Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement. Your hosts Glenn Price and Jonathan Scott specialize in crafting individualized retirement plans for women and have a passion for helping women discover and achieve their retirement goals.
Summary:
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
In this episode, Jonathan Scott speaks with Samantha Byers, Owner & Founder of Summit Business Coaching.
They discuss:
About Samantha Byers
Samantha Byers is the Owner and Director of Coaching at Summit Business Coaching, which she founded in 2019. Samantha has an extensive business coaching and consulting history. In addition, she also owns and operates a real estate team as well. In 2021, Samantha, and her coaching clients, closed over $70,000,000 in Real Estate Transactions.
While she primarily coaches Realtors, Samantha is qualified to coach any business owner or entrepreneur. When coaching, she helps her client discover why they want to accomplish their goal, strategize with them on doing so, and holds them accountable for taking the necessary steps on a weekly basis. Samantha takes a holistic approach, with the belief that the quality and contents of her client’s life are directly connected to the likelihood of success and of achieving goals.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Glenn Price speaks with Candace Jenkins, owner of Jenkins Family Insurance, an independent, family-owned insurance brokerage dedicated to providing a customer-focused and personal approach to ensure you have the right coverage for your unique situation.
They discuss:
About Candace Jenkins
Candace Jenkins is a dedicated mother, wife, and business owner. She owns Jenkins Family Insurance, an independent insurance brokerage in Thompson Station, TN. With over a decade in the insurance industry, Candace and Jenkins Family Insurance is equipped to serve you and your family or business with A-rated carrier options. In addition, their customer-focused approach and emphasis on educating and advising their clients as they would their own families allow them to create a tailored protection plan so that you never have to "shop" for insurance again.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Glenn Price speaks with Candace Jenkins, owner of Jenkins Family Insurance, an independent, family-owned insurance brokerage dedicated to providing a customer-focused and personal approach to ensure you have the right coverage for your unique situation.
They discuss:
About Candace Jenkins
Candace Jenkins is a dedicated mother, wife, and business owner. She owns Jenkins Family Insurance, an independent insurance brokerage in Thompson Station, TN. With over a decade in the insurance industry, Candace and Jenkins Family Insurance is equipped to serve you and your family or business with A-rated carrier options. In addition, their customer-focused approach and emphasis on educating and advising their clients as they would their own families allow them to create a tailored protection plan so that you never have to "shop" for insurance again.
Social Media Content:
Post: Have you heard our latest #podcast appearance? Listen as Sherry Deutschmann, a serial entrepreneur, author, and passionate advocate for entrepreneurship, explains how she has proven to the business world that empathy is key to success. Click here to listen to the full episode! #HerTimeToRetire #KeystoneFinancialResources
Summary:
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Jonathan Scott speaks with Sherry Deutschmann, a serial entrepreneur, author, and passionate advocate for entrepreneurship.
They discuss:
About Sherry Deutschmann
Sherry Stewart Deutschmann is a serial entrepreneur, author, and passionate advocate for entrepreneurship. In 2019, Sherry founded BrainTrust, a company dedicated to helping women entrepreneurs grow their businesses to $1 million in annual revenue…and beyond.
Prior to founding BrainTrust, Sherry was also founder and CEO of LetterLogic, Inc., a company she grew to $40 Million and sold in 2016. LetterLogic was named an Inc. 5000 company (fastest growing privately held businesses in the US) for ten consecutive years.
Sherry attributes the success of LetterLogic to its unique culture in which the needs of the employees came before those of the customer or shareholder. Featured in The New York Times, Forbes Magazine, Business Leaders, Inc. Magazine, Fast Company, and more for her unconventional work culture and success, Sherry was also honored by President Barack Obama as a White House Champion of Change in 2016.
You can contact Sherry at OurBrainTrust.org or email her directly at Sherry@ourbraintrust.org.
