by Stephanie McCullough & Kevin Gaines
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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9/30/2020
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April 30, 2025
<p class="p1">"In a blended family, fairness and mutual understanding are key, especially when navigating the complexities of prenuptial and postnuptial agreements.” -Donna Kendrick</p> <p class="p2"> </p> <p class="p3">Navigating love after loss or divorce comes with a host of emotional and financial complexities, especially when blending families.</p> <p class="p2"> </p> <p class="p3">Our hosts, Stephanie McCullough and Kevin Gaines, speak with Donna Kendrick, a financial planner who has lived through these transitions herself. After losing her husband unexpectedly, Donna rebuilt her life and career with a mission to help families in flux—widows, divorcées, and newly blended households.</p> <p class="p2"> </p> <p class="p3">She shares how combining lives means combining financial baggage too, from income disparities and home equity dilemmas to prenups, life insurance, and estate planning. Donna<span class="s1">’</span>s candid story highlights the power of transparency and empathy in financial conversations, especially when trust has been tested.</p> <p class="p2"> </p> <p class="p3">Her advice? Begin with individual clarity—define your needs, wants, and non-negotiables—then collaborate with your partner.</p> <p class="p2"> </p> <p class="p3">Donna emphasizes the importance of communication, fairness, and ongoing adjustment as life evolves. Her blend of financial savvy and emotional wisdom offers a powerful reminder: managing money in remarriage is less about spreadsheets and more about mutual understanding.</p> <p class="p2"> </p> <p class="p3"><strong>Key Topics:</strong></p> <ul class="ul1"> <li class="li1">Donna Kendrick<span class="s2">’</span>s Story (00:00)</li> <li class="li1">Reprioritizing Your Beneficiaries in a Blended Family (12:30)</li> <li class="li1">Why Donna Decided to Remarry (16:01)</li> <li class="li1">Letting Your Kids Know About Their Future Financial Realities (21:16)</li> <li class="li1">Factors When Considering Remarriage (27:28)</li> <li class="li1">What Donna Did Wrong During the Process (and What She Did Right) (32:18)</li> <li class="li1">Key Takeaways (37:31)</li> </ul> <p class="p2"> </p> <p class="p3"><strong>Resources:</strong></p> <ul class="ul1"> <li class="li3"><a href= "https://www.donnajeankendrick.com/"><span class="s2">Connect with Donna</span></a></li> <li class="li3"><a href= "https://podcasts.apple.com/us/podcast/widow-wisdom-wealth-thriving-in-career-and-parenthood/id1588981363"> <span class="s2">Widow, Wisdom & Wealth Podcast</span></a></li> <li class="li3"><a href= "https://takebackretirement.com/podcasts/remarriage-money-janice-guinn-joins-the-conversation-on-love-legalities-and-life-planning/"> Take Back Retirement Ep 109</a>: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning</li> </ul> <p class="p2"> </p> <p class="p2"> </p> <p class="p3">If you like what you<span class="s3">’</span>ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]</p> <p class="p2"> </p> <p class="p3">You can find the transcript and more information about this episode at <a href= "https://www.takebackretirement.com"><span class= "s4">www.takebackretirement.com</span></a>.</p> <p class="p2"> </p> <p class="p3">Follow Stephanie on <a href= "https://twitter.com/SofiaFinancial"><span class= "s4">Twitter</span></a>, <a href= "https://facebook.com/SofiaFinancial"><span class= "s4">Facebook</span></a>, <a href= "https://www.youtube.com/channel/UCKUms6lf61kp-5_d3PqcUrw"><span class="s4"> YouTube</span></a> and <a href= "https://linkedin.com/in/StephanieMcCullough"><span class= "s4">LinkedIn</span></a>. </p> <p class="p3">Follow Kevin on <a href= "https://twitter.com/2ndHalfPlan"><span class= "s4">Twitter</span></a>, <a href= "https://www.facebook.com/AFMGPlanning/"><span class= "s4">Facebook</span></a>, <a href= "https://www.youtube.com/channel/UCr8NYpNUlJIATX504hqKOyQ?view_as=subscriber"> <span class="s4">YouTube</span></a> and <a href= "https://linkedin.com/in/KevinmGaines"><span class= "s4">LinkedIn</span></a>.</p>
