HRPodcast51 (1)

Episode 51: A Chat with Life Coach Andrea Hunt – Life Lessons & More

In this week’s episode, Lynn Toomey talks with Andrea Hunt life coach and EFT practitioner. Listen in as they chat about the value of life coaching, life lessons, things you’d tell your 20-year-old self and traveling solo. It’s a mixed bag of great tips and ideas.

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Episode 50

Episode 50: The Surprising Benefits of Planning Future You

This week’s Her Retirement podcast was inspired by an article Lynn Toomey read recently on the BBC website entitled, “How Thinking About ‘future you’ can build a happier life.” She was also spurred on by a visit with her mom to a local senior center to get some advice on Medicare, elder care planning and the like. “Helping my 86-year-old mom put a plan in place for her future, definitely spurred me on to come home and do some visualizing, planning and recording this episode.”

Mr. Robson’s article encourages people to imagine and nurture their future self, including their health, wealth and happiness. Lynn loves the concept because health, wealth, and happiness is the focus not only of her podcast, but also the Her Retirement Platform. The author asks readers to think ahead to 10 years from now and consider if you’ll still fundamentally be the same person you are today, or will you hardly recognize yourself? Many researchers and psychological studies show that people’s responses to this question varies quite a bit. But their answer does point to some surprising behavioral tendencies. Put some headphones on and go for walk or listen while cooking dinner and find out the benefits of planning future you.

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Episode 49

Episode 49: The True Costs of Retirement Are More Than You Think (Part 2)

In this week’s episode of the Her Retirement podcast, Lynn Toomey covers part 2 of the True Costs of Retirement. Last week she covered, cost mistakes 1-8. This week she reviews 9-16. These are the 16 most devastating mistakes you can make when estimating your costs in retirement so make sure to take a listen to both episode 48 and 49.

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Episode 48 v2

Episode 48: The True Costs of Retirement Are More Than You Think (Part I)

Most of us, if not all of us women, fear running out of money and becoming a bag lady in retirement.

One of the biggest mistakes is underestimating the true costs of retirement and not having a plan to address these costs. There’s a myriad of reasons your projected budget might not be enough to see you through a blissful retirement.  Listen in to this week’s episode to hear about 8 of 16 costs that are more than you probably think. Next week, tune in to hear the rest. You won’t want to miss either episode.

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Episode 47 (1)

Episode 47: Roth IRA & Roth Conversions

Determining when, or if, you should convert your investments to a Roth IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments, and alternate sources of retirement income.

Join Lynn in this week’s episode as she answers some important questions for you.

What is a Roth IRA?

What is the difference between a traditional IRA and a Roth IRA?

What accounts are eligible to be converted to a Roth IRA?

How can a Roth IRA conversion help protect me from future income-tax-rate increases?

What are the tax consequences of a Roth IRA conversion?

How can a Roth IRA conversion help provide a greater financial legacy for my beneficiaries?

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Episode 46

Episode 46: Investors and Financial Advice

How can a financial advisor help today’s investors? A financial professional can provide guidance about today’s financial climate, determine objectives, and assess progress toward those goals. Alone, an investor may find it difficult to do any of these tasks. Moreover, an investor may make self-defeating decisions. Listen in to this week’s episode to hear more about how a financial advisor can help investors stay the course and retire with more.

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