Podcasts about life planning

In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANA MINI CASE STUDY[01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.[09:30] Roger asks Brad what led them to explore 55+ communities.[11:35] Brad explains how The Villages community is organized.[19:14] Roger asks Brad what advice he would give to someone exploring places to retire.TODAY'S SMART SPRINT SEGMENT[22:09] In the next seven days, think about where you are going to live in retirement.RESOURCESThe Villages CommunityRock Retirement ClubFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

All of July we will be replaying some of our popular past episodes. In this episode, we engage with retirement planning expert Michael Kitces as we explore the evolving landscape of retirement planning. Discover the importance of flexibility in retirement spending and how to select the right retirement planner for your needs. We also discuss the implications of dying with too much money and the critical questions you should ask when interviewing potential advisors. Tune in for insights that will empower you to not just survive, but truly rock your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(0:00) The key to finding a retirement planner is to find someone that puts YOU and not your money in the center of everything.(00:45) Today we have a replay of last year's interview with Michael Kitces.INTERVIEW WITH MICHAEL KITCES(02:11) Roger introduces Michael Kitces and chats about flexibility.(13:30) Michael says as a professional, he does not want to have a client fail on his watch.(19:21) Roger says the quote that comes to mind when he thinks about retirement planning is: “You're never going to be exonerated from uncertainty, pain, or the need to do work” Stutz(24:00) Most people understand that change is to be expected.(29:05) Michael talks about risk tolerance.(32:55) Michael reflects on the question “How do we help clients actually make better decisions?”(33:51) Tips on how to choose a retirement planner.SMART SPRINT (45:55) In the next seven days, evaluate the quality of your process for making decisions in retirement.RESOURCESBOOK - Die with Zero by Bill PerkinsBOOK - It's Not Complicated by Rick NasonKitces.comBOOK - Rock Retirement  by Roger WhitneyRoger's Retirement Learning CenterFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

In this powerful episode of The Church Planting Podcast, Greg Nettle is joined by long-time friend and influential church leader Dave Ferguson. Dave is the founding pastor of Community Christian Church, president of Exponential, and co-founder of the global church planting network NewThing—now integrated into Exponential. The conversation covers: Dave's personal and organizational transitions, including appointing a new lead pastor at Community A deep dive into his 5-step leadership apprenticeship model (from his book Hero Maker) His global perspective on a potential revival among Gen Z, especially in the UK The explosive growth of microchurches His upcoming book Multiplier (coming March 2026) Challenges the Church must face to reach the next generation, including creating safe, peace-filled spaces for those deconstructing or new to faith A must-listen for anyone passionate about multiplication, innovation, and the future of the Church. 01:15 – Dave's leadership transition at Community Christian   04:05 – Merging NewThing into Exponential   06:40 – Dave's new role as CEO of Exponential   08:00 – Life Planning: What it is and who should do it   12:00 – 5-Step Apprenticeship Model explained   15:20 – Preview of Dave's new book: *Multiplier*   16:15 – The “Quiet Revival” among Gen Z in the UK   19:45 – US stats: A spiritual shift is happening   21:18 – Church hurt & challenges for church multiplication   23:00 – Peace as the new apologetic   24:30 – Global microchurch movement—how it started   27:00 – Story: 177+ microchurches through online training   29:00 – Why now is the time to empower global leaders   29:50 – Final encouragement & close

If you're a high-achieving mom juggling all the things — working from home, homeschooling, raising kids, and trying to squeeze in your own passions — this episode is for you. Today, I'm joined by Anokhi, a mom of two, scientist with a PhD in Molecular Pathology, entrepreneur, and host of the Solve for Mom podcast. With 15+ years of experience in scientific research and consulting, Anokhi now helps moms create meaningful lives at home through strategic, values-based life planning. In this conversation, we dive into: -Why goals actually help you be a better mom -What it really means to live a meaningful life as a mom -Her step-by-step approach to aligning your time with what actually matters Whether you're navigating the chaos of work-from-home life, wondering if homeschooling is sustainable, or just craving a better rhythm in your day — Anokhi's insights will help you pause, reassess, and plan with purpose. Mentioned in this episode: Anokhi podcast: Solve for Mom Join Anokhi's email newsletter. 

