As Baby Boomers approach Retirement, effective financial planning becomes crucial for ensuring a comfortable and secure future. The Baby Boomer Generation faces a unique financial landscape shaped by Longevity, shifting income sources and evolving societal norms. Our Experts in this area of the site explore the core financial planning priorities for Boomers.
Budgeting for longevity is the beginning of financial planning. Being able to track current expenses and anticipate how these expenses will change after post-retirement is the first step. Prioritizing essential costs like housing, healthcare and food, and then adjusting discretionary spending is next. Understanding how Social Security impacts your life and your investment drawdown strategy with your 401(k), IRA and other accounts also has major impact on how you spend the rest of your life. Housing decisions where you evaluate whether to stay, downsize or relocate is also part of the planning. And creating Estate and Legacy planning by updating wills and trusts, where you pass on generational wealth with minimal tax impact is crucial.
On the 10th. Anniversary of my mother’s death, I asked my kids to tell me what they remembered about their grandmother. One said she taught me how to swim underwater where I kept swimming between her legs. Another said she taught them how to learn to count and add when they constantly played cards…
On the 10th. Anniversary of my mother’s death, I asked my kids to tell me what they remembered about their grandmother. One said she taught me how to swim underwater where I kept swimming between he…
On the 10th. Anniversary of my mother’s death, I asked my kids to tell me what they remembered about their grandmother. One said she taught me how to swim underwater where I kept swimming between her legs. Another said she taught them how to learn to count and add when they constantly played cards together. Another said she cherished walking down the street to get the mail together which gave them time to discuss how both of their days were going. Now that I am her age, I often wonder how will my grandchildren remember me?
Legacy isn’t just about buildings with your name on them or fort…
What emerged from this crisis was not merely a commercial venture, but a deliberate reimagining of how communities can celebrate the bond between humans and their pets. Courtney Honda and Slava Borisov recognized that the pet industry, despite its massive $160 billion market size, had fundamentally …
What emerged from this crisis was not merely a commercial venture, but a deliberate reimagining of how communities can celebrate the bond between humans and their pets. Courtney Honda and Slava Boriso…
What emerged from this crisis was not merely a commercial venture, but a deliberate reimagining of how communities can celebrate the bond between humans and their pets. Courtney Honda and Slava Borisov recognized that the pet industry, despite its massive $160 billion market size, had fundamentally missed an opportunity to create genuine hospitality experiences. Traditional retailers operated on purely transactional models, lacking the sensory richness and emotional connection that pet owners desperately craved. Their decision to create Puptique stemmed from a clear understanding that pets pro…
End of Life Doula and hospice nurse Jan Booth teaches at the intersection of end of life care and quality of life, promoting open-hearted advance care plan conversations to get to what really matters. Her heart and wisdom shine in this episode as she acknowledges the challenges of navigating the he…
End of Life Doula and hospice nurse Jan Booth teaches at the intersection of end of life care and quality of life, promoting open-hearted advance care plan conversations to get to what really matters.…
End of Life Doula and hospice nurse Jan Booth teaches at the intersection of end of life care and quality of life, promoting open-hearted advance care plan conversations to get to what really matters. Her heart and wisdom shine in this episode as she acknowledges the challenges of navigating the healthcare “superhighway”. Jan reminds us we have more agency to take the lead in decision-making about the care we receive, and that includes what happens at the end of life. Hospice care is person-centered, caring for both patient and family. Having early (upstream) conversations about end of…
Send us Fan MailFinancial resilience is more than just saving money. It’s about creating a strategy that helps you navigate uncertainty, protect your future, and build long-term financial confidence.In this video, we discuss:• What financial resilience really means in today’s economy• Buildi…
Send us Fan MailFinancial resilience is more than just saving money. It’s about creating a strategy that helps you navigate uncertainty, protect your future, and build long-term financial confidence…
Send us Fan MailFinancial resilience is more than just saving money. It’s about creating a strategy that helps you navigate uncertainty, protect your future, and build long-term financial confidence.In this video, we discuss:• What financial resilience really means in today’s economy• Building strong financial habits for long-term stability• Managing cash flow and preparing for unexpected challenges• The importance of financial education and strategic planning• Common mistakes people make with money management• How mindset impacts financial success and decision-making• Creati…
As I continue refining my retirement budget, a conversation with my neighbor reminded me how difficult it can be to predict spending in retirement.
Ron loves pickup trucks.
For years, his silver Dodge Ram 3500 sat proudly in his driveway. He and his wife used it for everything. Then one day I …
As I continue refining my retirement budget, a conversation with my neighbor reminded me how difficult it can be to predict spending in retirement.
Ron loves pickup trucks.
