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.

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!

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.

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!

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.

Mindset Matters: Shifting from Scarcity to Abundance Ellen Rogin discusses the importance of mindset in financial wellness. Understand the difference between scarcity and abundance thinking and how to adopt a more positive outlook.

Ellen Rogin is a former financial advisor, renowned author, abundance activist, and financial intuitive. With a background in practical financial planning and a deep intuitive ability, Ellen combines these skills to help individuals unlock their financial potential. She believes in the power of generosity and gratitude as key drivers of prosperity and has developed unique methods to activate abundance in her clients' lives. Ellen is the author of "Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality," a New York Times bestseller that guides readers in creating visual financial plans. Her work has empowered many to shift from scarcity thinking to an abundance mindset, leading to greater financial wellness and fulfillment.

Dr. Orlena is a former pediatrician who has transitioned into a health and wellness coach, residing on the beautiful Mediterranean coast of Spain. With a medical background and a passion for helping women lead vibrant, healthy lives, Dr. Orlena focuses on sustainable lifestyle changes that promote physical and emotional well-being.

After relocating to Spain 13 years ago, she pivoted from traditional medicine to create a holistic health platform that empowers women to lose weight, gain energy, and enjoy life to its fullest. Dr. Orlena emphasizes the importance of enjoyable exercise, nutritious eating, quality sleep, and emotional wellness. She encourages her clients to develop positive habits and make small, impactful changes that contribute to long-term health and happiness.

Dr. Orlena is dedicated to inspiring women to embrace their best selves through her four-pillar approach to wellness: nutritious eating, enjoyable exercise, restful sleep, and emotional well-being. Her philosophy is rooted in the belief that a balanced life filled with joy and self-care is the key to lasting health and vitality.

Jacqueline Perez, affectionately known as Jack, is a dynamic entrepreneur and the visionary founder of Kuel Life, a vibrant digital platform dedicated to empowering women in midlife. With a career spanning several decades and industries, Jack has consistently demonstrated her commitment to creating value and fostering community among women navigating the complexities of midlife transitions.

Jack's professional journey began in the corporate world, where she garnered extensive experience in consulting and marketing. Armed with an MBA, she excelled in the demanding environments of Fortune 50 companies and later co-founded a PR and marketing firm in San Francisco. Her entrepreneurial spirit was evident early on as she successfully balanced the demands of her career while raising her son as a single mother.

In 2017, inspired by her own challenges during menopause and the lack of available resources, Jack founded Cool Life. This innovative platform is not just a directory but a carefully curated community where powerhouse women share their expertise on topics ranging from health and wellness to financial security and personal growth. Cool Life is a testament to Jack's belief in the importance of supporting and empowering women through every stage of life.

Beyond her professional achievements, Jack is a passionate advocate for normalizing the conversation around aging and providing women with the tools they need to live their best lives. Her ability to connect, inspire, and lead is evident in the thriving community she has built.

Jack is also a sought-after speaker and thought leader, known for her candid discussions about the realities of midlife and her unwavering dedication to helping women redefine what it means to age gracefully and powerfully. As she approaches her 60th birthday, Jack continues to inspire and lead with the same energy and enthusiasm that has defined her multifaceted career. https://kuellife.com/

Annie Baker is a seasoned Realtor with over 25 years of experience across multiple states and countries. In 2010, she discovered her passion for helping seniors downsize, inspired by her first senior client, Lillian. This experience led her to specialize in senior real estate, focusing on the importance of integrity and building a trusted team to assist seniors in their transitions. Originally from Atherton, CA, Annie has lived in Canada, Finland, and various parts of the U.S., giving her a personal understanding of moving and real estate. Alongside her professional career, Annie is dedicated to volunteering with Hospice of the Valley and participating in "Furry Friends" dog therapy with her dog, Winston. Annie’s commitment to kindness, expertise in real estate, and personal experiences make her a compassionate and knowledgeable advocate for her clients.