://lgbtqmidlifemoney.com/28

    20 min
  • The State of Women and Wealth

    In this episode, Stephanie shares eye-opening statistics about the state of women and wealth in the U.S. and what it means for our power, influence, and impact as women today and in the future. Show notes at https://midlifemoneygal.com/23

    15 min
  • 6 Ways to Protect Yourself from a Recession

    Recessions are inevitable and unavoidable. We will always have them, but we can't predict the timing, depth and duration. Although it's not possible to escape a recession, there are some steps you can take to protect yourself and be better prepared when it does occur. In this episode, Stephanie shares 6 ways to protect yourself from a recession. Show notes at https://midlifemoneygal.com/22

    24 min

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

From the publisher's feed

This is the retirement podcast for successful women professionals in their 40s, 50s, and 60s who are high-income earners with retirement as their primary goal. There is a new retirement reality for…