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 Here are a couple of things I have learned in the close to 30 years I’ve been working as a financial advisor. From my observations, and greatly supported by reading the insightful work of people like Meghaan Lurtz, PhD, Sarah Newcomb, PhD, Brian Portnoy, PhD, and Morgan Housel. Many of our money patterns, our repeated behaviors, are driven by subconscious beliefs....
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING The Illusion of Self-Discipline We live in a culture that loves to glorify independence. Our stories about success tend to feature lone heroes, overnight transformations, and clean before-and-after moments. But real life doesn’t work like that. And neither does real change. Self-help literature often sells us the idea that transformation is a matter of mindset. That...
Sharing my latest thoughts on money and life, with an eye to empowering more women to financial confidence. I'VE BEEN PONDERING "I know I should know this stuff." That's what women tell me again and again. We feel like we should know. As The Persistent pointed out in one of their most-read stories of last year, it's "the feeling that I should have just learned it and done it on my own. I should have been born knowing it." Most of us haven’t been taught about money. But reading books and...