Thank you for all your support and encouragement, but this is my final episode of the podcast. I'm signing off. That's right... I've enjoyed this experience and am glad I started it, but it's time to wrap things up here and move on to other projects. You can find and follow me on any of the following: Website Blog Weekly Email Newsletter Linkedin T…

In this episode of Women's Retirement Radio, I want to cover how much cash (liquid savings) you should keep and where you should keep it. Should you use a big brick & mortar bank with a branch on every corner or an online bank? What are the pros and cons of each? And how much liquid savings should you hold on to in the face of rising inflation? I a…

In this episode of Women's Retirement Radio, I want to cover a topic that comes up regularly in my conversations with clients. And it's also a topic where there seems to be a lot of confusion. It's Gift Taxes. How much can you give? Who pays the taxes? How many people can you give to? I address these questions and much more in this short episode. G…

In this episode of Women's Retirement Radio, I'm joined by Joe Casey. Joe is an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. He's also the founder of Retirement Wisdom and the Retirement Wisdom podcast. Joe brings an interesting back…

In this episode of Women's Retirement Radio, I'm joined by Brenna Baucum. Brenna is the Director of Education and Communications at Money Quotient. And Money Quotient is one of the leading financial life planning organizations in the financial services industry, training financial planners and advisors to develop financial planning engagements that…

In this episode of Women's Retirement Radio, I'm joined by Perry Chesney. Perry is a Wealth Management Consultant at HC Advisors in Atlanta. He's also a consultant with Red Rock Strategic Partners. Perry serves a small, select group of high net worth clients in his Wealth Management Consultant role. And through Red Rock Strategic Partners, Perry co…

In this episode of Women's Retirement Radio, I'm joined by Laura Jalbert. Laura is the owner of Mindful Transitions, an organization providing licensed clinical social work to seniors in the Atlanta area. Laura and her team provide mental and emotional support for seniors who are dealing with changes related to aging, medical challenges, or living …

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver. So I'm happy to share the 5th installment in "The Caregiver Series" with Paula Canaday-Daeke, owner of Fiscally Balanced, a daily money management provider. In this conversation, we address when and how a daily money manager …

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver. So I'm happy to share the 4th installment in "The Caregiver Series" with Corey Rieck, owner of The Long Term Care Planning Group, an insurance firm focused solely on long term care insurance solutions. In this conversation, w…

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver. So I'm happy to share the 3rd installment in "The Caregiver Series" with Lisa Kaufman, owner of SeniorCare Options in Atlanta, and Laura Jalbert, owner of Mindful Transitions, also in Atlanta. In this conversation, we address…

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver. So I'm happy to share the 2nd installment in "The Caregiver Series" with Lisa Kaufman, owner of SeniorCare Options in Atlanta, and Laura Jalbert, owner of Mindful Transitions, also in Atlanta. In this conversation, we cover s…

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver. So I'm happy to kick off "The Caregiver Series" with Lisa Kaufman, owner of SeniorCare Options in Atlanta. You may recall a conversation I had with Lisa in episode 19. back in June 2021. In this conversation, Lisa and I set t…

In this episode of Women's Retirement Radio, I'm joined by Jason Levoy. Jason is a former divorce attorney who now works as a divorce coach. He's based in New Jersey, but works with clients across the United States to help them navigate the divorce process and make more informed decisions. And as a former attorney, he provides coaching from a divor…

In this episode of Women's Retirement Radio, I'm joined by Dan Munster. Dan is an Eldercare and Special Needs attorney in Atlanta. He focuses exclusively on helping senior Georgia residents evaluate whether Medicaid (or other resources) can play a role in their care as they age. A couple of key points we covered: Why Medicaid isn't sub-standard car…

In this episode of Women's Retirement Radio, I'm joined by Genie McGee. Genie is an expert in all things Reverse Mortgage. In the past I've been very critical of reverse mortgages. Any time I see a celebrity pitching a financial product on TV, I think it's a red flag to be extra skeptical. And I have been. However, reverse mortgages - when done rig…

In this episode of Women's Retirement Radio, I'm joined by Jim Anderson. Jim is the founder and owner of Making College Worth It. He's an expert in all things college planning, and can help your student select the best college for their situation and improve their odds of not only graduating, but getting a job after college. Beyond the college sele…

