Category Archives: Financial Education

Episode 46: How Financial Literacy Affects How Women Invest, with Ellen Sills-Levy

Financial Education, Investing, Women of Influence

Ellen Sills-Levy is the founder and client insights director of ESL Insights LLC. Part of the world of market research for many years, Ellen has been involved with BBDO International, Citibank, Simmons Market Research Bureau, Investment Research Services, segment head of TNS Custom Research Inc., and Phoenix Marketing International.

How to contact Ellen:

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Friday Fables, Episode 5

Financial Education, Investing, Women of Influence

Friday Fables, Episode 5: Retirement Planning Is a Creative Process

Welcome to this week’s Friday Fable.Today, Lynn tells us a short story about a woman who desperately wants to leave medicine but believes she has no choice but to wait it out. Find out what she learns when she finally takes her head out of the sand. Enjoy the listen!

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Episode 45: How Physician Education Is Improving the Patient Experience, with Valerie Weber

Financial Education, Investing, Women of Influence

Dr. Valerie Weber is originally from Erie, Pennsylvania. The youngest of three children, Dr. Weber was raised by an engineer father and a stay-at-home mother.

She attended Washington & Jefferson College and earned a bachelor of arts degree in psychology in 1987 and then an MD at the University of Pennsylvania in 1991. She trained in internal medicine in Philadelphia and began both her career and her family during those years.

Since 2014, Dr. Weber has served as Vice Dean for Educational Affairs at the Drexel University College of Medicine. She has two children and currently lives in Philadelphia, Pennsylvania.

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Episode 44: The Life-Changing Power of Mentoring, with Carmen Kahiu

Financial Education, Investing, Women of Influence

Carmen Kahiu is the operations manager for Geisinger Health Plan Family. Her passion lies in mentoring others to live a life that is prosperous. She loves speaking to students and developing her staff to move on to higher levels positions.

In this episode of Power Of The Purse podcast, Lynn and Carmen discuss:

  • How Carmen transitioned from Sallie Mae to Geisinger
  • The challenges and opportunities from growing up bilingual
  • The simple, yet often overlooked, step many of us make with managing our financial investments
  • And more!

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Episode 43: Carmen Twillie Ambar

Financial Education, Investing, Women of Influence

Dr. Carmen Twillie Ambar came to Cedar Crest College as its 13th president in 2008. She serves on the board of a number of organizations. She’s been awarded a number of awards including being honored by the Governor’s office as a distinguished Daughter of Pennsylvania. Prior to her time at Cedar Crest, she had a successful tenure as vice president and dean of Douglas College at Rutgers University where she was the youngest dean in the university’s history. She served as an assistant dean of graduate education at the Woodrow Wilson School of Public and International Affairs at Princeton University.

As an attorney, she previously worked in the New York City law department as an assistant corporation counsel. She earned her Juris Doctorate from Columbia School of Law, her master’s in public affairs from Princeton University, and her bachelor of science degree in foreign service from Georgetown University.

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Episode 42: How to Embrace Change and Opportunity, with Susan Flynn-Hollander

Financial Education, Investing, Women of Influence

Susan Flynn-Hollander is the vice-president of legal department at the True North Practice Management Associates, LLC, and she’s also a private consultant.

In 2016, Susan was named one of the best women in business from the New Jersey Biz Magazine. 2014, she was the Salute to the Policymakers Award from Executive Women of New Jersey, and she was Nonprofit General Counsel of the Year.

Susan has been a member of community boards, executive member of New Jersey Health Foundation, and Foundation Venture Capital.

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Episode 41: How to Maximize Your Social Security Benefits, with Mary Beth Franklin

Financial Education, Investing, Women of Influence

Mary Beth is the author Maximizing Social Security Retirement Benefits.

Mary Beth has always written about money from covering big-picture issues such as the federal budget, tax policy and Social Security reform on Capitol Hill to personal finance strategies for Kiplinger’s Personal Finance magazine. She was a Capitol Hill correspondent of United Press International, senior editor of Kiplinger’s Personal Finance magazine, contributing editor of Investment News and an award-winning journalist, and a certified financial planner. And, this one I really like, she’s the original member, one of the original members of the CFP Board’s Women’s Initiative and also a program called Women’s Institute for a Secure Retirement, which is called WISER. She was a hero for them in 2016.

How to contact Mary Beth:

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Episode 40: How Reverse Mortgages Can Benefit You During Retirement, with Nancy Burns

Financial Education, Investing, Women of Influence

Nancy Burns is a retirement funding specialist who is a reverse mortgage loan officer with Retirement Funding Solutions.

“As a mortgage professional, it is always rewarding to help someone achieve a goal, whether it’s to purchase a home or correct their cash flow needs. It’s all about setting goals and figuring out how to achieve them. After working for nearly 20 years as a forward loan officer,” says Nancy.

How to contact Nancy:

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Episode 39: How to Create the Relationships You Really Want, with Sage Hobbs

Financial Education, Investing, Women of Influence

Sage Hobbs is a women’s empowerment coach, speaker and author of, I should have a drum roll here, Naked Communication: Courageously Create The Relationships You Really Want.

She’s known for her bold, insightful and dynamic approach to communication, relationships and personal growth. Sage works with both individual and groups to cultivate courage, self-expression and freedom. She empowers her clients to unleash their voice, take action and transform their status quo when they feel stuck or dissatisfied. Prior to creating her current work, Sage received her master’s degree in counseling psychology and spent a decade working with teens and families to navigate the wild path of growing up. She’s also a mom of two, a cancer survivor, a proud teacher’s wife, a retired school counselor, a world traveler, a living room dance party aficionado and a book lover.

How to contact Sage:

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