The Accomplished Woman with Cathy Mendell

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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