Welcome back to another episode of MOJO: The Meaning of Life and Business! In today's episode, host Jennifer Glass tackles a subject that so many of us push off until it's almost too late—retirement planning. But we're not just talking about the dollars and cents. It's about figuring out what you actually want your life to look like after you leave the daily grind.Joining Jennifer is Wendy Leggett, a certified professional coach and founder of Conflux Retirement Coaching. With over 25 years of experience in corporate sales leadership, Wendy specializes in non-financial retirement life planning. Together, they dig into why you need a holistic plan for your next chapter—not just a financial one—and how to create a fulfilling, vibrant life in retirement.Wendy shares how having a "runway" into retirement can make all the difference, and offers practical advice on finding purpose, maintaining connections, adopting a positive mindset, and avoiding the common pitfalls that can make retirement less enjoyable than anticipated. Plus, she introduces her "No Regrets Retirement" worksheet, designed to help you imagine—and start living—your ideal future now.Whether you're a business owner mapping your exit or just starting to think about retirement, this episode is packed with valuable insights to help you transition smoothly and purposefully. So grab your headphones and get ready for some powerful strategies to design your best years yet!About my guest: Wendy Leggett is a Certified Professional Coach and owner of Conflux Retirement Coaching, specializing in non-financial retirement life planning. With 25 years of corporate sales leadership experience, she guides clients through a fulfilling retirement transition, focusing on well-being, identity, and positive aging.Connect with Wendy on LinkedIn and on the web at https://confluxretirementcoaching.com/Keywords: retirement planning, non-financial retirement, retirement life coaching, positive aging, retirement transition, retirement mindset, retirement roadmap, business owner retirement, retirement identity, retirement purpose, aging and health, retirement runway, retirement vision, planning for retirement, retirement lifestyle, retirement habits, transitioning to retirement, post-career planning, life after work, social security, financial planning, retirement regrets, longevity, health span, retirement structure, purposeful living, retirement wellness, positive mindset, retirement community, retirement relationships

In this episode of Life Planning 101's Black and White Market Minute, Cade Sparger is joined by Aaron Kennedy and Sam Barker to discuss the current state of the market and potential future trends. They analyze recent market performance, the impact of economic news, and the psychological factors influencing investor behavior. The speakers also delve into the implications of the recent "big, beautiful bill" and offer advice on personal finance strategies, including Roth conversions and disciplined spending.

All July long, we're featuring a special replay series of standout episodes—and this week is no exception.Join us for a special episode as we welcome Christine Benz to discuss her book, "How to Retire." In a captivating conversation in the Rock Retirement Club, we dive into topics like long-term care, the 4% rule, investing strategies, and simplification. Featuring insights from Fritz Gilbert, a member of the club and contributor to Christine's book, this episode offers a holistic view of retirement planning. Discover how to balance financial and non-financial aspects for a fulfilling retirement journey.*Episode Originally Aired December 4, 2024*OUTLINE OF THIS EPISODE OF RETIREMENT ANSWER MAN(00:55) We are going to play some past impactful episodes for the whole month of July INTERVIEW WITH CHRISTINE BENZ(01:28) Today we start off the month with a replay of our interview with Christine Benz.(03:17) Roger asks about the goal for the readers of this book.(04:48) Christine: The goal was to cover retirement in a really holistic way and include as much non-financial as financial information on retirement planning.(06:10) Roger thinks the interview style of the book helped make it more approachable.(08:13) Roger asks Christine about any big, unexpected insights that came up when she was writing her book.(11:12) Fritz Gilbert says I give Christine serious kudos for the approach she took and the amount of homework she did.(12:35) Christine tells Fritz that she loves his methodical approach to dealing with the years leading up to retirement.(14:16) Marla asks Christine if she would change anything if she was writing this book today to accommodate the 2024 election results and also asks about managing portfolios on Morningstar.(18:15) Roger says when it comes to portfolio construction, it's easy to overcomplicate things(21:14) Larry asks Christine what challenges her or confounds her most about her own retirement planning.(23:35) Larry asks “Are you concerned that we may not find people to provide long term care?”(31:08) Kevin Lyles asks Christine about asset allocation in retirement.(37:55) Laura asks: When talking about high quality bond portfolios, do bond funds work?(42:00) Roger asks about indexes and broad diversification. (44:37) Roger says someone had a comment related to some of the research on small cap value and asks Christine her view on having a more diversified small cap value tilt?(48:19) Eric asks “what is the argument for using TIPS (Treasury Inflation-Protected Securities)  for retirees?” (51:28) Roger asks Fritz if he has been simplifying his portfolio or working more on optimization since retiring in 2018.(53:52) Roger says the optimization part of retirement sometimes dominates the conversation.(54:44) Roger asks Christine: Have you found in your own life a balance between making sure you don't get too complicated in investments?(57:55) Brianna asks Christine what question she has been reflecting on after the 20 interviews?(58:45) Christine she's been thinking more about whether the concept of retirement is flawed.BONUS(01:01:26) Roger reads an excerpt from his grandfather's WWII journalResources Mentioned In This EpisodeWade PfauMorningstar The Retirement Manifest- Fritz GilbertDaughterhood.orgChristine BenzSix Shot SaturdayBOOKSHow to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement - Christine BenzBeing Mortal: Medicine and What Matters in the End - Atul GawandeKeys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years - Fritz GilbertRock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future - Roger Whitney

What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes.  Together, they explore how to create meaningful conversations and a values-aligned financial life. Carolyn discusses: How her husband's career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of “no mean people” Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Carolyn McClanahan:  LinkedIn: Carolyn McClanahan X (Twitter): Carolyn McClanahan Facebook: Carolyn McClanahan Website: Life Planning Partners About our Guest: Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

EP#94 | Public Q&A | Mufti Tariq Masood | Namaz Qaza, Paisa, Life Planning, Skills & More(0:00) Intro(0:11) 6 mah ki qaza namazain ka asaan tareeqa(1:58) Deen ki tabligh mein hissa na lena — kya yeh gunah hai?(2:16) Paisa ikatha karne ka tareeqa(4:34) Mufti sb ki natural zindagi(14:12) Mufti sb nikah parhnay ki fee lete hain?(18:09) 2010/11 mein Ehl e Hadis ki mulaqat(20:27) Mufti sb ka vegetable garden(21:20) Hamesha khush rehne ka tareeqa(24:14) Islamabad event ka purpose(25:28) Channel monetization pr aitraaz ka jawab(30:07) Paisa kamane ka sharai usool(32:11) Karachi Maleer Cantt utuber ke alfaaz (ISB event)(32:50) Zindagi ki planning, susti ka ilaj, fajar mein uthna, studies mein dil na lagna(41:05) Easy Paisa aur JazzCash loan — halal ya haram?(41:51) Nikamme, sust aur ghair zimmedar shakhs ka ilaj(43:37) Punjab ke bakery walon ka waqia(46:39) Mufti sb ka 1987/88 ka yaadgar waqia(48:44) Pehle khud ko stable karein ya Hajj karein?(52:04) Bivi se taalluq sudharne ki niyyat se Hajj ka waqia(54:26) Mufti sb ka pehla world tour(56:08) Zulfon ki sharai haisiyat(59:46) Farz wali jagah sunnat parhna(59:51) Nikah ke baad rukhsati mein taakhir — gunah hai?(1:02:10) Mufti Ateeq ur Rehman Shaheed ki karamat(1:05:40) Pakistani skills se online business ka faida kaise uthayein? Hosted on Acast. See acast.com/privacy for more information.

In this episode of Life Planning 101, Sam and Aaron discuss the market's reaction to recent geopolitical events, including the Iran-Israel conflict and China tariff deal. They also touch on the surprising rise of gold on national balance sheets and the potential impact of increased oil prices. At the conclusion of the episode, they share their outlook on the summer months and the overall health of the market.

In this episode, Angela addresses 18-year-olds and their parents about essential financial and legal considerations as they transition into adulthood. She emphasizes the importance of financial literacy and proactive planning to secure a stable future. The discussion covers medical and financial powers of attorney, building excellent credit, planning for the future, and investing in oneself through financial education. Key Takeaways

What if your final farewell could honor both your legacy and the planet? Welcome to an insightful exploration of the 11th installment of the Good Death Seminar Series, where we unpack the concept of "Keeping Death Green." Together, we explore how technological and medical advancements have transformed our perceptions of death, often veering away from its sacred nature. By revisiting historical perspectives and highlighting the gaps in contemporary hospice care, we aim to foster a deeper understanding and appreciation of life's final chapters. What does it mean to choose environmentally conscious end-of-life options? We dive into this critical topic by comparing traditional funerals with more sustainable alternatives like natural burials, water cremation, and human composting. We share invaluable insights into how these practices not only reflect personal and spiritual values but also contribute to environmental stewardship. We discuss the economic and ecological benefits of these greener options, inspiring listeners to consider the legacy they'd like to leave behind. From reducing carbon footprints to supporting biodiversity, these choices empower individuals to honor their loved ones while caring for the planet. Lastly, we touch on the profound impact of body donation and other earth-friendly burial practices. By exploring the societal and personal implications of these choices, we highlight their role in medical education and environmental preservation. Our conversation stresses the importance of communicating end-of-life wishes and choosing reputable programs, ensuring that one's final act serves a greater purpose. We wrap up by reflecting on the sacredness of life and death, urging listeners to embrace the opportunities for growth and transformation that they present. Join us in reimagining the end-of-life journey as a meaningful transition that respects both our humanity and the earth.   We dive into: (00:00) Global Check-In (07:59) Green End-of-Life Burial Options (17:04) Eco-Friendly Burial Options Discussion (25:50) Eco-Friendly Burial Options Comparison (41:02) End-of-Life Planning and Donation Options (47:01) The Sacredness of End of Life   If you found this podcast helpful, please Rate, Review, & Follow so we can reach more people.   Links mentioned in this episode: Doulagivers Institute FREE Doulagivers Institute On-Demand Level 1 End of Life Doula and Family Caregiver Training Webinar Buy The Good Death Book The GOOD DEATH GOOD LIFE Live Monthly BOOK CLUB and Q&A   80-90% of a positive end of life depends on these two things: Knowing the basic skills on how to care for someone at the end of life and planning ahead - and Doulagivers Institute is giving you for both for FREE! Access them Below! Making your wishes known is one of the greatest gifts you can give to your loved ones. Download The Doulagivers 9 Choice Advance Directive now!  FREE Doulagivers Institute On-Demand Level 1 End of Life Doula and Family Caregiver Training Webinar More about what we do at Doulagivers Institute - Click here!

