Category Archives: Financial Education

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

 


Episode 67 – No Fear About Being a Widow



The thought of becoming a widow is a common fear for baby boomer women. It’s scary to consider going solo, isn’t it?

And for women whose spouses handled all of their finances, going through this period can be particularly difficult. But it doesn’t have to be this way.

In this episode, Lynn S. Evans shares practical actions that you can take today, whether you’re partnered or widowed. Lynn covers content from a chapter of her book “No Fear About Being a Widow” to help you take on whatever life throws your way.

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

  • Conversations to have with your spouse now and how to broach sensitive topics
  • Tips to avoid being too confrontational about this subject with your spouse
  • Questions to consider about your future living arrangements
  • Why Lynn recommends that new widows wait at least six months before making life-altering decisions
  • Ways you can take care of your mental and emotional health during the grieving period
  • Recommendations to help widows recreate their social lives

Tune in now and learn Lynn S. Evans’ tried-and-true recommendations for facing widowhood with more confidence.

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

 


Episode 66 – Clear Away Your Medicare Stress—with Guest Gwynn Sharick-Elberson



It’s not every day that you meet someone who feels enthusiastic about Medicare!

Meet Gwynn Sharick-Elberson, a self-professed Medicare dork who is all too happy to help people navigate this health insurance program. Today, Gwynn joins Lynn to explain must-know Medicare details and to explore her earliest experiences with money.

In this episode, you’ll learn:

  • About the five Medicare misconceptions that Gwynn encounters most often
  • The difference between a Medicare Advantage plan and a Medigap plan
  • The truth about Medicare and pre-existing conditions
  • Which Medicare plans Gwynn recommends to frequent travelers
  • And more!

Tune in now for Lynn and Gwynn’s lively conversation about all things Medicare!

LynnSEvans.com | Boomer Health Group | Gwynn Sharick-Elberson | Five Tips for the Medicare Season | How to work with Boomer Health Group


Episode 64 – Secrets to Dating After 50—With Guest Lisa Copeland



The dating world has changed drastically since baby boomer women were in their 20s.

There is texting etiquette and online dating websites to navigate, for instance. Plus, baby boomers have different needs and desires now than when they were younger.

This week’s guest is here to help women understand the dating scene and feel empowered to pursue quality men. Lisa Copeland is a love coach and dating expert who helps women over 50 find love.

Here’s what you will learn in this episode:

  • Subconscious patterns that hinder women from finding quality men
  • How the dating approach differs between divorcees and widows
  • How Lisa’s Quality Man Template helps women find the right partner
  • How to take flattering photos for online dating profiles (specific to women 50+)
  • What not to write in your dating profile
  • Why holding out for the “perfect man” isn’t helping you find love.
  • Lynn’s sweet story about how her mom found love after 50

Tune in now to hear Lisa’s insightful tips for helping baby boomer women find quality men.

FindAQualityMan.com | lisa@findaqualityman.com


Episode 63 — The Life of a Baby Boomer Blogger— with Guest Rebecca Forstadt Olkowski



Today, Lynn S. Evans is joined by Rebecca Forstadt Olkowski, a baby boomer blogger and founder of BabyBoomster.com.

Rebecca writes for active women over 50 who love to have fun, explore the world, stay healthy and vibrant for as long as possible, and aspire to make the world a better place for future generations. On her blog, Rebecca shares her thoughts and experiences about beauty, fashion, travel, lifestyle, wellness, and entertainment.

Warm-hearted and refreshingly candid, Rebecca shares her first memories around money, the financial decision she regrets most, surviving financially as a widow, and finding success as a baby boomer blogger. Rebecca also explains how she mentors budding writers who are starting their own blog and website.

 

Listen now to learn more about blogging as a career and how Rebecca uses her life experiences and interests to create content that resonates with baby boomer women everywhere.

Resources: 

BabyBoomster.com | SharpBizImage.com | Contact Rebecca | LynnSEvans.com