Podcast appearances and mentions of Debra L Morrison

In this episode my guest is Debra L. Morrison, CFP and Founder of ‘We Can Do It Women' discusses financial security but also having the freedom to live life using the 5 components of wealth.During the interview we discussed:* Debra's extensive background in the world of finance* Finding courage to find new experiences* How financial security might not be as difficult as you think* Debra's book - ‘My husband died, Now what?'Meet Debra L MorrisonDebra L. Morrison, embodies what it means to live well and enjoy life after 50. After a 45-year career as a CFP®, she sold her successful practice to launch an inspiring movement helping women create what she calls a "return on life."Through "We Can Do It Women," Debra is showing women over 60 how to embrace every aspect of well-being - from financial wellness to travel adventures to finding their personal style. Her message about squeezing every drop of joy from each day would resonate deeply with your audience.Debra has been featured on CNN, ABC, MSG's Metro Money, and quoted in WSJ, USA Today, and The New York Times. Her TEDx talk "Feel The Financial Fear & Do It Anyway" showcases her ability to inspire women to embrace new possibilities.Debra believes that our later years can be our most beautiful and fulfilling!Connect with DebraWe Can Do It Women | Debra MorrisonWe Can Do It Women™ 60+ Community | FacebookDebra's RetreatsHere's the information for the San Diego Retreat.Date: March 21 - 26, 2025Location: Hotel Indigo San Diego Del MarLimited to 10 women Pricing: From $3500Link: https://www.womanexplore.com/join-a-retreat/debra-morrisonDescription:Step into a transformative journey with the We Can Do It Women's Wealth & Wellness Retreat in vibrant San Diego. This exclusive retreat is tailored for women aged 60 and wiser, designed to empower participants to amplify their potential, nurture their well-being, and redefine their relationship with wealth. Over six days, you'll immerse yourself in engaging ‘Wealth Shops' led by financial expert Debra Morrison, insightful Wisdom Circles and rejuvenating wellness activities. From fun-filled adventures to meaningful connections, this retreat is a unique opportunity to embrace a thriving, purposeful life.Join 10 like-minded women for a dynamic experience blending learning, leisure and laughter. Indulge in San Diego's natural beauty, iconic landmarks, and exceptional dining while gaining the tools and inspiration to shed limiting beliefs and step boldly into the life you deserve.Thanks for reading Women Living Well After 50 with Sue Loncaric! Subscribe for free to receive new posts, podcast episodes and Your Weekly Boost: Living Life in Full Bloom Newsletter This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit womenlivingwellafter50.substack.com

Debra L. Morrison is the Chief Navigational Officer of Women Navigating Finances, LLC & the Founder of the We Can Do It Women™ Movement.Retired from 4+ decades of practice as a Certified Financial Planner® Practitioner (Master's Degree in Retirement Planning) and Asset Manager, Debra now leverages that rich wisdom as a Financial and Leadership Coach to uplevel mature women's financial confidence, and create intentional wealth to live the life of their dreams. She's a Certified Grief Coach, an Accredited Estate Planner and the Best Selling Author of My Husband Died Now What? A Widow's Guide to Grief Recovery & Smart Financial Decisions, and Common Sense Money Guide For Women. She has spoken on many stages and networks and has been quoted in the nation's top newspapers and journals.Debra is listed in Marquis' Who's Who of American Women and Who's Who in Finance and Industry and has many more citations and awards.Contact Debra Morrison:WeCanDoItWomen.comContact Sara Hart:PrimeSparkWomen.com

Debra has authored 3 books, Ms. Morrison's Dictionary of Useful Financial Investment Terms, Common Sense Money Guide For Women, and My Husband Died, Now What? A Widow's Guide to Grief Recovery & Smart Financial Decisions. She is also a Certified Grief Coach and an International Motivational Speaker.Debra is driven by the desire to share financial nuggets that help women feel empowered about their finances & their lives, regardless of circumstances.“I'm passionate about connecting, learning and teaching!”Debra draws on her four decades of financial expertise, including her Master's Degree in Retirement Planning where she partnered with clients to chart their financial plans and managed their assets accordingly on a Fee-Only Fiduciary basis. She holds the Accredited Estate Planner designation which armed her with specialty knowledge that helped her clients, and their families KEEP more of their hard-earned estates, leaving rich legacies.She has since retired from active financial planning and asset management and now serves as a Speaker, Trainer, and the Founder and Chief Navigating Officer of Women Navigating Finances.Yes, she's equally passionate about alerting women to pitfalls to avoid as well as charting and then navigating each woman's finances.She strategizes with her growing number of coaching clients to either accumulate maximum wealth or once retired, enjoy an inflation-adjusted lifetime income stream so that they can still afford to buy higher-priced goods and services as they age. Together, Debra and each client, discuss how to avoid financial perils while at the same time, effectively managing the sequence of return risk as well as the challenges inherent in increased longevity.https://debralmorrison.com/

