Retirement should be a reward, not a source of stress- but for many women, it’s filled with uncertainty. Have I saved enough? How do I make my money last? What happens if the market drops?
In this episode of The Accomplished Woman Podcast, Cathy Mendell, founder of Theia Financial and a certified financial fiduciary, breaks down a simple formula to help you answer the big question: Will your money last?
Cathy will share the story of a client, Stacy, a nurse on the brink of retirement, who- like many women- felt overwhelmed by all the what-ifs. Tune in as she walks you through the key numbers you need to know to turn your savings into a steady, reliable income.
Grab a pen and paper and take the first step toward a more confident retirement!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:13 – Meet Stacy: A typical client
4:10 – The 4 key numbers for this formula
4:44 – Assets and guaranteed income sources
8:17 – Anticipated retirement expenses
12:30 – Calculating your gap and retirement readiness
17:07 – The importance of a comprehensive plan
Resources mentioned today:
Income/Expenses Calculator: https://theiafinancial.com/planning-calculator/
4 Eye-Opening Fundamentals Download: https://theiafinancial.com/downloadable-books/
Schedule an Explore Meeting: https://theiafinancial.com/contact/
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Resources & Ways To Connect:
📌 Visit Our Website → TheiaFinancial.com
📞 Get in Touch with Our Team → Contact Us
🗓 Schedule Your No-Cost Consultation → Book Here
📚 Download Our No-Cost Books → Access Here
🧮 Income/Expenses Calculator → Click Here
🎥 Cathy on TV → Watch Here
🔴 Subscribe on YouTube → @TheiaFinancial
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