Social Media Content:
Post: Have you heard our latest #podcast appearance? Listen as Sherry Deutschmann, a serial entrepreneur, author, and passionate advocate for entrepreneurship, explains how she has proven to the business world that empathy is key to success. Click here to listen to the full episode! #HerTimeToRetire #KeystoneFinancialResources
Summary:
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Jonathan Scott speaks with Sherry Deutschmann, a serial entrepreneur, author, and passionate advocate for entrepreneurship.
They discuss:
About Sherry Deutschmann
Sherry Stewart Deutschmann is a serial entrepreneur, author, and passionate advocate for entrepreneurship. In 2019, Sherry founded BrainTrust, a company dedicated to helping women entrepreneurs grow their businesses to $1 million in annual revenue…and beyond.
Prior to founding BrainTrust, Sherry was also founder and CEO of LetterLogic, Inc., a company she grew to $40 Million and sold in 2016. LetterLogic was named an Inc. 5000 company (fastest growing privately held businesses in the US) for ten consecutive years.
Sherry attributes the success of LetterLogic to its unique culture in which the needs of the employees came before those of the customer or shareholder. Featured in The New York Times, Forbes Magazine, Business Leaders, Inc. Magazine, Fast Company, and more for her unconventional work culture and success, Sherry was also honored by President Barack Obama as a White House Champion of Change in 2016.
You can contact Sherry at OurBrainTrust.org or email her directly at Sherry@ourbraintrust.org.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Dillon Woodruff speaks with Tammie Osborne, former nurse, current healthcare IT expert, and founder of the Sapphire Suite, a luxurious co-working space offering women a community that builds, lifts, and transforms
They discuss:
About Tammie Osborne
Tammie knows the value of face-to-face, genuine community in business and works to share that knowledge with every woman she meets. In addition to her extremely successful career in healthcare IT, she recently founded the Sapphire Suite, a luxe women’s coworking space in Franklin, Tennessee. Keep listening to hear how this beautiful, ultra-inclusive idea-turned-reality has helped women not only in conducting business, but also in conquering their to-do lists, connecting with like-minded women, and pursuing their passions…distraction-free!
Learn more about the Sapphire Suite at https://www.thesapphiresuite.com/.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Dillon Woodruff speaks with Tammie Osborne, former nurse, current healthcare IT expert, and founder of the Sapphire Suite, a luxurious co-working space offering women a community that builds, lifts, and transforms
They discuss:
About Tammie Osborne
Tammie knows the value of face-to-face, genuine community in business and works to share that knowledge with every woman she meets. In addition to her extremely successful career in healthcare IT, she recently founded the Sapphire Suite, a luxe women’s coworking space in Franklin, Tennessee. Keep listening to hear how this beautiful, ultra-inclusive idea-turned-reality has helped women not only in conducting business, but also in conquering their to-do lists, connecting with like-minded women, and pursuing their passions…distraction-free!
Learn more about the Sapphire Suite at https://www.thesapphiresuite.com/.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Glenn Price speaks with Ashley Fitz, licensed real estate agent and Area Director for Tennessee Women Connect, who knows the value of face-to-face, genuine connection in business and works to share that knowledge with every woman she meets.
They discuss:
About Ashley Fitz
Ashley Fitz has always been laser-focused, believing if she could dream it, she could be it. She was just 11 years old when she informed her parents of her plan to leave their small hometown in Western Kentucky and attend Vanderbilt University in Nashville, Tennessee. To no one’s surprise, Ashley made good on her bold prediction, graduating from Vanderbilt in 2002 with a bachelor’s degree in communication studies and business administration.
In the 20+ years, Ashley has called the Nashville area home, she has worked in banking and in her family’s engineering and materials handling business where she led administration efforts to streamline business operations. However, after becoming a mom, she not only realized that she could go back to work, but that she could go back to work in an entirely different field. She now serves as a dynamic real estate agent and Area Director for Tennessee Women Connect, an organization built to encourage and establish long-lasting, mutually beneficial relationships among Tennessee’s inspiring business women.