After a visit to the New York Stock Exchange, Debra Morrison, CFP®, MS, AEP, CertLGBTBE, knew that she wanted to take part in the excitement of our industry. At the age of 21, Debra started her career and her agency, and has been an advocate for women to empower them to gain confidence in the financial industry.  Debra answers the questions about women struggling to find their voice in their finances, being irrational and the emotions women face when entering the financial conversation. As a financial coach at Women Navigating Finances, a certified grief coach, and a transformational keynote speaker, Debra brings gold to this week's episode of Bridging The Gap.  As a bonus, here's a free gift for listeners of the Bridging The Gap podcast: "The Jumpstart Checklist" https://womennavigatingfinances.com/ (Women Navigating Finances) DEBRA L. MORRISON, CFP® is an Int'l transformational speaker, retired from 42-yrs. Practicing Fiduciary Financial Planning & Asset Management as a CERTIFIED FINANCIAL PLANNER™ with both her Master's Degree in Retirement Planning, as well as the Accredited Estate Planner Designation. She now serves women as a Financial Coach in her new company, Women Navigating Finances. Debra's special personal attributes & seasoned wisdom have landed her on CNN, ABC, MSG's Metro Money and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, Nation's Business, Ladies Home Journal, Business Week, The New York Times & Reader's Digest (of which her mom is most proud). After giving pro bono financial planning and asset management service to 8 widows, 1 widow and a 12-yr old orphan after the 9/11 tragedy, Debra obtained her Grief Coach Certification. She dovetailed financial and grief recovery coaching into her Amazon best selling book, My Husband Died Now What? A Widow's Guide to Grief Recovery & Smart Financial Decisions. She is expert at unwinding emotions from money, cutting to the salient facts, and explaining winning investment strategies using easy-to-understand everyday analogies. And she does so with generous helpings of humor, motivating audiences to feel empowered about their finances, regardless of their life circumstances. She coaches women to be intentional about living and smelling the flowers, knowing first-hand that life is not a dress rehearsal. She speaks of her 2 most important assets as TIME & HEALTH and encourages investors to use money as a TOOL to enhance their lives. Debra can be reached at Team@WomenNavigatingFinances.com or 973-706-8924. Widow Empowerment by Debra L Morrison: https://www.facebook.com/groups/811657682236461 (Widow Empowerment Group by Debra L. Morrison | Facebook) Women Navigating Finances: https://www.facebook.com/groups/WomenNavigatingFinances (Women Navigating Finances | Facebook) Women Empowerment by Debra L. Morrison: https://www.facebook.com/WomenEmpowermentbyDebraLMorrison (https://www.facebook.com/WomenEmpowermentbyDebraLMorrison) LinkedIn: https://www.linkedin.com/in/debralmorrison/ (https://www.linkedin.com/in/debralmorrison/) Instagram: https://www.instagram.com/debralmorrison/ (https://www.instagram.com/debralmorrison/)Or visit her website for a free gift: http://www.womennavigatingfinances.com/10Mistakes (www.WomenNavigatingFinances.com/10Mistakes)

Financially empowered. Ladies is that how you feel? Yes, we are directing this conversation towards our women listeners. Financial Coach Debra L. Morrison joins us today to bring some awareness to just how capable you are of handling your money. Do you know your "why"? Do you revisit the financial goals you're setting? What about your retirement? Here's some encouragement to get you started thinking. If you're interested in learning more about Debra L Morrison or would like to contact her visit: Website: https://womennavigatingfinances.com/ LinkedIn: https://www.linkedin.com/in/debralmorrison/ Facebook: https://www.facebook.com/debralmorrison/ Twitter: https://twitter.com/DebraLMorrison Instagram: https://www.instagram.com/debralmorrison/ Join Debra's The Intentionally Wealthy Women Conference on February 24th, 2022! 8:00AM-2:00PM PST | 11:00AM-5:00PM EST by visiting https://womennavigatingfinances.com/. Email her team to find out where the best place is to start your financial journey at team@womennavigatingfinances.com. Felt inspired by this episode? Let us know! We'd love to hear from you by leaving our Podcast a review. And you just might get a special shout out on the podcast! Thanks for choosing to spend your time with us! --- Send in a voice message: https://anchor.fm/lorialvarez/message

