The Her Retirement Podcast

Episode 131: The Soul of Wealth – Finding Meaning in Money with Dr. Daniel Crosby

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.

Episode 130: Life Insurance and Retirement Pros and Cons – YouTube Live

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!

Episode 129: Redefining Retirement: A New Path Forward with Paul Long

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.

Episode 128: 8 Strategies for a More Secure Retirement

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!

Episode 127: Exploring Age-Friendly Vibes with Jan Golden

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.