Boomer Banter, Caregiving, Purpose, Connection

In this episode, Bradley Clark shares how overcoming professional setbacks led him to develop his own resilience and confidence. By embracing these qualities, he was able to bounce back and establish a successful financial planning firm. Clark now seeks to instill relaxed confidence in his clients, helping them through financial anxiety and tough decisions related to retirement planning.

Bradley Clark, founder of Clark Asset Management, is a well-seasoned financial expert with a remarkable background in helping clients prepare for retirement. After co-founding Military.com, which was acquired by Monster in 2004, Bradley spent eight years with the Motley Fool, where he developed a program that matched investors with solutions based on their unique needs and preferences.

Holding both a BA from Harvard and a MBA from Stanford, he is among the top 3% of advisors with both the Certified Financial Planner and Retirement Income Certified Professional designations. Bradley's goal is to help pre-retirees achieve relaxed confidence about their financial futures and guide retirees through the deaccumulation phase.

In this episode, we discussed:

1. Ways to strengthen your financial mindset by fostering confidence, resilience, and optimism in financial planning.

2. How to establish a solid foundation for a stable retirement by creating a retirement income floor.

3. Implications of various tax strategies.

4. How to navigate potential financial dangers by balancing optimism with realistic risk assessment tactics.

Episode Takeaways

1. Take stock of your level of confidence and what can relaxed confidence look like for you?
2. Stop being ambivalent about financial planning - either do it yourself by educating yourself, or ask for help.
3. Offer for Podcast listeners: go to bradleyclark.com/podcastoffer. Schedule a complimentary conversation with Brad (not a sales call) and he will send you a hardcopy of the book, Be The Bird.

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Wendy Green is a Certified Life Coach, working with people going through the sometimes uncomfortable life transition from full-time work to “what’s next.” Find out more about Wendy’s 6-week “What’s Next Transition” Coaching workshop

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You can find Bradley at bradleyclark.com

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"The pause can be uncomfortable, and we fill our lives with busy in order to avoid the stillness. Sometimes we get ourselves caught up in doing things because we don't know how to just be. Try being a human being, instead of a human doing" - Wendy Green

Wendy Green is a Retirement Transition Coach, where she helps people enhance their vitality, ignite their passion and purpose and develop a plan for their next chapter.

In this episode she talks about the strategy of taking a pause and living in the neutral zone, during a transition.

In this episode, you will learn the following:

1. The Benefits of Taking a Pause: Exploring the Mental Health Benefits of Slowing Down and Stepping Away from Busyness

2. Exploring Values: Discover How Taking a Pause Can Help You Live into Your Values

3. The Neutral Zone: Learn How to Transition into New Beginnings by Taking Time in the Neutral Zone.

Resources:

Download the Vitality Assessment

Sign up for 20-minute complimentary coaching call

Go to ThePerfectCatch.com

Other episodes you'll enjoy:

Roadmap to Purpose - (heyboomer.biz)

Divorce transition and Rediscovering yourself - (heyboomer.biz)

Connect with me:

Email: [email protected]

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: https://www.facebook.com/heyboomerpodcast

YouTube: https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-heyboomerpodcast/

Loved this episode? Please leave us a review and rating

"We have to do everything we can to avoid exceeding the 1.5 degrees temperature increase right now. According to the IPCC report, that is projected to happen in less than ten years, if we keep at the current pace. We have to do everything possible to reduce emissions and change the energy supply - it's not too late to save the planet!" ~ Samuel Rubin

That was the message of my conversation with Dr. Frances Stewart and Social Impact Producer Samuel Rubin.

From different generations, Samuel and Frances are deeply involved in climate action. Frances is the co-chair of education for EldersClimateAction.org. Samuel is a Social Impact Producer and Innovation Fellow at CoGenerate, leveraging the power of storytelling to activate and educate audiences for climate action.

Fascinating insights about working across generations, building community, building empathy, recognizing the value of all generations in addressing the climate crisis.

