Sofia Financial

As a single woman, you’ve done it all by yourself. It feels great but what’s the next step in your financial future? Raise your hand if you’ve asked yourself any of these questions:  “Do I really have enough to embark on this next chapter?” “How can I ensure I’m making smart decisions with the assets I’ve accumulated?” “How can I ensure I won’t run out of money when there’s no one else to fall back on?” “How can I set my children up for security?” “How can I create retirement income I can’t outlive?” “Who will care for me in old age, and how will I pay for that?” 🤔All of these questions only add worry when you think you have to figure it all out on your own. The good news? You don’t have to.  It might be time for a financial planner.  But how can you find one you trust? You’ve probably gotten advice here and there from friends and family. Or maybe you’ve worked with a financial manager in the past who was obsessed with your investment portfolio but not interested in the nuances of your life. How do you find someone who won’t make you feel bad about your questions, who won’t focus only on your investments, with whom you’re comfortable being open about something as intimate as money? You have specific needs, and Sofia Financial has the right guidance.  Connect with us today. You can still accomplish so much on your own while having someone in your corner to help you figure out the next steps!  #financialplanning #womenandmoney #womenandfinance #womenempowerment #financialplanner #retirementplanning #womenover50 #financialadvice

According to a recent Yahoo Finance article, women live longer, on the whole, and earn less. That requires some different strategies.  Our founder Stephanie was featured helping to answer the question: Women worry more than men about outliving their retirement savings. Should they? Read the full article now: https://lnkd.in/dHM6TTFP #financialplanning #womenandmoney #womenandfinance #womenempowerment #financialplanner #retirementplanning #womenover50 #financialsecurity #retirementforwomen #womenanddivorce

🤔“Think about practicing for retirement long before you get there.” -Mary Jo Hoffman Our hosts Stephanie McCullough and Kevin Gaines sit down with aeronautical engineer-turned-artist Mary Jo Hoffman. Renowned for her captivating photography project, Still, Mary Jo shares her extraordinary journey from a 17-year career as a scientist into becoming a renowned essayist and found nature photographer! Discover the pivotal moment when Mary Jo and her husband decided to switch roles in their professional lives, allowing her to fully embrace her creative passions. She talks about her spur-of-the-moment family move to France, which offered a cultural immersion for their children and a glimpse into what retirement could look like for her. Balancing family life with a burgeoning creative career is no small feat. Mary Jo explains how she was able to integrate her newfound passion into her daily routine, and her secrets to staying productive as a creative while also being a stay-at-home parent. They also delve into the practicalities of sustaining a creative career without compromising financial stability. Learn how living below your means can create the space needed for artistic endeavors. Stephanie, Kevin, and Mary Jo touch on the importance of exploring various interests in preparation for retirement. According to Mary Jo, adaptability and thoughtful planning are non-negotiables on the road to a rewarding post-career life! Listen now:

🌍Stephanie was featured in the latest @investopedia article with some great insight on Top Referral Tips for Financial Advisors!  Check the full article out now:

🌟It’s #gettoknowyourcustomersday!!  At Sofia Financial, we love getting to know who we have the pleasure of working with—so, drop us a line in the comments.  Share a little something about yourself. We want to know! We'd love to know more about YOU. Tell us something cool or unique about yourself! #financialplanning #womenandmoney #womenandfinance #womenempowerment #financialplanner #retirementplanning #womenover50 #financialadvice

Achieving financial clarity starts with aligning your money decisions with your personal values. 🌟  It might sound simple, but it often requires diving deep and moving beyond old money stories and personal doubts.  Maybe you need someone to offer insights on money and on life in general.  At Sofia Financial, we help women gain that clarity and confidence with their finances. Sign up for our Insights for Women inner circle newsletter where Stephanie not only offers financial insights but insights on life because, let’s be honest, we could all use a little help, right?  Sign up and join our inner circle here: https://lnkd.in/gwB3DWup #financialplanning #womenandmoney #womenandfinance #womenempowerment #financialplanner #retirementplanning #womenover50 #financialadvice

🐰It’s Rabbit Rabbit! For July Stephanie wants you to know that even what seem to be little actions can make a big difference! Take a look at July's financial good luck video through the link as she gives you encouragement for this month! Then, share your thoughts below! https://lnkd.in/g-hgTgav #financialplanning #womenandmoney #womenandfinance #womenempowerment #financialplanner #retirementplanning #womenover50 #financialsecurity #retirementforwomen #womenanddivorce

🌟 Want to know what Stephanie is telling her clients about sustainable investing?  She was recently featured on Investopedia and wants clients to understand the tradeoffs of sustainable investing before deciding one way or the other. Check out the full article here:

“It wasn’t nearly as traumatic for me as I was expecting it to be. I was a little concerned about how I would transition from having to get up and having that routine to creating a new one.” – Sharon Welcome to another edition of Real Retirement Stories – a series of Take Back Retirement. Our hosts Stephanie McCullough and Kevin Gaines chat with Sharon Johnson. After an illustrious 22-year career as an executive assistant at ABC Television, Sharon didn’t slow down—instead, she switched gears and found a new calling co-hosting the 80s TV Ladies Podcast. Join in to hear her incredible journey from the bustling world of television execs to the equally dynamic realm of podcasting, where she revisits iconic 80s TV shows with a modern feminist perspective. Sharon’s story is a testament to the transformative power of embracing change and finding joy in unexpected places. Sharon originally envisioned her retirement as a time for travel and catching up on missed TV series, but life had other plans. Through her podcast, she rekindled her love for classic 80s shows like “A Different World,” gaining fresh insights into the progressive roles women played both in front and behind the camera. Sharon also shares her serendipitous entry into the television industry in the mid-90s, working for an independent production company, and how those experiences shaped her understanding of TV production and storytelling. Whether you’re intrigued by the behind-the-scenes workings of TV production or the fresh perspectives that come with retirement, Sharon’s story is a celebration of staying active, engaged, and ever-curious. Don’t miss this inspiring episode filled with nostalgia, wisdom, and the boundless opportunities that come with retirement. Watch now!

Financial freedom is often hailed as the ultimate goal, but what does it truly entail? We're excited to share that our CEO, Stephanie McCullough will be the special guest on the next episode of Generation Money by The Female Quotient on July 10th at 12 PM ET! Join her, special guest Bola Sokunbi, and co-hosts joanne bradford and Amber Coleman-Mortley as they explore "Unlocking Financial Freedom: Demystifying the Journey." Gain expert insights on financial freedom, from eliminating debt to creating passive income. This episode will be packed with practical advice to help you live on your terms. Be part of the conversation that’s changing the financial landscape for women. https://lnkd.in/d_4-S3vP