Sofia Financial

Sofia Financial

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Our goal is to empower women to make wise financial decisions through a variety of services. Sofia Financial and PAG are not affiliated.

07/02/2026

One of the biggest retirement mistakes is looking at every decision in isolation.

We tend to think about Social Security, taxes, Medicare, and investments as separate topics.

But they rarely stay in their own lanes.

One decision often affects several others.

That's why retirement planning is less about finding the "right" answer and more about understanding how all the pieces fit together.

If this is something you've been wondering about, Kevin and I talk through it in Episode 135 of Take Back Retirement: Smarter Social Security: Getting What's Yours Without Panicking.

Search 'Take Back Retirement' Episode 135 wherever you listen.

06/25/2026

A lot of "retirement" anxiety comes from not knowing what could change in the future.

Not just the markets, but the rules too.

That’s part of what we discuss in Take Back Retirement Episode 135: Smarter Social Security: Getting What’s Yours Without Panicking.

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Telephone

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1055 Westlakes Drive, Suite #300
Berwyn, PA
19312

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm