“Is Your Financial Plan Missing Something Big? What if your retirement plan has a blind spot you didn't know existed?” In this enlightening episode, host Cathleen Toomey welcomes wealth management experts Tom Sedoric and Casey Snyder of Clove Hitch Advisors…
“Fraudsters are getting smarter---and their biggest targets? Older adults. With a staggering $28 billion lost annually to scams, it's time to take action.” In this episode, fraud prevention expert Ron Long shares insights on how scammers operate, why elder financial…
“Are you a people pleaser? Do you find yourself apologizing for things you shouldn’t? Ann Leary, New York Times bestselling author, is here to inspire you to rewrite the script.” In this episode, host Cathleen Toomey welcomes Ann Leary. Ann…
“The science regarding living longer is no longer just about genes---it's about the choices we make every day.” In this episode, host Cathleen Toomey welcomes Maddy Dychtwald, award-winning author, speaker, and co-founder of Age Wave, to discuss her groundbreaking research…
“I love this woman, I love this man and I want to share their story with the world. That’s what downsizing is about – not a bunch of papers.” Discover the secret to decluttering your life without losing the essence…
"Having a purpose in your life and figuring out what it is you want to accomplish is so important." Summary: Planning for retirement is a conversation that could include anything from 401ks, the stock market, even NFTs (if you can…
"You have to potentially acknowledge that where you live currently actually isn't the best place for you." Summary: Research shows that 70% of our longevity is dictated by our lifestyle choices. Our place of being is an important lifestyle choice…
"When you look at just some of these statistics and trends for the aging population, there are some realities that reinforce even more the need to really think about planning for your future." Future Changes for Retirees: Many retirees have…
“And I think by the time you're between 40 and 50, it's really critical that you get these affairs in order and you make sure you have a will and a trust, especially if you have children or any kind…
"A hundred years ago the average lifespan was 45 years. Now it's 75 years. Boomers have reached this stage of life, let's say age 60 or 65, and they have a completely different time horizon." Baby Boomers, a Powerful Demographic:…