Learn more about Tennessee Women Connect at https://tnwomenconnect.com/.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Glenn Price speaks with Ashley Fitz, licensed real estate agent and Area Director for Tennessee Women Connect, who knows the value of face-to-face, genuine connection in business and works to share that knowledge with every woman she meets.
They discuss:
About Ashley Fitz
Ashley Fitz has always been laser-focused, believing if she could dream it, she could be it. She was just 11 years old when she informed her parents of her plan to leave their small hometown in Western Kentucky and attend Vanderbilt University in Nashville, Tennessee. To no one’s surprise, Ashley made good on her bold prediction, graduating from Vanderbilt in 2002 with a bachelor’s degree in communication studies and business administration.
In the 20+ years, Ashley has called the Nashville area home, she has worked in banking and in her family’s engineering and materials handling business where she led administration efforts to streamline business operations. However, after becoming a mom, she not only realized that she could go back to work, but that she could go back to work in an entirely different field. She now serves as a dynamic real estate agent and Area Director for Tennessee Women Connect, an organization built to encourage and establish long-lasting, mutually beneficial relationships among Tennessee’s inspiring business women.
Learn more about Tennessee Women Connect at https://tnwomenconnect.com/.
In this episode, Holly Dersham speaks with Dr. Ellen Kernodle, DC, a chiropractic practitioner dedicated to removing spinal fixations and nerve interferences, allowing her patients to achieve their best possible health. They discuss:
About Dr. Ellen Kernodle
Dr. Ellen is a holistic chiropractor helping patients overcome, not mask, symptoms. Inspired by a chiropractor’s impact on her own mother’s chronic illness symptoms, she is well-aware of how the body is entirely connected and how each part affects the whole. She received her Doctorate of Chiropractic from Life University and is trained in Diversified, Thompson, Activator, Toggle, and Extremity chiropractic techniques, along with muscle work and soft tissue therapy. As such, she is extremely well-versed in the body’s unique functions and works to educate her patients, aged 1 to 99, in the ways of maintaining balance in all aspects of healthy living.
Learn more about Dr. Ellen Kernodle at Well Health Centers: https://wellhealthcenters.com/springhill
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
In this episode, Glenn speaks with Tiffany Napper, a Marketing Expert and Creative Business Coach dedicated to helping creative businesswomen UPLEVEL in a sustainable way.
They discuss:
About Tiffany Napper
Tiffany is a holistic business coach and the founder of the Upleveler Society. A proud go-getter from Louisiana, she knows a thing or two about burnout within entrepreneurship, which is why her business model now focuses on creating and growing sustainable businesses that are profitable on their own terms. In other words, Tiffany helps ambitious women grow creative empires without sacrificing their peace of mind to the grind.
Learn more about The Upleveler Society and Tiffany Napper at tiffanynapper.com!
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
On this episode, Jonathan speaks with Lucy Miller, Founder of Tennessee Women Connect.
They discuss:
About Lucy Miller
Lucy is the founder of Tennessee Women Connect. Born and raised in Franklin, TN, Lucy's love for connecting others spurred the creation of this group. She also loves helping people find their perfect home or sell their home as a local real estate agent. She is a mother of two and wife loving her life in Franklin. Supporting local small businesses is a passion and helping create those opportunities for growth is a goal of hers with Tennessee Women Connect.
Learn more about Tennessee Women Connect at tnwomenconnect.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Elizabeth Allen, owner, buyer, and CEO of e.Allen.
They discuss:
About Elizabeth Allen and e.Allen
e.Allen is an upscale, wardrobe-building boutique that specializes in styling and assisting clientele in selecting original pieces that appeal to their own sense of style.
Owner, buyer, and CEO Elizabeth Allen’s known for her deep sense of style and notoriety on the fashion circuit. Her ability in identifying capsule wardrobe pieces and sprinkling in JUST the right amount of trendsetting touches keeps her on point, relevant, and oh-so chic. Her fashion sense, confidence, and natural passion for all-things-fashion funnel down into her e.Allen customers with ease. The respect surrounding communities have for her and her decade-long booming e.Allen brand are proof that Elizabeth’s talent is beyond unique and one of a kind.