April 16, 2025
<p class="p1">Our hosts Stephanie McCullough and Kevin Gaines sit down with Steve and Jill Marshall of Silver Path Consulting to discuss all things future care, from housing, to finance, to family support.</p> <p class="p2"> </p> <p class="p1">Jill and Steve lament the current lack of societal preparedness for a growing senior population, often referred to as a <span class="s1">“</span>silver tsunami” that<span class= "s1">’</span>s growing bigger each year.</p> <p class="p2"> </p> <p class="p1">They stress the importance of starting early discussions about aging within families, the benefits and drawbacks of different living arrangements, and an effective way to handle comprehensive information and resource management between the adult children of aging parents.</p> <p class="p2"> </p> <p class="p1">The Marshalls also discuss essential legal documents like wills, durable power of attorney, and healthcare power of attorney. Drawing from the recent tragic situation around the passing of Gene Hackman and his wife, they also discuss some technological solutions that adult children can use to facilitate elder care and the value of expert consultation to provide neutral, third-party advice that can ease family tensions.</p> <p class="p2"> </p> <p class="p1"><strong>Key Topics:</strong></p> <ul class="ul1"> <li class="li1">Preparing for the Silver Tsunami (04:47)</li> <li class="li1">How to Talk About Future Living Arrangements with Your Aging Parents (10:39)</li> <li class="li1">Discussing the Costs of Future Care (17:00)</li> <li class="li1">Role Modeling to Your Children the Right Way to Prepare for Future Care (23:07)</li> <li class="li1">What Most People Overlook (28:06)</li> <li class="li1">Ensuring Everyone in the Family Has a Role (32:30)</li> <li class="li1">The Gene Hackman Case (38:53)</li> <li class="li1">Steps You Can Take Today to Secure Your Aging Parents<span class="s1">’</span> Future (45:12)</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Resources:</strong></p> <ul class="ul1"> <li class="li3"><span class="s2"><a href= "https://www.yoursilverpath.com/"><span class="s3">Silver Path Consulting</span></a></span></li> <li class="li1"><a href= "https://takebackretirement.com/podcasts/taking-charge-carol-maraks-strategy-for-solo-aging-and-retirement-planning/"> <span class="s3">Take Back Retirement Ep. 74</span></a>: Taking Charge: Carol Marak<span class="s1">’</span>s Strategy for Solo Aging and Retirement Planning</li> <li class="li1"><a href= "https://takebackretirement.com/podcasts/combatting-fraud-and-protecting-your-financial-future-with-aarps-kathy-stokes/"> <span class="s3">Take Back Retirement Ep. 83</span></a>: Combatting Fraud and Protecting Your Financial Future with AARP<span class= "s1">’</span>s Kathy Stokes</li> </ul> <p class="p2"> </p> <p class="p2"> </p> <p class="p1">If you like what you<span class="s4">’</span>ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]</p> <p class="p2"> </p> <p class="p1">You can find the transcript and more information about this episode at <a href= "https://www.takebackretirement.com"><span class= "s5">www.takebackretirement.com</span></a>.</p> <p class="p2"> </p> <p class="p1">Follow Stephanie on <a href= "https://twitter.com/SofiaFinancial"><span class= "s5">Twitter</span></a>, <a href= "https://facebook.com/SofiaFinancial"><span class= "s5">Facebook</span></a>, <a href= "https://www.youtube.com/channel/UCKUms6lf61kp-5_d3PqcUrw"><span class="s5"> YouTube</span></a> and <a href= "https://linkedin.com/in/StephanieMcCullough"><span class= "s5">LinkedIn</span></a>. </p> <p class="p1">Follow Kevin on <a href= "https://twitter.com/2ndHalfPlan"><span class= "s5">Twitter</span></a>, <a href= "https://www.facebook.com/AFMGPlanning/"><span class= "s5">Facebook</span></a>, <a href= "https://www.youtube.com/channel/UCr8NYpNUlJIATX504hqKOyQ?view_as=subscriber"> <span class="s5">YouTube</span></a> and <a href= "https://linkedin.com/in/KevinmGaines"><span class= "s5">LinkedIn</span></a>.</p>
