Claire Hillier is the Managing Director of Commercial Lending at Borro. She is responsible for the end-to-end client experience, deal structuring and new lending across the group. Claire spends much of her time working with clients and partners tailoring lending solutions. Prior to joining Borro, Claire was Senior Channel Manager for Lloyds Banking Group’s personal loans … Continue reading Episode 51: Understanding the World of Luxury Asset-Backed Lending, with Claire Hillier →

Sally Hurme is an estate planning elder law attorney and an author of six books. She worked on Capitol Hill for six years, where she realized that it was apparent a woman needed an advanced degree. Sally went to law school in the ‘70s when there were very few women students or professors. She started a … Continue reading Episode 50: What Baby Boomer Women Need To Know About Caregiving, with Sally Hurme →

Episode 49: How To Get the Most Out of Medicare, with Patricia Barry Patricia Barry is a journalist and a sought-after expert on Medicare. She is the author of Medicare for Dummies. Patricia worked with AARP for 18 years, writing about Medicare, and she continues now as a resource for people who have questions about Medicare — … Continue reading Episode 49: How To Get the Most Out of Medicare, with Patricia Barry →

Episode 48: Navigating the Emotions and Challenges of Wealth, with Thayer Cheatham Willis Thayer Cheatham Willis is an internationally acclaimed author, educator, speaker, and leading authority in the area of wealth counseling. She’s been a licensed practicing psychotherapist since 1990 and her primary focus is on facilitating the work of inheritors and their families as they cope … Continue reading Episode 48: Navigating the Emotions and Challenges of Wealth →

Friday Fables, Episode 6: Getting Clear On What You Want During Retirement Welcome to this week’s Friday Fable. Today, Lynn tells us a short story about a physician on the brink of retirement trying to figure out exactly what she wants retirement to look at. Enjoy the listen!

Episode 47: What Baby Boomer Women Need to Know About Social Security and Medicare, with Elaine Floyd Elaine Floyd is the director of retirement and life planning for horsesmouth.com. She’s the author of a few programs designed for financial advisors called Savvy Social Security Planning for Boomers and Savvy Medicare Planning for Boomers. After 20 years … Continue reading Episode 47: What Baby Boomer Women Need to Know About Social Security and Medicare, with Elaine Floyd →

Ellen Sills-Levy is the founder and client insights director of ESL Insights LLC. Part of the world of market research for many years, Ellen has been involved with BBDO International, Citibank, Simmons Market Research Bureau, Investment Research Services, segment head of TNS Custom Research Inc., and Phoenix Marketing International. How to contact Ellen: Email: [email protected] Website: www.esl-consulting.com Twitter: @sillslevy

Friday Fables, Episode 5: Retirement Planning Is a Creative Process Welcome to this week’s Friday Fable.Today, Lynn tells us a short story about a woman who desperately wants to leave medicine but believes she has no choice but to wait it out. Find out what she learns when she finally takes her head out of the sand. Enjoy the … Continue reading Friday Fables, Episode 5 →

Dr. Valerie Weber is originally from Erie, Pennsylvania. The youngest of three children, Dr. Weber was raised by an engineer father and a stay-at-home mother. She attended Washington & Jefferson College and earned a bachelor of arts degree in psychology in 1987 and then an MD at the University of Pennsylvania in 1991. She trained … Continue reading Episode 45: How Physician Education Is Improving the Patient Experience, with Valerie Weber →

Carmen Kahiu is the operations manager for Geisinger Health Plan Family. Her passion lies in mentoring others to live a life that is prosperous. She loves speaking to students and developing her staff to move on to higher levels positions. In this episode of Power Of The Purse podcast, Lynn and Carmen discuss: How Carmen … Continue reading Episode 44: The Life-Changing Power of Mentoring, with Carmen Kahiu →