Learn more about e.Allen at eallenboutique.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Brooke O'Dell, owner and founder of Sugar Drop cafe & dessert boutique.
They discuss:
About Brooke O'Dell
Brooke is a Renaissance woman, and she uses buttercream, fondant and whimsy as the tools of her decadent trade-creating edible works of art. As the owner and proprietor of the revamped store, Brooke combined her eye for design and love affair with sweets to reestablish Sugar Drop as Nashville’s premiere go-to, one-stop specialty shop for party and baking supplies.
Learn more about Sugar Drop at sugardrop.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Diane Kazan, founder of Bathroom in a Box.
They discuss:
About Diane Kazan
Diane has been a part of the design and remodel process for hundreds of bathrooms from high end luxury master bathrooms to budget hall baths over the last decade. She noticed most people don’t have the funds or desire to hire an interior designer. And without resources currently in the marketplace, how can they get an expert bathroom design without the high cost?
She founded Bathroom in a Box to do just that — save you time and money while providing gorgeous and creative Bathroom Design Plans that perfectly fit your needs and taste.
Her experience and expertise in the industry have helped countless people create the bathroom of their dreams. She’s put together a team of experts that share her sensibilities for putting together beautiful plans that can be implemented in an easy-to-understand way. And now Bathroom in a Box gives you everything you need to either build an expertly-designed bathroom on your own, or provide detailed plans to your contractor.
Learn more about Bathroom in a Box at bathroominabox.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Mindy Bledsoe, Owner of Tailored Living of Nashville.
They discuss:
About Mindy Bledsoe
Mindy Bledsoe is the owner of Tailored Living of Nashville. Tailored Living is a whole home organization company that designs, sells and installs the infrastructure that allows her clients to achieve organization in their homes. Whether it’s a custom closet, home office, pantry, or a well-appointed garage, their team of experts are passionate about exceeding the needs of their clients.
Mindy has been designing custom home storage for 17 years, with the past 4 years as the owner of her own business.
Learn more about Mindy Bledsoe at TailoredLiving.com/Nashville.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Kristin Shea, RICP.
They discuss:
About Kristin Shea
Kristin is an award-winning annuity marketer and one of the most sought-after partners for independent financial advisors looking to grow their business.
Learn more about Kristin Shea at workwithkristin.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Kathy Thomas, founder of Collective615.
They discuss:
About Collective615
Collective615 is a diverse community designed by women, for women. No matter what we offer in the future or how we grow, we’ll always seek passionate entrepreneurs (from small team startups to established solopreneurs) who are ready to connect, collaborate, and elevate their brands beyond expectation.
Learn more about Kathy Thomas at collective615.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Deborah Lederman, founder and owner of My Second Mom.
They discuss:
About Deborah
Deborah is a mom who sure could’ve used the assistance of a second mom while she was raising her daughter, working full time and moving to Nashville from New York City. She has 15+ years in the food and beverage field and hospitality industry, 8+ years as an elementary school teacher, and 3+ years as the owner of Pupsqueak Dog & Pet Care. She now owns My Second Mom, a company helping people balance their home, family, and work responsibilities. It’s like having another mom to take care of the little things so you can take care of the big things.
Learn more about My Second Mom at https://www.mysecondmom.com/
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Courtney Grimes, founder and owner of The Collective.
They discuss:
About Courtney
Courtney’s passion for helping others is evident upon meeting her. Through the power of acceptance and commitment, Courtney is able to facilitate lasting change among individuals, families and systems by promoting hope throughout all circumstance. Throughout Courtney’s work as a psychotherapist at Symmetry Counseling, and Clinical Director for the non-profit Renewed, she realized there was a large gap in treatment services for anxiety and depression in Nashville. The Extended Outpatient program is designed to bridge the gap between IOP and OP services, while providing a welcoming community for clients.
