Shows
The Her Retirement PodcastEpisode 131: The Soul of Wealth – Finding Meaning in Money with Dr. Daniel CrosbyIn 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 psychologist, behavioral finance ex...2025-02-2632 minThe Her Retirement PodcastEpisode 131: The Soul of Wealth – Finding Meaning in Money with Dr. Daniel CrosbyIn 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 psychologist, behavioral finance ex...2025-02-2632 min
The Her Retirement PodcastEpisode 130: Life Insurance and Retirement Pros and Cons – YouTube LiveIn 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 coverage with added benefits like...2024-12-1025 minThe Her Retirement PodcastEpisode 130: Life Insurance and Retirement Pros and Cons – YouTube LiveIn 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 coverage with added benefits like...2024-12-1025 min
The Her Retirement PodcastEpisode 129: Redefining Retirement: A New Path Forward with Paul LongIn 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 as we age The dangers of enteri...2024-11-1242 minThe Her Retirement PodcastEpisode 129: Redefining Retirement: A New Path Forward with Paul LongIn 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 as we age The dangers of enteri...2024-11-1242 minThe Her Retirement PodcastEpisode 128: 8 Strategies for a More Secure RetirementIn 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 confident retirement journey!2024-10-1536 minThe Her Retirement PodcastEpisode 128: 8 Strategies for a More Secure RetirementIn 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 confident retirement journey!2024-10-1536 min
The Her Retirement PodcastEpisode 126: From Office to Offbeat – A Travel Transformation with Kellie Newell 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 from corporate life, and the profound personal gr...2024-08-1340 minThe Her Retirement PodcastEpisode 126: From Office to Offbeat – A Travel Transformation with Kellie Newell 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 from corporate life, and the profound personal gr...2024-08-1340 min
The Her Retirement PodcastEpisode 119: Camp Reinvention…Because Age is Just a NumberIn this enlightening podcast episode, Wendy Werneth and Dana Malstaff from Camp Reinvention, seasoned coaches and mentors, share invaluable wisdom and guidance for women navigating life transitions. Wendy, a seasoned life coach, and Dana, a successful entrepreneur, emphasize the transformative potential of their 12-week program, designed to help women rediscover their passions and chart a fulfilling path forward. They encourage listeners to take action and approach life with curiosity, highlighting the importance of embracing imperfection and challenging limiting beliefs. Wendy underscores the notion that past experiences do not define one's future, emphasizing the opportunity for growth and change at...2024-04-0641 minThe Her Retirement PodcastEpisode 119: Camp Reinvention…Because Age is Just a NumberIn this enlightening podcast episode, Wendy Werneth and Dana Malstaff from Camp Reinvention, seasoned coaches and mentors, share invaluable wisdom and guidance for women navigating life transitions. Wendy, a seasoned life coach, and Dana, a successful entrepreneur, emphasize the transformative potential of their 12-week program, designed to help women rediscover their passions and chart a fulfilling path forward. They encourage listeners to take action and approach life with curiosity, highlighting the importance of embracing imperfection and challenging limiting beliefs. Wendy underscores the notion that past experiences do not define one's future, emphasizing the opportunity for growth and change at...2024-04-0641 min
The Her Retirement PodcastEpisode 111: Retirement Shock & Longevity with Mike DrakListen in to this episode as Lynn chats with Mike Drak, author, retirement lifestyle designer, public speaker, and senior contributor at Booming Encore. Lynn and Mike talk about how to prevent retirement shock, retiring and then going back to work (on your terms), the advantages of semi-retirement, and how to live a good, long life.2023-11-0342 minThe Her Retirement PodcastEpisode 111: Retirement Shock & Longevity with Mike DrakListen in to this episode as Lynn chats with Mike Drak, author, retirement lifestyle designer, public speaker, and senior contributor at Booming Encore. Lynn and Mike talk about how to prevent retirement shock, retiring and then going back to work (on your terms), the advantages of semi-retirement, and how to live a good, long life.2023-11-0342 min
The Her Retirement PodcastEpisode 109: Sexy Smart Aging with Dr. Nicole Marcione Listen in to this week’s episode as Lynn talks with Dr. Nicole Marcione about how to age well by prioritizing your longevity, desire, and vibrancy. Dr. Nicole's expertise is in helping midlife women navigate their aging process by reconnecting with their body, their intuition, and their desire; blending the Science of Longevity with the Art of Living a vibrant, sensual life. It’s time to feel good, reconnect and trust our bodies. Let’s Get her Done. 2023-10-0642 minThe Her Retirement PodcastEpisode 109: Sexy Smart Aging with Dr. Nicole Marcione Listen in to this week’s episode as Lynn talks with Dr. Nicole Marcione about how to age well by prioritizing your longevity, desire, and vibrancy. Dr. Nicole's expertise is in helping midlife women navigate their aging process by reconnecting with their body, their intuition, and their desire; blending the Science of Longevity with the Art of Living a vibrant, sensual life. It’s time to feel good, reconnect and trust our bodies. Let’s Get her Done. 2023-10-0642 min