"How could I make a financial mistake?" Have you ever asked yourself that question? Are you a Certified Financial Planner, trained for more than 40 years, and those words came out of your mouth? NOT, except for our own Expert, Debra L. Morrison, CFP, MS, Financial Coach, TedX Speaker, and international author who acknowledges that EVERYONE, repeat, EVERYONE can make a financial "oops" and recover. What does it take to move forward past the self-flagellation and shame? Acknowledgement , forgiveness and GRACE. You need to learn the basics of finances and then act with the assistance of a financial planner who you TRUST and who will advise you for YOUR best interest and success. Investing is for everyone but like baking, you MUST leave follow the recipe and leave the cake in until it's fully baked - don't keep opening up the oven to to "check the progress" (ie: sell stocks when the market goes down) or your cake won't be what you expected! Debra L. Morrison is leads Women Navigating Finances and is setting women up for financial success by being INTENTIONAL. Life happens...death happens...the rollercoaster keeps on going and sometimes we need to know when to get off and sometimes we need to know when to enjoy the ride! Join us on Stand Up & Speak Up and get some financial TIPS for yourself! Debra L. Morrison can be contacted at www.womennavigatingfinances.com Debby Montgomery Johnson is at www.TheWomanBehindTheSmile.com

Financially empowered. Ladies is that how you feel? Yes, we are directing this conversation towards our women listeners. Financial Coach Debra L. Morrison joins us today to bring some awareness to just how capable you are of handling your money. Do you know your "why"? Do you revisit the financial goals you're setting? What about your retirement? Here's some encouragement to get you started thinking. If you're interested in learning more about Debra L Morrison or would like to contact her visit: Website: https://womennavigatingfinances.com/ LinkedIn: https://www.linkedin.com/in/debralmorrison/ Facebook: https://www.facebook.com/debralmorrison/ Twitter: https://twitter.com/DebraLMorrison Instagram: https://www.instagram.com/debralmorrison/ Join Debra's The Intentionally Wealthy Women Conference on February 24th, 2022! 8:00AM-2:00PM PST | 11:00AM-5:00PM EST by visiting https://womennavigatingfinances.com/. Email her team to find out where the best place is to start your financial journey at team@womennavigatingfinances.com. Felt inspired by this episode? Let us know! We'd love to hear from you by leaving our Podcast a review. And you just might get a special shout out on the podcast! Thanks for choosing to spend your time with us! --- Send in a voice message: https://anchor.fm/lorialvarez/message

Hi Filled With Gold Widow Podcast listeners! I met Debra Morrison 10 years ago and after that meeting I had a little spark of hope that changed my life and the lives of my kids.  Debra is an international transformational speaker, retired from 42-yrs. Practicing Fiduciary Financial Planning & Asset Management as a CERTIFIED FINANCIAL PLANNER™. She now serves women as a Financial Coach in her new company, Women Navigating Finances.   After giving pro bono financial planning and asset management service to 8 widows, 1 widow and a 12-yr old orphan after the 9/11 tragedy, Debra obtained her Grief Coach Certification. She dovetailed financial and grief recovery coaching into her Amazon best selling book, My Husband Died Now What? A Widow's Guide to Grief Recovery & Smart Financial Decisions. She coaches women to be intentional about living and smelling the flowers, knowing first-hand that life is not a dress rehearsal. Listen in to our lively discussion about:  - Processing emotions and reasoning - Living in the land of possibility - Making mistakes and recovering from them - “What Next?!” to “What's next?” - Putting energy towards the future "When we pay attention to our money…it pays us back.” - Debra Morrison Links: Free Gift - My Husband Died, Now What? https://womennavigatingfinances.com/widows/  Debra Morrison TEDx talk - Feel The Financial Fear & Do It Anyway: www.DebrasTEDxTalk.com Widow Empowerment by Debra L Morrison:  https://www.facebook.com/groups/811657682236461 LinkedIn: https://www.linkedin.com/in/debralmorrison/ Instagram: https://www.instagram.com/debralmorrison/ This episode is brought to you by: Filled With Gold monthly self-care subscription box for widows. filledwithgold.org Free Self-Care Support Guide for Widows filledwithgold.org/widow_self-care_support_guide

