Episode 94: Get the Most of Your Social Security Benefit with Mary Beth Franklin
Release Date: 05/03/2023
Episode 131: The Soul of Wealth – Finding Meaning in Money with Dr. Daniel Crosby
The Her Retirement Podcast
In this episode, host Lynn Toomey sits down with Dr. Daniel Crosby, a psychologist, author, and Chief Behavioral Officer at Orion, to discuss the intersection of financial success and personal fulfillment. Dr. Crosby shares insights from his latest book, The Soul of Wealth, which explores how individuals can make financial decisions that align with their values and lead to a more meaningful life. He breaks down why simply accumulating wealth isn’t enough for happiness and how intentional spending, investing, and saving can create a richer, more fulfilling life. Dr. Daniel Crosby is a...
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Episode 130: Life Insurance and Retirement Pros and Cons – YouTube Live
The Her Retirement Podcast
In this episode of Lunch and Learn Live with Lynn, we dive into the critical topic of life insurance and its role in securing your financial future and protecting your loved ones. Did you know that only 52% of Americans have life insurance? Lynn explores the importance of life insurance, especially during Life Insurance Awareness Month, and discusses real-life stories that highlight why proper coverage is essential. She breaks down the two main types of life insurance: term life insurance, with its straightforward and affordable structure, and permanent life insurance, which offers lifelong...
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Episode 129: Redefining Retirement: A New Path Forward with Paul Long
The Her Retirement Podcast
In this episode of The Her Retirement Podcast, host Lynn Toomey talks with Paul Long, a storyteller and thought leader in the realm of “olderhood”—a term he uses to redefine the traditional concept of retirement. They explore the outdated notion of retirement, debunk common myths, and discuss how individuals can create a new, purposeful phase of life beyond the conventional retirement years. Paul shares his insights on navigating this new reality, emphasizing health, relationships, and meaningful work. Listeners will hear about: The importance of staying relevant, active, and fulfilled...
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Episode 128: 8 Strategies for a More Secure Retirement
The Her Retirement Podcast
In this episode of the Her Retirement Lunch and Learn Live, Lynn discusses eight essential strategies to help you secure a more intentional and financially stable retirement. These strategies, grouped under the acronym "HEROS" (Her Efficient Retirement Optimized Strategies), are designed to maximize your wealth, protect your income, and ensure long-term financial security. Topics include smart spending and saving, semi-retirement opportunities, protected growth investments, and the importance of tax and legacy planning. Tune in to learn how you can implement these practical steps for a more...
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Episode 127: Exploring Age-Friendly Vibes with Jan Golden
The Her Retirement Podcast
Jan Golden is the founder of Age-Friendly Vibes, a company focused on creating age-positive greeting cards that flip the script on traditional ageist messaging. She started the business at age 60, motivated by an anti-ageist greeting card contest in Denver. A graphic designer and web developer by trade, Jan now sells over 200 designs of greeting cards, stickers, and art prints in stores worldwide, including in the US, UK, Australia, and Ireland. Her work challenges the negative stereotypes of aging, providing creative, pro-age messages that celebrate the positive aspects of getting older. Jan...
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Episode 126: From Office to Offbeat – A Travel Transformation with Kellie Newell
The Her Retirement Podcast
In this episode, Lynn sits down with Kellie Newell, a fearless traveler who left behind the corporate grind to embark on a life-changing journey across Southeast Asia. After spending 18 years climbing the ladder at Johnson & Johnson, Kellie decided to trade in her office for a one-way ticket to Bangkok, diving headfirst into the unknown. From solo backpacking adventures to finding unexpected connections along the way, Kellie shares how this journey helped her rediscover her passions and reshape her life. Listen in as they discuss Kellie’s experiences, her bold decision to step away...
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Episode 125: Shifting from Scarcity to Abundance with Ellen Rogin
The Her Retirement Podcast
Mindset Matters: Shifting from Scarcity to Abundance Ellen Rogin discusses the importance of mindset in financial wellness. Understand the difference between scarcity and abundance thinking and how to adopt a more positive outlook. Ellen Rogin is a former financial advisor, renowned author, abundance activist, and financial intuitive. With a background in practical financial planning and a deep intuitive ability, Ellen combines these skills to help individuals unlock their financial potential. She believes in the power of generosity and gratitude as key drivers of prosperity and has...
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Episode 124: Healthy Living on the Mediterranean Coast with Dr. Orlena
The Her Retirement Podcast
Dr. Orlena is a former pediatrician who has transitioned into a health and wellness coach, residing on the beautiful Mediterranean coast of Spain. With a medical background and a passion for helping women lead vibrant, healthy lives, Dr. Orlena focuses on sustainable lifestyle changes that promote physical and emotional well-being. After relocating to Spain 13 years ago, she pivoted from traditional medicine to create a holistic health platform that empowers women to lose weight, gain energy, and enjoy life to its fullest. Dr. Orlena emphasizes the importance of enjoyable exercise, nutritious...
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Episode 123: Redefining Midlife: Insights from Jacqueline Perez
The Her Retirement Podcast
Jacqueline Perez, affectionately known as Jack, is a dynamic entrepreneur and the visionary founder of Kuel Life, a vibrant digital platform dedicated to empowering women in midlife. With a career spanning several decades and industries, Jack has consistently demonstrated her commitment to creating value and fostering community among women navigating the complexities of midlife transitions. Jack's professional journey began in the corporate world, where she garnered extensive experience in consulting and marketing. Armed with an MBA, she excelled in the demanding environments of Fortune 50...
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Episode 122: A Heart for Seniors: Annie Baker’s Journey in Real Estate and Advocacy
The Her Retirement Podcast
Annie Baker is a seasoned Realtor with over 25 years of experience across multiple states and countries. In 2010, she discovered her passion for helping seniors downsize, inspired by her first senior client, Lillian. This experience led her to specialize in senior real estate, focusing on the importance of integrity and building a trusted team to assist seniors in their transitions. Originally from Atherton, CA, Annie has lived in Canada, Finland, and various parts of the U.S., giving her a personal understanding of moving and real estate. Alongside her professional career, Annie is dedicated...
info_outlineIn 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 years as the tax and retirement editor at Kiplinger’s Personal Finance magazine and subsequently educating financial advisors as a Contributing Editor at Investment News. At Kiplinger, She also edited the annual Retirement Planning Guide and monthly Retirement Report newsletter.
In 2016, she received the prestigious Jesse H. Neal Award for Best Instructional Content for her article “Demystifying Social Security.” That same year, she received a Hero Award from the Women’s Institute for Secure Retirement (WISER) for her educational efforts to improve retirement security for women.
In 2021, Editor and Published presented her with an EPPY award, citing her “On Retirement” column as the best business blog of the year. In 2022, she received the runner-up EPPY award in the same category, and she also received the Investment News Trailblazer award for her contributions to the retirement income planning profession as part of Investment News’ annual Women to Watch event.
You can find out more about Mary Beth Franklin and her services at https://marybethfranklin.com/
https://www.linkedin.com/in/mary-beth-franklin-ab7a9a3/
https://twitter.com/MBFretirepro