Women's Retirement Radio

Women's Retirement Radio

Retirement planning discussion and education for women (and their families) in their 50s and 60s who want to retire on their own terms. We'll cover Social Security, Medicare, tax planning, lifestyle considerations, financial planning, investing, and much more. I invite you to listen and subscribe.

Episodes

December 6, 2021 51 min

In this episode of Women's Retirement Radio, I'm joined by Jason Levoy.

Jason is a former divorce attorney who now works as a divorce coach.

He's based in New Jersey, but works with clients across the United States to help them navigate the divorce process and make more informed decisions. And as a former attorney, he provides coaching from a divorce attorney's point of view.

For more on Jason,  please check out these ...

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In this episode of Women's Retirement Radio, I'm joined by Dan Munster.

Dan is an Eldercare and Special Needs attorney in Atlanta.

He focuses exclusively on helping senior Georgia residents evaluate whether Medicaid (or other resources) can play a role in their care as they age.

A couple of key points we covered:

  • Why Medicaid isn't sub-standard care.
  • How you can often qualify for Medicaid even if you have assets and income.
  • W...
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    In this episode of Women's Retirement Radio, I'm joined by Genie McGee.

    Genie is an expert in all things Reverse Mortgage.

    In the past I've been very critical of reverse mortgages. Any time I see a celebrity pitching a financial product on TV, I think it's a red flag to be extra skeptical. And I have been.

    However, reverse mortgages - when done right - offer a lot of additional choice and flexibility to homeowners in t...

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    In this episode of Women's Retirement Radio, I'm joined by Jim Anderson.

    Jim is the founder and owner of Making College Worth It. He's an expert in all things college planning, and can help your student select the best college for their situation and improve their odds of not only graduating, but getting a job after college.

    Beyond the college selection process, Jim also works with clients to figure out the best way to co...

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    In this episode of Women's Retirement Radio, I'm joined by Brian Yearwood.

    I've known Brian for many years and in addition to working with him personally, I've referred several clients, friends, and family members to him for help with their mortgage financing. 

    Brian is an independent mortgage broker and we discuss why that's so important. We also cover how mortgage financing can complicate things when it comes to...

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    In this episode of Women's Retirement Radio, I'm joined by Mark Ciucci.

    Mark is a friend of many years and a recently retired financial services executive, and former financial advisor.

    I've always appreciated and respected Mark's view on the topic of financial advice, so I was excited to have this conversation and share it with you.

    And if you want check out what Mark is currently reading, here you go.

    For more on Mark...

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    In this episode of Women's Retirement Radio, I'm joined by Lynn Cherry.

    Lynn is the founder of Pickleball Fire.

    As a lifelong athlete across many sports, Lynn fell in love with Pickleball when she first discovered it in 2018.

    Since then, she's created a website, a magazine, a podcast, and more to spread the word and introduce more and more people to the fastest growing sport today.

    For more on Lynn and Pickleball Fire, plea...

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    In this episode of Women's Retirement Radio, I'm joined by Ronnie Genser.

    Ronnie is the founder of Bereavement Navigators.

    Since 2012, Bereavement Navigators has assisted widows and widowers with the myriad of non-legal, non-financial advisory, and non-accounting/tax tasks they are faced with after the death of their loved one. Bereavement Navigators' #1 objective is to provide services to make this sometimes painful proc...

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    In this episode of Women's Retirement Radio, I'm joined by Bob Fitzgerald.

    Bob is an independent insurance agent specializing in Medicare Solutions in Georgia and the Southeast.

    He works with the top insurance companies to offer clients the best coverage for their situation. 

    He design plans with a focus on risk management, low costs, and tax-efficiency, which he combines with personalized financial advice aimed at helping cli...

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    In this episode of Women's Retirement Radio, I'm joined by Kaye Ginsberg.

