Category Archives: Financial Education

Episode 88: Financial Fitness: The Younger Our Kids Learn About Money The Better



Financial Fitness Trainer Tracey Bissett joins us to explain how financial health can be improved just like physical health… and the practical building blocks to do so. She’s a passionate believer that financial literacy is a fundamental life skill, and preaches the lessons she has learned in her 20 years of experience in finance. Tracey is an expert in taking control of your financial life and living it with confidence. Chief Financial Fitness trainer of Bissett Financial Fitness, inc., she educates and empowers individuals, particularly young people and entrepreneurs, every day to improve their “Financial Health”.

She shared with us how your financial health can affect all other aspects of your life, the very first thing anyone with a great business idea should do, and how doing that upfront work will make any entrepreneur’s life easier. She also told us about the meeting she recommends you have with yourself every week – the ‘Money Meeting Agenda’ – which promises to improve your financial planning in just ten minutes at a time.

For more information and show notes visit: http://www.powerofthepursepodcast.com/podcasts-2/


Episode 86: A Badass Woman with A Purpose



Mary Crafts chats with us about making decisions out of love rather than fear. Mary Crafts built what would become the most renowned catering company in Utah. That multi-million dollar empire became the launching pad for so much more. Mary reminds us that it doesn’t matter how many people believe in us; we need to believe in ourselves. On Mary’s journey to Mount Kilimanjaro, she finally discovered what she was made of and that she was enough. The most significant lesson that Mary learned on her adventure up the mountain was that it does not matter what you’ve done in the past; what you do today is going to make a difference.

For more information and show notes visit: www.powerofthepursepodcast.com/episode-86/


Episode 85: The Power of Women Giving as One with Wendy Steele



Wendy Steele reminds us that this country started as men being the breadwinners and women staying at home to raise the kids. When women had more time on their hands, they volunteered, rolled up their sleeves, and did the work. We do so much better, and we get so much more out of our generosity when we give using time, talent, and treasure.

Wendy goes deep into the five focus areas of Impact 100: arts, culture & preservation, education, environment & animal welfare, family, and health & wellness. There is an open and transparent process to get a cause approved by Impact 100.

Plus, Wendy reveals how we can do our most significant work by having a diverse group around us.

Join us for an inspiring and empowering episode that will give you the confidence to seek more knowledge about your finances. Ladies, we have the power of the purse, so let’s use it! 

For more information and show notes visit: www.powerofthepursepodcast.com/episode-85/

Resources:  LynnSEvans.com Power of the Purse: Fear-Free Finances for Baby Boomer Women |


Episode 83: Women on Top…of the Money Game



Isn’t it time you used your wealth to make a difference in the world? Haleh Moddasser shares her personal stories and professional expertise as both a Boomer woman and an accomplished wealth management adviser. Haleh brings insights that resonate with women of means who long for a way to make a BIG difference in this world truly. Don’t let the old stereotypes, old ways of thinking, the challenges of being a mom, and fears of financial insecurity keep you from embracing your unprecedented wealth and power.

Women need to invest their assets in a way that is in alignment with their values. Plus, in general, women are better investors than men. Women tend to invest with a goal in mind – a college education for a child or grandchild, a dream vacation, a second home, etc. – so they usually do not react with haste when the market changes.

Join us for an inspiring and empowering episode that will give you the confidence to seek more knowledge about your finances. Ladies, we have the power of the purse, so let’s use it! 

For more information and show notes visit: www.powerofthepursepodcast.com/episode-83/.

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women |


Episode 74 -Creating A Life Portfolio with Anna Rappaport



Lynn’s guest is Anna Rappaport, and an internationally recognized consultant, speaker, and author on strategies for a secure retirement and aging workforce issues.  Anna had a 28 year career with Mercer Human Resources Consulting where she was a worldwide partner. She started Anna Rappaport Consulting in 2005. She is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and holds a Master’s Degree in Business Administration from the University of Chicago.

Lynn and Anna discuss the idea that the concept of a successful retirement is creating a life portfolio.  A life portfolio involves four main components: health, social engagement, pursuits and passions, and location. 

Lynn and Anna then discuss the amount of poverty in women who are retired or widowed.  Anna states that through her research with the Society of Actuaries, that poverty numbers are markedly higher for single retired women and widows as compared to their married counterparts.

Tune in now to as Anna describes her first memory regarding money, her most life-changing events, and more.

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women

Contact Anna by email: anna.rappaport@gmail.com


Episode 72 – The Positive Way to Separate



Lynn sits down with Gabrielle Hartley, an attorney, coach mediator and author to discuss Gabrielle’s unique approach to divorce which is outlined in her book, Better Apart: The Radically Positive Way to Separate.  Her approach to handling divorce combines the healing power of meditation and yoga with the difficulty and often unpredictability of divorce.  With meditation, mantras and mindfulness, Gabrielle has created a one-of-a-kind roadmap to an elegant divorce.