The Her Retirement PodcastEpisode 109: Sexy Smart Aging with Dr. Nicole MarcioneListen in to this week’s episode as Lynn talks with Dr. Nicole Marcione about how to age well by prioritizing your longevity, desire, and vibrancy. Dr. Nicole's expertise is in helping midlife women navigate their aging process by reconnecting with their body, their intuition, and their desire; blending the Science of Longevity with the Art of Living a vibrant, sensual life. It’s time to feel good, reconnect and trust our bodies. Let’s Get her Done.2023-10-0642 min
The Her Retirement PodcastEpisode 104: Are You There Mom? It's Me, Lynn2023-07-2518 minThe Her Retirement PodcastEpisode 104: Are You There Mom? It's Me, Lynn2023-07-2518 min
The Her Retirement PodcastEpisode 98: The Five Pillars of Longevity with Scott FultonThis 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. 2023-06-071h 03The Her Retirement PodcastEpisode 98: The Five Pillars of Longevity with Scott FultonThis 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. 2023-06-071h 03
The Her Retirement PodcastEpisode 95: Defying Menopause with Coach Barb HawkenIn 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.2023-05-1234 minThe Her Retirement PodcastEpisode 95: Defying Menopause with Coach Barb HawkenIn 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.2023-05-1234 min
The Her Retirement PodcastEpisode 94: Get the Most of Your Social Security Benefit with Mary Beth FranklinIn 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 P...2023-05-0330 minThe Her Retirement PodcastEpisode 94: Get the Most of Your Social Security Benefit with Mary Beth FranklinIn 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 P...2023-05-0330 min
The Her Retirement PodcastEpisode 93: Talking Work Life Sway with Retiree Jeanne ThompsonIn 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. https://www.jeaninethompson.net/about-jeanine 2023-04-2634 minThe Her Retirement PodcastEpisode 93: Talking Work Life Sway with Retiree Jeanne ThompsonIn 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. https://www.jeaninethompson.net/about-jeanine 2023-04-2634 min
The Her Retirement PodcastEpisode 89: A Place for MomIn 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. 2023-03-1715 minThe Her Retirement PodcastEpisode 89: A Place for MomIn 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. 2023-03-1715 min
The Her Retirement PodcastEpisode 87: A Financial & Life Planning Framework for Retirement 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 essen...2023-02-2525 minThe Her Retirement PodcastEpisode 87: A Financial & Life Planning Framework for Retirement 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 essen...2023-02-2525 min
The Her Retirement PodcastEpisode 83: Understanding Long-Term Care and the Secure Act 2.0In 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. 2023-01-1722 minThe Her Retirement PodcastEpisode 83: Understanding Long-Term Care and the Secure Act 2.0In 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. 2023-01-1722 min
The Her Retirement PodcastEpisode 80: A Chat with Linda Pringle Evans, Host of the Womenomic$ PodcastIn this week’s episode, Lynn shares a recent chat with Linda Pringle Evans, host of the Womenomics podcast and soon-to-be national movement. Lynn and Linda have a great discussion about women, money entrepreneurship, and retirement. Lynn shares her perspectives on women's challenges, gaps, risks, and opportunities as they prepare to live a happiHER, healthiHER and wealthiHER life and retirement. The Womenomic$ Show will inspire, motivate and equip more women entrepreneurs to become financially secure. This show is your guide to empowering women's economic growth and sustainability. Learn what it takes to become unapologetic for bui...2022-12-1540 minThe Her Retirement PodcastEpisode 80: A Chat with Linda Pringle Evans, Host of the Womenomic$ PodcastIn this week’s episode, Lynn shares a recent chat with Linda Pringle Evans, host of the Womenomics podcast and soon-to-be national movement. Lynn and Linda have a great discussion about women, money entrepreneurship, and retirement. Lynn shares her perspectives on women's challenges, gaps, risks, and opportunities as they prepare to live a happiHER, healthiHER and wealthiHER life and retirement. The Womenomic$ Show will inspire, motivate and equip more women entrepreneurs to become financially secure. This show is your guide to empowering women's economic growth and sustainability. Learn what it takes to become unapologetic for bui...2022-12-1540 min
