In this inspiring episode of the Called 2 Serve Podcast, our host Reggie Hubbard sits down with Stephanie Lee, a passionate educator committed to empowering families through financial education, retirement planning, and wealth building.
Stephanie’s journey from working in Medicare services to becoming a mentor for financial literacy is a powerful reminder of why financial education is critical today. With a mission to help middle-class families prepare for retirement planning and build generational wealth, Stephanie Lee shares real-world strategies and insights that anyone can apply to their own lives.
🔹 In This Episode, Stephanie Shares:
How she transitioned from Medicare work to financial education.
Why financial education is vital for retirement planning success.
The biggest challenges families face when trying to build wealth.
Simple, powerful steps toward wealth building and financial independence.
How she is reshaping the future for middle-class America through education.
"Financial education is the foundation for retirement planning and building generational wealth."
🔹 Why This Episode Matters: Stephanie Lee’s story is not just about teaching — it’s about taking action. Her approach to financial education transforms lives by giving people the tools they need for wealth building and retirement planning. Whether you're starting your journey toward financial freedom or seeking to leave a legacy, this episode delivers practical, powerful advice you can use.
🔹 About Stephanie Lee:
Financial Educator and Wealth Strategist
Advocate for financial literacy and retirement planning
Former Medicare Services Specialist
Committed to helping families build lasting generational wealth
🔹 About the Called 2 Serve Podcast: Hosted by Reggie Hubbard, the Called 2 Serve Podcast highlights the real-life heroes who serve their communities — educators, officers, veterans, and leaders who live with purpose and dedication.
📅 Timestamps: 00:00 – Intro & Stephanie’s Story
03:00 – From Medicare to Financial Education
07:00 – The Importance of Retirement Planning
14:00 – How to Start Building Wealth
20:00 – Challenges Middle-Class Families Face
28:00 – Creating Generational Wealth Through Education
🎧 Listen Now: 👉 Spotify: open.spotify.com/show/1QI4k5GtEdp6AXBmdEj8yk
👉 Apple Podcast: podcasts.apple.com/us/podcast/called-2-serve-podcast/id1785553680
📲 Follow Called 2 Serve Podcast: 🌐 Facebook: @Called2ServePodcast
📸 Instagram: @called2servepodcast
🔔 Subscribe for more inspiring real stories of service, financial empowerment, and purpose.
#Called2ServePodcast #FinancialEducation #RetirementPlanning #WealthBuilding #GenerationalWealth #MiddleClassFamilies #FinancialFreedom
