Advertise on podcast: The Her Retirement Podcast

In this episode, host Lynn Toomey sits down with Dr. Daniel Crosby, a psychologist, author, and Chief Behavioral Officer at Orion, to discuss the intersection of financial success and personal fulfillment. Dr. Crosby shares insights from his latest book, The Soul of Wealth, which explores how individuals can make financial decisions that align with their values and lead to a more meaningful life. He breaks down why simply accumulating wealth isn't enough for happiness and how intentional spending, investing, and saving can create a richer, more fulfilling life. Dr. Daniel Crosby is a psychologist, behavioral finance expert, and the Chief Behavioral Officer at Orion. With multiple best-selling books to his name, including The Behavioral Investor and The Laws of Wealth, Dr. Crosby specializes in understanding the psychological factors that influence financial decision-making. His work focuses on helping people make smarter, more intentional choices with their money by bridging the gap between financial knowledge and behavior. His latest book, The Soul of Wealth, offers practical, research-backed insights on how to manage money in a way that fosters happiness and long-term well-being.

In this episode of Lunch and Learn Live with Lynn, we dive into the critical topic of life insurance and its role in securing your financial future and protecting your loved ones. Did you know that only 52% of Americans have life insurance? Lynn explores the importance of life insurance, especially during Life Insurance Awareness Month, and discusses real-life stories that highlight why proper coverage is essential. She breaks down the two main types of life insurance: term life insurance, with its straightforward and affordable structure, and permanent life insurance, which offers lifelong coverage with added benefits like cash value accumulation. Lynn also explains the different variations of permanent life insurance, such as whole life, universal life, and index universal life (IUL), and how they can be tailored to your financial goals. Learn about the potential benefits of IUL policies, from tax-deferred growth and market-linked returns to supplemental retirement income options. Whether you're approaching retirement, currently retired, or considering life insurance for younger family members, this episode offers valuable insights into making informed decisions about your financial security. Join Lynn for this essential conversation and take the next step in safeguarding your future!

In this episode of The Her Retirement Podcast, host Lynn Toomey talks with Paul Long, a storyteller and thought leader in the realm of "olderhood"—a term he uses to redefine the traditional concept of retirement. They explore the outdated notion of retirement, debunk common myths, and discuss how individuals can create a new, purposeful phase of life beyond the conventional retirement years. Paul shares his insights on navigating this new reality, emphasizing health, relationships, and meaningful work. Listeners will hear about: The importance of staying relevant, active, and fulfilled as we age The dangers of entering retirement without a clear plan for purpose and fulfillment Key steps to take when approaching this new stage of life, including focusing on health, relationships, and lifelong learning Why traditional retirement can be a trap and how to create a personalized "new way forward" Whether you're nearing retirement or simply looking to live a more intentional life, this episode offers practical tips and inspirational advice for anyone at any stage. Paul Long is a speaker, writer, and founder of the platform "A New Way Forward," where he helps individuals approaching retirement redefine their later years. With a background in journalism and content creation, Paul now focuses on the intersection of aging, purpose, and transformation. He shares valuable insights on how to navigate the new reality of aging, using his experience and research to challenge outdated stereotypes. Through his content on LinkedIn, YouTube, and Substack, Paul empowers people to live a fulfilling life well into their later years.

In this episode of the Her Retirement Lunch and Learn Live, Lynn discusses eight essential strategies to help you secure a more intentional and financially stable retirement. These strategies, grouped under the acronym "HEROS" (Her Efficient Retirement Optimized Strategies), are designed to maximize your wealth, protect your income, and ensure long-term financial security. Topics include smart spending and saving, semi-retirement opportunities, protected growth investments, and the importance of tax and legacy planning. Tune in to learn how you can implement these practical steps for a more confident retirement journey!