In this episode of Women's Retirement Radio, I'm joined by Brian Yearwood. I've known Brian for many years and in addition to working with him personally, I've referred several clients, friends, and family members to him for help with their mortgage financing. Brian is an independent mortgage broker and we discuss why that's so important. We also c…

In this episode of Women's Retirement Radio, I'm joined by Mark Ciucci. Mark is a friend of many years and a recently retired financial services executive, and former financial advisor. I've always appreciated and respected Mark's view on the topic of financial advice, so I was excited to have this conversation and share it with you. And if you wan…

In this episode of Women's Retirement Radio, I'm joined by Lynn Cherry. Lynn is the founder of Pickleball Fire. As a lifelong athlete across many sports, Lynn fell in love with Pickleball when she first discovered it in 2018. Since then, she's created a website, a magazine, a podcast, and more to spread the word and introduce more and more people t…

In this episode of Women's Retirement Radio, I'm joined by Ronnie Genser. Ronnie is the founder of Bereavement Navigators. Since 2012, Bereavement Navigators has assisted widows and widowers with the myriad of non-legal, non-financial advisory, and non-accounting/tax tasks they are faced with after the death of their loved one. Bereavement Navigato…

In this episode of Women's Retirement Radio, I'm joined by Bob Fitzgerald. Bob is an independent insurance agent specializing in Medicare Solutions in Georgia and the Southeast. He works with the top insurance companies to offer clients the best coverage for their situation. He design plans with a focus on risk management, low costs, and tax-effici…

In this episode of Women's Retirement Radio, I'm joined by Kaye Ginsberg. If you - or a loved one - have ever dealt with the potential overwhelm of downsizing and moving after being in your home for a number of years, you probably wished you had someone to simply take care of everything for you. Well, I'm happy to introduce you to that someone... K…

In this episode of Women's Retirement Radio, I'm joined by Christine Luken. As the Founder of the Financial Dignity® Movement, Christine has coached hundreds of high earning professionals to pay off staggering amounts of debt and massively increase their net worth. Christine’s book Money is Emotional: Prevent Your Heart from Hijacking Your Wallet h…

In this episode of Women's Retirement Radio, I'm joined by Adam Kol, The Couples Financial Coach. Adam is known as The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to peace of mind, clarity, & teamwork. He's also a Certified Mediator as well as a former attorney, and he has his own podcast (linked below) For mor…

In this episode of Women's Retirement Radio, I'm joined by Dr. Travis Parry of the Make Time Institute. Travis is the author of the #1 International Bestselling Book “Achieving Balance”. He is also the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand stress and goal achievement. Dr. P…

In this episode of Women's Retirement Radio, I'm joined by Kyla Lines of Richardson Bloom & Lines Family Law Attorneys. Kyla handles all aspects of complex divorce cases, including child custody disputes, modification of child support, and modification of custody in Atlanta. She is also a mediator and serves as an arbitrator. And she's very involve…

In this episode of Women's Retirement Radio, I'm joined by Alicyn McLeod of Atlanta Tax. Alicyn is a CPA and a CFP with nearly 20 years of tax experience. She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits. Many of her clients are women. Alicyn and I cover a lot in our conversation. She even…

In this episode of Women's Retirement Radio, I'm joined by Matt Regan of Wealthcare Capital Management. Matt brings a unique perspective to our conversation as the President of my parent firm, a quickly growing financial advice firm with over 150 affiliated advisors and more than $4 Billion (with a "B") in client assets. We cover a lot of interesti…

In this episode of Women's Retirement Radio, I'm joined by Tracy Gould Sheinin of Clarity Mediation. I've been looking forward to having Tracy on the podcast to talk about mediation and its role in divorce. But she also shares her perspective on things like communication, retirement planning for women, and a little about her personal background... …

In this episode of Women's Retirement Radio, I'm joined by Amy Refeca of Atlanta Wills & Trusts Law Group. I was especially excited to have Amy on the podcast as Atlanta Wills + Trusts Law Group is the only law firm in Georgia dedicated to helping women in the wills, trusts, powers of attorney and planning space. In our conversation, we discuss est…

In this episode of Women's Retirement Radio, I'm joined by Corey Rieck of The Long Term Care Planning Group. Corey is an expert in all things long term care insurance. Based in Atlanta, GA, he serves clients locally and across the country. In our conversation, we discuss what long term care insurance is, what it isn't, and some considerations in th…

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 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 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 --- Send in a voi…

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…