Master Your Money in Midlife.

I’m Stephanie Sammons, an experienced CERTIFIED FINANCIAL PLANNER™ and host of the LGBTQ Midlife Money Podcast. My goal is to help you take charge of your wealth, retire on your terms, and live your best midlife!

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LMM 30: Stop Making Assumptions

LMM 30: Stop Making Assumptions

Do you make assumptions about other people’s thoughts or intentions? We all tend to because of gaps in our communication. In this episode I explore the perils of making false assumptions.

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LMM 28: Watch Out for Year-End Mutual Fund Distributions!

LMM 28: Watch Out for Year-End Mutual Fund Distributions!

In this week’s episode, I share a “heads up” about year-end mutual fund capital gains distributions. If you own mutual funds in a taxable account, you may be affected. Many times, investors are surprised when they see a tax bill from mutual funds they are holding as a longer-term investment (and not trading).

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LMM 27: The Equality Economy

LMM 27: The Equality Economy

New name, new focus, new format! The podcast is now officially the LGBTQ Midlife Money Podcast! I’m so excited to kick off the first official episode by sharing the results of a compelling study “The Equality Economy”.

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