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In this episode of Women's Retirement Radio, I'm joined by Carl Richards of Behavior Gap. Carl is a friend and colleague of many years, and I've often referenced his work and sketches in my writing. In fact, I currently have 2 of his letterpress prints hanging on the wall in my home office. In our conversation, we discuss Carl's background and why …
 
In this episode of Women's Retirement Radio, I'm joined by Cherish De la Cruz of De la Cruz Law. Cherish is an attorney who started her own law firm to provide seamless support to families and small business owners throughout Florida and Georgia In our conversation, we discuss Cherish's background and personal family experience that really drives h…
 
In this episode of Women's Retirement Radio, I'm joined by Paulette Rigo of Better Divorce Academy. Paulette is a Certified Divorce Coach and Mediator who helps women make it to the other side of divorce stronger, emotionally empowered, and better financially prepared for the future. In our conversation, we discuss Paulette's background and persona…
 
In this episode of Women's Retirement Radio, I'm joined by Tara Winslow of Tara Winslow Homes, an Atlanta professional group specializing in residential real estate. In our conversation, we discuss Tara's background and why she's so passionate about real estate and its ability to help women and their families build wealth over time. And like me, Ta…
 
In this episode of Women's Retirement Radio, I'm joined by Andres Mazabel of Trust&Will.com, a secure online platform making estate planning more accessible and simple for anyone in the United States. In our conversation, we discuss Andres' background and why he's so passionate about the important work he and TrustandWill.com deliver to individuals…
 
In this episode of Women's Retirement Radio, I was joined by Lisa Kaufman of SeniorCare Options, a company she started to deliver Aging Life Care™ Management services specializing in senior advocacy, needs analysis, and care coordination.. In our conversation, we discuss Lisa's background and why she's so passionate about the important work she del…
 
In this episode of Women's Retirement Radio, I was joined by Lei Redding of Redding Private Client, a company she started to deliver a boutique, client-focused solution to address the personal insurance needs of high net worth individuals and families. In our conversation, we discuss Lei's background and why she's so passionate about her work. And …
 
In this episode of Women's Retirement Radio, I was joined by Barbara Bates Sedoric of LastingMatters.com, a company she created to help deal with the problem of "What's in your head is gone when you are dead." In our conversation, we cover the The LastingMatters Organizer and why you should check it out for yourself, your family, and your friends. …
 
In this episode of Women's Retirement Radio, I was joined by Paul Malley and Alexis Jacobs of the Aging with Dignity organization, creators of the Five Wishes planning tool. In our conversation, we cover the Five Wishes program and why you should check it out for yourself, your family, and your friends. For instance, who do you want to speak for yo…
 
Many of you might be familiar with the concept of portfolio rebalancing, or the idea of strategically moving your investments back to their target investment mix - or allocation - from time to time. Well, the same holds true not just for your investments, but also for your entire financial plan. Things change - with your investments and with your f…
 
In today's episode, I want to introduce the idea of replacing the word "or" with "and" when it comes to certain financial decisions. For instance, instead of "invest OR pay off debt", why not "invest AND pay off debt"? I provide 2-3 examples, though there are many more. Ultimately, rather than trying to simplify and reduce many financial decisions …
 
While we're all dealing with the anxiety and increased uncertainty associated with CoVid-19 and the Coronavirus pandemic, I believe there is and will be, a lot of good to come out of this unprecedented time in our lives. I'm curious to know what you think... get in touch and let me know. Visit my website to learn more. Disclosures…
 
Over my 25+ years as a financial advisor, I've given a lot of thought to what I do and how I deliver advice to clients. Within the last year or so, I've started to think of and refer to the core of what I do as "Collaborative Retirement Management." Clearly, collaboration is a key part of how I work best with clients. You need to be engaged in plan…
 
Despite the recent market volatility and widespread uncertainty associated with the Coronavirus, remember that you always have choices. Now, more than ever, I believe it's important to focus on the choices you can control -- not on the news and information which, in addition to appealing to our emotions, is beyond our control. For instance, you can…
 
Personally, I can't help but wonder if the reaction to the Coronavirus, at least here in the U.S., is a little extreme... Of course, I want to preserve lives, but at what point do the preventative measures leave a lasting or permanent negative impact? What about potential job losses? Small business having to close their doors? Mental health issues …
 
Medicare planning for women and their families can be confusing. Should you get a Medicare Advantage plan? What about Medigap? When do you enroll? The list of questions is nearly endless. That's why, on this episode of Women's Retirement Radio, I'm excited to be joined by Danielle K. Roberts, co-founder of Boomer Benefits. Danielle and Boomer Benef…
 
Social Security is often an important part of your retirement plan. In this episode, I wanted to cover the basics of Social Security along with some of the specific considerations that relate to a woman's retirement planning. For instance: What happens if you get divorced? Or what happens if you become a widow? How is Social Security taxed? When ca…
 
In today's episode, I cover 6 Retirement Planning Considerations for Women. They are: Family is often the primary concern Women are often caregivers Women don't always look out for themselves Women may find themselves alone Women business owners Charitable giving While the list above isn't exhaustive, my hope is it will give you some things to thin…
 
Among all the financial data and information that is necessary to build and maintain your financial and retirement planning, there's one number that, in my opinion, is important above all others. It's your "MDI" or monthly discretionary income. This is the average number of dollars you have each month after you've paid all your normal bills and sup…
 
Today, as I record this episode, the Dow Jones Industrial Average is down several hundred points based on more reported cases of the Coronavirus. Not to make light of a serious situation, this is just the latest crisis du jour. We have a U.S. Presidential election later this year. Imagine how crazy things might get between now and then. And in the …
 
In this episode of the Women's Retirement Radio podcast, I share why I'm focused on serving women. I cite some statistics and research that demonstrate some of the unique financial challenges faced by women, but I also talk about my personal, first-hand experience seeing the impact of divorce, financially and otherwise, on my Mom. I invite you to l…
 
There's a lot more to retirement than simply deciding "when" you want to make the transition. And it goes well beyond just the financial considerations, though clearly that's important too. You should also consider things like: How you'll spend your time How your relationships might change and evolve The psychology associated with the transition fr…
 
Covering the recently passed SECURE Act and its major retirement planning-related changes. Specifically, we spend time going into the changes to Required Minimum Distributions (RMDs) and the elimination of the Stretch IRA. Included are some planning considerations and action items. Here are some accompanying slides. Thanks for listening. Visit my w…
 
Welcome to the first episode of Women's Retirement Radio. This is a podcast dedicated to simplifying retirement planning for professional women (and their families) in their 50s and 60s and they think about, prepare for, and transition into retirement. Stay tuned for future episodes where we'll talk about retirement planning, Social Security, Medic…
 
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