Best Retirementsavings Podcasts (2025)

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Why Gratitude is the Ultimate Currency: Your Messages of Abundance & Thanks 27:10

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1h ago27:10

27:10

It's our favorite tradition of the year! In this special holiday episode, we step away from the spreadsheets and stock charts to focus on the "mental game" of money: Gratitude. We believe that an Abundance Mindset is critical for financial success. When you appreciate what you have, you make better spending decisions, feel less financial stress, an…

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126: Retiring Gen X Style: From Anxiety to Action with Kerry Hannon and Janna Herron 43:44

8d ago43:44

43:44

"This is a generation that is incredibly scrappy. This is a generation that gets it done. We actually know how to find the resources when we need to." – Kerry Hannon Our hosts, Stephanie McCullough and Kevin Gaines, welcome Kerry Hannon and Janna Herron, co-authors of "Retirement Bites: A Gen X Guide to Securing Your Financial Future," for a candid…

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The Invisible Costs: Why Cognitive Biases (Not Math) Are Ruining Your Financial Decisions 28:31

12d ago28:31

28:31

Don't let your emotions and 'mental shortcuts' sabotage your financial future. This is the essential deep-dive into the Invisible Costs of Cognitive Biases and the behavioral finance secrets that cost millennials thousands in lost savings and poor investing decisions. If you know the basics of personal finance but still struggle with execution, thi…

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125: Incremental Steps, Lasting Impact: How Small Changes Lead to Financial Success with Meg Wheeler, CPA 41:06

11d ago41:06

41:06

"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts Stephanie McCullough and Kevin Gaines sit down with Meg Wheeler, CPA and founder of the Equitable Money Project, who's on a mission to demolish the shame surrounding money conversat…

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Bubbles & Chatbots: What You Really Need to Know About AI in 2025 31:50

22d ago31:50

31:50

Artificial intelligence is evolving at lightning speed, but how do you separate innovation from the hype? And what does any of this mean for your daily life, your privacy, and your investment decisions? In this episode, we break down the biggest AI breakthroughs since our last update and explore how everyday people can use chatbots without feeling …

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124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones 43:35

24d ago43:35

43:35

"It is never too late to start something new and to put your energy into something that you've loved your whole life, but you've never had time to focus on." Our hosts, Stephanie McCullough and Kevin Gaines, explore the strategic path to entrepreneurship in midlife with the Corporate Escape Sherpa herself, Tabatha Jones! After 30 years in corporate…

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From Scarcity to Success: The Neuroscience of Financial Confidence with John Longhill 27:42

1M ago27:42

27:42

What if the biggest barrier to financial success isn't your income, but your mindset? In this episode, we sit down with John Longhill, a certified NeuroChange Solutions consultant who teaches Dr. Joe Dispenza's Change Your Mind – Create New Results program. John helps people understand the neuroscience behind their thoughts, how past experiences an…

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123: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer 50:39

2M ago50:39

50:39

"You don't build courage by avoiding what you're afraid of. You build courage by moving through it." -Diane Gansauer Our hosts, Stephanie McCullough and Kevin Gaines, explore an extraordinary midlife reinvention with Diane Gansauer, who traded a high-profile government position for one of the few full-time funeral celebrant roles in the United Stat…

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National Debt Update: How We Got Here and What Comes Next 23:52

2M ago23:52

23:52

The U.S. national debt has surged to record highs, crossing $38 trillion and counting. What does that really mean for the U.S. economy and our financial future? In this episode, we revisit the topic of America's debt since our discussions in 2020 and 2023 and explore how we got here, what potential solutions exist, and most importantly, what you ca…

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122: Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris 44:24

2M ago44:24

44:24

"Comedy is power because when you make people laugh, you make people listen." -Lynn Harris Our hosts, Stephanie McCullough and Kevin Gaines, explore the unexpected world of midlife comedy careers with Lynn Harris! She's the founder of Gold Comedy, a comedy school and professional network specifically designed for women and non-binary creators seeki…

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Beyond Stocks & Bonds: Understanding Alternative Investments 29:20

2M ago29:20

29:20

Alternative investments (also known as "alts") are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals? In this episode, we break down everything you need to know about alternative investments. We'll explain what qualifies as an alt, how t…

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121: Radical Transparency: Diane di Costanzo's Real Retirement Story 41:00

3M ago41:00

41:00

"Stop stopping. If something is stopping you from doing this thing you know you should do, just stop stopping." - Diane di Costanzo Former Chief Content Officer and Financial Journalist Diane di Costanzo proves it's never too late to take control of your financial future! Our hosts, Stephanie McCullough and Kevin Gaines, chat with her in this inspi…

