The second half of your career can be a powerful time for retirement savers. In this episode, our team shares how to maximize contributions, use time strategically, catch up, and balance growth with risk as retirement approaches. If you’re in the home stretch of your career, you’ll walk away with practical steps to help you focus on what matters most now and move confidently into your next chapter.

January is full of good intentions. We often see new budgets, new goals, and packed gyms that won’t stay that way for long. We kick off the year by breaking down how to set financial resolutions you won’t abandon - focusing on simple habits, controlling what you can control, and progress (over perfection).

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We close out the year by exploring five money stats that captured our attention and even made us laugh. This lighthearted episode connects a few fun numbers to timeless financial principles like patience, discipline, and staying the course

Retiring brings big choices, and one of the biggest is what to do with your workplace retirement plan. We walk through the most common options, what to consider before making a move, and how to decide what fits your goals and lifestyle.

Women’s financial journeys are often shaped by unique life experiences — from career breaks to caregiving to longer lifespans. Catherine Azeles, CFP®, joins us to explore what truly matters when helping women retire with confidence and peace of mind.

Episode Resources:

Purse-pective: Newsletter & Community for Women

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Disclosures:

Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation."

All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.

In this episode, we break down three things millionaires do differently when preparing for retirement. We explore simple shifts in planning and behavior that can help you move closer to your retirement goals.

There are a lot of misconceptions about retirement, and believing the wrong ones could impact your future. In this episode, we break down five common retirement myths and uncover the truth behind each one to help you plan with confidence.

In today's digital world, accessing personal information, especially financial data, is easier than ever. In this episode, we talk with Page Adlington, Senior Manager at Charles Schwab, about why protecting your data is a key part of securing your retirement. Together we explore practical tips to help keep your personal and financial information safe.