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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Retirement Income
Dec 12, 2025
Am I Ready to Retire? Finding Confidence in the Next Chapter
Am I ready to retire? You’ve probably been thinking about it more lately — retirement. Maybe you’ve even caught yourself…
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Dec 12, 2025
The Power of a Financial Fresh Start (at Any Age)
Let’s Start Here: You’re Not Behind. If you’ve ever caught yourself thinking, “I should have saved more by now,” or “I’m too late…
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Oct 10, 2025
Roth Conversions Using Tax Bracket Optimizations
Turning Tax Strategy into Confidence, Control, and Peace of Mind You’ve worked hard to build your retirement savings — but…
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Jun 06, 2025
Why You Need a Personal Retirement Plan
When Baby Boomers first entered the workforce, 401(k)s and 403(b)s were seen as modern tools to build wealth for the…
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May 05, 2023
The Difference Between Real Life and an Algorithm
Humans don’t fit into an algorithm. This is particularly true when we’re talking about humans and their money. Because Humans…
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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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