What role does technology play in end-of-life planning? Niki Weiss joins the podcast to discuss the intersection of technology and death planning. Niki emphasizes the importance of managing our digital footprint before death, tackling legal, financial, physical, and digital aspects in life planning. She presents real-world scenarios like the disruption caused by unprepared digital assets, inviting critical reflection on sudden mortality's challenges. Explore more about the transformative impact of digital planning at ENDevo and Niki's podcast, Death and Dying in the Digital Age. Key Takeaways 1.Niki emphasizes the importance of managing one's digital footprint as part of holistic end-of-life planning. This includes legal, financial, physical, and digital aspects of life. 2. The conversation highlights how technology, like the My Final Playbook app and digital vaults, plays a crucial role in organizing personal information, making it easier for loved ones to handle affairs post-death. 3. Situations like sudden accidents can create chaos if there's no plan for digital assets. Setting up legacy contacts on devices ensures that loved ones have access to important information. 4. The introduction of AI agents like Grace Evergrace in the funeral industry is changing how services are accessed and enhancing efficiency, allowing for better management of intake processes and data. 5. The discussion underscores creating a digital legacy that resonates with family, such as using QR codes on headstones to access personal stories, which can provide comfort and continuity to grieving loved ones. Timestamped Overview 00:00 Holistic End-of-Life Planning 05:13 Digital Legacy and Access Challenges 09:01 Navigating Probate and End-of-Life Decisions 09:54 Palliative Nursing and Family Vigilance 15:15 Video Remembrance Heals Grief 17:46 Distracted by Urgent Hospice Call 20:34 AI-Assisted Funeral Planning 23:19 Service Recommendations for Terminal Care 26:45 Black Mirror's Tech Predictions 33:07 Plan for Life's End 35:32 The Importance of Legacy PlanningSee omnystudio.com/listener for privacy information.

Are you retiring to something or just stepping away from work? Mike Douglas dives into the heart of retirement planning, exploring how purpose, legacy, and life goals shape your post-work years. Inspired by the story of Anne Schroeder, a 94-year-old who worked for 75 years, Mike highlights the importance of aligning your financial plans with what truly fulfills you. Learn about embracing change, finding purpose beyond a paycheck, and creating a retirement that reflects who you are and what matters most. Whether you're approaching retirement or navigating its challenges, this conversation is about living intentionally and planning for a life that isn’t just secure but meaningful. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

151 Interdisciplinary Insights on Aging and Advocacy with Dr. Jacob Kendall In this episode of Hospice Explained, host Marie Betcher RN interviews Dr. Jacob Kendall, a meta gerontologist with a rich interdisciplinary background in biology, social work, public health, and theology. Dr. Kendall shares his personal journey through two open-heart surgeries and how his experiences shaped his career in health advocacy. They discuss the importance of self-advocacy in healthcare, the challenges of navigating the medical system, and the cultural issues surrounding aging and end-of-life care. Dr. Kendall also provides insights into his work on patient and caregiver support, and the need for broader discussions on mortality. Learn about practical strategies for self-advocacy, the significance of inter-disciplinary approaches in gerontology, and more. 00:00 Introduction and Disclaimer 00:29 Meet Your Host: Marie Betcher RN 00:45 Cloud 9 Care System Partnership 01:36 Interview with Dr. Jacob Kendall 02:57 Dr. Jacob Kendall's Background and Expertise 03:54 Personal Health Challenges and Advocacy 07:25 Navigating the Healthcare System 10:48 The Importance of Self-Advocacy 17:58 End-of-Life Planning and Family Conversations 25:39 Cultural Perspectives on Aging and Death 31:41 Conclusion and Contact Information Jacob@JacobEvansKendall.com https://www.jacobevanskendall.com/ Hospice Explained Affiliates & Contact Information Buying from these Affilite links will help support this Podcast.  Maire introduces a partnership with Suzanne Mayer RN inventor of the  cloud9caresystem.com,  When patients remain in the same position for extended periods, they are at high risk of developing pressure injuries, commonly known as bedsores. One of the biggest challenges caregivers face is the tendency for pillows and repositioning inserts to easily dislodge during care.(Suzanne is a former guest on Episode #119) When you order with Cloud 9 care system, please tell them you heard about them from Hospice Explained.(Thank You)  If you would, you can donate to help support Hospice Explained at the Buy me a Coffee link  https://www.buymeacoffee.com/Hospice Marie's Contact Marie@HospiceExplained.com www.HospiceExplained.com   Finding a Hospice Agency 1. You can use Medicare.gov to help find a hospice agency, 2. choose Find provider 3. Choose Hospice 4. then add your zip code This should be a list of Hospice Agencies local to you or your loved one.

Life Planning and Navigating Financial TransitionsMeet Phil WeissPhil Weiss, the founder of Apprise Wealth Management. Beginning his career in 1987 as a tax professional at Deloitte & Touche, Phil has accumulated over 25 years of experience in personal finance and investment management. He holds esteemed credentials as a CFA, CPA, and RLP®. I talked with Phil about:•Navigating Financial Transitions for Women •The Importance of Life Planning for Women •Influence of Financial Role Models •Retirement and Tax Planning for WomenLearn more about Phil here:Facebook: AppriseWealth Instagram: phweiss11 Tiktok: apprisewm YouTube: philipweiss9408

Join three Chinese uncles in an honest and heartfelt episode of the Dashu Mandarin Podcast! In this episode, we dive deep into personal stories, from childhood memories and emotional challenges to life-changing decisions like discipline, fitness, and future planning. Hear how we three uncles navigate work, family, and self-discovery while sharing relatable insights for Chinese learners and anyone seeking inspiration. Learn Chinese through real-life conversations and connect with the warmth of our stories!