The Her Retirement PodcastEpisode 78: The Her Retirement Platform and YouThis week Lynn Toomey explains the history of the Her Retirement platform and how the platform can help you live a better, more intentional, and financially secure retirement. She also discusses the concepts of lifespan, healthspan, and wealthspan and why you should keep these concepts in mind as you develop your retirement plan.2022-12-0215 minThe Her Retirement PodcastEpisode 78: The Her Retirement Platform and YouThis week Lynn Toomey explains the history of the Her Retirement platform and how the platform can help you live a better, more intentional, and financially secure retirement. She also discusses the concepts of lifespan, healthspan, and wealthspan and why you should keep these concepts in mind as you develop your retirement plan.2022-12-0215 min
The Her Retirement PodcastEpisode 76: 9 Steps to a Rich Life Retirement with Susan LatremoilleIn this week's episode, Lynn hops on a Zoom call with Susan Latremoille to discuss 9 steps to a rich life in retirement. Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Partner in Next Chapter Lifestyle Advisors. Susan is a Certified SuccessFinder Practitioner. SuccessFinder is...2022-11-1723 minThe Her Retirement PodcastEpisode 76: 9 Steps to a Rich Life Retirement with Susan LatremoilleIn this week's episode, Lynn hops on a Zoom call with Susan Latremoille to discuss 9 steps to a rich life in retirement. Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Partner in Next Chapter Lifestyle Advisors. Susan is a Certified SuccessFinder Practitioner. SuccessFinder is...2022-11-1723 min
The Her Retirement PodcastEpisode 75: 10 Myths of AgingIn this week's episode, Lynn breaks down 10 myths we commonly hear about aging.2022-11-1622 minThe Her Retirement PodcastEpisode 75: 10 Myths of AgingIn this week's episode, Lynn breaks down 10 myths we commonly hear about aging.2022-11-1622 min
The Her Retirement PodcastEpisode 74: Grey Divorce & CDFAs According to Carol Lee RobertsCarol Lee has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations. Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C. Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a for...2022-10-2926 minThe Her Retirement PodcastEpisode 74: Grey Divorce & CDFAs According to Carol Lee RobertsCarol Lee has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations. Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C. Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a for...2022-10-2926 min
The Her Retirement PodcastEpisode 68: Going Through Gray Divorce with Grit and GraceDivorce after 50 - aka "gray divorce" - is becoming more common (for several reasons). Couples over 50 are now seeing the highest divorce rates among all age groups in the world. The United States has the highest divorce rate in the world, with nearly half of all marriages breaking up. Having gone through divorce twice, Lynn is all too familiar with the challenging process. Tune in to this week's episode to learn how to face one of life's toughest challenges as you close in on retirement. 2022-09-1518 minThe Her Retirement PodcastEpisode 68: Going Through Gray Divorce with Grit and GraceDivorce after 50 - aka "gray divorce" - is becoming more common (for several reasons). Couples over 50 are now seeing the highest divorce rates among all age groups in the world. The United States has the highest divorce rate in the world, with nearly half of all marriages breaking up. Having gone through divorce twice, Lynn is all too familiar with the challenging process. Tune in to this week's episode to learn how to face one of life's toughest challenges as you close in on retirement. 2022-09-1518 min
The Her Retirement PodcastEpisode 64: 15 Questions to Ask About Social SecurityIn this week's episode, Lynn reviews fifteen questions that you should ask about your Social Security benefit. Social Security was never meant to be your only means of income. According to the Social Security Administration, Social Security replaces 40-50% of the average earner's income after retiring. Retirees will need 70-80% or more of their earnings to live comfortably. Find out what else you need to know about maximizing your benefit in this week's episode of the Her Retirement Podcast. 2022-08-1119 minThe Her Retirement PodcastEpisode 64: 15 Questions to Ask About Social SecurityIn this week's episode, Lynn reviews fifteen questions that you should ask about your Social Security benefit. Social Security was never meant to be your only means of income. According to the Social Security Administration, Social Security replaces 40-50% of the average earner's income after retiring. Retirees will need 70-80% or more of their earnings to live comfortably. Find out what else you need to know about maximizing your benefit in this week's episode of the Her Retirement Podcast. 2022-08-1119 min
