Category Archives: Investing

Episode 87: Making a Commitment To Helping Others with Bari Zahn

November 4, 2020Investing, Women of InfluenceLynn Evans

Bari Zahn operates as a tax attorney, business advisor, and General Counsel and has represented a broad array of multinational clients on U.S. and Cross-Border transactions across all industry sectors.

Bari reveals what motivated her to become an attorney. She was inspired to harness the law and use it to make meaningful changes in other people’s lives. Plus, Bari explains how she formed a strategic alliance with a firm in China. Later, Bari gives tips on how to ramp up your networking skills. Bari’s mom said that her job was to leave the world a better place than she found it. This mantra is how Bari operates. Bari has always been the person that people would call to figure out a problem. Tune in as Bari answers questions about her money mindset.

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: http://www.powerofthepursepodcast.com/podcasts-2/

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Episode 83: Women on Top…of the Money Game

June 11, 2020Financial Education, Investing, UncategorizedLynn Evans

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 |

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Episode 72 – The Positive Way to Separate

May 5, 2019Financial Education, Investing, Women of Influencebaby boomer, divorce, Power of the PurseLynn Evans

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

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Episode 71 – Five Mistakes Women Make During a Divorce

February 20, 2019Financial Education, Investing, Women of InfluenceFinance for Women, Lynn Evans, Power of the Pursepowerofthepurse

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

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Episode 70 – Reflections

February 7, 2019Financial Education, Investing, Women of InfluenceLynn Evans, Power of the Pursepowerofthepurse

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

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

January 9, 2019Financial Education, Investing, Women of Influencepowerofthepurse

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

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

December 24, 2018Financial Education, Investing, Women of Influencepowerofthepurse

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

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Episode 67 – No Fear About Being a Widow

December 12, 2018Financial Education, Investing, Women of Influencepowerofthepurse

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

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

November 29, 2018Financial Education, Investing, Women of Influencepowerofthepurse

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

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

August 15, 2018Financial Education, Investing, Women of Influencepowerofthepurse

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

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