Learn more about The Collective at https://www.mycollectivecare.com/
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Athena West, publisher at Franklin Lifestyle Magazine.
They discuss:
About Athena
Athena West is a former television reporter who has always had a love of writing. She moved to Franklin, TN with her husband and two children in 2014 and it was the best decision they could have made. She fell in love with her town and was determined to go from "new resident" to "resident expert" as quickly as possible. It was only natural to blend her love of storytelling with her love of Franklin by joining Lifestyle Publications. She gets pleasure from telling the stories of the people, businesses and events happening in Franklin. In her spare time, she can be found around Nashville enjoying the music scene with her husband, or cheering her kids on, whether it's on the ball field, golf course, hockey rink, or at a cheer competition.
Learn more about Franklin Lifestyle at https://citylifestyle.com/about-us.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Shawn Kaplan, branch manager and senior loan officer at Legacy Mutual Mortgage.
They discuss:
About Shawn
As the Branch Manager and a Senior Loan Officer at Legacy Mutual Mortgage in Brentwood, TN, Shawn Kaplan has served the Middle Tennessee market for more than 18 years as a residential loan officer. During this time, Shawn has been honored to assist more than 5,000 families with home financing for more than $500 million in closed real estate transactions. Shawn works to ensure that closings are consistently on time and that his clients are happy.
Learn more about Shawn at legacymutual.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Keri Gwynne, founder of Starting Point Divorce Advocacy.
They discuss:
About Keri
Keri is the founder of Starting Point Divorce Advocacy and is a Certified Divorce Advisor, Expert in Dispute Resolution and Certified Life Coach. Keri is also a divorce survivor and the mother to 3 children.
Learn more about Keri and her company at startingpointadvocacy.com.
Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Liz Jenkins, Certified Professional Organizer® and owner of a fresh space.
They discuss:
About Liz
Liz Jenkins is a Certified Professional Organizer®, owner of a fresh space and ready to help you make your life work for you in the way you want to live. Liz oversees an amazing team of organizers to help each of their clients get–and stay–organized.
Learn more at https://www.afreshspace.com/.
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Sara Skillen, Certified Professional Organizer, Certified Organizer Coach and owner of SkillSet Coaching & Organizing.
They discuss:
About Sara
Sara Skillen helps all kinds of people who want to learn how to manage their stuff, time and tasks. Organization and productivity challenges touch on all parts of life and all sorts of brains, and she's prepared to go there. The office. The calendar. The pantry. The lists and notes. The plans (or lack thereof). Helping clients to find their unique systems for life, work, school, transitions, and the items that go with all of those things is what Sara loves to do.
Learn more at https://www.skillsetorganizing.com/
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn and Jonathan speak with Vicki Yates, NewsChannel 5 anchor. They discuss raising kids and planning for retirement on a single income as well as planning for the future and unexpected challenges.
About Vicki: When Vicki Yates brings you the news every night at 4p.m. and 6p.m., you are benefiting from more than three decades of experience and award winning reporting.
In addition to her anchoring and reporting duties, Vicki co-hosts the annual Children's Miracle Network Telethon benefiting Vanderbilt Children's Hospital, a testament to her community involvement on and off the air.
Her career began in Detroit, Michigan while attending college. As a freelance reporter, she worked for Michigan's number one minority newspaper, The Michigan Chronicle. While a junior at Michigan State University, she was hired to work at WJIM-TV as a news reporter. She drew some tough assignments, including the crime beat and various issues at MSU.
Vicki's experience and responsibilities grew while working as Assistant News Director, reporter and Public Affairs Director at WMJC Radio in Detroit. She was responsible for six daily newscasts and two weekly public service programs.
From there, Vicki went on to work as a newswriter, producer and news reporter at two other stations in Michigan and Ohio.