“[Death] can happen to anybody anytime. So just have something in place for the loved ones, just to make it smoother and easier for them.” —Lindsey NickelDeath comes for us all, but how we remember those we've lost can be beautiful and healing. Yet our culture often treats death as a taboo subject, leaving families feeling lost and unprepared. But what if we could transform grief into a celebration that truly honors a life lived?Lindsey Nickel started as a wedding planner in Napa and discovered a calling in helping families create meaningful goodbye celebrations. With over a decade of event planning experience, she's now helping people reimagine how we say farewell to our loved ones.Listen as Heather and Lindsey break down the raw, real, and surprisingly hopeful world of celebrating life after loss, covering everything from planning a killer memorial to dealing with grief, understanding end-of-life wishes, and turning a tough moment into a powerful tribute that feels like a big, loving group hug. Connect with Heather: WebsiteFacebook InstagramLinkedInEpisode Highlights:01:34 Meet Lindsey: Going on a Sabbatical07:00 Transitioning to Celebrations of Life 11:44 Navigating Grief and Client Relationships 15:08 Funerals vs Celebrations of Life18:22 Perspectives on Death, Legacy, and Preparing for End of Life21:08 Unique Ways of Honoring Loved Ones 24:57 Advice for Families Dealing with Impending Loss28:47 Resources for End-of-Life Planning 31:52 Death Doulas and Support Services Connect with  Lindsey: Lindsey Nickel is a seasoned wedding planner based in Napa, California, specializing in creating stylish, low-stress events that leave a lasting impression. With a background in event planning and outdoor adventure, Lindsey founded Lovely Day Events in 2010, bringing her organizational expertise and passion to create unforgettable celebrations. Known for her warm and meticulous approach, she invests deeply in her clients' special moments, ensuring every detail is thoughtfully executed. When she's not crafting extraordinary events, Lindsey enjoys traveling, hiking, dining outdoors, and fostering rescue dogs—including her beloved dog, Basil.WebsiteLinkedInInstagramFacebookPinterestSupport the show

In Part 1 of our discussion on Louisa May Alcott's Little Women, we welcome editor Sarah Blackwood to discuss the importance of Alcott's family background; her distinct authorial voice in books, journals, and letters; and how her time as a Civil War nurse led to her emergence into the publishing world. Sarah Blackwood is Professor of English at Pace University, where she teaches courses on nineteenth-century US literature, visual culture, and representations of selfhood. She is the author of The Portrait's Subject: Inventing Inner Life in the Nineteenth-Century United States (2019), as well as the introductions to the Penguin Classics editions of Edith Wharton's The Custom of the Country (1913) and The Age of Innocence (1920). Her criticism has appeared in The New York Review of Books, The New Yorker, The New Republic, and elsewhere. She lives with her family in Brooklyn, New York.To learn more or purchase a copy of the Norton Library edition of Little Women, go to https://wwnorton.com/books/9780393876734.Learn more about the Norton Library series at https://wwnorton.com/norton-library.Have questions or suggestions for the podcast? Email us at nortonlibrary@wwnorton.com or find us on Twitter at @TNL_WWN and Bluesky at @nortonlibrary.bsky.social. 

It's a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also walk you through the four non-financial pillars of retirement: mindset, energy, passions, and relationships. We'll talk about how to manage what you can control—and how to respond when life throws you the stuff you can't. Plus, we answer a few of your questions. There's a lot here, but it's worth every minute. Let's get to it.SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This podcast is dedicated to helping you survive retirement with confidence(00:34) Today on the show we are going to focus on the non-financial realm as we continue talking about process and things we can control versus what we can't control.ROCKIN RETIREMENT IN THE WILD(02:14) Roger shares an anonymous message from a listener about her husband retiring and the confidence they have built in their retirement.PRACTICAL PLANNING SEGMENT(04:50) Sometimes in retirement planning, we tend to overemphasize the financial side of things and forget about the rest of our lives.(06:23) Roger identifies controllables and non-controllables within the non-financial pillars of retirement. (14:50) Roger talks about some examples of people who focused on things that they could control and found success.(16:19) Roger says that the Rock Retirement Club has been a source of inspiration for him.INTERVIEW WITH MEIR STATMAN(18:13) Roger introduces Meir Statman, author of A Wealth of Wellbeing.(19:34) Roger asks what motivated Dr. Statman to write his latest book.(22:10) Dr. Statman talks about his relationship with Nobel Prize winner, Harry Markowitz(25:57) Roger talks about behavioral finance and what it means from his perspective.(30:02) We talk about financial wellbeing but you also need to focus on life wellbeing.(31:06) Dr. Statman discusses a u-curve in life wellbeing.(37:25) Roger and Dr. Statman talk about accepting who you are.(39:30) Dr. Statman talks about the components of wellbeing.(41:49) Roger asks about social capital in retirement.(49:00) Starting a conversation is really important, Meir says(51:19) What is cultural capital?(57:32) Developing social, cultural, and personal capital becomes harder as you get older.(01:01:38) What is personal capital?LISTENER QUESTIONS(01:04:42) Listener Brian sends a question about generating his retirement paycheck.(01:17:52) Another listener named Brian asks about investing in annuities.SMART SPRINT(01:22:20) In the next seven days, before you get out of bed, smile and tell yourself it is going to be a great day!BONUS(01:22:48) Roger reads from his grandfather's WWII journal.REFERENCESNick Vujicic- Motivational SpeakerNelson Mandela Mier StatmanRetirement Answer ManSign up for The Noodle (previously known as Six Shot Saturday) BOOKSMan's Search for Meaning by Viktor FranklI Know Why the Caged Bird Sings by Maya AngelouA Wealth of Well-Being: A Holistic Approach to Behavioral Finance by Meir StatmanThe Second Mountain: The Quest for a Moral Life by David BrooksBowling Alone: Revised and Updated: The Collapse and Revival of American Community by Robert PutnamThe How of Happiness: A Scientific Approach to Getting the Life You Want by Sonja LyubomirskyThinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke

In this episode, Dr. Jimmy Turner and Justin Harvey CFP discuss a common journey from financial independence, retire early (FIRE) to Die with Zero mentalities as doctors learn more about money and have more lived experience. They discuss specific tools to help you determine what you should be spending money on (and how much), financial arrival fallacies, and the importance of using money as means to an end and not the end itself.Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disabilityWant a free copy of The Physician Philosopher's Guide to Personal Finance?  Visit  https://moneymeetsmedicine.com/freebook 

Discover the unexpected journey of a powerhouse woman who defied cultural norms, navigated loss, and redefined success. From smashing glass ceilings in the biopharmaceutical world to overcoming the sudden death of her beloved husband, Samina Bari's story is a masterclass in resilience and self-discovery. But here's the twist: in the wake of personal tragedy, she's now on a mission to revolutionize how we approach grief and loss. Her forthcoming book promises a practical and profoundly insightful handbook on navigating spousal death, filling a void in the conversation around grief and mortality. Stay tuned as Samina's wisdom and compassion light a fire in your soul, proving that even in the face of adversity, it's possible to lead with love and make a powerful difference. Are you ready to be inspired? Samina Bari is a force to be reckoned with in the biopharmaceutical industry, with over three decades of experience smashing glass ceilings and facilitating high-stakes deals worth $40 billion. As a first-generation American and a woman of color, she has navigated significant adversity and emerged as a trailblazer, mentor, and advocate for women's empowerment. Samina's unwavering courage, resilience, and commitment to authenticity make her a true powerhouse, and her dedication to redefining success and creating space for others to rise is truly inspiring. Her journey is a testament to the transformative power of perseverance and self-belief. This episode promises a candid and enriching conversation that will resonate with anyone looking to overcome obstacles, cultivate resilience, and make impactful career pivots. Her book I Can, I Will and I Did released May 12, 2025. Overcoming adversity as a woman in business: Unleash your potential and conquer challenges with resilience and determination. Navigating grief and loss in life: Harness the power to turn pain into purpose and find strength amidst adversity. The role of mentorship in female empowerment: Discover the transformational impact of guidance and support on your entrepreneurial journey. Cultivating resilience and self-love: Embrace inner strength and confidence to thrive in the face of adversity. Making career pivots with confidence: Master the art of transitioning with courage and conviction in your professional pursuits. The key moments in this episode are:00:00:02 - Introduction and Guest Introduction 00:01:27 - Samina's Journey and Resilience 00:03:40 - Lessons in Redefining Success 00:07:56 - Empowering Women to Pursue Their Dreams 00:12:39 - Trusting Your Instincts 00:13:52 - Embracing Authenticity 00:16:16 - Leadership Mindset 00:18:40 - Power of Community 00:21:52 - Role Models and Leadership 00:23:01 - Navigating Identity and Values 00:26:53 - Choosing the Difficult Path 00:27:55 - Facing Loss and Moving Forward 00:32:28 - Writing a Handbook on Grief 00:35:03 - Preparing for End-of-Life Planning 00:39:35 - Making a Difference 00:39:53 - Self-Care and Impact 00:40:11 - Life's Challenges 00:40:21 - Benefits of Betterhelp 00:40:42 - Take the First Step Subscribe to the podcast and leave a review to help spread the word and support the community's growth. Share this episode with someone who might need to hear it, to help spread the message and impact more lives. Buy Samina's book I Can, I Will, and I Did and share your thoughts on it, as it may bring healing, hope, or a new perspective. Invest in women-owned businesses, aligning your financial decisions with your values and supporting women's empowerment. Seek professional support from BetterHelp, an online therapy platform, to get the help you need for processing life challenges, setting boundaries, and getting unstuck. Use the code difference for 10% off your first month. Learn more about your ad choices. Visit megaphone.fm/adchoices

George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. This episode brings you: The real meaning behind the Kinder Questions A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions The EVOKE life‑planning process (Exploration – Vision – Obstacles – Knowledge – Execution) The Three Domains of Freedom: the freedom of each moment, the freedom to live one's life purpose, and the freedom of civilization 'The Freedom Song' — written and performed by George Kinder & his daughter London Kinder  Be sure to go back and listen to last week's episode 140 to catch the first part of our conversation with George Kinder.  

