Women's Retirement Radio

Thank you for all your support and encouragement, but this is my final episode of the podcast.

I'm signing off.

That's right... I've enjoyed this experience and am glad I started it, but it's time to wrap things up here and move on to other projects.

You can find and follow me on any of the following:

• Website
• Blog
• Weekly Email Newsletter
• Linkedin
• Twitter

Thank you for listening.

Visit my website to learn more.

And you can also check out this episode on on my YouTube channel.

Disclosures

---

Send in a voice message: https://anchor.fm/womens-retirement-radio/message

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

Thank you for all your support and encouragement, but this is my final episode of the podcast.

I'm signing off.

That's right... I've enjoyed this experience and am glad I started it, but it's time to wrap things up here and move on to other projects.

You can find and follow me on any of the following:

• Website
• Blog
• Weekly Email Newsletter
• Linkedin
• Twitter

Thank you for listening.

Visit my website to learn more.

And you can also check out this episode on on my YouTube channel.

Disclosures

---
Send in a voice message: https://anchor.fm/womens-retirement-radio/message
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I want to cover how much cash (liquid savings) you should keep and where you should keep it.

Should you use a big brick & mortar bank with a branch on every corner or an online bank? What are the pros and cons of each?

And how much liquid savings should you hold on to in the face of rising inflation?

I address these questions and much more in this short episode.

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

And you can also check out this episode on on my YouTube channel.

Disclosures

---

Send in a voice message: https://anchor.fm/womens-retirement-radio/message

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I want to cover how much cash (liquid savings) you should keep and where you should keep it.

Should you use a big brick & mortar bank with a branch on every corner or an online bank? What are the pros and cons of each?

And how much liquid savings should you hold on to in the face of rising inflation?

I address these questions and much more in this short episode.

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

And you can also check out this episode on on my YouTube channel.

Disclosures

---
Send in a voice message: https://anchor.fm/womens-retirement-radio/message
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I want to cover a topic that comes up regularly in my conversations with clients. And it's also a topic where there seems to be a lot of confusion.

It's Gift Taxes.

• How much can you give?
• Who pays the taxes? 
• How many people can you give to?

I address these questions and much more in this short episode.

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

And you can also check out this episode on on my YouTube channel.

Disclosures

---
Send in a voice message: https://anchor.fm/womens-retirement-radio/message
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I want to cover a topic that comes up regularly in my conversations with clients. And it's also a topic where there seems to be a lot of confusion.

It's Gift Taxes.

• How much can you give?
• Who pays the taxes? 
• How many people can you give to?

I address these questions and much more in this short episode.

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

And you can also check out this episode on on my YouTube channel.

Disclosures

---

Send in a voice message: https://anchor.fm/womens-retirement-radio/message

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I'm joined by Joe Casey.

Joe is an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. He's also the founder of Retirement Wisdom and the Retirement Wisdom podcast.

Joe brings an interesting background and perspective to the topic of retirement, and I really enjoyed our conversation. I think you will too.

For more on Joe, please check out these resources:

• Joe Casey on Linkedin
• Retirement Wisdom website
• Retirement Wisdom podcast

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

Disclosures

---
Send in a voice message: https://anchor.fm/womens-retirement-radio/message
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I'm joined by Joe Casey.

Joe is an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. He's also the founder of Retirement Wisdom and the Retirement Wisdom podcast.

Joe brings an interesting background and perspective to the topic of retirement, and I really enjoyed our conversation. I think you will too.

For more on Joe, please check out these resources:

• Joe Casey on Linkedin
• Retirement Wisdom website
• Retirement Wisdom podcast

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

Disclosures

---

Send in a voice message: https://anchor.fm/womens-retirement-radio/message

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I'm joined by Brenna Baucum.

Brenna is the Director of Education and Communications at Money Quotient.

And Money Quotient is one of the leading financial life planning organizations in the financial services industry, training financial planners and advisors to develop financial planning engagements that transform lives.

I've had the pleasure of getting to know and work with Brenna through my training with Money Quotient, and I'm excited to have her join me and talk about the important work that she and Money Quotient are doing to help other advisors and their clients.

For more on Brenna, please check out these resources:

• Brenna Baucum on Linkedin
• Money Quotient website
• Money Quotient Partner Directory

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

Disclosures

---

Send in a voice message: https://anchor.fm/womens-retirement-radio/message

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

In this episode of Women's Retirement Radio, I'm joined by Brenna Baucum.

Brenna is the Director of Education and Communications at Money Quotient.

And Money Quotient is one of the leading financial life planning organizations in the financial services industry, training financial planners and advisors to develop financial planning engagements that transform lives.

I've had the pleasure of getting to know and work with Brenna through my training with Money Quotient, and I'm excited to have her join me and talk about the important work that she and Money Quotient are doing to help other advisors and their clients.

For more on Brenna, please check out these resources:

• Brenna Baucum on Linkedin
• Money Quotient website
• Money Quotient Partner Directory

Get in touch and let me know what you think or if you have any questions.

And thank you for listening.

Visit my website to learn more.

Disclosures

---
Send in a voice message: https://anchor.fm/womens-retirement-radio/message
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com