#NowMe

Talking about finances can be very dry, boring, intimidating, or something we avoid altogether. On this special episode, Jan Blakeley Holman joins Amy Palmer to discuss this and more on an episode of The Modern Elderwoman Podcast.

One of the most significant determinants of a small business' success is the client experience. 

Each year, we celebrate holidays and life milestones that are associated with gifts. It's human nature to hope that someone will give us the gift we've always been dreaming of. Too often that doesn't happen.

With the huge number of investments available to consumers, it's important to narrow the choices. But just narrowing the choices doesn't work if the advice that's being given isn't appropriate. In this podcast, Jan and Hollis discuss three of Jan's least favorite investment ideas.

Jan and Hollis share ideas on how to talk to a client, family member or friend who's experienced a heart-breaking life-event.

If investment print and internet article headlines give you anxiety, you've come to the right place. In this podcast, Jan shares ideas that may prevent your blood pressure from spiking the next time you read an alarming headline. Plus, the debut of the Ask Jan segment.

These days you can't watch TV or read a newspaper without seeing a story or advertisement about cryptocurrency. But is it the next great investment? Check out what Jan Blakeley Holman says about crypto and listen to the new “Ask Jan” segment featuring listener questions.

Jan explains when the best time to claim social security benefits may be; why it makes sense to claim them as soon as possible; and the reasons people wait to collect.

A bonus episode from the podcast vault! Jan and Hollis discuss the generationally different ways women approach finances. Originally recorded in November 2020.

Jan and Hollis examine the origins of the Social Security program and what today's benefits entail.

Jan and Hollis are back! In this episode, they discuss the labor market and the Great Resignation.

Jan and Hollis talk about the results of their core values assessment. If you’d like to explore the assessment for yourself or your clients, visit Thornburg.com/personalcorevalues.

Many of us don’t think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client’s values to the kinds of investment strategies they should consider.

Jan Blakeley Holman recently appeared on Advisor Perspectives’ podcast and we’re grateful to them for allowing us to share the episode. Jan talks about family wealth planning, the common barriers to those discussions, and what advisors can do to help their clients overcome them. Jan also tells Bob Huebscher about what prompted her to create her podcast, #NowMe.

Losing your job is scary, but according to the Washington Post, for women aged 50 to 61, they are 18% less likely to find new work than women 25 to 34. And if they’re 62 or older, they’re 50% less likely to be rehired. In this episode, Jan explains what women can do to plan for circumstances like these.

Welcome to season two of #NowMe. Keeping lots of cash at home is risky for many reasons. But that doesn’t stop people from often following this depression-era bad habit. Find out from Jan how much you should keep on hand and what you should do with the rest.

June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.

Although everyone defines financial security differently, Jan walks through steps that many of us can take, and talks about some that might require the guidance of a financial advisor.

Jan continues the discussion about how advisors can help their clients overcome the common roadblocks they have speaking to their heirs, and the importance of the family legacy letter.

Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan explains the common barriers and how advisors can help their clients overcome them.

Investing is simple but not easy. How to convince your clients over 50 not to sell during times of market stress – it’s about understanding the flight instinct.

All economic downturns are unique, and today's is no different. In the latest episode of #NowMe, Jan Holman discusses how investors should approach market volatility and the key points to consider when navigating your investment accounts.

In a continued discussion from episode one, we learn why women over 50 are an important demographic for financial advisors going forward.

Find out why demographic trends and shared personality characteristics make women over 50 the ideal clients for financial advisors.