The Her Retirement PodcastEpisode 63: Inflation Taking a Bite Out of Your Income?In this week's episode, Lynn reviews some strategies to lessen the blow inflation may inflict upon your retirement income. Some more episodes on this topic: Episode 56: What's Better Than Bonds? Episode 45: Are Annuities the Answer?2022-08-0411 minThe Her Retirement PodcastEpisode 63: Inflation Taking a Bite Out of Your Income?In this week's episode, Lynn reviews some strategies to lessen the blow inflation may inflict upon your retirement income. Some more episodes on this topic: Episode 56: What's Better Than Bonds? Episode 45: Are Annuities the Answer?2022-08-0411 minThe Her Retirement PodcastEpisode 62: Five Questions to Ask Your Mother, Grandmother, or YourselfIn this week's episode, Lynn reviews five questions you should ask your mother, grandmother, or yourself. Some highlights include elder fraud and scams, health and mobility concerns, and tax advice. 2022-07-2715 minThe Her Retirement PodcastEpisode 62: Five Questions to Ask Your Mother, Grandmother, or YourselfIn this week's episode, Lynn reviews five questions you should ask your mother, grandmother, or yourself. Some highlights include elder fraud and scams, health and mobility concerns, and tax advice. 2022-07-2715 min
The Her Retirement PodcastEpisode 61: How to Use Your Housing Wealth – Featuring Luke CentroneThis week Lynn chats with Luke Centrone of Reverse Mortgage Funding about how to use your housing wealth in retirement. Luke has been in the mortgage industry since 1996 and a Reverse Mortgage Specialist since 2014, with a total of 24 years of industry experience. “What I like most about my job is the satisfaction I feel in being able to help people,” Luke says. “Whether it’s refinancing an existing mortgage to make life easier and more affordable, providing an additional source of monthly retirement funds, or supplementing long-term health care via a line of credit, I make it my business to care fo...2022-07-2038 minThe Her Retirement PodcastEpisode 61: How to Use Your Housing Wealth – Featuring Luke CentroneThis week Lynn chats with Luke Centrone of Reverse Mortgage Funding about how to use your housing wealth in retirement. Luke has been in the mortgage industry since 1996 and a Reverse Mortgage Specialist since 2014, with a total of 24 years of industry experience. “What I like most about my job is the satisfaction I feel in being able to help people,” Luke says. “Whether it’s refinancing an existing mortgage to make life easier and more affordable, providing an additional source of monthly retirement funds, or supplementing long-term health care via a line of credit, I make it my business to care fo...2022-07-2038 min
The Her Retirement PodcastEpisode 60: Life, Liberty, and the Pursuit of Happiness in RetirementOn Monday, July 4, here in the good ‘ole US of A we celebrated the 246th anniversary of the adoption of the Declaration of Independence (Did you know it was actually formally signed on August 2nd?). A document in which America's founders affirmed that each individual is endowed with inalienable rights to "Life, Liberty and the pursuit of Happiness." Of course, you podcast host and Her Retirement founder Lynn Toomey added the Retirement part as she believes that life IS good, but retirement can be better, and this should also be an inalienable right. In this week’s episode, Lynn talk...2022-07-0817 minThe Her Retirement PodcastEpisode 60: Life, Liberty, and the Pursuit of Happiness in RetirementOn Monday, July 4, here in the good ‘ole US of A we celebrated the 246th anniversary of the adoption of the Declaration of Independence (Did you know it was actually formally signed on August 2nd?). A document in which America's founders affirmed that each individual is endowed with inalienable rights to "Life, Liberty and the pursuit of Happiness." Of course, you podcast host and Her Retirement founder Lynn Toomey added the Retirement part as she believes that life IS good, but retirement can be better, and this should also be an inalienable right. In this week’s episode, Lynn talk...2022-07-0817 min
The Her Retirement PodcastEpisode 59: Why Midlife is the Time for Financial Action with Sheree Clark of Fork in the RoadIn this week's episode, Lynn sits down with life coach, Sheree Clark, to discuss some action items that women should take as they are approaching midlife and preparing for retirement. 2022-06-2930 minThe Her Retirement PodcastEpisode 59: Why Midlife is the Time for Financial Action with Sheree Clark of Fork in the RoadIn this week's episode, Lynn sits down with life coach, Sheree Clark, to discuss some action items that women should take as they are approaching midlife and preparing for retirement. 2022-06-2930 min
The Her Retirement PodcastEpisode 58: Investment BasicsIn this week’s episode, Lynn shares an overview of investing basics. Many of us women find ourselves a little confused when it comes to all the various investing terminology and strategies. While we believe an investment advisor is helpful to have during your accumulation years, a retirement advisor who understands how to create a “retirement optimized” investment strategy is VERY important. While you can certainly learn and manage your own investments, this is a time-consuming endeavor. While most of us won’t be managing our own investment portfolios and implementing retirement strategies, it is very important to at least un...2022-06-2437 minThe Her Retirement PodcastEpisode 58: Investment BasicsIn this week’s episode, Lynn shares an overview of investing basics. Many of us women find ourselves a little confused when it comes to all the various investing terminology and strategies. While we believe an investment advisor is helpful to have during your accumulation years, a retirement advisor who understands how to create a “retirement optimized” investment strategy is VERY important. While you can certainly learn and manage your own investments, this is a time-consuming endeavor. While most of us won’t be managing our own investment portfolios and implementing retirement strategies, it is very important to at least un...2022-06-2437 min