"Many people don't get involved because they are discouraged. They feel like this is a hill we can't climb. But there is so much we can do, if we work together." ~ Frances Stewart

Takeaways and Actions you can take now:

1. Look for tax credits and rebates to make homes more energy efficient.
2. VOTE!
3. Find one or more groups you can work with.
4. Email your congresspeople, local representatives, governor, president.
5. Join EldersClimateAction.org
6. Realize it's not hopeless and you are not powerless
7. Visit CanYouHearUs.org & find the Intergenerational Discussion Guide
8. GET INVOLVED.

Resources:

EldersClimateAction.org

[email protected]

CanYouHearUs.org

[email protected]

ThirdAct.org

[email protected]

Connect with me:

[email protected]

https://heyboomer.biz

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: https://www.facebook.com/heyboomerpodcast

YouTube: https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-cpc-heyboomerlive/

Loved this episode? Leave us a review and rating.

Kathi Kulesza is an inspiring leader and speaker with over three decades of experience in the hospitality industry. She has shared her life changing lessons with over 20,000 up and coming leaders at 600 plus events.

In this episode we shared our experiences as Boomer Women in male-dominated workplaces and how we tried to blend in, wore business suits, and hadn't learned how to be assertive. There is a change with younger women. From the way they dress, to owning their individuality to being more outspoken. This led to a discussion of mentoring and reverse mentoring, because we have much to learn from each generation.

Kathi suggests that approaching the different generations requires an open mindset. Calling people "older" can give the young manager the impression that they are almost expired and therefore no longer useful. Changing the wording to "seasoned" shifts the perspective to someone who is experienced and can still contribute.

Key Takeaways from this episode:

1. Try to see the world through the lens of curiosity. In other words, what is the other person thinking of feeling?
2. Be more human. You can hold people accountable and still be nice. The question to ask is "how can I help this person?"
3. Use "I" messages when communicating with a boss, rather than placing blame. Honesly tell them that you want to help them be successful. Put yourself in their shoes.

Connect with me:

[email protected]

Website: https://heyboomer.biz

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: https://www.facebook.com/heyboomerpodcast

YouTube: https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-cpc-heyboomerlive/

Loved this episode? Please leave us a review and rating

Connect with Kathi:

[email protected]

www.kathispeaks.com

Connect with our sponsors:

https://roadscholar.org/heyboomer

Ken Dolan-Del Vecchio is an award-winning leader and keynote speaker in the field of workplace mental health. He is also the author of The Pet Loss Companion, a book about the lessons learned from facilitating pet loss support groups. Ken co-hosts the podcast, The Pet Loss Companion podcast, where they answer listeners questions about the loss and aging of their pets.

"Grief is the elemental human experience. We are losing over and over and over again throughout our lives. It is important to recognize that we're a society that is pretty phobic about all kinds of negative feelings, any kind of negative feelings. It's important to be gentle with ourselves and not to layer judgment on top of an already very distressing experience. The best solution to grief is to take care of oneself."

~ Ken Dolan-Del Vecchio

Ken Dolan-Del Vecchio offers a compassionate approach to helping others cope with loss of their pet. Ken’s empathy was borne out of his experiences with losing pets, as well as with his clinical training. He emphasizes the importance of being kind to ourselves and those we love during the grieving process, as well as finding ways to honor the memories of our beloved pets. By understanding and embracing the ephemeral nature of life, we can cherish the time we have with those we love and commit to taking the best care of ourselves possible.

In this episode, you will learn the following:

1. Grief is a Normal human experience, but our society is averse to the uncomfortableness of the feelings.

2. The Intimacy of Pet Relationships: Uncover the unique bond between pet and owner and why the loss of a pet can often feel more intense than the loss of a beloved human family member.

3. Tips for Coping with Grief: Discover tips for coping with grief, including how to be compassionate to yourself, how to recognize the ephemeral nature of life, and how to take care of yourself.

Resources:

The Pet Loss Companion: Healing Advice from Family Therapists Who Lead Pet Loss Groups

The Pet Loss Companion podcast

Email Ken at [email protected]

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Connect with me:

Download the Vitality Assessment

Wendy Green is a Certified Life Coach, working with people going through the sometimes uncomfortable life transition from full-time work to “what’s next.” Find out more about Wendy’s 6-week “What’s Next Transition” Coaching workshop

Email: [email protected]

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: https://www.facebook.com/heyboomerpodcast

YouTube: https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-cpc-heyboomerlive/

Loved this episode? Please leave us a review and rating.

Sky Bergman is an accomplished award-winning photographer and filmmaker. She is a professor emeritus of photography and video at Cal Poly State University. Her inaugural documentary, Lives Well Lived, explores the inspiring stories of 40 people with 3000 years of collective life experience and how to live life to its fullest.

"My grandmother had a motto to always be kind. And I think that that's the biggest piece of advice of how to live a life well-lived, is just to be kind." - Sky Bergman

In this episode, you will learn the following:

1. How connecting generations breaks down stereotypes one story at a time.
2. The importance of a good support system.
3. Check your attitude. Look at life as a glass half full.
4. The importance of a sense of purpose, no matter how old you get.

To connect with Sky Bergman:

lives-well-lived.com

[email protected]

Other episodes you'll enjoy:

Empowering a Better World: A Conversation with Sages and Seekers

Boomers-Millennials-GenZ: Bridging Generational Gaps

Celebrate Aging with Janine Vandenburg

Connect with me:

[email protected]

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: https://www.facebook.com/heyboomerpodcast

YouTube: https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-cpc-heyboomerlive/

Connect with our sponsor:

ThePerfectCatch.com

Loved this episode? Leave us a review and rating.

"We don't have to hold ourselves to these amazing standards. And I think with our club, we just mostly want a community where we can be like, hey, I'm not alone. I'm not having these feelings alone, I'm not feeling judged alone. We can all help support each other and have these shared feelings and talk about it and be like, hey, I don't have to be this way or this way because someone wants me to be that way. I can just be.

Eleanor McGuirt and Avery Simon are juniors at Maldin High School and the co-founders of the Young Women's Forum, a club that provides support and activism for teenage girls.

Eleanor and Avery, two friends since freshman year, sought to start a club to discuss the stigmas and challenges women face on their campus. Through the course of their journey, they encountered resistance from their peers and administration, but eventually secured a club and a space for women to openly discuss their experiences and feelings. With the help of an understanding teacher, they created a safe and open space for girls to talk and share. Their desire is to break down the stereotypes and pressures surrounding women in our society.

In this episode, you will learn the following:

1. How do stereotypes and societal roles contribute to gender inequality?

2. Some of the challenges facing young women today and the importance of listening to break down barriers.

3. How can we create a safe space for young people to share their thoughts and feelings?

Other episodes you might enjoy:

Empowering a Better World: A Conversation with Sages and Seekers

Boomers-Millennials-GenZ: Bridging Generational Gaps

Connect with me:

[email protected]

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: www.facebook.com/heyboomerpodcast

YouTube: https://https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-cpc-heyboomerlive/

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Loved this episode? Leave us a review and rating here: https://hey-boomer.captivate.fm

Despite being expected to feel nothing but gratitude for having been "selected" and "rescued" by her adoptive parents, Doris Blumenthal embarks on a journey to reconnect with her biological family and unravel the heartbreaking irony of her commodified existence.

Doris Blumenthal had always been aware she was adopted and felt the pressure of being a "selected" child. After her parents passed away, she decided to look for her birth parents. Through research and agencies, she was eventually able to locate her birth father’s family. She eventually found that her birth mother was living in Arizona. Doris, her husband and her son drove to Arizona to find her, only to experience a profound sense of grief at what they found.

Doris Blumenthal is an adoptee who was featured in the documentary Reckoning with Primal Wound. She is an active community volunteer with a focus on making health care available to the underserved, especially children. She has been happily married for 37 years and is an avid traveler.

In this episode you will learn:

1. The Impact of Adoption on Identity: Exploring how adoption can lead to a feeling of displacement and a lack of security in relationships.

2. Commodification of Adoption: Examining the commercialization of adoption and the impact it has on adoptees and their birth parents.

3. Finding Birth Parents: Investigating the process of searching for birth parents and the complexities involved.

Resources:

findmyfamily.org

thealmasociety.org

To email Doris: [email protected]

Connect with me:

Instagram: https://www.instagram.com/heyboomerpodcast/

Facebook: https://www.facebook.com/heyboomerpodcast

YouTube: https://www.youtube.com/c/HeyBoomer

LinkedIn: https://www.linkedin.com/in/wendy-green-cpc-heyboomerlive/

Website: https://heyboomer.biz

Loved this episode? Leave us a review and rating here: https://hey-boomer.captivate.fm

Description:

In this episode, Wendy Battles shares her personal journey of getting out of her comfort zone and finding her true purpose. From her experiences as a voice actor, becoming a coach, and now a podcast host, she reflects on self-discovery and the process of figuring out what she likes and dislikes.

Wendy also shares insights on the importance of self-reflection, especially during midlife, and how being quiet and still can lead to great revelations. Join us as she shares her journey from being a multi-passionate person to finally finding her calling as a "Reinvention Rebel".

Takeaways:

1. Don't be afraid to try.
2. See failures as opportunities.
3. Learn lessons from difficult situations.

Connect with Wendy Battles

Download the WORD of the year worksheet here: https://1drv.ms/w/s!Ao5cYCkwsgDIgZofqcbRw4b4fjvjkw?e=OH7x5j

Get your free Vitality Assessment.

Subscribe on Apple Podcast, Stitcher , Google Podcast. or Spotify

Follow us on Facebook, LinkedIn and Instagram

You can email me with questions or comments at [email protected]

–

Wendy Green is a Certified Life Coach, working with people going through the sometimes uncomfortable life transition from full-time work to “what’s next.”

Find out more about Wendy’s 6-week “What’s Next Transition” Coaching workshop

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Support our sponsor: roadscholar.org/heyboomer

Produced by the the Greenville Podcast Company

Description:

Today I speak with Elly Katz, founder of a unique program that connects older adults, "sages," with younger generations, "seekers." The program aims to provide a platform for intergenerational learning and share hard-earned life lessons. During the discussion, Elly shares the impact the program has had on both sages and seekers, including increased happiness and relevance for the older adults and increased empathy for the younger generation. The conversation also touches upon the challenges posed by the current world of smartphones and the impact of the COVID-19 pandemic on the program.

This episode is a must-listen for anyone who wants to be inspired and make a difference in their community.

Take-aways:

1. There is an empathy deficit and creating opportunities for intergenerational conversations is helping reduce this lack of empathy in the participants.
2. Consider an encore career. Elly went from being a graphic designer to starting this award-winning non-profit.
3. Feel the power of your years of experience and wisdom.
4. If you pursue something you are passionate about, you almost feel no fear.

Enroll in Sages and Seekers here: https://sagesandseekers.org

You can contact Elly at [email protected]

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Subscribe on Apple Podcast, Stitcher , Google Podcast. or Spotify

Follow us on Facebook, LinkedIn and Instagram

You can email me with questions or comments at [email protected]

–

Wendy Green is a Certified Life Coach, working with people going through the

sometimes uncomfortable life transition from full-time work to “what’s next.”

Find out more about Wendy’s 6-week “What’s Next Transition” Coaching program

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Download the Vitality Assessment from heyboomer.biz

Check out ThePerfectCatch.com if you are looking for some dating help.

Produced by the the Greenville Podcast Company