The Her Retirement Podcast

The question in this week's Her Retirement podcast is, Are Annuities the Answer? Annuities are a great option for those who would like to create a guaranteed income source in retirement. They are also a great hedge against market volatility. But what are they all about and are they for you? Take a listen and find out.

In 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.  ...

Carolyn is one of America's most respected and accomplished voices on women as leaders and their relationship with power. A sought-after speaker, she was appointed by New York City's former Mayor Bloomberg to his Commission on Women's Issues, named Woman of the Year for the healthcare industry in 2012, and has co-authored numerous articles in the Harvard Business Review on Women's Leadership, as w...

This 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.

A girl name Stevyn is my guest on this week's podcast and it seemed rather fitting to publish this episode during Thanksgiving week in which we chat about how women can be healthiHER as we age. Stevyn tells us in this chat that wealth is our biggest asset. And according to Annuity.org's recent study , better health tops the list as something most baby boomers wished they focused on in their younge...

In 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 impa...

In this week's episode, Lynn breaks down 10 myths we commonly hear about aging.

Carol 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 ha...

Divorce 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...

To have a good financial standing, sometimes you have to face the things you would rather ignore. For example, death and what will happen to your finances when you pass away. However, everyone has to consider this, especially if you have a family or other dependents. This is where life insurance comes into play. Tune in to this week's episode to learn the essentials of life insurance. 

In 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...

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?

In 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. 

This 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 exis...

On 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 f...

In 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. 

In 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...