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Episode 87: A Financial & Life Planning Framework for Retirement

The Her Retirement Podcast

Release Date: 02/25/2023

Episode 98: The Five Pillars of Longevity with Scott Fulton show art Episode 98: The Five Pillars of Longevity with Scott Fulton

The Her Retirement Podcast

This week Lynn talks with Scott Fulton, president of Home Ideations, President of the National Aging in Place Council and a member of the American College of Lifestyle Medicine. Scott and I chat about aging in place, his concept, and Wealthspan, and his five pillars of longevity: mind, environment, diet, activity and community.  

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Episode 97: Revolutionize Your Retirement with Dr. Dorian Mintzer show art Episode 97: Revolutionize Your Retirement with Dr. Dorian Mintzer

The Her Retirement Podcast

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Episode 96: Her Retirement Masterclass Excerpt show art Episode 96: Her Retirement Masterclass Excerpt

The Her Retirement Podcast

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Episode 95:  Defying Menopause with Coach Barb Hawken show art Episode 95: Defying Menopause with Coach Barb Hawken

The Her Retirement Podcast

In this week's episode, Lynn sits down with fitness coach Barbara Hawken to talk about demystifying menopause. Barbara is a Transformation Coach for affluent Moms and executive women who want to feel more radiant and energetic. Food, fitness, mindset, and lifestyle are all focuses in Barbara's programs.

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Episode 94: Get the Most of Your Social Security Benefit with Mary Beth Franklin show art Episode 94: Get the Most of Your Social Security Benefit with Mary Beth Franklin

The Her Retirement Podcast

In this week's episode, Lynn sits down with renowned journalist, Social Security expert, and Retirement Professional, Mary Beth Franklin, CFP to discuss getting the most out of your Social Security benefits.  As an award-winning journalist for over 40 years, including a stint on Capitol Hill for United Press International, Mary Beth has written about big-picture policy issues, such as the federal budget and tax legislation, as well as consumer-focused personal finance advice articles on how to maximize Social Security benefits, minimize tax bills, and enroll in Medicare. She spent 13...

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Episode 93: Talking Work Life Sway with Retiree Jeanne Thompson show art Episode 93: Talking Work Life Sway with Retiree Jeanne Thompson

The Her Retirement Podcast

In this week's episode, Lynn sits down with Jeanne Thompson to discuss work life balance towards the end of our careers. Jeanne Thompson is an author, speaker, transformational coach, former Fortune 50 HR executive, and now a retiree. As a Certified High Performance Coach (CHPC) trained by the High Performance Institute, founded by Brendon Burchard, and a Rapid Transformational Therapy Practitioner (RTTP), Jeanne partners with individuals, teams, and audiences in service of working to make them the best version of themselves they can be.       ...

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Episode 92: 10 Tips to a Successful Retirement show art Episode 92: 10 Tips to a Successful Retirement

The Her Retirement Podcast

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Episode 91: What We Can Learn From Episode 91: What We Can Learn From "SuperAgers"

The Her Retirement Podcast

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Episode 90: The Other Side of Retirement with Robert Laura show art Episode 90: The Other Side of Retirement with Robert Laura

The Her Retirement Podcast

Robert Laura is a retirement speaker, baby boomer expert, author, entrepreneur, and money manager. As the Retirement Activist, he’s committed to changing the way people think about and prepare for every aspect of retirement. Over the course of his career, he’s learned that retirement is one of the most fascinating and least understood phases of life, and he’s laser-focused on helping people create no-regrets retirement plans. In his nationally syndicated columns at Forbes and Financial Advisor, he challenges the status quo of traditional retirement planning. He’s also...

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Episode 89: A Place for Mom show art 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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More Episodes

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 your own terms. This is really the essence of life planning for retirement. In this segment, she shares some stats and suggestions for each of these sections of my framework. The non-financial side of retirement planning is just as important as the financial.