The Her Retirement PodcastEpisode 55: Reverse Mortgages with Jack GuttentagThis week Lynn interviews Professor of Finance Emeritus at the Wharton School Jack Guttentag all about how to use your housing wealth to create an income stream in retirement via a reverse mortgage. Throughout his very long career, Professor Guttentag has been concerned with the difficulties faced by consumers in financial markets arising from the complexity and inexperience. He tackled these challenges first in connection with home mortgages, then with reverse mortgages and now with retirement planning – the most challenging of all. Joining Jack is his business partner, Allan Redstone. The duo also discuss with Lyn...2022-06-0246 minThe Her Retirement PodcastEpisode 55: Reverse Mortgages with Jack GuttentagThis week Lynn interviews Professor of Finance Emeritus at the Wharton School Jack Guttentag all about how to use your housing wealth to create an income stream in retirement via a reverse mortgage. Throughout his very long career, Professor Guttentag has been concerned with the difficulties faced by consumers in financial markets arising from the complexity and inexperience. He tackled these challenges first in connection with home mortgages, then with reverse mortgages and now with retirement planning – the most challenging of all. Joining Jack is his business partner, Allan Redstone. The duo also discuss with Lyn...2022-06-0246 min
The Her Retirement PodcastEpisode 54: Career Change ChecklistMost Americans expected to work for the same company for their entire career with the hopes of receiving a pension that would enable them to live comfortably in retirement. However, the reality is far different. A survey published by the US Bureau of Labor Statistics states that those individuals born between 1957 and 1964 (the later years of the Baby Boom), are likely to hold an average of more than 12 jobs in their working lifetime. In this week's episode of the Her Retirement Podcast, Lynn reviews the major points to keep in mind...2022-05-2818 minThe Her Retirement PodcastEpisode 54: Career Change ChecklistMost Americans expected to work for the same company for their entire career with the hopes of receiving a pension that would enable them to live comfortably in retirement. However, the reality is far different. A survey published by the US Bureau of Labor Statistics states that those individuals born between 1957 and 1964 (the later years of the Baby Boom), are likely to hold an average of more than 12 jobs in their working lifetime. In this week's episode of the Her Retirement Podcast, Lynn reviews the major points to keep in mind...2022-05-2818 min
The Her Retirement PodcastEpisode 53: A Chat with Economist Laurence KotlikoffThis week Lynn sits down for a conversation with Laurence Kotlikoff, a professor of economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. https://kotlikoff.net/ Want to purchase Larry’s new book, Money Magic? Go to the Her Retirement bookstore and support a small book reseller. Interested in the Her Retirement software platform? Check out a free trial at Her Retirement. Interested in Larry’s Maxifi software, but don’t want to try and figure out how to use it on your own? Email Ly...2022-05-201h 19The Her Retirement PodcastEpisode 53: A Chat with Economist Laurence KotlikoffThis week Lynn sits down for a conversation with Laurence Kotlikoff, a professor of economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. https://kotlikoff.net/ Want to purchase Larry’s new book, Money Magic? Go to the Her Retirement bookstore and support a small book reseller. Interested in the Her Retirement software platform? Check out a free trial at Her Retirement. Interested in Larry’s Maxifi software, but don’t want to try and figure out how to use it on your own? Email Ly...2022-05-201h 19
The Her Retirement PodcastEpisode 52: The Current Market and Your RetirementListen in as Lynn has an insightful chat with Brian Saranovitz of Your Retirement Advisor. Brian shares his perspective on the state of the market and some key action steps to combat current and future market conditions.2022-05-1427 minThe Her Retirement PodcastEpisode 52: The Current Market and Your RetirementListen in as Lynn has an insightful chat with Brian Saranovitz of Your Retirement Advisor. Brian shares his perspective on the state of the market and some key action steps to combat current and future market conditions.2022-05-1427 min
