Category Archives: Financial Education

Episode 55 – A Love Letter to Caregivers



Caregivers tend put the needs of others first, and therefore they are vulnerable to feeling depleted – as though they’re “running on empty”

Take it from Amy Goyer, a music therapist and Family and Caregiving Expert for AARP. Amy has been caring for older adults her entire life, all while writing, advocating and speaking on behalf of families and caregivers.

In this episode, Amy lets me in on her secrets for long-distance caregiving, and how caregivers can use a musical soundtrack to help older adults transition throughout the day.

Please enjoy this episode, as Amy and I discuss tips for caregivers while sharing our personal experiences with humor and empathy.

 

LINKS:

Schedule a meeting with me: Lynn S Evans – MeetMe

Amy Goyer – Website

Amy Goyer – Twitter


Episode 54: How To Reinvent Your Life At 60, with Meredith Maran



Like a lot of women her age, Meredith Maran has a hard time believing she’s a woman of her age. And yet she’s published more than a dozen books, including The New Old MeWhy We Write About OurselvesWhy We WriteMy Lie, and A Theory of Small Earthquakes. She writes for The New York TimesThe Washington PostThe Christian Science MonitorThe Los Angeles Review of BooksThe Rumpus, and Salon. A member of the National Book Critics Circle, Meredith lives in a Silver Lake bungalow that’s even older than she is.

HOW TO GET IN TOUCH WITH MEREDITH:

Additional Resources


Episode 52: Finding Purpose in Retirement, with Sally Hurme (Part 2 of 3)



Sally Balch Hurme is an estate planning elder law attorney and an author of six books. She worked on Capitol Hill for six years, and she realized that it became apparent that a woman needed an advanced degree. She took the LSATs right after a congressman recommended that she learn shorthand and then recommended that the male staffer go to law school. She went to law school in the ‘70s when there were very few women students or professors. She started a practice in Alexandria, Virginia, when there were very few women attorneys. When she decided to start a family, she withdrew from the partnership. She cobbled together part-time positions for a couple of years, so not to have a gap in her resume. Networking brought in opportunities but she never really applied for a position. One position led to another, including 23 years at AARP, eight years teaching elder law as an adjunct professor, and six books.

This is the second of three podcasts with Sally. Listen to part 1 here.

How to contact Sally:


Episode 51: Understanding the World of Luxury Asset-Backed Lending, with Claire Hillier



Claire Hillier is the Managing Director of Commercial Lending at Borro. She is responsible for the end-to-end client experience, deal structuring and new lending across the group. Claire spends much of her time working with clients and partners tailoring lending solutions. Prior to joining Borro, Claire was Senior Channel Manager for Lloyds Banking Group’s personal loans business, responsible for telephony lending performance at Lloyds, Bank of Scotland and Halifax. Claire has a strong client-facing background and has more than 14 years’ experience working within financial services.


Episode 50: What Baby Boomer Women Need To Know About Caregiving, with Sally Hurme



Sally Hurme is an estate planning elder law attorney and an author of six books. She worked on Capitol Hill for six years, where she realized that it was apparent a woman needed an advanced degree. Sally went to law school in the ‘70s when there were very few women students or professors. She started a practice in Alexandria, Virginia, when there were very few women attorneys. When she decided to start a family, she withdrew from the partnership. She cobbled together part-time positions for a couple of years, so not to have a gap in her resume. Networking brought in opportunities but she never really applied for a position. One position led to another and finally to 23 years at AARP, 8 years teaching elder law as an adjunct professor, and six books.

How to contact Sally:


Episode 49: How To Get the Most Out of Medicare, with Patricia Barry



Episode 49: How To Get the Most Out of Medicare, with Patricia Barry

Patricia Barry is a journalist and a sought-after expert on Medicare. She is the author of Medicare for Dummies. Patricia worked with AARP for 18 years, writing about Medicare, and she continues now as a resource for people who have questions about Medicare — she’s answered over 14,000 of them!

How to contact Patricia:


Episode 48: Navigating the Emotions and Challenges of Wealth



Episode 48: Navigating the Emotions and Challenges of Wealth, with Thayer Cheatham Willis

Thayer Cheatham Willis is an internationally acclaimed author, educator, speaker, and leading authority in the area of wealth counseling. She’s been a licensed practicing psychotherapist since 1990 and her primary focus is on facilitating the work of inheritors and their families as they cope with the psychological challenges of wealth. Accredited with an MA from the University of Oregon and an MSW from Portland State University, Thayer is a licensed clinical social worker, specializing in wealth-related issues.

Working privately with a global client base, she has helped over 1,000 inheritors and their families in eight countries and four continents resolve wealth-related family conflicts. She is the author of Navigating the Dark Side of Wealth: A Life Guide For Inheritors and Beyond Gold: True Wealth For Inheritors, which focuses on how individuals can be responsible for the financial wealth in their lives. She is also the president of Willis Management, Inc.

How to contact Thayer:


Friday Fables, Episode 6



Friday Fables, Episode 6: Getting Clear On What You Want During Retirement

Welcome to this week’s Friday Fable. Today, Lynn tells us a short story about a physician on the brink of retirement trying to figure out exactly what she wants retirement to look at. Enjoy the listen!


Episode 47: What Baby Boomer Women Need to Know About Social Security and Medicare, with Elaine Floyd



Episode 47: What Baby Boomer Women Need to Know About Social Security and Medicare, with Elaine Floyd

Elaine Floyd is the director of retirement and life planning for horsesmouth.com. She’s the author of a few programs designed for financial advisors called Savvy Social Security Planning for Boomers and Savvy Medicare Planning for Boomers.

After 20 years as an independent writer of books, articles and white papers for the financial services industry, Elaine joined Horsesmouth in 2008. She holds a bachelor’s degree in psychology from UCLA and currently resides in Bellingham, Washington.

How to contact Elaine: