Select Page

Welcome to Midlife and Money.

I’m Stephanie Sammons, an experienced CERTIFIED FINANCIAL PLANNER™ helping women professionals navigate midlife and money!

ListenJoin the Community

Join the Women Midlife & Money Community

Most Recent Podcast Episodes

4 Prudent Investment Portfolio Rules for the New Year

4 Prudent Investment Portfolio Rules for the New Year

It’s a new year, and we are beginning the year with U.S. markets at an all-time high. January is a good time to review your portfolio mix. Markets are unpredictable and it can be dangerous to try and time them. In this episode Stephanie give 4 prudent portfolio rules to follow so that you can continue participating in the growth of the markets but also manage your risk effectively.

read more
LMM 33: How and Why to Review Your Beneficiary Designations

LMM 33: How and Why to Review Your Beneficiary Designations

When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating your beneficiary designations on your financial assets and accounts.

read more

Pin It on Pinterest