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 Did you know that while the human brain is designed to reason, a recent book posits that we were actually built to reason not alone, but with one another? Meghaan Lurtz, PhD explored this in a fascinating article on Substack. She says, "when we try to make decisions in a vacuum, we struggle. In solitary echo chambers, we do even worse." This totally fits with what I...
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING Reminder: What the stock and bond markets are doing NOW does not tell us what they will do. Read that again. Markets are forward-looking: an investor buys a stock or bond based on what they think the value will be to them in the future. However, they can only act on the information they have today -- basically their own version of reading the tea leaves. Professor...
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...