Retiring brings big choices, and one of the biggest is what to do with your workplace retirement plan. We walk through the most common options, what to consider before making a move, and how to decide what fits your goals and lifestyle.

Women’s financial journeys are often shaped by unique life experiences — from career breaks to caregiving to longer lifespans. Catherine Azeles, CFP®, joins us to explore what truly matters when helping women retire with confidence and peace of mind.

Episode Resources:

Purse-pective: Newsletter & Community for Women

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Send us a note! [email protected]

Disclosures:

Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation."
 
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.

In this episode, we break down three things millionaires do differently when preparing for retirement. We explore simple shifts in planning and behavior that can help you move closer to your retirement goals.

There are a lot of misconceptions about retirement, and believing the wrong ones could impact your future. In this episode, we break down five common retirement myths and uncover the truth behind each one to help you plan with confidence.

In today's digital world, accessing personal information, especially financial data, is easier than ever. In this episode, we talk with Page Adlington, Senior Manager at Charles Schwab, about why protecting your data is a key part of securing your retirement. Together we explore practical tips to help keep your personal and financial information safe. 

Investment fees might seem small, but they can quietly shape your long-term outcomes in big ways. In this episode, we break down the different types of fees, how they impact your retirement, and what you can do to make smarter, more cost-effective investment decisions.

Recent headlines and market swings have left many investors feeling uneasy. In this episode, Brian Graff and Chief Investment Officer Dave Lytle discuss how to navigate turbulent times with confidence and clarity. They cover practical strategies like diversification, rebalancing, and managing risk - plus the common pitfalls to avoid when emotions threaten to derail your long-term plan.

In this episode, we unpack highlights from our Financial Wellness Report, where people of all ages and income levels opened up about their finances. Nearly half said money causes them stress - but four key habits stood out among those who feel confident and less overwhelmed. Tune in as we break down the results and actionable next steps!

Episode Resources
Retirement Roadmap – Download here
Purse-pective: Women's community on money. Join here!

Questions or Feedback:
[email protected]

Compound interest has been called the 8th wonder of the world - and for good reason! In this episode, we break down the magic of this concept, share practical examples, and give actionable tips to help you maximize your savings and investments over time.

In this episode, we explore the significant influence of emotions on investment decisions and how they can ultimately impact our retirement. We discuss common emotional biases such as fear, greed, regret, and excitement, and provide practical tips on managing these emotions to make more rational investment choices.