Inflation & Your Retirement
When Good Things Happen
For today’s episode we are going to talk about how inflation can affect your investments. It would be rare for any of us to watch the news and not hear about the current inflation we have going on in the US right now. COVID-19 had a huge impact on our economy since the pandemic began and in this episode we will dive into how inflation is related to our economy and our investments. Tune in to hear more on this episode of When Good Things Happen. IN THIS EPISODE: [02:00] Tom explains and describes inflation in simple terms in relation to our economy [06:00] Pull & push inflation relating...
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Create Beautiful Space with Rachel Pratt
When Good Things Happen
For today’s episode, we are joined by Rachel Pratt, a Johns Creek, GA based Interior Designer and Home Stager. Rachel shares her consultation process and how she navigates both simple and complicated design projects all while helping clients fall in love with their homes. We also discuss how she works with clients that don’t know what their personal style is. Whether you just want a small refresh or an entire home remodel, Rachel can help turn your house into your dream home. IN THIS EPISODE: [03:14] Rachel shares what inspired her to become an interior designer. [05:57] Rachel...
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Your Financial House
When Good Things Happen
For today’s episode, we talk about the importance of creating a financial plan for your retirement. Rather than using industry terms, let’s build a financial home from the ground up. Every home needs a blueprint, foundation, walls, and a roof, and so do financial plans. Tune in to learn about the strategy phase, how to plan your financial home to suit your needs, and what to do if you have to remodel. It’s time to start talking about finances because your future depends on it. IN THIS EPISODE: [04:29] You should start planning your retirement with the end in...
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A Healthy Retirement with Jenny Herman
When Good Things Happen
Jenny Herman is a certified personal trainer and nutritional coach who is passionate about helping people learn how to live healthier lives. Jenny joins us today to discuss why she teaches her clients to focus on balanced nutrition rather than dieting. It’s not too late to start a simple exercise routine and try mindful eating. Tune in to hear the best way to ease back into exercise in your retirement, and simple resources that can help you start today. IN THIS EPISODE: [07:15] Wondering where to start your journey to better nutrition? Here’s how you can start today. [11:28] Jenny...
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Good Things Are Happening with George Crumley
When Good Things Happen
George Crumley retired from Verizon after 34 years; he currently is a realtor with Keller Williams Atlanta North. In this episode, George reveals how he found a creative way to teach his children financial literacy. It's important to talk about money; that way, people can learn from your knowledge, and you can learn from others – it shouldn't be taboo! Tune in as we talk about getting the most out of your retirement by doing what you want to do; George offers advice from his own experiences. IN THIS EPISODE: [03:40] Want to teach your children about money? Here’s how George got...
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Catching up with Howard Moses
When Good Things Happen
In 1988, Howard opened The Cruise Authority for clients who wanted true guidance and heightened services for their travel experiences. People are trying to put COVID in their rearview mirror and move on with their travels; Howard gives tips for people looking into their next travel destination. Some people like the COVID restrictions while others do not, your restriction preferences will determine your next trip’s location. Tune in as Howard gives his advice on taking your bucket list trips as soon as possible! IN THIS EPISODE: [01:45] People are trying to put COVID in their rearview...
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Mind, Body & Spirit with Christen Perrella
When Good Things Happen
Today’s guest, Christen Perrella, realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing, and community. Christen shares how her metamorphosis began with a rare autoimmune disease diagnosis. In this episode, we talk about how your body has the power to heal and recover. One of the best tools for recovery is Pilates. Tune in as Christen explains how Pilates is the best system for training the core, reducing stress, and regenerating the brain. IN THIS EPISODE: [02:10] Christen shares how her...
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A Total Wine Experience with Orson Hall
When Good Things Happen
Orson Hall is the Founder and Owner of Wine Parties by Design. Orson speaks about the inspiration behind Wine Parties by Design and talks all about the tours he gives. If you’re buying wine while on the road, Orson offers tips on keeping it cool in the car. Once your wine is safe and sound at home, Orson explains the best way to store your wine. There are many excellent wines around the country. Tune in as Orson reveals some of his favorite wineries and which wines will make a great gift this holiday season! IN THIS EPISODE: [03:30] All about Wine Parties by Design and Orson’s wine...
