Women's Retirement Radio

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: WebsiteBlogWeekly Email NewsletterLinkedinTwitterThank you for listening. Visit my website to learn more. And you can also check out this episode on on my YouTube channel. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 address these questions and much more in this short episode. Get in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. And you can also check out this episode on on my YouTube channel. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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. I address these questions and much more in this short episode. Get in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. And you can also check out this episode on on my YouTube channel. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 background and perspective to the topic of retirement, and I really enjoyed our conversation. I think you will too. For more on Joe, please check out these resources: Joe Casey on LinkedinRetirement Wisdom websiteRetirement Wisdom podcastGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 transform lives. I've had the pleasure of getting to know and work with Brenna through my training with Money Quotient, and I'm excited to have her join me and talk about the important work that she and Money Quotient are doing to help other advisors and their clients. For more on Brenna, please check out these resources: Brenna Baucum on LinkedinMoney Quotient websiteMoney Quotient Partner DirectoryGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 consults with financial advisors and financial advice firms to help them deliver more client-focused advice and better outcomes for their clients. I've know Perry for many, many years and I'm happy we could share this conversation with you. For more on Perry, please check out these resources: Perry Chesney on LinkedinHC Advisors websiteRed Rock Strategic Partners websitePerry Chesney on TwitterGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 with a disability. And they provide these services at the senior's location. Laura also recently joined me for a couple of episodes in my "caregiver series." For more on Laura, please check out these resources: Laura Jalbert on LinkedinMindful Transitions websiteMindful Transitions Facebook pageGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 might be helpful, especially in a caregiving situation. If you'd like to learn more about Paula and her work, please visit these links: WebsiteLinkedin ProfileLinkedin Company PageFacebook PageGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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, we address the pros and cons of utilizing long term care insurance to address a caregiving situation. For more on Corey and his work, please go back and listen to our conversation in episode 25. Get in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 the importance of self-care for the caregiver as well and thoughts on how to deal with a challenging and emotional situation that you almost certainly hadn't planned on... Get in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 some of the emotional challenges that go hand in hand with becoming a caregiver. These can include grief, sadness, anger, guilt, and even denial. Get in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 the stage for future episodes in the series and some of the topics we'll be exploring further. Get in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 divorce attorney's point of view. For more on Jason, please check out these resources: Jason Levoy on LinkedinJason Levoy websiteThe Divorce Resource Guy PodcastThe Divorce Resource Facebook GroupGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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: For more on Dan, please check out these resources: Dan Munster on LinkedinDan Munster websiteGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 right - offer a lot of additional choice and flexibility to homeowners in the right circumstances. So listen to our conversation and see if you don't learn something. I know I did... For more on Genie, please check out these resources: Genie McGee on LinkedinGenie McGee websiteGenie McGee on FacebookReverse Mortgage webinar recordingGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 selection process, Jim also works with clients to figure out the best way to cover college costs which continue to rise at a healthy clip. For more on Jim, please check out these resources: Jim Anderson on LinkedinMaking College Worth It websiteGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 cover how mortgage financing can complicate things when it comes to the marital home in a divorce settlement. For more on Brian, please check out these resources: Brian Yearwood on LinkedinCustom Mortgage Services websiteGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 want check out what Mark is currently reading, here you go. For more on Mark, please check out these resources: Mark Ciucci on LinkedinGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 to the fastest growing sport today. For more on Lynn and Pickleball Fire, please check out these resources: Pickleball Fire websitePickleball Fire MagazinePickleball Fire PodcastPickleball Fire Facebook pagePickleball Fire YouTube channelGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

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 Navigators' #1 objective is to provide services to make this sometimes painful process of navigating these tasks and the journey ahead easier for them. In addition, Bereavement Navigators helps people organize their affairs while they are healthy or before a death is expected, in order to make the tasks their spouse/partner, other relative, or friend may face after their death much easier and less stressful. For more on Ronnie and Bereavement Navigators, please check out these resources: Ronnie Genser - LinkedinBereavement Navigators websiteBereavement Navigators contact informationAnd here are a couple of links that were mentioned during our conversation: Smart911Genworth Cost of Care SurveyAssistance League AtlantaGet in touch and let me know what you think or if you have any questions. And thank you for listening. Visit my website to learn more. Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com