Episode 22

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Published on:

28th Apr 2025

Stephanie Lee Educating on Retirement Planning and Wealth Building | Called 2 serve podcast Episode 22

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

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About the Podcast

Called 2 Serve Podcast
The Voices Behind Public Service
Called 2 Serve is the podcast where we shine a light on the inspiring stories behind public servants. Join us as we dive deep into the lives of dedicated individuals who serve their communities, uncovering their motivations, challenges, and triumphs. From first responders to community leaders, each episode reveals the heart and purpose behind their call to serve. Whether you're in the field or simply inspired by those who are, this podcast will leave you motivated to make a difference.

About your host

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Reggie Hubbard

Reggie Hubbard is a seasoned public servant, entrepreneur, and change agent, originally from California. With an unwavering commitment to service, Reggie spent 14 years in the U.S. Army, followed by over a decade as a law enforcement veteran. His extensive experience on the front lines of public safety has given him unique insight into leadership, discipline, and the courage it takes to stand for others.

Throughout his career, Reggie has been called to do more than just serve — he’s been called to lead change. His journey from the military to the marketplace has been marked by a clear vision: to be a transformative force in every industry he enters. Recognized by major publications like FORBES, FOX, NBC, CBS, and US INSIDERS, Reggie is more than a serial entrepreneur. He is a visionary who helps organizations and individuals alike reach their full potential, cultivating leaders and innovators for the future. His work reflects a deep passion for developing others, ensuring they have the tools and mindset to thrive in an ever-changing world.

As the founder and host of the Called 2 Serve podcast, Reggie explores the stories and journeys of those who have committed their lives to service, leadership, and making an impact in their communities. Through this platform, he amplifies the voices of public servants and change-makers, shedding light on the critical roles they play and the challenges they face.

Reggie is driven by a personal calling to be a change agent in the marketplace — helping others not only to succeed but to transform the spaces they inhabit. His purpose is clear: to inspire others to rise, lead, and innovate in whatever sphere they find themselves.

An active member of his church community, Reggie’s values are rooted in faith, service, and a deep commitment to giving back. His spiritual foundation guides his leadership and mission to uplift others, both professionally and personally.

Reggie is also a devoted family man. He shares his life and mission with his wife, Rachel, and together, they are the proud parents of three children. His commitment to personal growth and the growth of others is as much a part of his family values as it is his professional life.