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
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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:
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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 I'd like to call your attention to the footnote at the very bottom of this message! There's a note, in small type, with links for ongoing clients to schedule an appointment with us. (If you're not a current client, you could book a paid session - or talk to us about coming on board!) Two things to note here: #1 We have different lengths of appointments. You can pick...
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING My email inbox is feeling slightly less jolly this year. It's filled with subject lines like: "Don't let scammers ruin your holidays." "Don't let grinches steal your cheer." "Protect your inner circle from rising scams." "Be aware of payment fraud attempts." And these aren't from professional or industry newsletters. They're from my power company, car insurance...
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING This is Jeff White, my father. Here's a less staged picture of him, in what I think of as his natural habitat. Our relationship became more than just parent-child when I joined his business back in 1997, when Bill and I moved back to the Philadelphia area to start a family. Working with a parent is definitely... interesting. (If you've ever worked with a parent,...