The Her Retirement PodcastEpisode 51: A Chat with Life Coach Andrea Hunt - Life Lessons & MoreIn this week’s episode, Lynn Toomey talks with Andrea Hunt life coach and EFT practitioner. Listen in as they chat about the value of life coaching, life lessons, things you’d tell your 20-year-old self and traveling solo. It’s a mixed bag of great tips and ideas.2022-05-0647 minThe Her Retirement PodcastEpisode 51: A Chat with Life Coach Andrea Hunt - Life Lessons & MoreIn this week’s episode, Lynn Toomey talks with Andrea Hunt life coach and EFT practitioner. Listen in as they chat about the value of life coaching, life lessons, things you’d tell your 20-year-old self and traveling solo. It’s a mixed bag of great tips and ideas.2022-05-0647 min
The Her Retirement PodcastEpisode 50: The Surprising Benefits of Planning Future YouThis week’s Her Retirement podcast was inspired by an article Lynn Toomey read recently on the BBC website entitled, “How Thinking About ‘future you’ can build a happier life.” She was also spurred on by a visit with her mom to a local senior center to get some advice on Medicare, elder care planning and the like. “Helping my 86-year-old mom put a plan in place for her future, definitely spurred me on to come home and do some visualizing, planning and recording this episode.” Mr. Robson’s article encourages people to imagine and nurture their futu...2022-04-2923 minThe Her Retirement PodcastEpisode 50: The Surprising Benefits of Planning Future YouThis week’s Her Retirement podcast was inspired by an article Lynn Toomey read recently on the BBC website entitled, “How Thinking About ‘future you’ can build a happier life.” She was also spurred on by a visit with her mom to a local senior center to get some advice on Medicare, elder care planning and the like. “Helping my 86-year-old mom put a plan in place for her future, definitely spurred me on to come home and do some visualizing, planning and recording this episode.” Mr. Robson’s article encourages people to imagine and nurture their futu...2022-04-2923 min
The Her Retirement PodcastEpisode 49: The True Costs of Retirement Are More Than You Think (Part 2)In this week’s episode of the Her Retirement podcast, Lynn Toomey covers part 2 of the True Costs of Retirement. Last week she covered, cost mistakes 1-8. This week she reviews 9-16. These are the 16 most devastating mistakes you can make when estimating your costs in retirement so make sure to take a listen to both episodes 48 and 49. 2022-04-2119 minThe Her Retirement PodcastEpisode 49: The True Costs of Retirement Are More Than You Think (Part 2)In this week’s episode of the Her Retirement podcast, Lynn Toomey covers part 2 of the True Costs of Retirement. Last week she covered, cost mistakes 1-8. This week she reviews 9-16. These are the 16 most devastating mistakes you can make when estimating your costs in retirement so make sure to take a listen to both episodes 48 and 49. 2022-04-2119 min
The Her Retirement PodcastEpisode 47: Roth IRA & Roth ConversionsDetermining when, or if, you should convert your investments to a Roth IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments, and alternate sources of retirement income. Join Lynn in this week’s episode as she answers some important questions for you. What is a Roth IRA? What is the difference between a traditional IRA and a Roth IRA? What accounts are eligible to be converted to a Roth IRA? How can a Roth IRA conversion help protect me from fu...2022-04-0520 minThe Her Retirement PodcastEpisode 47: Roth IRA & Roth ConversionsDetermining when, or if, you should convert your investments to a Roth IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments, and alternate sources of retirement income. Join Lynn in this week’s episode as she answers some important questions for you. What is a Roth IRA? What is the difference between a traditional IRA and a Roth IRA? What accounts are eligible to be converted to a Roth IRA? How can a Roth IRA conversion help protect me from fu...2022-04-0520 min
The Her Retirement PodcastEpisode 44: Women's History MonthListen in to this episode as Lynn kicks off March and Women’s History Month. She shares a brief history of this annual retrospective along with some statistics on the progress women have made toward financial equality.2022-03-0819 minThe Her Retirement PodcastEpisode 44: Women's History MonthListen in to this episode as Lynn kicks off March and Women’s History Month. She shares a brief history of this annual retrospective along with some statistics on the progress women have made toward financial equality.2022-03-0819 min
The Her Retirement PodcastEpisode 43: Women & Retirement SavingsPlanning and saving for retirement may seem like goals that are far in the future. Yet saving, especially for retirement, should start early and continue throughout your lifetime. Join Lynn in this week’s episode as she discusses reasons why saving more matters to women, how the Great Resignation has impacted our retirement savings, and eight questions to ask yourself as you commit to a savings plan.2022-02-2520 minThe Her Retirement PodcastEpisode 43: Women & Retirement SavingsPlanning and saving for retirement may seem like goals that are far in the future. Yet saving, especially for retirement, should start early and continue throughout your lifetime. Join Lynn in this week’s episode as she discusses reasons why saving more matters to women, how the Great Resignation has impacted our retirement savings, and eight questions to ask yourself as you commit to a savings plan.2022-02-2520 min