Vicki's talent eventually landed her an anchor/news reporter position at WKRC-TV in Cincinnati, where she helped make the noon newscast number one in the market. Before joining the NewsChannel 5 team, Vicki anchored and reported at KDKA-TV in Pittsburgh, Pennsylvania for five years.
She has won six Emmys for among other reports, a mini documentary "Bundles of Joy" on multiple births..a special news feature about the life of Olympian Wilma Rudolph, and for her news franchise, "School Patrol."
In 2011, Vicki was invited by the White House to visit Washington, D.C. and interview President Barack Obama one-on-one.
Vicki spends much of her time on weekends, hosting events for local organizations, or traveling to visit her much loved children.
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn speaks with Tammy Dickenson, licensed therapist and executive director of Abide Counseling and Ministry. They discuss:
About Tammy and Abide Counseling and Ministry: Tammy Dickenson is the executive director of Abide Counseling and Ministry and has been a licensed therapist for 30 years. She specializes in working with men, women and adolescents. She is clinically trained with a Masters degree in psychology, and she and her practice use a biblically-based therapy model. Visit abidecounselingandministry.com to learn more.
Visit keystonefinancialresources.com to learn more about Keystone Financial Resources. Glenn and Jonathan would love to speak with you and answer any of your retirement questions. Glenn and Jonathan also offer free 15-minute consultations.
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Jonathan speaks with Kathy Johnson-Warner, a social worker with Senior Helpers. They discuss:
About Senior Helpers: Senior Helpers is the premier provider of in-home senior care. We offer tailored home care services ranging from companion care for seniors who need daily assistance to in-depth specialized care for those with Alzheimer’s, Dementia, Parkinson’s and other chronic diseases. Visit seniorhelpers.com to learn more.
Visit keystonefinancialresources.com to learn more about Keystone Financial Resources. Glenn and Jonathan would love to speak with you and answer any of your retirement questions. Glenn and Jonathan also offer free 15-minute consultations.
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Today Glenn and Jonathan are joined by Will Cartright, an estate planning attorney. They discuss:
Estate Planning: What is estate planning? Why are they needed? How do they help people when planning for retirement?
Legacy: What kind of legacy goals do people set and how do they achieve them? What are some important things to consider when planning one’s legacy?
Probate: What is the probate process including the pros and cons of having this process in place? What can people do to minimize the need for their families to experience probate after passing?
About Will Cartright: Since opening his own law firm more than 5 years ago, Will has developed his practice focusing on Estate Planning, Probate and Family Law. Setting up estate plans for families is the part of the law that gives the most satisfaction. Will has drafted trusts, wills, and other estate documents for families meeting their specific needs and legacy goals. Will also handles Probate of estates making sure that estates are properly closed and administered to beneficiaries. In addition to estate planning and probate, Will has extensive experience in Family Law ranging from divorce to child custody matters and Business matters focusing on contract negotiation, litigation, and preparation and risk management.
Visit cartwrightlawllc.com to learn more about Will Cartright.
Visit keystonefinancialresources.com to learn more about Keystone Financial Resources. Glenn and Jonathan would love to speak with you and answer any of your retirement questions. Glenn and Jonathan also offer free 15-minute consultations.
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Your hosts Glenn Price and Jonathan Scott specialize in crafting individualized retirement plans for women and have a passion for helping women discover and achieve their retirement goals.
We hope you enjoy the podcast, and please subscribe and share with anyone looking for a resource for investments and retirement planning.
If you have questions for Glenn or Jonathan, please send them to KeystoneRetirementQuestions@gmail.com.
Welcome to Her Time to Retire, a podcast dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.
Your hosts Glenn Price and Jonathan Scott specialize in crafting individualized retirement plans for women and have a passion for helping women discover and achieve their retirement goals.
We hope you enjoy the podcast, and please subscribe and share with anyone looking for a resource for investments and retirement planning.
If you have questions for Glenn or Jonathan, please send them to KeystoneRetirementQuestions@gmail.com.