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Money Smarts & Mindset: Financial Confidence with Jenny Groberg 42:26

2M ago42:26

42:26

In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, financial educator, and mom of five. We discuss how personal and business finances differ (and why it matters), h…

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120: Women, Retirement, and the Lessons of Behavioral Finance (rerun) 31:57

3M ago31:57

31:57

"The human brain is actually wired to trip us up, to shoot ourselves in the foot when it comes to money and investing. A little bit of self-examination can help pull us out of these knee-jerk reactions." Prepare for a knowledge voyage as our hosts Stephanie McCullough and Kevin Gaines redefine retirement for women, bringing insights from behavioral…

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When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement 28:43

3M ago28:43

28:43

Are you still helping your adult children financially while also trying to plan for your own retirement? You're not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging more than $7,000 a year. In this episode, we explore how today's financial landscape is shifting parenthood late…

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What History Teaches Us About the Future of the U.S. Economy 30:17

3M ago30:17

30:17

Is America on the decline, and what does that mean for your financial future? In this thought-provoking episode, we unpack key ideas from billionaire investor Ray Dalio's Principles for Dealing with The Changing World Order: Why Nations Succeed and Fail and explore how rising global powers, growing debt, and historical cycles could reshape the econ…

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119: Redefining Success and Identity After 50 with Deborah Heiser 41:44

4M ago41:44

41:44

"Generativity. Think of it as generating something from yourself and putting it into the world." Our hosts, Stephanie McCullough and Kevin Gaines, explore the positive side of aging with Dr. Deborah Heiser, an applied developmental psychologist who pivoted from studying depression and Alzheimer's to researching what we actually have to look forward…

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What the One Big Beautiful Bill Act Means for Your Wallet 36:23

4M ago36:23

36:23

What's the One Big Beautiful Bill Act and why is it making U.S. headlines? In this episode, we break down this new major tax law and explore how it affects financial planning for individuals, families, business owners, and retirees. From changes to deductions and the SALT cap, to new opportunities for saving and investing, we'll discuss what's in t…

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118: Reclaiming Life: Lessons from a Gray Divorce Survivor with Pat Fenner 42:12

4M ago42:12

42:12

"What I really was grieving was the loss of what I'd hoped my marriage would have been." – Pat Fenner Our hosts, Stephanie McCullough and Kevin Gaines, sit down with author and podcaster Pat Fenner, who shares her powerful journey through "gray divorce"—divorce that happens to women over 50, typically after a decade or more of marriage. After 37 ye…

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The Psychology of Spending: What Actually Makes Us Happier? 30:13

4M ago30:13

30:13

Can money actually buy happiness? In this episode, we explore the surprising science behind happier spending, based on insights from the book Happy Money by Elizabeth Dunn and Michael Norton. We dive into five key principles—like buying experiences instead of things, making indulgences rare, and investing in others—to help you make financial decisi…

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117: The Power of Presence: Supporting Those in Grief with Paula Harris 44:20

5M ago44:20

44:20

"'Let me know if you need anything' is one of the most useless things you can say." –Paula Harris Our hosts, Stephanie McCullough and Kevin Gaines, sit down with financial advisor and author Paula Harris, who shares practical insights on how to support someone grieving the loss of a spouse. Drawing on years of experience working with widowed client…

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Financial Misinformation: How to Protect Yourself from Bad Advice 27:29

5M ago27:29

27:29

In today's digital age, financial misinformation is everywhere, especially on social media platforms like TikTok, Instagram, and YouTube. In this episode, we're diving into the growing problem of financial misinformation online and how it can seriously impact your financial future. Join us as we discuss what financial misinformation is, how common …

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116: Reimagining Your Next Chapter: Longevity, Intention, and the Power of Yes with Allison Davis 41:38

5M ago41:38

41:38

"Body work, brain work, and world work - all longevity habits fit into those three categories." -Allison Davis When author and naturopath Allison Davis turned 60, she didn't accept it as the "gateway to old age"—she saw it as a turning point. Our hosts, Stephanie McCullough and Kevin Gaines, talk with Allison about her transformative journey and he…

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Your Financial Mindset: A Re-Release 20:07

6M ago20:07

20:07

What if your biggest financial obstacle isn't your income or expenses, but your mindset? In this re-released episode, we're revisiting one of our most popular conversations. Originally recorded in 2020 as a follow-up to our discussion on having an abundance mentality, this episode explores how your thoughts, beliefs, and emotions around money can d…

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115: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright 41:22

