Send me a message! What do you want to see more of? In this episode, I share what you can expect inside of the Make Retirement Possible membership. The membership offers recorded trainings, worksheets, and a monthly live Q&A session to help members effectively plan their retirement. The experience is self-led and I share how to level up that self-led experience with support from myself, as well as how much time you should expect to spend in the membership each month to get the desire...

Send me a message! What do you want to see more of? If you’re ready to break free from the emotional and financial patterns that have held you back, this conversation is for you. Angela Turpin shares powerful insights into healing money-related trauma and offers practical steps you can take today to create a healthier relationship with your finances. You’ll discover how decluttering can clear both your physical and emotional space, empowering you to invest in yourself and your future.&nb...

Send me a message! What do you want to see more of? In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness and is essential to truly understanding your spending. It’s time to embrace tracking to better understand and improve your spending habits, but don’t make it a chore either. There are several suggestions on how to approach tracking and learning to leave the check register style of tracking for goo...

Send me a message! What do you want to see more of? Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement?Are you worried about running out of money in retirement? Not having enough savings? Are you worried about health care costs? Are you worried about being able to just support yourself and being able to get to retirement? I discuss what financial stability means, the significance...

Send me a message! What do you want to see more of? In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goals. 00:00 Why You Feel Unprepared For Retirement01:34 Retirement Uncertainty Is More Than Just Finances05:59 Understanding Your Current Financi...

Send me a message! What do you want to see more of? In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ultimately, the aim is to help listeners plan a fulfilling and personalized retirement.00:00 Introduction: Can You Really Retire Early?00:53 Cha...

Send me a message! What do you want to see more of? In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs. She discusses her 'two by four moment,' the importance of budgeting, the challenges of managing finances with ADHD, and strategies to mitigate impulse spending. The conversation also covers the impact of ADHD on financial management, support systems, ...

Send me a message! What do you want to see more of? In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the positive impact of coaching had on her financial habits and lifestyle. 01:26 Interview Begins01:38 Angela's Struggles Before Coaching03:10 Realizing the Need for Help08:24 Biggest Takeaways10:58 Fina...

Send me a message! What do you want to see more of? In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring insights from client experiences, I emphasize the significance of aligning your budget with personal values and desires. By exploring spending habits through tailored exercises, listeners are encouraged ...

Send me a message! What do you want to see more of? In this episode, I discuss the common frustrations of budgeting and why so many individuals who are budgeting are not seeing success. While budgets are essential for outlining expenses and needs, they are not the action-oriented piece that drives financial progress. Listen to the episode to understand a budget’s purpose and what action pieces need to be implemented to see success on your money journey. 00:00 Is Your Budget Failing You?0...

Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children through her initiative 'Grow My Piggy'. She shares her experiences and offers practical advice on instilling positive money habits and mindsets in kids. 00:04 Meet Elizabeth Rosenberg: Financial Coac...

Send me a message! What do you want to see more of? In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating.00:00 Introduction: Is Automation the Answer for Better Finances?00:27 Personal Story: My Cash Envelope System01:52 Creating Your Own Financial System02:30 Benefits of Financial Automation04:21 Addressing Common Conce...

Send me a message! What do you want to see more of? If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation.00:00 Introduction: Do You Truly Lack Money?00:27 Client Stories: Perception vs. Reality01:56 Emotional Impact on Financial Decisions02:27 Identifying the Real Issue: Mo...

Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documentation, choosing the right attorney, and assembling a professional team. She also covers key financial documents, the significance of the...

Send me a message! What do you want to see more of? In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of market conditions. 00:00 Introduction to Navigating Large Purchases00:14 Defining a Large Purchase01:07 Personal Story...

Send me a message! What do you want to see more of? In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wise...

Send me a message! What do you want to see more of? In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, and saving with clear intentions. Discover how to build a stable financial future by defining your savings priorities and tracking your pro...

Send us a Text Message.In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes the importance of budgeting, financial planning, and teaching children money management skills for a secure financial future.00:00 Introduction to Special Guest Steve Mullen00:1...

Send us a Text Message.This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively plan their retirement savings without the traditional employer-sponsored 401k options. The discussion is intended to be for general educational purp...

Send us a Text Message.Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gapFive strategies to help close the gap and find successImportance of budgeting to achieve retirementMoney fears that may be holding you back Let’s Connect!Are you ready to kick it up a notch with your savings?Be sure to join the 90-Day Summer Savings challenge starting Ju...

Send us a Text Message.This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy.In the interview Rizek covers: HSA as a powerful tool for tax savingEligibility criteria for HSAs Contribution limitsImportance of keepin...

Send us a Text Message.Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations.In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goalsUnderstanding the importance of defining your goals and prioritizing them to create an effective savings strategyOther key factors to consider when choosing a savings account, include interest rates, fees, accessibil...

This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial strugglesExplore common myths about saving and why they can hinder your financial progressDiscover the multifaceted benefits of saving beyond just accumulation, including financial security and goal...

Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five  years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the industry. Rich also has a 94-year-old mother living fiercely independent.   He shares his expertise with us today and answers the following questions:  Tips for aging in place successfullyCan...