Jan Golden is the founder of Age-Friendly Vibes, a company focused on creating age-positive greeting cards that flip the script on traditional ageist messaging. She started the business at age 60, motivated by an anti-ageist greeting card contest in Denver. A graphic designer and web developer by trade, Jan now sells over 200 designs of greeting cards, stickers, and art prints in stores worldwide, including in the US, UK, Australia, and Ireland. Her work challenges the negative stereotypes of aging, providing creative, pro-age messages that celebrate the positive aspects of getting older. Jan advocates for finding passion later in life, highlighting her own journey of transitioning into her "encore career" after a successful career in IT.

In this episode, Lynn sits down with Kellie Newell, a fearless traveler who left behind the corporate grind to embark on a life-changing journey across Southeast Asia. After spending 18 years climbing the ladder at Johnson & Johnson, Kellie decided to trade in her office for a one-way ticket to Bangkok, diving headfirst into the unknown. From solo backpacking adventures to finding unexpected connections along the way, Kellie shares how this journey helped her rediscover her passions and reshape her life. Listen in as they discuss Kellie's experiences, her bold decision to step away from corporate life, and the profound personal growth that came from embracing life on the road.

Mindset Matters: Shifting from Scarcity to Abundance Ellen Rogin discusses the importance of mindset in financial wellness. Understand the difference between scarcity and abundance thinking and how to adopt a more positive outlook.   Ellen Rogin is a former financial advisor, renowned author, abundance activist, and financial intuitive. With a background in practical financial planning and a deep intuitive ability, Ellen combines these skills to help individuals unlock their financial potential. She believes in the power of generosity and gratitude as key drivers of prosperity and has developed unique methods to activate abundance in her clients' lives. Ellen is the author of "Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality," a New York Times bestseller that guides readers in creating visual financial plans. Her work has empowered many to shift from scarcity thinking to an abundance mindset, leading to greater financial wellness and fulfillment.

Dr. Orlena is a former pediatrician who has transitioned into a health and wellness coach, residing on the beautiful Mediterranean coast of Spain. With a medical background and a passion for helping women lead vibrant, healthy lives, Dr. Orlena focuses on sustainable lifestyle changes that promote physical and emotional well-being. After relocating to Spain 13 years ago, she pivoted from traditional medicine to create a holistic health platform that empowers women to lose weight, gain energy, and enjoy life to its fullest. Dr. Orlena emphasizes the importance of enjoyable exercise, nutritious eating, quality sleep, and emotional wellness. She encourages her clients to develop positive habits and make small, impactful changes that contribute to long-term health and happiness. Dr. Orlena is dedicated to inspiring women to embrace their best selves through her four-pillar approach to wellness: nutritious eating, enjoyable exercise, restful sleep, and emotional well-being. Her philosophy is rooted in the belief that a balanced life filled with joy and self-care is the key to lasting health and vitality.

Jacqueline Perez, affectionately known as Jack, is a dynamic entrepreneur and the visionary founder of Kuel Life, a vibrant digital platform dedicated to empowering women in midlife. With a career spanning several decades and industries, Jack has consistently demonstrated her commitment to creating value and fostering community among women navigating the complexities of midlife transitions. Jack's professional journey began in the corporate world, where she garnered extensive experience in consulting and marketing. Armed with an MBA, she excelled in the demanding environments of Fortune 50 companies and later co-founded a PR and marketing firm in San Francisco. Her entrepreneurial spirit was evident early on as she successfully balanced the demands of her career while raising her son as a single mother. In 2017, inspired by her own challenges during menopause and the lack of available resources, Jack founded Cool Life. This innovative platform is not just a directory but a carefully curated community where powerhouse women share their expertise on topics ranging from health and wellness to financial security and personal growth. Cool Life is a testament to Jack's belief in the importance of supporting and empowering women through every stage of life. Beyond her professional achievements, Jack is a passionate advocate for normalizing the conversation around aging and providing women with the tools they need to live their best lives. Her ability to connect, inspire, and lead is evident in the thriving community she has built. Jack is also a sought-after speaker and thought leader, known for her candid discussions about the realities of midlife and her unwavering dedication to helping women redefine what it means to age gracefully and powerfully. As she approaches her 60th birthday, Jack continues to inspire and lead with the same energy and enthusiasm that has defined her multifaceted career. https://kuellife.com/

