Stephanie McCullough is founder of Sofia Financial and co-host of the award-winning Take Back Retirement podcast. One of Investopedia's Top 10 Financial Advisors of 2023, Stephanie provides non-judgmental, truly holistic financial planning for professional women. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement, especially those facing it on their own. Her mission is to empower women to make wise financial decisions so they can control their future, and thus she speaks to women’s groups regularly. Stephanie is married with two kids in their 20’s, and has degrees from Duke University and the Johns Hopkins University School of Advanced International Studies. Follow Stephanie @sofiafinancial and www.sofiafinancial.com.
Sofia Financial Insights - April 2025
|
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING Today I decided to put my thoughts about investing in video format for you. Click on the image below to play. (It's about 7 minutes long.) Below is the image I created from Jason Zweig's Wall Street Journal column that I reference in the video, and here's an unlocked link to the article itself. **Remember that speaking with your financial planner is one of the items in the extremely-unlikely-to-regret category! 🙂 Just shoot us a note if you'd like to talk. RECENT SIGHTINGS
PERSONAL Janice came to visit! We got to hang out in Philly at the Private Advisor Group conference, and visit the headquarters of Asset-Map, one of our favorite software companies. They recently moved into a cool warehouse space in the Old Kensington neighborhood of Philly. It was formerly the workshop of artist Warren Muller, and some of his incredible light sculptures made of found objects still hang in the space! LET'S CONNECT! How about you? What's been lighting up your life lately? Please reply and let us know - bonus points for pictures! We love your pictures. Be careful out there, Stephanie Whenever you're ready, there are three ways we can help:
|
Stephanie McCullough, Financial Planner, Speaker and Podcaster
Stephanie McCullough is founder of Sofia Financial and co-host of the award-winning Take Back Retirement podcast. One of Investopedia's Top 10 Financial Advisors of 2023, Stephanie provides non-judgmental, truly holistic financial planning for professional women. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement, especially those facing it on their own. Her mission is to empower women to make wise financial decisions so they can control their future, and thus she speaks to women’s groups regularly. Stephanie is married with two kids in their 20’s, and has degrees from Duke University and the Johns Hopkins University School of Advanced International Studies. Follow Stephanie @sofiafinancial and www.sofiafinancial.com.
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING Apropos of nothing (!!), I share the recording of the Wellness Webinar we held for clients in January, where my coach Lindsay shares brain and body science about stress, and teaches us a very practical stress management tool to take back a bit of control in what can feel like an unending storm. The stock market has started to react to the uncertainty about our...
Sharing my latest thoughts on money and life with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING One of my favorite personal finance books of recent years, and a blockbuster best seller, is The Psychology of Money by Morgan Housel. It’s amazingly insightful about being a human dealing with this thing called money, and also very approachable because (a) there’s very little math in it (!!), and (b) it’s a series of brief essays as opposed to a dense academic tome....
I'M WITH YOU People are feeling all kinds of things since November 6th. Me too, believe me. Bill and I were on a 6-day empty-nester getaway to Paris the week of the election. It felt surreal to be so far away from home, yet have every taxi driver and waiter ask us what we thought. I whiplashed between deep concern for what might come, and sheer wonder at the beauty and history (and delicious food!) around us. On the plane home, I paid for bad internet and read as much as I could to get up to...