Guest Host LaWanna Bradford interviews DEBRA L. MORRISON, CFP ® — “Convert Your Financial Mistakes Into Winning Recoveries!”The 3rd Annual Women Embracing Financial Wellness Boot Camp is coming to you on the virtual stage on November 6, 2021.Don't miss out on this one! Register and apply discount code CELEBRATE and save today!bit.ly/MONEYANDWOMENThis half-day INTENSIVE interactive boot camp will show you how to SHIFT your mental game, RISE above your financial mistakes, BUILD wealth, EXERCISE money saving strategies, and SCULPT a healthy and fit financial future.Whether you are on the right path, or if you could use a little incentive and motivation, join us and get information, tips, and tactics that you can apply immediately on your journey to financial fitness.Don't miss out on this one! Register and apply discount code CELEBRATE and save today!bit.ly/MONEYANDWOMEN#celebrateyou #FinancialWellnessBootCamp #MONEYANDWOMEN #FinancialSecurity #WomenandFinances #MakingaDifferenceSource: https://businessinnovatorsradio.com/debra-l-morrison-cfp-convert-your-financial-mistakes-into-winning-recoveries

DEBRA L. MORRISON, CFP®, MS, AEP, is a TEDx & Int'l Transformational Speaker & now a Financial Coach in Women Navigating Finances, LLC, having sold her Fee-Only Fiduciary Financial Planning and Asset Management company which she founded, & in which she worked for 42 yrs, in 2020. Debra's expertise has been featured on CNN, ABC, MSG's Metro Money, CNNfn, The Wall Street Journal, USA Today, NYTimes, Fox, Nation's Business, Ladies Home Journal, Business Week & Reader's Digest. She's a Certified Grief Coach & Amazon Best Selling Author of My Husband Died Now What? A Widow's Guide to Grief Recovery & Smart Financial Decisions. Debra translates "financeze" into English using everyday analogies, unwinds media-money-noise from what investors need to know, and is a harbinger of hope for less-than-confident, or overwhelmed investors, especially those nearing retirement. Debra shares how our Money Mindset shapes our financial fitness, and overall net (& self) worth. Wanna connect with Debra Morrison? Check out WomenNavigatingFinances.com Wanna be on the show? OR Want some clarity on your marketing? Connect with Terri at Terri@spinfrogs.com --- Support this podcast: https://anchor.fm/terrifictips/support

Celebrate Women’s History Month – #ChooseToChallenge Video Series – Join us as we recognize 22 amazing women. Take a moment to listen to their perspectives on celebrating women and what it means to them when they hear the cry – #ChooseToChallenge. Today, we present Debra L. Morrison.Debra L. MorrisonCFP®, MS, AEP, Chief Navigator – Founder of Women Navigating Finances, LLC. Debra offers the following services:– Free Group Membership in a Fun Forum of Women who share questions, challenges & victories around their finances. Click here to join: https://www.facebook.com/groups/WomenNavigatingFinances– Paid Group Membership Coaching for women seeking to move through fears or past mistakes to secure their financial future (Click here to be put on the waiting list for our next Opening): https://womennavigatingfinances.com/membership/– 1-on-1 VIP Premium Financial Coaching where in 60 days you will: a) Uplevel your financial confidence, b) Clarify and personalize your goals, c) Quantify and manage risks, d( Create strategies to minimize taxes, e) Coordinate investing to meet goals, f) Define and hone your legacy, and g) Devise stay-on-track monitoring stepsTo learn more about Debra and her services, contact her at Team@WomenNavigatingFinances.com, www.WomenNaviagatingFinances.com, or via phone at 9730706-8924#celebrateyou #celebratelife #ChooseToChallengeSource: https://businessinnovatorsradio.com/episode-20-debra-l-morrison-celebrate-womens-history-month-choosetochallenge-with-guest-host-lawanna-bradford

Women Navigating Finances - with Chief Guide Debra L. Morrison! Wow, what a conversation and one that ALL women need to hear and heed. Do you know how to navigate your financial waters, meaning do you know how to get ready for your retirement...it'll be here before you know it and if you keep giving money to your kids/friends and not to yourself, then who's going to be paying YOUR bills when you're 80 yrs old? Debra says "Expect the Unexpected...Plan for what you know but have a PLAN B for when you need to shift. Money can either propel us or "ground" us and we think money forward is always better than revisiting the past. This is a fun, thought-provoking conversation about money and HONEY...you need to hear it all! This show is sponsored by BenfoComplete.com, a business based upon the goal of living a better life for those with neuropathy. Here's to happy and healthy hands and feet – use discount code “standup” for 5% off your every order! www.BenfoComplete.com