This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you can't. Plus, Marcia Mantell joins us to break down the latest updates on Social Security and what they mean for your retirement plan. Tune in and take one more step toward a confident, purposeful retirement.SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but rock it!(01:58) We have to focus on things we can control and manage the things that we can't.(3:08) Today we are going to talk about social security- what we can control and what we can't. ROCKIN' RETIREMENT IN THE WILD(03:52) Roger shares a “Rockin' Retirement in the Wild” story from a listener and member of the RRC.PROCESS OVER PANIC- SOCIAL SECURITY WITH MARCIA MANTELL(06:30) There have been a lot of changes coming out of the Social Security Administration.(07:40) What is controllable with Social Security?(09:56) What are the uncontrollables with Social Security?(13:51) To help us understand the current state of Social Security, we're talking with Marcia Mantell.(15:38) Marcia says facts over fear are SO important and she is not fearful but watchful.(18:49) What changes have happened recently with social security?(23:00) There are different proposals floating around regarding Social Security to improve the implementation of the program.(25:10) Marcia discusses her thoughts on the idea that Social Security will run out by 2033.(28:55) How easy is it to create a sustainable Social Security system?(31:47) The goal of Social Security is to provide a basic income, roof over our head, and food on the table.(33:10) Over 50% of people rely on Social Security for their primary source of income.(36:10) If you are 55 or older, should you make a material change related to what you anticipate your Social Security to be?SMART SPRINT(40:56) In the next seven days, identify one thing in your retirement planning you can't control that's draining your energy. Then, take one small action to shift that focus toward what you can control. Awareness is the first step to rocking retirement—and life.BONUS(41:49) Next installment from missions flown by Roger's grandfather in World War IIREFERENCESRetirement Answer ManSign up for The Noodle (previously known as Six Shot Saturday)Mantell Retirement ConsultantsSocial Security AdministrationShow notes created by https://headliner.app

In this episode of The Tactical Empire, Jeff Smith and Shawn Rider discuss tools and strategies to build a life of abundance, discipline, and high achievement. They reflect on the importance of keeping one's word as a fundamental practice for consistency and success. The conversation touches upon daily habits, the importance of consistent routines, and the value of presence in personal and professional life. They also emphasize the balance between being a provider and being present for one's family, offering insights on how to achieve financial freedom and maintain high productivity levels. Listen in for practical advice on structuring your day, building discipline, and creating a fulfilling life. 00:00 Introduction: Finding the Will to Fight Back00:27 Welcome to The Tactical Empire00:32 Catching Up with Shawn Rider05:40 The Importance of Keeping Your Word13:12 Consistency and Daily Habits18:18 The Balance Between Providing and Presence22:24 Empowering High Achieving Men22:45 Closing Remarks and How to Connect

In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He's best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: ✅ The essence of financial maturity ✅ The profound practice of living in the present moment to achieve true freedom ✅ The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning ✅ Tips to embark on your own hero's journey towards financial and personal fulfillment  

147 Understanding End-of-Life Planning and the Cloud 9 Care System In episode 147 of Hospice Explained, host Marie Betcher, a former hospice RN, discusses the importance of end-of-life planning. She encourages listeners to prepare essential documents and communicate their wishes clearly to loved ones. Marie also highlights the collaboration with Cloud 9 Care System, explaining its innovative approach to preventing pressure injuries for bedridden patients. Additionally, she recommends a PBS documentary titled 'Going Your Way' for more insights into end-of-life planning. The episode concludes with a teaser for the next week's interview with Erin Waylen, who integrates grief improv theater to help teams process grief through creative expression. 00:00 Introduction and Disclaimer 00:29 Host Introduction and Podcast Purpose 00:49 PBS Documentary Recommendation https://www.ninepbs.org/goingyourway/ 01:11 Importance of End-of-Life Planning 02:15 POLST Form and Medical Choices 03:29 Introducing Cloud 9 Care System 05:10 Upcoming Episode Preview 05:27 Closing Remarks and Call to Action               Hospice Explained Affiliates & Contact Information Buying from these Affilite links will help support this Podcast.  Maire introduces a partnership with Suzanne Mayer RN inventor of the  cloud9caresystem.com,  When patients remain in the same position for extended periods, they are at high risk of developing pressure injuries, commonly known as bedsores. One of the biggest challenges caregivers face is the tendency for pillows and repositioning inserts to easily dislodge during care.(Suzanne is a former guest on Episode #119) When you order with Cloud 9 care system, please tell them you heard about them from Hospice Explained.(Thank You)  If you would, you can donate to help support Hospice Explained at the Buy me a Coffee link  https://www.buymeacoffee.com/Hospice Marie's Contact Marie@HospiceExplained.com www.HospiceExplained.com   Finding a Hospice Agency 1. You can use Medicare.gov to help find a hospice agency, 2. choose Find provider 3. Choose Hospice 4. then add your zip code This should be a list of Hospice Agencies local to you or your loved one.  