April 4, 2025
<p class="p1">Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life?</p> <p class="p2"> </p> <p class="p1">Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from fellow Financial Planner at Sofia Financial, Janice Guinn!</p> <p class="p2"> </p> <p class="p1">There are legal considerations aplenty when deciding between cohabitation and remarriage. Money talks can often be the elephant in the room, but they're essential for maintaining harmony in marriage. A partner's reluctance to engage in these conversations could be a red flag. Financial transparency is key to building a healthy and lasting partnership.</p> <p class="p2"> </p> <p class="p1">Our hosts also get into the nitty-gritty on taxes and retirement plans, trusts and long-term care, as well as pre and post-nuptial agreements!</p> <p class="p2"> </p> <p class="p1"><strong>Key Topics:</strong></p> <ul class="ul1"> <li class="li1">The Most Important Step: Discussing Your Goals and Expectations (04:10)</li> <li class="li1">Financial Obligations to Children and Parents When Remarrying (08:39)</li> <li class="li1">Joint or Separate Bank Accounts? (16:16)</li> <li class="li1">Long-Term Care as You Age (20:00)</li> <li class="li1">Estate Planning and Pre/Post-Nuptial Agreements (23:02)</li> <li class="li1">How Remarriage Impacts Your Taxes (31:12)</li> <li class="li1"><span class="s1">“</span>If You Are Under 60, Think Twice About Getting Remarried.” (41:06)</li> <li class="li1">Retirement Plans and Beneficiaries (45:00)</li> <li class="li1">To Marry or Cohabit? (55:55)</li> <li class="li1">What About Trusts? (1:00:22)</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Resources:</strong></p> <ul class="ul1"> <li class="li1"><a href= "https://takebackretirement.com/podcasts/transform-your-relationship-with-money-lessons-from-bari-tessler/"> <span class="s2">Take Back Retirement Episode 66</span></a>: Transform Your Relationship with Money: Lessons from Bari Tessler</li> <li class="li1"><a href= "https://takebackretirement.com/podcasts/the-psychology-of-money-and-marriage-with-special-guest-ed-coambs/"> <span class="s2">Take Back Retirement Episode 43</span></a>: The Psychology of Money and Marriage with Special Guest Ed Coambs</li> <li class="li1"><a href= "https://takebackretirement.com/podcasts/what-the-heck-is-a-trust-and-why-might-i-need-one/"> <span class="s2">Take Back Retirement Episode 31</span></a>: What the Heck is a Trust, and Why Might I Need One?</li> </ul> <p class="p2"> </p> <p class="p2"> </p> <p class="p1">If you like what you<span class="s3">’</span>ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]</p> <p class="p2"> </p> <p class="p1">You can find the transcript and more information about this episode at <a href= "https://www.takebackretirement.com"><span class= "s4">www.takebackretirement.com</span></a>.</p> <p class="p2"> </p> <p class="p1">Follow Stephanie on <a href= "https://twitter.com/SofiaFinancial"><span class= "s4">Twitter</span></a>, <a href= "https://facebook.com/SofiaFinancial"><span class= "s4">Facebook</span></a>, <a href= "https://www.youtube.com/channel/UCKUms6lf61kp-5_d3PqcUrw"><span class="s4"> YouTube</span></a> and <a href= "https://linkedin.com/in/StephanieMcCullough"><span class= "s4">LinkedIn</span></a>. </p> <p class="p1">Follow Kevin on <a href= "https://twitter.com/2ndHalfPlan"><span class= "s4">Twitter</span></a>, <a href= "https://www.facebook.com/AFMGPlanning/"><span class= "s4">Facebook</span></a>, <a href= "https://www.youtube.com/channel/UCr8NYpNUlJIATX504hqKOyQ?view_as=subscriber"> <span class="s4">YouTube</span></a> and <a href= "https://linkedin.com/in/KevinmGaines"><span class= "s4">LinkedIn</span></a>.</p>
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