Episode 79: Bill Borton explains the top 5 mistakes people make when planning for retirement

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Retirement takes a great deal of planning. Thinking about retirement can be overwhelming because there are many financial decisions that need to be made–because you don’t want your money to run out before you do.  Maybe you are worried that you will make less than favorable decisions about how you will create a financially secure retirement? Today’s episode will ease your mind. Listen as Lynn and her guest, Bill Borton, discuss the top 5 mistakes people make when planning for retirement.  

Bill Borton is the founder and managing principal of W.R. Borton & Associates, LLC. He is a retirement risk management and income planning specialist who predominantly serves high networth clients. He is also the host of Live Better, Longer on RVN-TV.

Listen in as Lynn and Bill discuss the top 5 mistakes people make when planning for retirement.  Learn how to: 

  • Maximize social security
  • Choose your healthcare options
  • Have the conversation about long term care with your loved ones
  • Use home equity and reverse mortgages as an income stream
  • Determine if an annuity is right for you

Tune in now to learn about ways that you can make your money work for you in retirement!

Resources:  LynnSEvans.com|Power of the Purse: Fear-Free Finances for Baby Boomer Women | W.R. Borton & Associates

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Episode 78 – Achieving Success by Combining Your Strengths and Passions with Nicole Jansen

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Have you been looking for a way to do what you love, tap into your authentic self and achieve success–both monetarily and personally? Today’s episode will inspire you to look for ways to recognize your strengths and passion to help you achieve the outcomes you desire.

Lynn speaks with Nicole Jansen, a Human Behavior Specialist, and a business owner and entrepreneur who has helped thousands of leaders and organizations earn millions of dollars by bringing value to the marketplace for over 30 years.  Nicole is the founder of Discover The Edge, host of the Leaders of Transformation Podcast, and co-author of the book, Power Up, Super Women.

Listen in as Lynn and Nicole discuss:

  • Questions you can ask yourself to determine what you are passionate about
  • Ways to assess your strengths and validating them
  • Moving out of the fear of not trying and leveraging your strengths to become the best and most successful you!

Tune in now to learn how to combine your unique strengths and passions to create magic and achieve success in your life! 

 

Resources:  LynnSEvans.com|Power of the Purse: Fear-Free Finances for Baby Boomer Women |Discover The Edge |Power Up Superwomen | Leaders of Transformation Podcast

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Episode 77 – Transitioning from spectator to motivator with guest Angela Marshall

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Lynn speaks with Angela Marshall, also known as Author Stone, who a native of Augusta, Georgia, an entrepreneur and positive words powerhouse. She is also the author of “Reality to Rags to Riches; The Story and Life of an Ex NFL Wife.”

Lynn and Angela discuss Angela’s experiences as an NFL wife, how she has transitioned from spectator to motivator, and how she has used an athletic mindset in order to achieve success.

Angela speaks in-depth about her struggles, her challenges, and her successes and how when people read her story, not only are they liberated by it, but they are able to use it to turn their own stumbling blocks into success.

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women | In Other Words By Stone | Reality to Rags to Riches – The Story and Life of an Ex-NFL Wife 

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Episode 76 – How to relocate or downsize without the stress with guest Lori Ligorio

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If you are ready to move into your second home because of retirement or perhaps a parent has passed and you are tasked with selling their house (and trying to figure out what to do with 50 years accumulated possessions), you may be feeling overwhelmed and thinking, “I NEED HELP!” Today’s episode is sure to take away that stress and provide you with alternatives to doing it alone!

On today’s episode, Lynn speaks with Lori Ligorio, the owner of Caring Transitions of Scranton.  After a 20 year career with Bank of America, Lori opened up Caring Transitions which provides services for seniors who are entering transitions in their lives.  Transitions such as needing to move in with family, retirees who are looking to move into their second home permanently, and couples downsizing after a divorce.

Listen in as  Lynn and Lori discuss ways to liquidate the contents of a home, how to find cost-effective alternatives to hiring traditional movers and tips to determine the value and importance of family possessions. 

