When it comes to retirement, one of the biggest questions circling in people’s minds, especially women and couples approaching their 50s, is: “What if I don’t have enough?”

This is more than just a passing concern. It’s a retirement fear that can keep you up at night. The fear of running out of ...

Divorce can be one of the most emotionally and financially overwhelming transitions in life especially for women over 50 who are thinking about their retirement years. Working with a Certified Divorce Financial Analyst® (CDFA®) or divorce financial expert can bring clarity to the complex financial d...

When it comes to retirement planning, one of the most crucial, yet often overlooked, elements is budgeting. While many people understand the basic idea of budgeting—tracking income and expenses—few realize just how essential budgeting is, particularly for securing a financially stable retirement. In...

Retirement is one of the biggest financial milestones in life. Yet, many people find themselves asking, "Am I ready to retire?" or "How do I know if I can retire?" If you're wrestling with these questions, you're not alone.

This blog post will walk you through the essential factors that determin...

Retirement planning is one of the most important financial journeys you’ll take. Yet, it often comes with uncertainty, confusion, and a lot of questions. How much do you need to retire? Should you pay off debt before saving? How much should you save each month? When should you start taking Social Se...

Welcome to this week’s blog, inspired by my recent podcast episode on how to protect yourself from inflation. This is a topic that continues to dominate conversations. Whether you’re discussing rising prices with friends, hearing about inflation on the news, or seeing its effects firsthand at the gr...

In this episode, we dive into the power of self-coaching in achieving financial security. Many people feel overwhelmed when it comes to managing their money, but with the right mindset and strategies, anyone can create a strong personal finance plan. We discuss the essential steps to coaching yourse...

Are your daily spending habits helping or hurting your financial future? Many people struggle to control spending habits, often wondering, Why do I keep spending money? without realizing how their choices impact long-term goals. In this episode, we explore why self-awareness is important in personal...

Joseph Lombardi, the owner of Iron Hawk Financial, shares an inspiring yet eye-opening story of his journey into the world of financial services. His mission? To educate and empower individuals on leveraging life insurance for long-term financial success and security.

Introduction

In a recent podc...

Financial security starts with understanding where you stand today. In this episode, we dive into the importance of conducting a personal finance audit—an essential step to gaining clarity, identifying gaps, and creating a plan for long-term stability. Whether you're preparing for retirement or simp...

In this eye-opening episode, I speak with Freddie Rapina, founder of Opta Financial, about his unique perspective on wealth building through the lens of board games. Freddie introduces the concept that there are two distinct financial games people play: "checkers" (the traditional approach of saving...

In this episode of the Wealthy After 40 podcast, we’re talking about what you need to know to get ready for retirement. This is foundational information, so I’ll keep it simple and avoid overwhelming you. If you haven’t already, be sure to download the Retirement Readiness Checklist, which summarize...