Align Your Retirement
Align Your Retirement is the retirement podcast for women in their 40s and 50s who've done a lot right with their money — and know retirement is too important to wing.
If you're the CFO of your household — whether you're married, single, divorced, or widowed — you already know the voices:
"I'll run the real numbers after Q4."
"My 401(k) is fine — I check it."
"I'll handle Social Security timing when I'm closer."
"The inherited IRA can sit in cash until I figure out the 10-year rule."
Every one of those voices is quietly moving your retirement date. Each episode is a direct, specific conversation about one retirement decision that costs more than it needs to when you carry it alone — Social Security timing, Roth conversion windows, sequence-of-returns risk, tax-efficient drawdowns, pension elections, asset location, the inherited IRA, healthcare before Medicare.
The decisions. The tradeoffs. The numbers. From a fiduciary who runs these with clients every week.
Hosted by Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions — a fee-only, fiduciary firm built for women in their 40s and 50s. Serving clients virtually across the U.S. from Hoboken, NJ — the mile-square city just across the Hudson from NYC.
Two ways to go deeper:
📋 Retirement Readiness Assessment — free, self-paced, 5 minutes. Link in every show note.
📞 Align Call — 15 minutes with Hazel. One conversation. No pitch. You'll leave knowing where you stand.
Align Your Retirement
EP 06. Finding Your Financial Wellness: Tips for Choosing the Right Financial Planner
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In today's episode of "Her Honest Money Talk," we're diving into the critical process of selecting a financial planner or advisor. The episode features a conversational style between Hazel, the founder and CEO of Align Financial Solutions LLC, and Hannah, who serves as the client wizard at Align Financial Solutions LLC. Join us as we explore key tips for finding the right match to navigate your financial future. From considering compatibility with your unique financial and life circumstances to exploring vetted professionals on trustworthy websites, we'll provide valuable insights for navigating this important decision. Don't forget to subscribe, like, and share with your friends as we discuss financial planning for life's transitions. Stay empowered and financially aligned! Below are the links to locate certified financial planners through the CFP and FPA websites. Both require each professional to have the CFP designation to become a member. I hope this is helpful! CFP Board: cfp.net FPA: PlannerSearch.orgSubscribe to us @AlignFinancialSolutions Facebook Page: Like us at facebook.com/alignfinancialsolutionsllc LinkedIn Profile: linkedin.com/in/hazel-seccoVisit our website: www.alignfinancialsolutions.com Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call: → https://alignfinancialsolutions.com/book-a-call/
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel is the founder of Align Financial Solutions. As a fee-only, fiduciary advisor, she specializes in helping independent women navigate career transitions, equity compensation, and building toward a Work Optional life.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
