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.  

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.

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...

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 Practitione...

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...

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. 

"Old age" for our great-grandparents is now "middle age" for ourselves. So what are you going to do with this gift of time?   For most of us, this is uncharted territory.  Role models to help us navigate so many new sets of questions are limited. This remarkable extension of our life expectancy has precipitated exciting changes in our attitudes toward aging. Nowadays, we are rejecting outdated mod...

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-i...

  As a certified leadership coach with her company ULeadU Post Career Pathing based in Toronto, Canada, Marilyn works with professionals & business leaders approaching retirement & wondering what they'll do with themselves if work isn't a constant companion. With ULeadU Post Career Pathing they tap into their inner navigator to chart their own path & LEAD THEMSELVES into that next phase of life wi...

Rachel Fox is the Director of Business Development at Sunny Day Fund, an employer-rewarded emergency savings program that enables your workforce to stabilize and shine financially. Sunny Day Fund is building innovative financial technologies, starting with employer-rewarded emergency savings that stabilizes workers' finances and enables their pursuit of economic freedom. With Sunny Day Fund ® , em...

In 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. 

I kick off 2023 with my first episode of the year talking with Medicare/IRMAA specialist Dan McGrath.  Dan is the co-founder of IRMAA Certified Planner, a technology and training company focused on helping financial professionals provide better Medicare advice and data to their clients.  In this eye-opening episode, Dan teaches us the basics of IRMAA… The Income-Related Monthly Adjustment Amount (...