Category Archives: Investing

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 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:

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

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:

Friday Fables, Episode 5

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!

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

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.

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

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!

Episode 43: Carmen Twillie Ambar

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.

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

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.

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

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: