Boomer Banter, Caregiving, Purpose, Connection

This special episode of Boomer Banter is part of Podcasthon's week-long initiative to have podcasters shine a spotlight on non-profits they support.

I chose to highlight the impact of the American Association of University Women (AAUW), with an in-depth examination of the organization's commitment to advocating for women's rights and educational equity.

My guest, Doris McLallen, is the State President of AAUW-SC and has been a member of AAUW since 1978. She told the historical story of the founding of the organization, tracing its origins back to 1881 when a group of women sought to redefine the societal expectations placed upon them. Taking us to the present, the mission of AAUW is "to advance gender equity through research, education and advocacy."

In our discussion we reflected on the barriers that continue to impede women's progress in higher education and employment. Doris discussed AAUW's innovative programs, such as Work Smart and Start Smart, which empower young women with the necessary skills to negotiate salaries and advocate for themselves within the workforce.

This was an inspiring episode that reflected on the advancements women have made in education and the workforce and reminded us of the barriers that are still present.

• AAUW has been advocating for women's education and employment opportunities since its inception in 1881, highlighting its longstanding commitment to gender equity.
• This episode emphasizes the importance of community engagement in empowering women through networking and mentorship opportunities provided by organizations like AAUW.
• The discussion outlines the challenges women face in negotiating salaries and the vital role of programs like Start Smart in equipping them with necessary skills.
• The episode illustrates the historical context of women's rights and the ongoing struggles for equality, emphasizing the need for continuous advocacy and support.

• Join us on the next Boomer Banter membership Zoom, on Tuesday, March 25 at 5:30pm ET. Email me at [email protected] to claim your free month now!
• Visit www.podcasthon.org to discover hundreds of other associations through the voices and talents of amazing podcasters!
• Explore the amazing work that the American Association of University Women is doing to support women and girls in higher education and the workplace. aauw.org
• Email Doris McLallen directly to learn more about AAUW.
• Learn more about Greenwood Capital or find resources at www.GreenwoodCapital.com. Boomer Banter is sponsored in part by Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an SEC Registered Investment Advisory firm with offices in Greenville and Greenwood, SC. As a fiduciary firm, Greenwood Capital is obligated to disclose any potential conflicts of interest with this arrangement. The host of “Boomer Banter”, Wendy Green, is a client of Greenwood Capital, and her show “Boomer Banter” has been compensated for her testimonial through Greenwood Capital’s sponsorship. Greenwood Capital is a Legacy sponsor at the stated rate of $2,600 for the 2025 calendar year.

In this meaningful conversation, Wendy Green sits down with Becky Blue to talk about aging with curiosity, purpose, and passion. Becky shares her journey of becoming a first-time author at 60, proving that it’s never too late to follow a dream. Her book, Turning: The Magic and Mystery of More Days, isn’t just a story—it’s an invitation to rethink what’s possible in the years ahead.

Together, Wendy and Becky dive into the common fears and doubts that can hold us back as we get older—like the fear of failure or feeling like our best days are behind us. But what if we approached aging like an explorer—full of curiosity and open to new possibilities? They explore how adopting this mindset can help us break through limiting beliefs, embrace change, and step into the unknown with excitement instead of hesitation.

This episode is filled with real talk, personal stories, and encouragement to help you redefine what aging means to you. Wendy and Becky also touch on the power of community and connection, reminding us that we don’t have to navigate this journey alone. If you’ve ever wondered whether it’s too late to start something new, this conversation will leave you feeling inspired and ready to take the next step—whatever that looks like for you!

Takeaways:

• It is NOT too late to pursue new interests or skills, as demonstrated by individuals who have embraced new challenges later in life.
• Approach aging with an explorer's mindset, fostering curiosity and enthusiasm for uncovering new possibilities and experiences.
• Self-care encompasses not only physical health but also mental and spiritual well-being, necessitating a holistic approach to living fully as we age.
• Creating supportive communities is crucial for navigating the complexities of aging, as shared experiences foster accountability and encouragement in pursuing new ventures.

Links referenced in this episode:

Becky Blue's website

Ageless Traveler podcast

Try the Boomer Banter membership today, a warm, welcoming space where real conversations happen, friendships form, and we navigate this next chapter together.

Email me at [email protected] to claim your free month now!

Learn more about Greenwood Capital or find resources at www.GreenwoodCapital.com. Boomer Banter is sponsored in part by Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an SEC Registered Investment Advisory firm with offices in Greenville and Greenwood, SC. As a fiduciary firm, Greenwood Capital is obligated to disclose any potential conflicts of interest with this arrangement. The host of “Boomer Banter”, Wendy Green, is a client of Greenwood Capital, and her show “Boomer Banter” has been compensated for her testimonial through Greenwood Capital’s sponsorship. Greenwood Capital is a Legacy sponsor at the stated rate of $2,600 for the 2025 calendar year.

What would you do if someone told you that you were too old to chase a dream? For Dierdre Wolownick, the answer was simple: prove them wrong.

At 66, she did something that would challenge even the fittest athletes—she climbed El Capitan, one of the most iconic rock faces in the world, in a single day. And she didn’t do it alone—she tackled the climb alongside her son, legendary climber Alex Honnold. But Dierdre’s journey is about so much more than just scaling a mountain. It’s about defying expectations, breaking free from limiting beliefs, and discovering just how much we’re capable of—at any stage of life.

In this episode, Dierdre shares her remarkable story of resilience, reinvention, and personal growth. From navigating an unsupportive marriage to redefining what’s possible in her later years, she opens up about the mindset shifts that allowed her to push past fear and self-doubt. We’ll also talk about what it’s really like to climb with Alex Honnold (spoiler: he doesn’t slow down for anyone), the power of preparation, and why she chose to go back up El Cap at 70—this time on her terms.

Dierdre’s story is proof that life doesn’t slow down unless you let it. Whether you’re a climber, an adventurer at heart, or just someone looking for a spark of inspiration to take on your next big challenge, this episode is for you.

Takeaways:

• Deirdre Wolownick's journey exemplifies the profound impact of pursuing one's passions despite societal expectations and personal challenges.
• The importance of self-motivation is paramount, especially when navigating unsupportive relationships that may hinder personal growth.
• Overcoming physical limitations and age-related stereotypes can lead to remarkable achievements, as demonstrated by Deirdre's climbing feats.
• Journaling serves as an effective tool for self-reflection and planning, empowering individuals to take actionable steps toward their goals.
• Recognizing that growing older is a privilege can inspire individuals to embrace life fully and pursue their dreams without hesitation.

Links referenced in this episode:

• Subscribe to the Thriving Through Time Newsletter: bit.ly/navigateaging
• Subscribe to Dierdre's blog: Dierdre's place | A site about exploration
• Connect with Dierdre on Instagram: @dierdre_wolownick_honnold

A captivating exploration of memory and legacy unfolds as our host, Wendy Green, reflects on a cherished collection of dolls, gifted to her from her parents travels to foreign countries. Each doll holds a wealth of memories, cultural significance, and personal history. Wendy openly shares the emotional impact of these dolls, admitting that while they evoke nostalgia and dreams of travel for her, they are met with indifference by the next generation.

This thoughtful inquiry naturally leads to a deeper conversation with guest Martie McNabb, a legacy artist who highlights the power storytelling through objects. Together, they examine the complexities of emotional attachment to possessions and the weight of familial legacies, including the often-overlooked guilt that comes with letting go of items that once held significance.

Their discussion underscores how storytelling can preserve personal history and forge connections, inviting listeners to reflect on their own possessions and the rich narratives they carry. Ultimately, we are reminded of the enduring power of memory and the vital role that sharing our stories plays in the human experience.

Takeaways:

• The speaker reflects on a cherished collection of dolls from various countries, each representing a meaningful connection to their past.
• A significant theme explored in the podcast is the emotional weight of physical objects and how they embody personal stories and memories.
• The discussion emphasizes the importance of storytelling in preserving personal history and the connections that arise from sharing these narratives.
• Marty McNabb introduces the concept of being a legacy artist, highlighting the value of object-inspired storytelling in fostering connections among individuals.
• Listeners are encouraged to curate their belongings, focusing on the stories that matter rather than the objects themselves, to enhance their personal legacy.
• The podcast delves into how sharing memories, especially in community settings, can strengthen bonds and create a sense of belonging among individuals.

Links referenced in this episode:

• Subscribe to the newsletter, "Thriving Through Time" bit.ly/navigateaging
• Visit our sponsor at greenwoodcapital.com
• Check out Matie McNabb's website showandtails.com
• Visit the Boomer Banter website at heyboomer.biz
• To join the Boomer Banter and Boomer Believers group https://buymeacoffee.com/heyboomer0413

Books mentioned in this episode:

"Keep the Memories, Lose the Stuff" by Matt Paxton

"Passed & Present" by Allison Gilbert

"Time to Tell" by Deborah Wilbrink

Disclaimer:

Learn more about Greenwood Capital or find resources at www.GreenwoodCapital.com. Boomer Banter is sponsored in part by Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an SEC Registered Investment Advisory firm with offices in Greenville and Greenwood, SC. As a fiduciary firm, Greenwood Capital is obligated to disclose any potential conflicts of interest with this arrangement. The host of “Boomer Banter”, Wendy Green, is a client of Greenwood Capital, and her show “Boomer Banter”

has been compensated for her testimonial through Greenwood Capital’s sponsorship. Greenwood Capital is a Legacy sponsor at the stated rate of $2,600 for the 2025 calendar year.

Staying connected with our grandchildren isn’t always easy—especially when miles separate us. As grandparents, we want to be involved in their lives, share our wisdom, and build cherished memories. But as they grow up, get busy, and focus on their own worlds, staying in touch can feel like an uphill battle.

In this episode of Boomer Banter, we dive into the realities of long-distance grandparenting. I share personal stories, insights from listeners, and strategies to help bridge the gap, no matter the distance. We explore:

✅ How grandparenting has evolved over the generations

✅ The role parents play as “gatekeepers” to our grandkids

✅ Practical ways to maintain strong bonds at different ages—from toddlers to teens to young adults

✅ How to reset expectations to avoid frustration and strengthen relationships

Whether you’re looking for fresh ideas to stay engaged or simply reassurance that you’re not alone in this struggle, this conversation is for you. Staying connected may take effort but love always finds a way.

The episode presents an intimate exploration of the caregiver's journey, as Jessica Smith articulately shares her experiences of supporting her mother through the trials of Alzheimer's disease.

The discussion intricately weaves through themes of acceptance, the challenge of relinquishing control, and the significance of understanding one's limitations as a caregiver. As the conversation progresses, both Wendy and Jessica emphasize the critical nature of self-awareness and recognizing the necessity for self-compassion in caregiving roles.

The episode concludes with a powerful reflection on the enduring bond that transcends the limitations of language and memory, illustrating how music and shared moments can continue to foster connection even as cognitive abilities diminish. This sincere dialogue serves to acknowledge the complexities of caregiving while offering a beacon of hope and resilience in the face of one of life's most formidable challenges.

• The profound emotional toll of caring for a loved one afflicted by Alzheimer's is often overwhelming, as it necessitates a deep understanding of the transformations occurring in that person's identity.
• Coping strategies such as mindfulness and meditation play a critical role in helping caregivers maintain their own emotional well-being while navigating the complexities of dementia care.
• Engaging in daily communication with a loved one suffering from Alzheimer's, even in a limited capacity, can foster a sense of connection and shared experience despite the challenges of language loss.
• Finding joy in small moments, such as sharing music, can create lasting bonds and reminders of love, even as cognitive functions decline due to dementia.
• Accepting help and support from others is crucial for caregivers, as the burden of care can be isolating and overwhelming without a support system in place.
• The journey of caregiving is not solely about maintaining the comfort of the loved one but also involves recognizing and addressing the caregiver's own needs and emotions.

• Subscribe to Real Talk About Aging Well newsletter bitbit.ly/NavigateAging
• Support our sponsor; Greenwood Capital greenwoodcapital.com
• Contact Jessica Smith at [email protected]
• Subscribe to Jessica on Instagram @alzheimers_awakening
• Contact me at [email protected]

In this compelling episode, Wendy Green and her guest, Kerri Lewis, engage in a profound examination of grief, exploring its complexities and the myriad ways it can impact individuals. They articulate that grief is an inherent part of the human experience, transcending age and circumstance, and affecting individuals at different stages of their lives.

The conversation touches upon the isolating effects of grief, as societal discomfort surrounding discussions of loss often leaves mourners feeling unsupported and alone. The speakers underscore the critical importance of fostering environments where individuals can openly share their feelings of sorrow and loss, thereby mitigating the sense of isolation that frequently accompanies grief.

Kerri Lewis is a grief coach with a personal history of loss. She shares her journey of healing and transformation following the death of her husband. Her insights provide listeners with valuable strategies for coping with loss, illustrating that it is possible to find hope and purpose amidst the pain. This episode serves as a reminder that while grief is a challenging journey, it can also lead to personal growth and deeper connections with others.

• The grieving journey is an inevitable experience that transcends age, affecting everyone at different points in their lives.
• Grief manifests in diverse forms, often leading to feelings of isolation as friends and family may be uncomfortable discussing it.
• Engaging in counseling and support groups can provide essential emotional outlets during the grieving process and foster connections with others.
• Practicing gratitude, even for small aspects of life, can significantly aid in coping with grief and enhancing overall well-being.
• The importance of reaching out for support cannot be overstated, as isolation during grief can exacerbate emotional and physical ailments.
• Mindfulness practices such as meditation and journaling are invaluable tools that assist individuals in navigating their grief more effectively.

Links referenced in this episode:

• To register for the Boomer Banter newsletter: bit.ly/navigateaging
• To reach Kerri Lewis: secondactmastery.com

Aging well comes with its share of challenges, particularly when it comes to healthcare decision-making. This podcast episode addresses the nagging uncertainties surrounding Medicare, expertly guided by Wendy Green and her guest, Tim Hanbury, a Medicare expert.

The discussion begins with Green laying out the common fears and misgivings that many face when bombarded with promotional material for Medicare plans, often filled with technical jargon that can intimidate even the most informed individuals. Hanbury breaks down the fundamentals of Medicare, explaining the roles of Parts A and B, and elaborating on the significance of enrolling in a Part D plan for prescription drug coverage. He also highlights critical issues such as the impact of income on premiums, the concept of IRMAA (Income-Related Monthly Adjustment Amount), and the potential for penalties if enrollment timelines are missed.

This conversation is essential for anyone nearing retirement age or considering a change to their existing Medicare plan. It provides a detailed map of the Medicare landscape and equips listeners with the knowledge to navigate their health insurance options confidently.

• Part A covers hospital services while Part B focuses on outpatient care and physician visits.
• It's essential to review your Medicare coverage annually to avoid unexpected costs and changes.
• Medicare Advantage plans often have lower premiums but can lead to higher out-of-pocket costs.
• Part D plans provide prescription drug coverage, and it's important to compare them each year.
• If you're still employed, you may delay enrolling in Medicare without incurring penalties.

• Sign up for the Real Talk about Aging Well newsletter: https://bit.ly/navigateaging
• Check out Tim Hanbury's website and download the Medicare Blueprint medicareblueprint.com
• Tune into the "Fit Strong Women Over 50" from the becomingelli.com website
• Look into updating your financial plan with Greenwood Capital: https://greenwoodcapital.com

Wendy Green opens this thought-provoking episode of Boomer Banter on Martin Luther King Day, intertwining the significance of service with the theme of legacy and financial literacy. As she reflects on the weather extremes affecting the country, she emphasizes the importance of reaching out to loved ones during challenging times.

The episode delves into the essence of legacy, not merely in financial terms but in the stories, values, and practical wisdom shared across generations. Green shares personal anecdotes, and valuable lessons on finance and life, urging listeners to consider not only what they will leave behind financially but the knowledge and experiences that shape who they are.

As the conversation unfolds, Green discusses the critical role of trust in financial planning experts, advocating for the importance of having a financial advisor who aligns with one’s goals.

She explores the multifaceted nature of legacy, encouraging listeners to document their stories and values, ensuring that the next generation inherits more than just material wealth. The episode highlights various methods of storytelling, from writing to recording personal histories, framing these acts as gifts that encapsulate love, lessons learned, and the essence of an individual's life experiences.

• Creating a legacy involves more than just drafting a will; it's about sharing values and stories.
• Your financial advisor should understand your goals and help you make intentional choices.
• Think about what you want to leave behind; it's about experiences and lessons learned.
• Writing your life story can be a meaningful way to leave a legacy for future generations.
• Aging well means staying active, healthy, and curious, not just accepting the label of 'old.'
• Legacy includes the emotional gifts of love, gratitude, and values passed down through generations.

• Sign up for the "Real Talk About Aging Well" newsletter: https://bit.ly/navigateaging
• Support our sponsor: greenwoodcapital.com
• Listen to Fit Strong Women Over 50 podcast: becomingelli.com

The conversation between Wendy Green and Phyllis Jo Kubey delves deep into the often-overlooked complexities of tax management for retirees. Kubey, with her extensive background in tax preparation and planning, illuminates the intricacies of how retirement income is taxed and the common pitfalls retirees face.

One surprising revelation is that up to 85% of Social Security benefits can be taxable, a point that many retirees may not anticipate. Kubey explains the thresholds that trigger taxation on Social Security and emphasizes the need for careful planning to manage adjusted gross income, which can affect various tax benefits and deductions.

The episode not only addresses the technical aspects of tax management but also encourages listeners to adopt proactive strategies, such as systematically converting traditional IRAs to Roth IRAs, to optimize their tax situations in retirement.

By weaving personal anecdotes and practical tips throughout the discussion, the episode provides a comprehensive framework for listeners to approach their retirement finances with confidence.

• Phyllis Joe Kubey shares her unexpected journey from a voice student at Juilliard to becoming a tax influencer and planner.
• Understanding the taxation of Social Security is crucial, as up to 85% can be taxable depending on total income.
• Planning for taxes in retirement should start early, ideally by managing withdrawal strategies from various income sources.
• The importance of adjusted gross income cannot be overstated, as it affects various deductions and thresholds.
• Retirement income strategies should include tax diversification to minimize tax liabilities over the long term.

• Fit Strong Women Over 50 Podcast
• Red Cross disaster relief
• United Way of NC disaster relief fund
• Catholic Charities Hurricane Helene response
• Greenwood Capital

Learn more about Greenwood Capital or find resources at www.GreenwoodCapital.com. Boomer Banter is sponsored in part by Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an SEC Registered Investment Advisory firm with offices in Greenville and Greenwood, SC. As a fiduciary firm, Greenwood Capital is obligated to disclose any potential conflicts of interest with this arrangement. The host of “Boomer Banter”, Wendy Green, is a client of Greenwood Capital, and her show “Boomer Banter” has been compensated for her testimonial through Greenwood Capital’s sponsorship. Greenwood Capital is a Legacy sponsor at the stated rate of $2,600 for the 2025 calendar year.

States that tax SSA benefits - https://www.nerdwallet.com/article/investing/social-security/which-states-tax-social-security-benefits

Social Security Guru - https://marybethfranklin.com/

Schwab article on QCDs - https://www.schwab.com/learn/story/reducing-rmds-with-qcds

IRMAA for 2025 - https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles

Journal of Accounting article on HSA strategies https://www.journalofaccountancy.com/news/2023/jan/9-facts-hsa-that-might-surprise-your-clients.html

IRMAA appeal article - https://www.ncoa.org/article/how-to-request-an-adjustment-to-your-irmaa-medicare-premium/

IRMAA appeal SSA webpage - https://www.ssa.gov/medicare/lower-irmaa