The Her Retirement PodcastEpisode 42: Is Retiring at 65 Possible (and Smart)?Are you thinking about retiring at age Sixty-five? Is it possible? Is it even smart? Life expectancy continues to increase, which can often mean a longer retirement and may mean collecting Social Security longer. Sixty-five has long been thought of as the magic age for retirement. Join Lynn this week as she explores how this is changing, why it may be harder than previously thought and some tips to help you make the retirement decision. 2022-02-1834 minThe Her Retirement PodcastEpisode 42: Is Retiring at 65 Possible (and Smart)?Are you thinking about retiring at age Sixty-five? Is it possible? Is it even smart? Life expectancy continues to increase, which can often mean a longer retirement and may mean collecting Social Security longer. Sixty-five has long been thought of as the magic age for retirement. Join Lynn this week as she explores how this is changing, why it may be harder than previously thought and some tips to help you make the retirement decision. 2022-02-1834 min
The Her Retirement PodcastEpisode 41: Eat Right. Live Longer.Longevity risk in retirement is both our friend and our foe. Of course, a long healthy life sounds quite appealing. But longevity is also one of our biggest risks in retirement, especially for us women as we tend to live longer than our male counterparts. Listen in to this week’s episode as Lynn talks about the wealth and health effects of longevity. Lynn shares an overview of what she believes to be the healthiest way to eat and live long and prosper. Her opinion is backed up by numerous research studies, including one that was published this week on ho...2022-02-1120 minThe Her Retirement PodcastEpisode 41: Eat Right. Live Longer.Longevity risk in retirement is both our friend and our foe. Of course, a long healthy life sounds quite appealing. But longevity is also one of our biggest risks in retirement, especially for us women as we tend to live longer than our male counterparts. Listen in to this week’s episode as Lynn talks about the wealth and health effects of longevity. Lynn shares an overview of what she believes to be the healthiest way to eat and live long and prosper. Her opinion is backed up by numerous research studies, including one that was published this week on ho...2022-02-1120 min
The Her Retirement PodcastEpisode 40: Housing MattersIn this week’s episode Lynn talks about housing matters, including a Bankrate.com article she was recently quoted in on the trend of single women and homeownership, and a new tool to help people figure out where they want to live in retirement. Where we end up living in retirement is a big issue that many people begin to think about as they get closer to retirement. It can be a very thought provoking, soul searching, and stressful decision. Join Lynn as she shares her own journey, challenges and ideas for making your choices a little ea...2022-02-0424 minThe Her Retirement PodcastEpisode 40: Housing MattersIn this week’s episode Lynn talks about housing matters, including a Bankrate.com article she was recently quoted in on the trend of single women and homeownership, and a new tool to help people figure out where they want to live in retirement. Where we end up living in retirement is a big issue that many people begin to think about as they get closer to retirement. It can be a very thought provoking, soul searching, and stressful decision. Join Lynn as she shares her own journey, challenges and ideas for making your choices a little ea...2022-02-0424 minThe Her Retirement PodcastEpisode 38: Retirement Optimized StrategiesThis week Lynn is speaking to Brian Saranovitz of Your Retirement Advisor. This episode is an excerpt from a live Ask the Advisor Q&A session that was recorded in December of 2021. Brian kicked off the session with a discussion of what he calls the Multi-Discipline Retirement Strategies or MDRS. These are little known retirement optimized strategies that people can deploy in their plan to really improve their retirement outcome. This episode will give you some ideas you may not have heard before, so join Lynn to learn more.2022-01-2129 minThe Her Retirement PodcastEpisode 38: Retirement Optimized StrategiesThis week Lynn is speaking to Brian Saranovitz of Your Retirement Advisor. This episode is an excerpt from a live Ask the Advisor Q&A session that was recorded in December of 2021. Brian kicked off the session with a discussion of what he calls the Multi-Discipline Retirement Strategies or MDRS. These are little known retirement optimized strategies that people can deploy in their plan to really improve their retirement outcome. This episode will give you some ideas you may not have heard before, so join Lynn to learn more.2022-01-2129 min
