Talking about finances can be intensely boring, but talking with Jan Blakely Holman about it is lively and informative! How and where can we become more financially literate? What does it mean to be "prepared for retirement"? Are there any specific considerations we should have as "Blueprint Breakers" who may or may not have a partner or children? How do we know if we have a good financial advisor? And if we don't, what should we look for in a financial advisor?
Jan covers all of the above and more in today's conversation.
About Jan Blakely Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS
Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent more than four decades in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive. Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning, and Managing Legacy Wealth. She is internationally published author, whose columns are translated and syndicated in numerous global publications. A strong believer in the importance of the financial advisor/investor relationship, throughout her career, Jan has demonstrated a passion for helping consumers understand the often off-putting language of financial services. An avid skier, photographer, and novice silversmith, Jan’s career at Thornburg has enabled her to achieve her goal of living life “on purpose” by doing rewarding and meaningful work while enjoying the beautiful mountains of Santa Fe. Jan lives in Minnesota and is a mother of three and a grandmother of five. She holds a BA in political science from the University of Denver.
Check out Jan's podcast #NowMe Once investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it's time to put themselves first and are saying, "#NowMe".
Article in HerMoney.com: FINANCE FOR WOMEN OVER 50: HOW TO REAP THE REWARDS AND AVOID THE PITFALLS
About Amy A. Palmer
As host and facilitator for The Modern Elderwoman podcast, Amy A. Palmer is dedicated to expanding and amplifying the voices of women over 45 who are living a “non-traditional” lifestyle (aka Blueprint Breakers!). After a lifelong struggle with feeling “outside” the societal norm and longing to live up to perceived expectations, Amy has found peace, acceptance and joy as she embarks on the Third Age of her life. Amy is originally from upstate New York, and currently considers herself nomadic with home bases in New York, New Jersey, Washington DC, and California. She left her successful corporate career early in 2022 and currently is freelancing as an Executive Contractor and sales specialist. Amy has a vast network of friends and colleagues with whom she enjoys travel and adventures and a close family including six niblings, the loves of her life!
Contact Amy at: amy@amyapalmer.com
Amy's Instagram: https://www.instagram.com/amyapalmer1/
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