Here are just a few things that Lynn and Lori discuss:

  • That you don’t need to do it all alone, seeking help from a company like Caring Transitions will help minimize stress and save you money!
  • Hiring movers isn’t always the most cost-effective solution–and there are tons of alternatives to traditional movers.
  • Moving and taking inventory when moving can conveniently be done remotely when necessary.
  • When an estate sale is necessary to maximize profits and liquidate the contents of a home.
  • How to determine the value and importance of family possessions.

Tune in now and learn about the help that is available when you or a family member is transitioning or downsizing into a new home!

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women | Caring Transitions

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Episode 75 – Dr. Jen Caudle discusses bullying, addictions and what the medical community is doing about it

Women of Influence

Lynn sits down with Dr. Jen Caudle, a board-certified Family Medicine physician and Associate Professor in the Department of Family Medicine at Rowan University-School of Osteopathic Medicine.

She appears as a regular on-air health expert for local and national news networks, including The TODAY Show, The Dr. Oz Show, CNN, FOX News, Rachael Ray Show, Steve Harvey Show, Fox 29 Philadelphia News, PBS and many others. Additionally, her health articles have been published in numerous magazines and other publications.

Dr. Jen is a spokesperson for the American Osteopathic Association, and she is a radio/video host for ReachMD.  She is also a national lecturer on opioid prescribing physicians and presents workshops on health wellness and motivation.  Dr. Jen is also a lecturer on the topic of childhood bullying to hospitals and healthcare organizations.

Dr. Jen is also an accomplished cellist and in 1999, Dr. Caudle earned the title of Miss Iowa and competed in the 1999 Miss America Pageant.

​Lynn and Dr. Jen discuss her family, the people who have professionally influenced her, and what led her to not only practice as a family physician but become a lecturer and a regular on-air expert for a number of national and local broadcasts.

Dr. Jen shares her expertise on bullying and the reasons it is not just a serious social issue but a medical issue as well.  She shares personal experiences of being bullied and the impact that had on her socially and physically.

Lynn and Dr. Jen also talk about the opioid epidemic in great detail.  Dr. Jen shares her expertise on the multifaceted reasons that people develop addictions to them and the measures that the medical community is taking to help combat the problem.

Finally, Dr. Jen shares her first experiences with money and how that has played a role in the way she is today. Tune in now to listen to Dr. Jen’s story.

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women | Dr.JenCaudle.com

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Episode 74 -Creating A Life Portfolio with Anna Rappaport

Financial Education

Lynn’s guest is Anna Rappaport, and an internationally recognized consultant, speaker, and author on strategies for a secure retirement and aging workforce issues.  Anna had a 28 year career with Mercer Human Resources Consulting where she was a worldwide partner. She started Anna Rappaport Consulting in 2005. She is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and holds a Master’s Degree in Business Administration from the University of Chicago.

Lynn and Anna discuss the idea that the concept of a successful retirement is creating a life portfolio.  A life portfolio involves four main components: health, social engagement, pursuits and passions, and location. 

Lynn and Anna then discuss the amount of poverty in women who are retired or widowed.  Anna states that through her research with the Society of Actuaries, that poverty numbers are markedly higher for single retired women and widows as compared to their married counterparts.

Tune in now to as Anna describes her first memory regarding money, her most life-changing events, and more.

Resources:  LynnSEvans.com | Power of the Purse: Fear-Free Finances for Baby Boomer Women

Contact Anna by email: anna.rappaport@gmail.com

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Episode 73 – Transitioning From Working Life To A Retirement Lifestyle

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Lynn sits down with Autumn Nessler, a certified retirement options coach, who specializes in assisting women who are transitioning from their working life to a retirement lifestyle of their own design.  Autumn’s company is An Intentional Life LLC and its approach is to help women understand that retirement is more than just having enough money.  40 percent of people in retirement find that they are suffering from depression within their first year without a plan. Autumn helps women design a non-financial retirement plan that defines a unique and intentional retirement lifestyle.

Lynn and Autumn discuss the reasons that retirement for women is very different from men.

Tune in now to as Autumn discusses the reasons why she works solely with women.

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

Financial Education, Investing, Women of Influence, ,

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

Financial Education, Investing, Women of Influence, ,

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

Financial Education, Investing, Women of Influence,

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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