Feb 02, 2026
A Letter From a Client: What Didn’t We Know About Retirement
At Theia Financial, we often say that retirement has two very different phases: building wealth and living from it. The…
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Investment Withdrawal
Jul 07, 2025
Why 60% of Women Feel Unprepared for Retirement
Did you know that 60% of women aren’t confident they’ll retire comfortably?(Source: Transamerica Center for Retirement Studies) When it comes…
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Jan 01, 2025
Avoiding Mistakes in the Five Critical Years Before and After Retirement
Retirement is an exciting transition, but as you enter the five critical years before and after retirement, the stakes get…
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Nov 11, 2024
Here’s Why You Shouldn’t Blindly Follow Retirement “Rules of Thumb”
If you’re like most women, your biggest fear is likely running out of money in retirement. Or maybe it’s living…
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Apr 04, 2024
Maximizing Your Retirement: Tax Planning Strategies
Now that tax season is behind us, it’s time to start thinking about tax strategies for the coming year! Taxes…
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Welcome to the resources page where you will find events, webinars on demand (our theater in the clouds), live webinars, blog posts, videos and other multimedia designed to help you understand the Theia Financial approach to retirement.
Live Webinars
Theater of the Clouds
4 Eye-Opening Fundamentals of Retirement Planning for Women
There’s a lot to talk about when planning your retirement, but there are a few fundamentals that you have to get right. That’s what we’re focusing on in “4 Eye-Opening Fundamentals of Retirement Planning for Women. Enjoy this free eBook, with my compliments.
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