Category Archives: Investing

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

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:

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

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:

Episode 38: How to Leverage the Technology Curve, with Vicki Harte

As a creative concierge, Vicki Harte helps bridge the gap between marketing strategy and execution. With 20 years of marketing and creative services experience, Harte Marketing Cooperative navigates the complexities of marketing for clients. Its unique cooperative structure gives clients an a la carte access to top marketing pros without adding to their headcount or tackling the time-consuming process of finding, interviewing and choosing vendors on their own. Led by founder Vicki Harte, Harte Marketing Cooperative takes a refreshingly different approach to tackling marketing initiatives of all sizes. Vicki is also the founder of a gourmet food line for Compleat Chef: Nice & Naughty Nuts, Madame Marmalade, Nice & Naughty’s Pecan Bourbon BBQ Glaze and The Sunday Morning After Flax Waffle & Pancake Mix.

How to contact Vicki:

Episode 37: How Technology Is Contributing to Physician Burnout

Dr. Cadence Kim grew up just outside of San Francisco. Her father was a surgeon and mother an artist. Before she was 10, she knew she wanted to be a physician. Her parents instilled in her the idea that she could do anything if she worked hard enough and that’s been her motto ever since. She completed her undergraduate degree at the Colorado College and attended the University of Rochester, where she obtained her medical degree.

She moved back to California and did a residency in urology at UC Davis. She subsequently moved to Boston for urology fellowship in minimally invasive surgery at Boston University. After fellowship, they moved to Philadelphia where she joined the group practice Urological Associates PC. She’s been with the Urological Associates for over 20 years, where she specializes in stone disease, but she sees and treats most other urological conditions. She’s also very involved with the Philadelphia County Medical Society and is currently the president-elect. Her goal is to attract more members, especially women and young physicians.

How to contact Cadence:

Episode 36: Plan Your Time Like You Plan Your Finances, with Melinda Ghilardi

Melinda Ghilardi is the First Assistant Federal Defender for the Middle District of Pennsylvania. Prior to joining the federal defender’s staff in 1986, she was an Assistant District Attorney in Lackawanna County. She’s a member of the American Bar Association, the Pennsylvania Bar Association, the Federal Bar Association and the National Association of Criminal Defense Lawyers. She is a past president of the Lackawanna Bar Association and the National Association of Criminal Defense Lawyers.

She and her husband, attorney Sidney J. Prejean, recently received the Robert J. Munley Award for Distinguished Service from Lackawanna Pro Bono. Melinda is a 1976 graduate of Scranton Preparatory School and a 1980 magna cum laude graduate of the University of Scranton, where she received the Departmental Award for Public Administration. In 1983, she was awarded a juris doctor from the University of Pittsburgh School of Law.

How to contact Melinda:

Episode 35: How to Navigate the Worlds of Law and Medicine

Gina Campanella is the founder and principal of the Campanella Law Office in New Jersey. She’s had over a decade of experience as a practicing attorney, during which time she has served as in-house counsel for a state licensed ambulatory surgical center, an ambulatory care facility, and participated in private practice with one of New Jersey’s premiere healthcare law firms after transitioning from litigation practice.

Gina’s practice focuses on healthcare, regulatory, and transactional matters, and she also currently serves as Of Counsel to the Beinhaker Law Firm in Millburn, New Jersey. She was recognized by New Jersey Super Lawyers as a rising star in 2014, ’15, and ’17, and is recognized by Avvo as a Clients’ Choice Attorney in 2016 with an Avvo rating of 10 out of 10. Additionally, she earned her certification in HIPAA Administration in 2016.

How to contact Gina:

Episode 34: How a Yale-Trained Physician Takes Things to the Next Level

Dr. Tay is a first-generation immigrant to a Malaysian-Chinese father who had his PhD in medicinal chemistry from the University of Michigan and was a research scientist for over 15 years at Bristol-Myers Squibb, and a Filipino mother who has her master’s in social work and specializes in Alzheimer’s and dementia care for the elderly. She was born in Michigan, but grew up in the suburbs outside of Syracuse, New York. She graduated magna cum laude from Princeton University with a bachelor’s degree in molecular biology. She also swam for the women’s varsity swim team all four years. She took a year off after college and worked in Singapore and traveled through southeast Asia before returning to Yale University School of Medicine where she completed her medical training.

She completed a pediatrics residency at the Children’s Hospital of Philadelphia and a pediatric emergency medicine fellowship at the Children’s Hospital Boston. She returned to Philadelphia in 2012 to join the faculty at the Perelman School of Medicine as an assistant professor of clinical pediatrics, and an attending physician in the emergency department of the Children’s Hospital of Philadelphia. Her job combines teaching, mentoring and supervising medical students, residents and fellows at the patient’s bedside with taking direct care of children who come to the Children’s Hospital of Philadelphia seeking emergency care.

How to contact Yen:

Episode 33, Part 2: How Your Self-Worth Affects Your Bottom Line, with Kathy D’Agati and Ellen Harnett

In part 2 of a special two-part episode, Lynn sits down with Kathy D’Agati and Ellen Harnett, known as the Digestive Divas behind Back to Basic Wellness. This week, the focus turns to finances.

Kathy and Ellen specialize in helping clients identify energy-draining foods, and replacing them with delicious foods that give all day energy, clear focused thinking and sustainable weight loss.

What you’ll learn in this episode:

  • The surprising way entitlement can affect your financial health
  • How we as individuals threaten our own financial security
  • The detriments to settling for “just enough”
  • and more!

How to contact Kathy and Ellen:

Episode 33, Part 1: Health Begins In Your Gut, with Kathy D’Agati and Ellen Harnett

Kathy and Ellen specialize in helping clients identify energy-draining foods, and replacing them with delicious foods that give all day energy, clear focused thinking and sustainable weight loss.

What you’ll learn in this episode:

  • How what you put on your plate relates to chronic illnesses
  • When prescriptive medicines become self-perpetuating cycles
  • Why Kathy and Ellen believe that food is medicine
  • The benefits of an “elimination diet” and more!

How to contact Kathy and Ellen:

Join us next week for Part 2 of this special episode!