6M ago41:22

41:22

"There is not good or bad with money" Our hosts, Stephanie McCullough and Kevin Gaines, sit down with financial therapist Wendy Wright to unpack the emotional complexities that often underlie our financial behaviors. Wendy believes that money issues aren't just math problems—they're emotional ones too! Rather than focusing on dollars and cents alon…

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From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business 32:12

6M ago32:12

32:12

Ever thought about leaving your 9-to-5 and building a business of your own? In this episode, we sit down with co-host and seasoned entrepreneur Bill Taber to explore what it really takes to succeed as a small business owner. With over 25 years of experience running a successful Registered Investment Advisory (RIA) firm, Bill shares hard-earned less…

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114: Child-free Estate Planning: Picking the Right People for Key Roles - and What to do if You are Picked! with Patricia De Fonte 54:40

6M ago54:40

54:40

"Usually, people are not trying to kill you or keep you alive for nefarious reasons, unless you're very old and very rich and very mean." -Patricia De Fonte When most people think of estate planning, they imagine dividing assets among children or a spouse—but Patricia De Fonte, founder of De Fonte Law, offers a broader and deeper perspective. Our h…

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All About Roth: How It Works, When to Contribute, and Advanced Strategies 29:34

6M ago29:34

29:34

Confused about Roth accounts? You're not alone. In this episode, we're breaking down one of the most important—and misunderstood—topics in retirement planning in the U.S. We'll walk through the key differences between Roth and Traditional accounts, income limits for Roth contributions, and how Roth 401(k)s compare to Roth IRAs. You'll also learn wh…

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113: Side Hustle or Second Career? Navigating Midlife Entrepreneurship with Shannon Russell 46:53

7M ago46:53

46:53

"Do your research. Do your planning yourself until you get that confidence to project it to the world, and whatever they say will bounce off your armor because you know you're doing the right thing." -Shannon Russell Thinking about trading your day job for a business of your own? You're not alone—and you're not crazy. Our hosts, Stephanie McCulloug…

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AI in 2025: What's New, What's Next, and What It Means for You, Part Two 22:15

7M ago22:15

22:15

Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it's becoming embedded in our everyday lives, and what you can do to stay…

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112: Navigating Family Wealth Transfers: Emotional Intelligence and Effective Communication with Jill and Sean Maher 51:37

7M ago51:37

51:37

"We're talking about giving space to practice. Not only practice the relationships but also practice managing money." -Sean Maher Most people plan their estate down to the last dollar, but forget to prepare for the emotional fallout that almost always comes from a lack of proper communication between family members. Our hosts, Stephanie McCullough …

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AI in 2025: What's New, What's Next, and What It Means for You, Part One 22:30

7M ago22:30

22:30

Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it's becoming embedded in our everyday lives, and what you can do to stay…

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111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick 42:36

8M ago42:36

42:36

"In a blended family, fairness and mutual understanding are key, especially when navigating the complexities of prenuptial and postnuptial agreements." -Donna Kendrick Navigating love after loss or divorce comes with a host of emotional and financial complexities, especially when blending families. Our hosts, Stephanie McCullough and Kevin Gaines, …

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What Now? Navigating Job Loss and Industry Disruption 31:54

8M ago31:54

31:54

In this episode, we talk about how to take control after a job loss and make smart decisions for your financial future and career. We discuss what to do in the immediate aftermath, including addressing the emotional impact of job loss and what key financial steps to take. You'll also hear practical advice on how to start planning your next move, es…

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110: Navigating the Complexities of Aging: Proactive Planning for Seniors and Families with Jill and Steve Marshall 54:01

8M ago54:01

54:01

Our hosts Stephanie McCullough and Kevin Gaines sit down with Steve and Jill Marshall of Silver Path Consulting to discuss all things future care, from housing, to finance, to family support. Jill and Steve lament the current lack of societal preparedness for a growing senior population, often referred to as a "silver tsunami" that's growing bigger…

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Should I Have Kids? Expert Insights on Emotional and Financial Preparedness – with Ann Davidman 32:29

8M ago32:29

32:29

In this insightful episode, we tackle one of life's most consequential decisions: "Should I Have Kids?" with the help of our special guest, Ann Davidman—a seasoned marriage and family therapist from the San Francisco Bay Area. Together, we delve into the process of choosing or not choosing parenthood, and the role of financial readiness. Whether yo…

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Baby Finances 401 4:27

9M ago4:27

4:27

Welcome to a very special episode of our podcast! We're taking a break from our usual deep dives into personal finance to explore a fun, unconventional perspective—through the eyes of Anastasia's toddler daughter (and Bill's granddaughter). We'll skip over the advanced classes in baby finances and jump straight to Baby Finances 401, where we ask th…

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109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning 46:41

9M ago46:41

46:41

Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life? Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from fellow Financial Planner at Sof…

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From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two 39:18

9M ago39:18

39:18

Welcome back to our March series on well-being, inspired by Yale's renowned Science of Well-Being course by Professor Laurie Santos. In our last episode, we debunked common myths about happiness and explored how our brains sometimes lead us astray in our pursuit of joy. In Part Two, we're making it practical by delving into research-backed strategi…

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What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One 32:38

9M ago32:38

32:38

Welcome to our March series on well-being, inspired by Yale's renowned Science of Well-Being course by Professor Laurie Santos. In this first episode, we dive into the core misconceptions about happiness and explore how our minds can sometimes trick us into chasing the wrong goals—like believing that a promotion or more money will automatically bri…

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108: Retire on Your Own Terms – Or Don't! (rerun) 18:40

9M ago18:40

18:40

There is no one right way to retire. Even if you don't do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don't. In this episode, we're Taking Back Retirement by redefining the old image and definition of this phase of life. Our hosts Stephanie McCullough and Kevin …

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Regulating Emotions During Jumpy Markets: A Re-Release 19:37

10M ago19:37

19:37

Welcome back to the podcast! In this re-released episode, we revisit one of our most popular discussions—"Regulating Emotions During Jumpy Markets"—with fresh context for 2025. With the U.S. stock market at all-time highs and investment returns in 2023 and 2024 rivaling those of the dot-com boom, our conversation on market volatility has never been…

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107: Exploring the Psychology of Retirement with Dr. Meir Statman 56:37

10M ago56:37

56:37

"It's nice to get millions when you're 65, but wouldn't it be better if you gave [your children], say, 10s of 1000s when they are in their 20s and 30s?" -Meir Statman Our hosts, Stephanie McCullough and Kevin Gaines, are joined by world-renowned behavioral finance expert Dr. Meir Statman to explore the intricate dance between human behavior and fin…

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106: What Women Need to Know About Bitcoin with Marianne Borneman 59:03

10M ago59:03

59:03

Picture a world where your money isn't controlled by any government, but rather exists in the form of digital code. That's the idea behind Bitcoin and cryptocurrency, where freedom meets cryptography, and transactions are recorded transparently on a blockchain. But we get it–to those looking to add cryptocurrency to their portfolio, the subject of …

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Finances and Forever: Building a Strong Foundation for Marriage - with Rev. Dr. Scott Paczkowski 42:36

10M ago42:36

42:36

Thinking about getting married? Before saying "I do," it's crucial to have honest conversations about communication, finances, and long-term goals to build a strong foundation for your marriage. In this episode, Rev. Dr. Scott Paczkowski, senior pastor at Westminster Presbyterian Church in Des Moines, IA, joins us to share his insights from years o…

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All About Tariffs: What They Are and Why They Matter to You 30:34

11M ago30:34

30:34

Tariffs—what are they, and why do they matter to you? In this episode, we break down the basics of tariffs, explaining why governments use them and how they impact everything from the price of everyday goods to job opportunities. If you're wondering whether certain products will get more expensive or how global trade policies affect your financial …

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10 Tiny Tweaks That Will Transform Your Budget in 2025 35:33

11M ago35:33

35:33

Start your financial year off right! In this episode, we review how our budgets went in the last year, what we learned, and what we want to focus on in the next year. We'll also explore why focusing on small tweaks—not massive overhauls—is the key to long-term success, and reveal ten simple adjustments you can make to improve your budget and save m…

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105: Why Money Conversations are Crucial and How to Have Them, with Kathleen Burns Kingsbury 46:32

11M ago46:32

46:32

"It really does cost us in terms of our ability to learn about money, embrace failure, the mistakes that we made and we learn from them, to actually get closer to the people in our lives, whether that is our adult children, whether that's a partner, whether that's a friend. So there's a lot of ways in which money silence kind of keeps us locked up …

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Understanding the 4 Levels of Wealth: Where Do You Stand and How Can You Level Up? 27:32

12M ago27:32

27:32

Are you ready to take control of your financial future? In this episode, we're breaking down the four levels of wealth—a powerful framework that can help you understand where you stand financially, where you want to go, and how to get there. Whether you're just starting out, working toward financial independence, or dreaming of reaching elite level…

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Listener Reflections: Gratitude and the Abundance Mindset 27:00

12M ago27:00

27:00

In this special episode, we're revisiting one of our favorite annual topics: gratitude. It's no secret that practicing gratitude can lead to a happier and more fulfilling life—but did you know it can also play a key role in building wealth? Join us as we reflect on the year 2024, share heartfelt messages of gratitude from our listeners, friends, an…