Tag Archives: retirement

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

October 17, 2019Uncategorizedbill borton, retirement, retirement planningLynn Evans

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 74 -Creating A Life Portfolio with Anna Rappaport

July 20, 2019Financial EducationretirementLynn Evans

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

June 15, 2019Uncategorizedautumn nessler, baby boomer, retirementLynn Evans

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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