Retirement Repair Shop with Mary Beth Franklin

By InvestmentNews

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Description

Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.

Episode Date
Love lasts forever but life doesn't: A widow's retirement struggle
00:23:31

Show Title
Retirement Repair Shop with Mary Beth Franklin

Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.

Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode of the podcast, Mary Beth speaks with Kathleen Rehl, the author of Moving Forward on Your Own: A Financial Guidebook for Widows, to examine how advisers should work with widows. Because the facts are clear: 70% of widows who worked with an adviser before their spouse's death will fire that adviser because that adviser didn't understand their grief and their widowhood journey.

About the guest
Kathleen Rehl has traveled the journey about which she speaks and writes. She focuses on women who have loved and lost. She inspires widows in transition to move forward on their own, yet not alone. That includes practical ideas and tools, along with assisting professionals to understand and serve widowed clients well. Kathleen's book has been featured in The New York Times, Wall Street Journal, Kiplinger’s and numerous publications. The U.S. Army uses her guidebook in their Survivor Outreach.

More from Kathleen Rehl
Her website: kathleenrehl.com
Download her book: https://www.amazon.com/Moving-Forward-Your-Own-Financial/dp/0984579303
Moving Forward on Your Own: A Financial Guidebook for Widows: Ph.D., CFP, Kathleen M. Rehl: A husband's death is possibly the most devastating event a woman will experience. She might wonder if she will be able to make it on her own. She may feel overwhelmed and not know what to do next without her partner. Kathleen's guidebook helps widows be more confident.

Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

Jul 30, 2019
Could a market meltdown nuke my retirement?
00:24:36

About the Guest
Angie O’Leary, a 25-year veteran of the wealth industry, is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.

Angie’s bio: https://www.rbcwealthmanagement.com/us/en/p/angie-oleary/detail/?p=e

Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop

To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

Jul 16, 2019
Special needs planning and your retirement plan
00:30:38

Show Title
Retirement Repair Shop with Mary Beth Franklin

Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.

Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with John Nadworny of Special Needs Financial Planning to examine how special needs planning can impact a sound retirement strategy.

About the guest
John Nadworny brings more than 25 years of experience as a certified financial planner who specializes in working with special needs families. He began to explore this critical niche after his son James was born with Downs Syndrome. In addition to his thriving practice, he has co-authored the ground-breaking book, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life.

More from John Nadworny:
Special Needs Planning website: https://specialneedsplanning.com/john-nadworny/
Download his book: https://www.amazon.com/Special-Needs-Planning-Guide-Prepare/dp/1557668027
Watch John’s story: https://www.investmentnews.com/section/video?playerType=INTV&bctid=5573440923001&date=20170912

Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

Jul 02, 2019
Can my retirement plan sustain long-term care and disability?
00:25:54

Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome back to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Tom West with Signature Estate & Investment Advisors to examine disability planning because, as Tom points out, a long term care plan is not a "nice to have," but a "need to have" for every investor.
About the guest
Tom West is a Partner in the investment management and financial planning firm of Signature Estate & Investment Advisors and is a 2017 Signature/John Hancock Hall of Fame inductee. Mr. West is an industry expert who has focused on emphasizing the importance of cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.

More from Tom West
Visit his website https://www.seia.com/team/tom-west/

Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

Jun 18, 2019
I lost my job right before retirement! What now?
00:32:14

Show Title
Retirement Repair Shop with Mary Beth Franklin

Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.

Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. In Episode 3, our host speaks with Monica Dwyer of Harvest Financial Advisers to examine the unfriendly reality of losing a job just before retirement.

This isn’t a unique problem. According to a survey by ProPublica and the Urban Institute, 56% suffer at least one layoff of other type of involuntary job separation after the age of 50.

More from Monica
Check out Monica’s website at https://www.monicadwyer-cfp.com/

Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

Jun 04, 2019
Will gray divorce ruin my retirement?
00:32:04

Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, our host chats with Andrew McNair of Swan Capital to examine gray divorce and how it can hamper more than just your retirement savings.
About the guest
Retirement expert Andrew McNair is the president of Swan Capital. He specializes in the fields of retirement income, wealth preservation and estate planning. He has discussed retirement issues with hundreds of people and has helped many improve their retirement plan.

More from Andrew McNair:
Swan Capital’s website: http://www.swan-capital.com/andrew-mcnair.php

Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

May 21, 2019
Help! Health-care costs are stealing my nest egg
00:41:01

Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Ron Mastrogiovanni of HealthView Services to examine how health and wealth planning intersect in retirement.

Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. He is an industry leader in creating financial planning tools for advisers and their clients to use around projecting and solving the dilemma of rising healthcare costs in retirement.

More from Ron Mastrogiovanni:
HealthView Services website: http://www.hvsfinancial.com/
Healthy Capital website: http://healthycapital.com/
Health and retirement savings whitepaper: http://healthycapital.com/wp-content/uploads/2018/07/18-HC-health-retirement-savings-1.pdf

Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email, podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

Apr 23, 2019