Take Back Retirement

Publicly listed emails

stephanie@sofiafinancial.com

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144: We Need to Talk About Inheritance!

September 30, 2026

"The biggest mistake parents can make is passing down money without communicating the family values that drive your thinking." Our hosts, Stephanie McCullough and Kevin Gaines, dig into Kiplinger's October cover story on "the great wealth transfer," the slow handoff of an estimated $124 trillion from Baby Boomers to their children and grandchildren. That number is a bit misleading considering more than half of that wealth sits with the richest 2% of households, and a quarter of parents expect...

143: Am I Allowed? The Permission Paradox, with Dan Haylett

September 15, 2026

"The one thing you're guaranteed to run out of is time." Our hosts, Stephanie McCullough and Kevin Gaines, welcome back financial planner Dan Haylett, founder of Humans vs. Retirement and author of The Retirement You Didn't See Coming, to unpack his viral essay "The Permission Paradox." Digging through his own client conversations for patterns, Dan found the two words that came up most were "permission" and "allowed." The people who have saved diligently for decades are often the ones least a...

142: Don't Wait Until 65: Medicare Planning For Gen X And Beyond with Danielle Kunkle Roberts

August 31, 2026

"Everything government touches is complicated." - Danielle Kunkle Roberts Our hosts, Stephanie McCullough and Kevin Gaines, bring on Danielle Kunkle Roberts of Boomer Benefits, and author of 10 Costly Medicare Mistakes You Can't Afford to Make. As the title of her book suggests, Medicare isn't free. Believing otherwise is mistake number one! Premiums, deductibles, and coverage gaps are real costs that blindside retirees, especially anyone who leaves the workforce before 65 and needs an ACA ...

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How do I get in touch with Take Back Retirement?

Take Back Retirement is hosted by Stephanie McCullough and Kevin Gaines. Its publicly listed email is stephanie@sofiafinancial.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Take Back Retirement?

The publicly listed email for Take Back Retirement: stephanie@sofiafinancial.com.

How many listeners does Take Back Retirement have?

Podseeker estimates Take Back Retirement reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Take Back Retirement?

Take Back Retirement typically books rising experts. Typical guest background: Retirement and financial-planning professionals, Medicare or estate-planning specialists, authors, and credible professionals with firsthand experience navigating retirement transition or post-career reinvention. Common among recent guests: Authored a relevant book; Founded or led a specialized professional practice; Established expertise in retirement, Medicare, estate planning, or financial psychology. Recent guests include Dan Haylett, Danielle Kunkle Roberts, and Amy Bernstein.

How hard is it to get booked on Take Back Retirement?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Take Back Retirement cover?

Recent episodes cover Finance, Retirement Planning, Estate Planning, Medicare, and Women's Finance. Pitch an idea tied to one of these topics and mention a recent episode.