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.

Click here to listen to more episodes!

Click here to read the transcript of this episode!

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?

Listen to more episodes here!

Read the episode transcript here

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.

Listen to more episodes here!

Read this episode transcription here

Episode 43

Episode 43: Women & Retirement Savings

Planning and saving for retirement may seem like goals that are far in the future. Yet saving, especially for retirement, should start early and continue throughout your lifetime. Join Lynn in this week’s episode as she discusses reasons why saving more matters to women, how the Great Resignation has impacted our retirement savings, and eight questions to ask yourself as you commit to a savings plan.

Listen to more episodes here!

Read the transcription of this episode here!

Episode 42

Episode 42: Is Retiring at 65 Possible (and Smart)?

Are you thinking about retiring at age Sixty-five? Is it possible? Is it even smart? Life expectancy continues to increase, which can often mean a longer retirement and may mean collecting Social Security longer. Sixty-five has long been thought of as the magic age for retirement. Join Lynn this week as she explores how this is changing, why it may be harder than previously thought and some tips to help you make the retirement decision.

Listen to more episodes here!

Read the transcription of this episode here!

Episode 41

Episode 41: Eat Right. Live Longer.

Longevity risk in retirement is both our friend and our foe. Of course, a long healthy life sounds quite appealing. But longevity is also one of our biggest risks in retirement, especially for us women as we tend to live longer than our male counterparts. Listen in to this week’s episode as Lynn talks about the wealth and health effects of longevity. Lynn shares an overview of what she believes to be the healthiest way to eat and live long and prosper. Her opinion is backed up by numerous research studies, including one that was published this week on how eating a Mediterranean style diet can add a decade to your life. Grab your headphones, go for a walk (it helps you live longer) and listen in.

Listen to more episodes here! 

Check out the transcript here!

Episode 40

Episode #40: Housing Matters

In this week’s episode Lynn talks about housing matters, including a Bankrate.com article she was recently quoted in on the trend of single women and homeownership, and a new tool to help people figure out where they want to live in retirement.

Where we end up living in retirement is a big issue that many people begin to think about as they get closer to retirement. It can be a very thought provoking, soul searching, and stressful decision. Join Lynn as she shares her own journey, challenges and ideas for making your choices a little easier. After all, housing matters… a lot in retirement.

Check out other episodes here! 

Check out the transcript here!

Episode 39

Episode #39: Stock Market Woes

In this week’s podcast, I’m talking about the growing concern over current stock market volatility and a question that’s on the top of everyone’s mind: Is this the beginning of the end? That is, the end of the bull market we’ve enjoyed for the last 12 years, or is this simply a short-term fluctuation? Well, no one knows for sure. How the market performs is not something we as investors can control. But, there are key concepts to understand and key things you should and shouldn’t do to protect yourself, your money and your retirement from stock market woes. Take a listen to this week’s episode to learn more.

Check out more episodes here! 

Check out the episode transcript here!