Annie Baker is a seasoned Realtor with over 25 years of experience across multiple states and countries. In 2010, she discovered her passion for helping seniors downsize, inspired by her first senior client, Lillian. This experience led her to specialize in senior real estate, focusing on the importance of integrity and building a trusted team to assist seniors in their transitions. Originally from Atherton, CA, Annie has lived in Canada, Finland, and various parts of the U.S., giving her a personal understanding of moving and real estate. Alongside her professional career, Annie is dedicated to volunteering with Hospice of the Valley and participating in "Furry Friends" dog therapy with her dog, Winston. Annie's commitment to kindness, expertise in real estate, and personal experiences make her a compassionate and knowledgeable advocate for her clients.

Sharon K. Gillenwater is a dynamic tech startup founder, seasoned business executive, and inspirational speaker whose mission is to demystify entrepreneurship and make it more accessible for everyone. With a passion for fostering inclusive and ethical business practices, Sharon has made a significant impact on the entrepreneurial landscape. She is the author of the acclaimed book Scaling With Soul: How I Built & Sold a $25 Million Tech Company Without Being an A**hole. In this insightful work, she shares the compelling story of how she built, scaled, and successfully sold Boardroom Insiders, a company that provides in-depth executive profiles and insights for sales and marketing professionals. Sharon's approach emphasizes integrity and empathy, proving that success in business doesn't require compromising one's values. Join us as Sharon delves into her entrepreneurial journey, offering valuable lessons and practical advice on building a tech company from the ground up. Her experiences and insights are sure to inspire and empower anyone looking to navigate the challenging yet rewarding world of entrepreneurship.

Meet Anne Lester, a seasoned leader on a mission to empower rising professionals to save smart and retire happily, all on their own terms. With an impressive background, including 20 years as Head of Retirement Solutions at J.P. Morgan and co-founding The Aspen Leadership Forum on Retirement Savings with AARP, Anne brings unparalleled expertise to the table. Her exceptional contributions to Americans' economic security earned her the prestigious Ray Lillywhite Award in 2020. A dynamic speaker and emcee, Anne engages audiences of all ages and professional backgrounds, from under-45 crowds to financial industry events like P&I and NAPA. She has also been featured in top-tier media outlets such as Bloomberg TV, CNBC, Barron's, and Forbes, showcasing her expertise in retirement planning and financial security. Anne is currently working on a groundbreaking book, "Your Best Financial Life: Save Smart Now for the Future You Want," slated for release in 2024 by William Morrow. With an academic background in international economics and Japan studies from Johns Hopkins and a B.A. from Princeton, including a Fulbright Graduate Research Fellowship, Anne brings a wealth of knowledge and insight to her work. Personally, Anne and her husband are parents to two children—a Gen Z-er and a Millennial—both on their journey to financial preparedness for retirement.

In this enlightening podcast episode, Wendy Werneth and Dana Malstaff from Camp Reinvention, seasoned coaches and mentors, share invaluable wisdom and guidance for women navigating life transitions. Wendy, a seasoned life coach, and Dana, a successful entrepreneur, emphasize the transformative potential of their 12-week program, designed to help women rediscover their passions and chart a fulfilling path forward. They encourage listeners to take action and approach life with curiosity, highlighting the importance of embracing imperfection and challenging limiting beliefs. Wendy underscores the notion that past experiences do not define one's future, emphasizing the opportunity for growth and change at any age. Host Lynn, who also leads "Never Too Late to Launch" for women over 50, finds resonance in empowering women to explore new opportunities. As the conversation unfolds, they delve into topics such as retirement, entrepreneurship, and the endless possibilities for personal and professional fulfillment. Listeners are invited to explore Camp Reinvention and ponder the empowering question: "Wouldn't it be cool if..."