Women's Retirement Radio

Thank you for all your support and encouragement, but this is my final episode of the podcast.I'm signing off.That's right... I've enjoyed this experience and am glad I started it, but it's time to wrap things up here and move on to other projects.You can find and follow me on any of the following:WebsiteBlogWeekly Email NewsletterLinkedinTwitterThank you for li

In this episode of Women's Retirement Radio, I want to cover how much cash (liquid savings) you should keep and where you should keep it.Should you use a big brick & mortar bank with a branch on every corner or an online bank? What are the pros and cons of each?And how much liquid savings should you hold on to in the face of rising inflation?I address these questions and m

In this episode of Women's Retirement Radio, I want to cover a topic that comes up regularly in my conversations with clients. And it's also a topic where there seems to be a lot of confusion.It's Gift Taxes.How much can you give?Who pays the taxes? How many people can you give to?I address these questions and much more in this short episode.Get in touch and let me k

In this episode of Women's Retirement Radio, I'm joined by Joe Casey.Joe is an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. He's also the founder of Retirement Wisdom and the Retirement Wisdom podcast.Joe brings an interesting background and perspectiv

In this episode of Women's Retirement Radio, I'm joined by Brenna Baucum.Brenna is the Director of Education and Communications at Money Quotient.And Money Quotient is one of the leading financial life planning organizations in the financial services industry, training financial planners and advisors to develop financial planning engagements that transform lives.I've

In this episode of Women's Retirement Radio, I'm joined by Perry Chesney.Perry is a Wealth Management Consultant at HC Advisors in Atlanta. He's also a consultant with Red Rock Strategic Partners.Perry serves a small, select group of high net worth clients in his Wealth Management Consultant role. And through Red Rock Strategic Partners, Perry consults with financial

In this episode of Women's Retirement Radio, I'm joined by Laura Jalbert.Laura is the owner of Mindful Transitions, an organization providing licensed clinical social work to seniors in the Atlanta area.Laura and her team provide mental and emotional support for seniors who are dealing with changes related to aging, medical challenges, or living with a disability. And the

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver.So I'm happy to share the 5th installment in "The Caregiver Series" with Paula Canaday-Daeke, owner of Fiscally Balanced, a daily money management provider.In this conversation, we address when and how a daily money manager might be helpful, esp

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver.So I'm happy to share the 4th installment in "The Caregiver Series" with Corey Rieck, owner of The Long Term Care Planning Group, an insurance firm focused solely on long term care insurance solutions. In this conversation, we address the pros a

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver.So I'm happy to share the 3rd installment in "The Caregiver Series" with Lisa Kaufman, owner of SeniorCare Options in Atlanta, and Laura Jalbert, owner of Mindful Transitions, also in Atlanta. In this conversation, we address the importance of s