For years, his silver…
As I continue refining my retirement budget, a conversation with my neighbor reminded me how difficult it can be to predict spending in retirement.
Ron loves pickup trucks.
For years, his silver Dodge Ram 3500 sat proudly in his driveway. He and his wife used it for everything. Then one day I noticed a Lexus SUV parked in its place. Less than a week later, the Lexus was gone and a new silver Ford F-150 had appeared.
When I was finally able to catch up with him, I asked what happened.
“We got the Lexus because we thought it would be easier to travel with our grandson. I couldn’t…
Career Shifts require a rock bottom at work or home or both.On the beige rug in my parent’s Florida condo, the girls finished home school circa 2021 and were starting kid Monopoly on the round kitchen table. This Friday in Covid was warm for December, even in Florida. I sunk onto the floor in my r…
Career Shifts require a rock bottom at work or home or both.On the beige rug in my parent’s Florida condo, the girls finished home school circa 2021 and were starting kid Monopoly on the round kitch…
Career Shifts require a rock bottom at work or home or both.On the beige rug in my parent’s Florida condo, the girls finished home school circa 2021 and were starting kid Monopoly on the round kitchen table. This Friday in Covid was warm for December, even in Florida. I sunk onto the floor in my running shorts and button down striped blouse, the ultimate zoom outfit. I hit my head, too tall to find under the window sill, the ripples of the old rug caused me great irritation. I wasn’t used to feeling unhinged at this level any more than the floridian condo we camped at during covid.The sobs…
Summary: Justin Roopnarine shares his inspiring journey from aerospace engineering and military service to founding Limitless Capital, a hedge fund focused on economic empowerment and poverty alleviation. Discover his insights on leadership, failure, and making a positive impact through innovative f…
Summary: Justin Roopnarine shares his inspiring journey from aerospace engineering and military service to founding Limitless Capital, a hedge fund focused on economic empowerment and poverty alleviat…
Summary: Justin Roopnarine shares his inspiring journey from aerospace engineering and military service to founding Limitless Capital, a hedge fund focused on economic empowerment and poverty alleviation. Discover his insights on leadership, failure, and making a positive impact through innovative financial strategies.Justin Roopnarine’s social media presence is located at: https://www.linkedin.com/in/justin-roopnarine/*For information regarding Robert Jordan's philanthropic work and his complete library of books for sale, please visit: https://fatherbob.co https://www.amazon.com/stores/auth…
In this episode of the Lead Up Podcast, Mike sits down with Kurt Mosley and Neill Marshall of HealthSearch Partners to discuss one of the most critical periods in a leader’s career: the first 90 days.
Drawing from decades of experience placing healthcare executives and interviewing successful lead…
In this episode of the Lead Up Podcast, Mike sits down with Kurt Mosley and Neill Marshall of HealthSearch Partners to discuss one of the most critical periods in a leader’s career: the first 90 day…
In this episode of the Lead Up Podcast, Mike sits down with Kurt Mosley and Neill Marshall of HealthSearch Partners to discuss one of the most critical periods in a leader’s career: the first 90 days.
Drawing from decades of experience placing healthcare executives and interviewing successful leaders across the country, Kurt and Neill share what separates leaders who build trust and momentum quickly from those who struggle to gain traction. They explore why many leaders fail by moving too fast, the importance of listening before acting, and how the most effective executives earn authority ra…
Unexpected events can disrupt even the best-looking plans.
This short focuses on why resilience matters when life takes a sudden turn.
#FinancialResilience #Preparedness #WealthStrategy
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTips
Want to be a guest on Biz Help For You? Send m…
Unexpected events can disrupt even the best-looking plans.
This short focuses on why resilience matters when life takes a sudden turn.
#FinancialResilience #Preparedness #WealthStrategy
#BizHelpForY…
Unexpected events can disrupt even the best-looking plans.
This short focuses on why resilience matters when life takes a sudden turn.
#FinancialResilience #Preparedness #WealthStrategy
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTips
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/candymesser
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Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Tom: I’ve been able to get people to believe in my ideas and help make them a reality.Every day, TerraCycle works t…
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Tom: I’ve been …
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Tom: I’ve been able to get people to believe in my ideas and help make them a reality.Every day, TerraCycle works to solve one of the world’s largest environmental challenges: waste management. From cigarette butts to juice pouches, TerraCycle tackles items that are difficult or impossible to recycle through traditional systems. The company partners with leading brands, retailers, and individuals to make recyc…
Nicole H.
June 5, 2026
Anika Jackson 
Helen Bauer 
Candy Messer 
David Buck 
Lynn Mull 
Robert Jordan 
Mike Harbour 
Devin Thorpe