In this episode, Rory speaks with Christine Nicholson, award-winning succession strategist, and Randy Fox, founder of Two Hawks Family Office and editor-in-chief of the Planned Giving Design Center, about their contributions to The Holistic Guide to Wealth Management and how to help business owners exit with clarity, purpose, and peace of mind. Christine explains why only 3 in 10 family businesses survive to the next generation and how role-identity fusion—the trap of tying self-worth to business worth—can stand in the way of successful succession. Randy shares how tools like personal goodwill, charitable trusts, and purpose-driven giving can help families maximize outcomes while minimizing taxes. Together, they explore how to help clients let go, reconnect with their passions, and structure legacies that reflect both financial and emotional goals. Are you curious how to guide clients from burnout to freedom? Want to learn how to build purpose and family continuity into the exit process? Find out the answers to these questions and more in this powerful conversation with Christine Nicholson and Randy Fox.

Saving for education can feel overwhelming, especially when you're juggling military life, moves, and everything in between. Whether it's understanding your military benefits, choosing the right savings plan, or figuring out how to afford college for multiple kids at once, it can get complicated quickly. In this episode, Joe Brown shares strategies to help you plan for education expenses while making the most of your military benefits. We talk about how to use the GI Bill smartly, what to know about Chapter 35, and why scholarships and merit money should be a big part of your family's game plan. Plus, Joe breaks down 529 plans, education savings accounts, and tips for blending everything together without the stress. Joe is a CFP® Professional, an MQFP®, and a visiting professor of personal finance at the U.S. Coast Guard Academy, where his work is supported by the USAA Educational Foundation. He's the founder and lead planner at Always Ready Financial Planning. https://milmo.co/podcast/smarter-college-and-life-planning-for-military-families For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed:It takes courage to make big changes like taking a sabbatical or starting a business. Women are more intentional and tend to think longer term.You should be a partner with your client. Why you should help your clients learn about money so that they are empowered.Understand your money habits, ask yourself why you are making certain decisions. Take the time to review your employee benefits. Connect with Cady North:Cady North Website (here)North Financial Advisors Website (here)LinkedIn (here) Books: The Art of the Sabbatical: A Money and Mindset Guide for Your Next Work Break (Bookshop)The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams (Bookshop) Resources mentioned:The Power of Compound Interest on The Get Ready Money Podcast (here)Kinder Institute of Life Planning (here) Investopedia (here)Bio: Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Learn how the art of Visual Storytelling can enhance end-of-life education and serve as a tool for advance care planning. My guest Jill Greenbaum is a contemplative chaplain and advocate of conscious living and dying. She completed chaplaincy training at the Upaya Zen Center and integrates her experience in psychology, education, visualization, and trauma-informed teaching… Continue reading Ep. 496 Visual Storytelling for End-of-Life Planning with Jill Greenbaum

Buckle up Model FAs! In this episode David sits down with Phil Weiss to discuss the critical importance of talking to your clients about Life Planning. Phil shares his 3 favorite questions that will change your life as he and David discuss discovering your potential and the nuances of financial planning from overcoming college debt to planning for financial freedom through the late stages of life. Connect with Phil: Email: philweiss@apprisewealth.com Website: https://apprisewealth.com/ LinkedIn: https://www.linkedin.com/in/philip-weiss/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

For The Other Side NDE Videos Visit ▶️ youtube.com/@TheOtherSideNDEYT Purchase our book on Amazon

In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in private equity, especially in light of recent discussions and literature on the topic. With insights from investment expert Peter Lazaroff, we explore the pros and cons, the importance of having a solid retirement plan, and whether private equity is truly a beneficial addition to your portfolio. Tune in to gain clarity and confidence in your retirement investment strategy!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Complexity is your enemy. Any fool can make something complicated. It is hard to keep things simple.-Richard Branson(00:38) Today's episode is about private equity.(01:33) Roger reads an email from listener Dave with a question about investing in private equity.(02:28) Roger says that this episode features his opinion and judgment on private equity.(06:45) Don't think about private equity until you have a vision for what you want your retirement to look like. (10:20) Consider the second order consequence of making an investment.(12:00) Unless you are significantly overfunded and have an interest in private equity- Roger thinks private equity is unnecessary for creating a great life.INTERVIEW WITH PETER LAZAROFF(14:10) Introduction of Peter Lazaroff, author of Making Money Simple(16:39) What is private equity?(17:38) Who is traditionally invested in private equity?(26:12) When markets are under stress, private equity correlations go a lot higher.(27:49) What is the normal fee structure for investing in private equity?(31:15) What you're seeing more often these days are semi-liquid funds that offer liquidity windows.(34:30) There is no evidence to suggest that fewer companies going public is causing an issue.(40:15) We can't predict when a bad decade of returns is going to come.(41:35) Peter: I am more concerned about implementing a bad idea than missing out on a good one.SMART SPRINT(42:39) In the next seven days, take a moment and remind yourself of the purpose of retirement planning which is to create a great life.BONUS(43:20) Roger reads an excerpt from his grandfather's WWII journal.REFERENCESTony RobbinsPeter LazaroffWall Street JournalBook- Making Money SimpleRetirement Answer ManThe Retirement Answer Man Free Worksheet LibrarySign up for 6-Shot Saturday!Show notes created by https://headliner.app