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Volunteering Changes Lives with Kerry Carithers
When Good Things Happen
Kerry Carithers serves as the Executive Director at Mentor Me North Georgia, INC. In this episode, Kerry speaks about how she got started in the nonprofit world; Kerry explains the inspiration behind Mentor Me North Georgia, INC. Many people think volunteering is time-consuming. However, countless opportunities only require one hour a week. If you’re worried about how you’ll spend your time during retirement, volunteering is an excellent use of your energy and expertise. Tune in as Kerry discusses how to get involved with volunteering and find the proper organization that fits your...
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Cooking with Chef Pano
When Good Things Happen
This week, Tom is lucky to have the Executive Chef of Atlanta's acclaimed Kyma restaurant, Chef Pano, join the show! In this episode, Chef Pano discloses the inspiration behind his career in cooking and how he develops menus, concepts, and restaurants. If you’re new to cooking, Chef Pano explains how to find the inspiration for your own menu. Chef Pano talks about what life is like in the restaurant world during the pandemic. Tune in as Chef Pano reveals which recipe you should try this weekend. IN THIS EPISODE: [01:50] The inspiration behind Chef Pano’s career in...
info_outlineLisa Wilson and Sherri Selman are dedicated to helping people move to the best home for their needs with their company, NexSeason Transitions. First, Lisa and Sherri explain the inspiration behind NexSeason Transitions and how they provide a one-stop-shop approach for people vacating their homes. We talk about what you should consider before moving and why now is the best time to think about selling your home. Tune in for financial tips regarding the importance of your estate plan, no matter your age and wealth.
IN THIS EPISODE:
- [02:30] The inspiration behind NexSeason Transitions and how they help families who are experiencing unexpected transitions.
- [15:45] How NexSeason Transitions can assist in every single situation; they ensure all vendors are trustworthy and reliable.
- [22:10] What you should consider about moving while retired: don’t wait until you are unhealthy!
- [32:40] Estate planning is an important component for everybody. If you haven’t started yet, do it now!
KEY TAKEAWAYS:
- Don’t delay retirement until you are too old to enjoy it fully.
- The longer you wait to move, the harder it’s going to be.
- If you haven’t already, make an estate plan.
- If you want to move homes, you need to do that as soon as possible.
BIOS:
Lisa Wilson
Lisa Wilson is a certified Seniors Real Estate Specialist dedicated to helping people move to the best home for their needs. She has held a Georgia Real Estate License since 2002 and has sold over 500 homes in the Atlanta market.
Lisa began her real estate career with The Mark Spain Team, where she became the firm’s lead listing agent working with seniors downsizing and moving to Independent Living Communities. Today, she continues her personal approach to the senior market as an independent agent with PalmerHouseProperties.
She understands from personal experience the overwhelming responsibility of moving a parent or loved one. When her father passed away unexpectedly, she was faced with relocating her mother to Georgia from out of state, selling a home, sorting through a household full of furnishings, then finding and preparing a place for her mom.
Sherri Selman
Sherri Selman’s career is a testament to her love of people. After retiring from a 30-year career as a flight attendant with Delta Airlines, where she developed abundant experience caring for and serving the public, Sherri became a distributor for RelivInternational, a food science company. A keen interest in health and nutrition helped her advance to become a RelivAmbassador in 2010. Sherri conducted many seminars and training programs, impacting the lives of hundreds of clients through better health and quality of life.
Her life was thrown into chaos in 2014 when Sherri’s husband, Mark, suffered a massive stroke. The diagnosis that Mark was totally disabled and would need intense care and rehab was devastating to them both. The challenges were overwhelming, but Sherri was determined to develop a plan to handicap their home and find qualified caregivers and therapists so she could bring her husband home to recover.
During a visit to Atlanta in 2015, Sherri’s father suffered a debilitating stroke in her home. She had to find full-time care for him in Alpharetta while liquidating her parents’ home and its contents in Missouri, where the family had lived for over 45 years. As the full-time caregiver for both Mark and her father, Sherri also helped relocate her elderly mother to Arizona so she could be closer to Sherri’s sister.
LINKS MENTIONED:
Website
https://www.facebook.com/NexSeasonTransitions
Disclosure
NexSeason Transition is not affiliated with Three Bridges Financial Group or AEWM. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.