Gabrielle opens up about her parent’s divorce when she was 9 and how she ended up appreciating the way her parent’s handled it.  While the details of the divorce were messy, her parents managed to keep she and her brother out of the chaos of the situation. This was a life-defining moment for her and combined with her decades of experience as a divorce attorney, she developed a program to deal with the process of uncoupling in a positive way.  

  • Combine the healing power of yoga and meditation with the process of uncoupling
  • Tips on how to become responsive and not reactionary
  • Learn the 5 essential elements of an elegant divorce: patience, respect, peace, clarity and forgiveness
  • Reframe the story of your marriage into a positive one
  • How to view divorce as a restructuring of family rather than a splintering of it
  • Hear Gabrielle’s views on money–spending, saving, retirement and outlook

Tune in now as Lynn S. Evans helps you dodge these five divorce mistakes!

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women

 


Episode 71 – Five Mistakes Women Make During a Divorce



Keeping the family home instead of taking other types of compensation might feel right, but, believe it or not, it’s one of the five most common mistakes women make during the divorce process.

Today, Lynn S. Evans unpacks five common mistakes women make when getting a divorce, covering content from her book, Power of the Purse: Fear-Free Finances for Baby Boomer Women, to help you make decisions that benefit YOU.

In this episode, you’ll learn:

  • Why keeping the family home isn’t as financially valuable as you might think
  • What illiquid assets are and how they limit women post-divorce
  • How women unknowingly lose out on retirement funds during the divorce settlement
  • Two emotional places women tend to operate from during a divorce and how they can lead to negative outcomes
  • Recommendations for women who want to re-enter the workforce
  • And more!

Tune in now as Lynn S. Evans helps you dodge these five divorce mistakes!

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women

 


Episode 70 – Reflections



Over the last two and a half years, Lynn S. Evans has shared the mic with baby boomer women who’ve taken control of their money, braved life’s transitions with humor and grace, and have become thought leaders in male-dominated industries.  

Today, Lynn revisits the stories that have stuck with her the most, along with the surprising moments that happened once the mics turned off.

In this episode, you’ll learn:

  • The story of Attorney Kim Manning who says that had it not been for welfare, she wouldn’t be where she is today
  • Examples of baby boomer women who’ve created brilliant business models, including Silvernest CEO Wendi Burkhardt
  • The story of a man from the projects who lived in a school cafeteria and paid for dental school in change
  • And more!

Join Lynn now for an insightful look back at the most memorable moments from the Power of the Purse podcast!

Resources:  LynnSEvans.com


Episode 69 – Moving from Anxiety to Zen in Retirement — With Guest Louise Nayer



 

The transition to retirement can be a challenging one. In fact, the six months leading up to retirement is known to be the most difficult time for a majority of people.

Louise Nayer, author of Poised for Retirement: Moving From Anxiety to Zen, joins Lynn S. Evans to share her insight on the shift to retired life. With a blend of humor and poignancy, Louise also shares her story of transitioning from a career in teaching to becoming an author.

Here’s what you’ll learn about in this episode:

  • What prompted Louise to write Poised for Retirement and award-winning memoir Burned: A Memoir
  • The most surprising interview that Louise had while writing Poised for Retirement
  • Common challenges faced by baby boomers, before and during retirement
  • Effective ways to manage the transitional phases of retirement
  • Money lessons Louise learned while growing up

Tune in now to learn how you can make a Zenful transition to retirement!

Resources:

LynnSEvans.com | Louise Nayer: Author | Contact Louise Nayer


Episode 68 – How to Build Your Dream Network—With Guest Kelly Hoey



Have you ever attended a networking event, collected a pocket-full of business cards, only to go home, dump all of those cards onto your kitchen table, stare blankly at them and think, “So what? I don’t think any of these people have relevance to my business.”

If you feel powerless or aimless in your approach to networking, this is the episode for you.

Today, Lynn S. Evans’ speaks with guest, Kelly Hoey, author of “Build Your Dream Network” about how to cut through the networking noise and make meaningful connections at events and on digital platforms. Kelly also shares how she leveraged her relationship with a few people to build a dream network that helped her transition to a new career.

In this episode, you’ll learn:

  • The difference between the act of networking and the process of building a network
  • The wrong approach most people take toward networking vs. the right approach to building a dream network
  • How to use LinkedIn as a tool to maintain relationships and create new ones
  • Top tips to help you stand out and attract the attention of people who can help you achieve your career goals

Tune in now and learn how you can build your own dream network!

Resources: LynnSEvans.com | J. Kelly Hoey | Contact Kelly