Category Archives: Investing

Episode 62 – Reimagining Retirement Communities — with Guest Wendi Burkhardt



In today’s episode, Lynn S. Evans speaks with special guest Wendi Burkhardt about Silvernest, a unique roommate-matching service that helps baby boomers and empty nesters age-in-place and use their homes as an income-producing asset during retirement.

As Silvernest’s CEO, Wendi discusses her passion behind bringing people together in an affordable house-sharing situation. Wendi also explains how Silvernest helps users find roommates who are qualified, vetted, and compatible.

Additionally, Wendi describes how she designed Silvernest’s business plan and how this organization took off and became known as one America’s best entrepreneurial companies.

Tune in and learn all about this service that’s recreating the way older adults spend their next life chapter.

Silvernest | Contact Wendi Burkhardt


Episode 59 – How to Navigate a Divorce Settlement with Guest, Carol Lee Roberts



Are you in the middle of a divorce settlement?

Today’s episode is all about helping women prepare for the divorce process. Even just the thought of going through this significant life transition can feel overwhelming.

To address this emotional and challenging process, Lynn S. Evans has brought in a special guest, Carol Lee Roberts, president of the Institute for Divorce Financial Analysts™. Carol shares her expertise with empathy and an undeniable passion for helping women come out strong on the other side of a divorce. Tune into this episode to build up your knowledge and feel more prepared for this next phase of your life.

Personal LinkedIn:Carol Lee Roberts


Episode 56 – Don’t Give Up Your Dreams  – With Kim Manning



Ever since Kim Manning was 10 years old, she planned on becoming an attorney. But at that time, her dream felt like a tall order. Maybe even impossible.

Kim’s parents became separated that same year, and the family’s income plummeted. Kim and her mother landed in welfare housing after losing their home. Relying on food stamps and Medicaid became their new way of life.

But Kim didn’t give up on her dream– and neither did her mother.

In this episode, Attorney Kim Manning, Director of Legal Services at UPMC Susquehanna, tells the story of her mother’s ingenuity and resilience. Relentless and fiercely creative, her mother would make sure that Kim achieved her goal of becoming an attorney.

I hope you enjoy this episode as Kim shares her experience with navigating a career in law, parenting a child with an intellectual disability– and how her mother’s lasting influence has helped her do both.


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: