Episode 10: Retirement Portfolio Design for a Changing Economy
Release Date: 07/07/2021
Episode 89: A Place for Mom
The Her Retirement Podcast
In this week's episode, Lynn walks us through the episodic series of TikTok videos documenting the process of getting her mother elderly living assistance care.
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Episode 88: What’s Your Third Act? with Diana Place of Third Act Quest
The Her Retirement Podcast
“Old age” for our great-grandparents is now “middle age” for ourselves. So what are you going to do with this gift of time? For most of us, this is uncharted territory. Role models to help us navigate so many new sets of questions are limited. This remarkable extension of our life expectancy has precipitated exciting changes in our attitudes toward aging. Nowadays, we are rejecting outdated models of “retirement.” Instead of stepping back, we are embracing this gift of time to shift, edit and expand in all areas of our lives. We are reimagining how we live, love, work,...
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Episode 87: A Financial & Life Planning Framework for Retirement
The Her Retirement Podcast
Continuing the theme from last week’s episode on the non-financial aspects of retirement, Lynn shares a segment from a recent Her Retirement Masterclass she hosted. In the class, she talks about both the financial and non-financial aspects of retirement and in this segment, her Good Life framework and something she refers to as wealth planning. It gives you a framework and the opportunity to re-imagine and re-design your retirement life, aligning your purpose, vitality, connections, and contributions with your finances. Once you have this clarity, you can retire with intention…on...
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Episode 86: The Non-Financial Side of Retirement with Retirement Coach Marilyn Hintsa
The Her Retirement Podcast
As a certified leadership coach with her company ULeadU Post Career Pathing based in Toronto, Canada, Marilyn works with professionals & business leaders approaching retirement & wondering what they’ll do with themselves if work isn’t a constant companion. With ULeadU Post Career Pathing they tap into their inner navigator to chart their own path & LEAD THEMSELVES into that next phase of life with confidence. With Marilyn's support, clients go deep into the non-financial aspects of retirement. This is more than lifestyle planning. The focus is on building self-awareness...
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Episode 85: Why You Need a Sunny Day Fund with Rachel Fox
The Her Retirement Podcast
Rachel Fox is the Director of Business Development at Sunny Day Fund, an employer-rewarded emergency savings program that enables your workforce to stabilize and shine financially. Sunny Day Fund is building innovative financial technologies, starting with employer-rewarded emergency savings that stabilizes workers’ finances and enables their pursuit of economic freedom. With Sunny Day Fund®, employers can help American workers save for brighter days ahead and grow with greater resiliency. https://www.linkedin.com/in/rachel-fox-142li/
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Episode 84: Financial Literacy, Longevity Literacy & Retirement
The Her Retirement Podcast
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Episode 83: Understanding Long-Term Care and the Secure Act 2.0
The Her Retirement Podcast
In this week's episode, Lynn takes a closer look at Long-Term Care, as well as breaks down the new Secure Act 2.0 recently passed in December.
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Episode 82: The IRMAA Impact, Stop Contributing to a 401(k) & Other Tips from Dan McGrath
The Her Retirement Podcast
I kick off 2023 with my first episode of the year talking with Medicare/IRMAA specialist Dan McGrath. Dan is the co-founder of IRMAA Certified Planner, a technology and training company focused on helping financial professionals provide better Medicare advice and data to their clients. In this eye-opening episode, Dan teaches us the basics of IRMAA… The Income-Related Monthly Adjustment Amount (IRMAA) is a surcharge or premium you may pay in addition to your Part B or Part D premium if your income is above a certain level. The Social Security Administration (SSA) sets four income...
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Episode 81: 2022's Most Popular Episode – Ep. 45: Are Annuities the Answer?
The Her Retirement Podcast
The question in this week’s Her Retirement podcast is, Are Annuities the Answer? Annuities are a great option for those who would like to create a guaranteed income source in retirement. They are also a great hedge against market volatility. But what are they all about and are they for you? Take a listen and find out.
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12 Days of Financial "Fitmas" Tips
The Her Retirement Podcast
info_outlineOur economy has changed over the last decade and we are currently seeing interest rates at an all-time low, and volatility on the rise. Today’s Boomer population faces changes and risks unprecedented in history. In response, retirement savvy Boomers are embracing a new investment approach to secure and protect an income that will last a lifetime. Learn more in this week’s podcast.