profile

Stephanie McCullough, Financial Planner, Speaker and Podcaster

Sofia Financial Insights - May 2023

Published 12 months ago • 1 min read

ONLINE COURSE ALERT!

Have you ever wished for an in-depth, approachable online course on Personal Finance specifically for Women? Taught by me? That's just what I was asked to create for the American Physician Institute - and it goes live next week!

There are eight separate talks spread over four weeks, starting Wednesday, May 24, with 13 full hours of learning! Or you can watch the recordings whenever you have time.

One of the things I'm most excited about is the exclusive interview with wealth psychology expert Kathleen Burns Kingsbury specifically on how to negotiate.

While most of the audience of the API are medical professionals, I assure you the content will be applicable to all career women.

The biggest scoop - there's a giant discount available if you buy the course before it gets started on May 24 - use the code FIN300 and pay just $197, instead of the full cost $497.

RECENT/UPCOMING SIGHTINGS

Let's Connect!

Are you a fan of online courses? What do you like or dislike most about them? Let us know by replying to this email.

Stephanie McCullough, Financial Planner, Speaker and Podcaster

Monthly Insights for Women

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.

Read more from Stephanie McCullough, Financial Planner, Speaker and Podcaster

“THE ACQUISITION OF MEMORIES” They say that a checkbook and a calendar never lie. If that's true, and I believe it is, then we should occasionally ask ourselves an important question: If an impartial observer tallied up how you spend your time and money, what would they say is important to you? While I'm certainly hopeful they'd say that you spend your time and money in complete alignment with what's most important to you, I'm guessing most of us would feel that we could do a bit better. I...

about 2 months ago • 3 min read

I'VE BEEN PONDERING With the stock market hovering around all-time highs again (see 2023 returns below), it's natural to wonder what's next. Will the market continue to climb, or will we experience yet another decline? If we follow the constant doom and gloom headlines, we're likely to believe that it will be the latter. Of course, the truth is that nobody knows, which of course offers no comfort whatsoever. But negative headlines are a dime a dozen no matter where the market stands at any...

3 months ago • 3 min read

I'VE BEEN PONDERING Most of you know I served on a Federal Grand Jury for 18 months. Every other Thursday my fellow citizens and I found our way to a windowless room in the courthouse on 9th and Market in Philadelphia, to hear overviews from Assistant US Attorneys and testimony from witnesses, and to vote on whether or not to indict. Some cases were done in an hour; some took many months. It was a fascinating (if time consuming) look into our justice system. Our Grand Jury was assigned to...

5 months ago • 2 min read
Share this post