The Her Retirement PodcastEpisode 37: Happy Life. Happy Retirement.In this episode Lynn discusses how much of your happiness is under your control. What does it mean to be happy now and in retirement? What is the relationship between money and happiness? Does more money mean more happiness. It’s easy to want more when you think of being happier and living better. And there’s little doubt that money can buy some (more) happiness. But the happiness we get from money is fundamentally limited. It leaves us wanting more, and it’s not enough on its own to enjoy a truly satisfying life. The reality is a lot of...2022-01-1433 minThe Her Retirement PodcastEpisode 37: Happy Life. Happy Retirement.In this episode Lynn discusses how much of your happiness is under your control. What does it mean to be happy now and in retirement? What is the relationship between money and happiness? Does more money mean more happiness. It’s easy to want more when you think of being happier and living better. And there’s little doubt that money can buy some (more) happiness. But the happiness we get from money is fundamentally limited. It leaves us wanting more, and it’s not enough on its own to enjoy a truly satisfying life. The reality is a lot of...2022-01-1433 min
Finance Babe#18: The Ultimate Retirement Readiness Kit with Lynn ToomeyRaised by a single mom, Lynn Toomey learned some early life lessons about life, love, family and finances. The best piece of advice her mother shared, “Get an education and make sure you can take care of yourself.” Lynn followed her mother’s advice and then some.Watching her mom handle life, a career and four kids almost single-handedly is the inspiration behind her company, Her Retirement. “I don’t want women to have to go solo or simply follow their partner’s lead when it comes to finances. Instead, I want women to have financial understanding, independence...2022-01-1033 min
The Her Retirement PodcastEpisode 36: Retirement ChecklistJoin Lynn this week as she discusses issues we should consider before we retire. There are so many different things we should think about as we prepare for and transition into retirement. Lynn put together a short checklist of main issues you need to be aware of before you retire.2022-01-0612 minThe Her Retirement PodcastEpisode 36: Retirement ChecklistJoin Lynn this week as she discusses issues we should consider before we retire. There are so many different things we should think about as we prepare for and transition into retirement. Lynn put together a short checklist of main issues you need to be aware of before you retire.2022-01-0612 min
The Her Retirement PodcastEpisode 35: Retirement SecurityJoin Lynn as she talks about an article she recently saw in Forbes magazine entitled, What's The Future For The Retirement Security Of Women? Lynn will talk about some concerns, insights and solutions brought up in the article, and why she is optimistic about the future for women and their retirement.2021-12-3120 minThe Her Retirement PodcastEpisode 35: Retirement SecurityJoin Lynn as she talks about an article she recently saw in Forbes magazine entitled, What's The Future For The Retirement Security Of Women? Lynn will talk about some concerns, insights and solutions brought up in the article, and why she is optimistic about the future for women and their retirement.2021-12-3120 min
The Her Retirement PodcastEpisode 34: Financial Wellness in 2022Financial resolutions run rampant this time of year. But please do consider committing to your financial wellness. It’s important with any resolution (financial or otherwise) that you don’t bite off more than you can chew. In other words, set achievable and measurable goals, but limit it to a few, not a dozen resolutions. 2021-12-2322 min
The Her Retirement PodcastEpisode 33: The Medicare MazeHealthcare is a top concern for women as we transition into retirement. Listen in as Lynn interviews Medicare specialist Cheryl Boyles about our healthcare challenges, the ins and outs of Medicare and how much our healthcare is going to cost us.2021-12-1556 minThe Her Retirement PodcastEpisode 33: The Medicare MazeHealthcare is a top concern for women as we transition into retirement. Listen in as Lynn interviews Medicare specialist Cheryl Boyles about our healthcare challenges, the ins and outs of Medicare and how much our healthcare is going to cost us.2021-12-1556 min
The Her Retirement PodcastEpisode 32: Changing Financial BehaviorThis week Lynn discusses behavioral finance. Whether you are talking about fitness, food or finances, when one learns to control his or her behavior, anything is possible. Unconscious factors drive almost every financial decision you make. Join Lynn as she talks about how you can assess and reign in these behaviors to improve your financial well-being.2021-12-0919 minThe Her Retirement PodcastEpisode 32: Changing Financial BehaviorThis week Lynn discusses behavioral finance. Whether you are talking about fitness, food or finances, when one learns to control his or her behavior, anything is possible. Unconscious factors drive almost every financial decision you make. Join Lynn as she talks about how you can assess and reign in these behaviors to improve your financial well-being.2021-12-0919 min