    If you - or a loved one - have ever dealt with the potential overwhelm of downsizing and moving after being in your home for a number of years, you probably wished you had someone to simply take care of everything for you.

    Well, I'm happy to introduce you to that someone... Kaye Ginsberg of Peace of Mind Transitions.

    From the Peace of Mind Transition...

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    In this episode of Women's Retirement Radio, I'm joined by Christine Luken.

    As the Founder of the Financial Dignity® Movement, Christine has coached hundreds of high earning professionals to pay off staggering amounts of debt and massively increase their net worth. Christine’s book Money is Emotional: Prevent Your Heart from Hijacking Your Wallet has landed her almost 100 podcast and TV interviews, establishing her as the au...

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    In this episode of Women's Retirement Radio, I'm joined by Adam Kol, The Couples Financial Coach.

    Adam is known as The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to peace of mind, clarity, & teamwork.

    He's also a Certified Mediator as well as a former attorney, and he has his own podcast (linked below)

    For more on Adam and his Couples Coaching Services, please check out these reso...

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    In this episode of Women's Retirement Radio, I'm joined by Dr. Travis Parry of the Make Time Institute.

    Travis is the author of the #1 International Bestselling Book “Achieving Balance”. 

    He is also the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand stress and goal achievement. 

    Dr. Parry helps business owners and financial professionals achieve work/life balan...

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    In this episode of Women's Retirement Radio, I'm joined by Kyla Lines of Richardson Bloom & Lines Family Law Attorneys.

    Kyla handles all aspects of complex divorce cases, including child custody disputes, modification of child support, and modification of custody in Atlanta.

    She is also a mediator and serves as an arbitrator. And she's very involved in the local Atlanta legal community.

    Kyla and I cover a lot in our c...

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    In this episode of Women's Retirement Radio, I'm joined by Alicyn McLeod of Atlanta Tax.

    Alicyn is a CPA and a CFP with nearly 20 years of tax experience.

    She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits. Many of her clients are women.

    Alicyn and I cover a lot in our conversation. She even shared one of her favorite podcasts (other than Women's Retirement Radio, ...

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    In this episode of Women's Retirement Radio, I'm joined by Matt Regan of Wealthcare Capital Management.

    Matt brings a unique perspective to our conversation as the President of my parent firm, a quickly growing financial advice firm with over 150 affiliated advisors and more than $4 Billion (with a "B") in client assets.

    We cover a lot of interesting ground including Matt's background as an educator.

    He even shares...

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    In this episode of Women's Retirement Radio, I'm joined by Tracy Gould Sheinin of Clarity Mediation.

    I've been looking forward to having Tracy on the podcast to talk about mediation and its role in divorce. 

    But she also shares her perspective on things like communication, retirement planning for women, and a little about her personal background...

    For instance, I learned that Tracy - growing up in the DC area - has attend...

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    In this episode of Women's Retirement Radio, I'm joined by Amy Refeca of Atlanta Wills & Trusts Law Group.

    I was especially excited to have Amy on the podcast as Atlanta Wills + Trusts Law Group is the only law firm in Georgia dedicated to helping women in the wills, trusts, powers of attorney and planning space.

    In our conversation, we discuss estate planning and it's particular importance for women.

    For more on A...

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    In this episode of Women's Retirement Radio, I'm joined by Corey Rieck of The Long Term Care Planning Group.

    Corey is an expert in all things long term care insurance. Based in Atlanta, GA, he serves clients locally and across the country.

    In our conversation, we discuss what long term care insurance is, what it isn't, and some considerations in thinking about whether or not this type of coverage makes sense for you and y...

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    In this episode of Women's Retirement Radio, I'm joined by Cherish De la Cruz of De la Cruz Law.

    Cherish is an attorney who started her own law firm to provide seamless support to families and small business owners throughout Florida and Georgia

    In our conversation, we discuss Cherish's background and personal family experience that really drives her passion to help families get the legal planning and advice they need.

    For...

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