Financial Planning for Women – The Simply Retirement Podcast

Prioritizing Health in Midlife with Elizabeth Sherman (Ep. 30)

By TheSimplyRetirementPodcast | September 4, 2024

Are you a midlife woman juggling caregiving, health, and finances?

Join us for this episode of the Simply Retirement Podcast, as host Eric Blake sits down with Elizabeth Sherman, a master-certified life and health coach with over 17 years of experience. Elizabeth offers a reliable health strategy that connects well-being and financial stability. She explores stress management, sleep, and nutrition, offering practical tips to improve overall well-being.

Key Highlights:

Comprehensive Health Strategy: Elizabeth goes beyond “eat less, move more,” integrating stress management, sleep, and hormonal changes
Caregiving Challenges: Addressing the unique stressors of caregiving and the importance of self-care
Health and Wealth Connection: How neglecting health impacts financial stability and vice versa
Nutrition and Sleep: Insights into how diet and sleep quality affect energy, emotions, and long-term health
Practical Tips: Elizabeth’s “Eight Basic Habits” for healthy living, including hydration, balanced meals, daily movement, and sleep hygiene
Empowering Women: Encouraging women to prioritize their needs and health for a better quality of life during retirement
And much more!

Listen in for actionable advice on balancing health and finances, and connect with Elizabeth Sherman to start living a healthier, happier life.

Resources:

Connect with Eric Blake:

Connect with Elizabeth Sherman:

About our Guest:

Elizabeth is a Master Certified Life and Health Coach specializing in women’s wellness in midlife. Drawing from
over 17 years in the field and a personal journey that began with a desire to reduce her own health risks,
Elizabeth offers a deeply empathetic and knowledgeable approach. Her certifications from The Life Coach
School, American Council on Exercise, Precision Nutrition, Metabolic Effect, and Redesign Your Mind reflect
her comprehensive expertise. Elizabeth’s passion is helping women navigate the complexities of midlife
health, from hormonal changes to mental clarity, with a focus on sustainable, joyful living.

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Finding the Right Financial Advisor: Guidance for Your Unique Financial Journey (Ep. 29)

By TheSimplyRetirementPodcast | August 21, 2024

Is finding a financial advisor suitable for your unique financial circumstances leaving you overwhelmed?

Tune into this episode of The Simply Retirement Podcast with host Eric Blake and Wealth Manager Lyndsey Monahan as they discuss key considerations in hiring a financial advisor who has the skills and experience to provide effective advice based on your unique financial journey. With decades of experience, Eric and Lyndsey weave in personal stories and professional guidance to assist you in sidestepping common pitfalls when searching for the right financial advisor. This episode focuses on a financial advisor and their firm having a structured, client-focused approach to assist women in feeling confident about their financial future.

Key Highlights:

Finding the Right Financial Advisor: Eric and Lyndsey discuss essential qualifications and why understanding specific client needs is crucial
Common Mistakes in Financial Planning: Discover frequent errors like improper account setups and lack of a will, and learn how to avoid them
Blended Family Dynamics: Lyndsey shares insights into the unique financial complexities of blended families and strategies to manage them effectively
Empowering Women: Understand the importance of approachable and inclusive advisors in engaging both partners in financial discussions
Industry Challenges: A discussion on the lack of diversity in the financial advisory industry and its impact on female clients
Important Questions to Ask: Key questions to ask potential advisors to ensure they are the right fit for your unique needs
Advisor Roles: The necessity for advisors to collaborate with CPAs and estate planning attorneys for comprehensive financial planning
And much more!

Tune in to this episode for actionable advice and connect with Eric and Lyndsey to start your journey toward financial freedom.

Resources:

Connect with Eric Blake:

Connect with Lyndsey Monahan:

About our Guest:

Lyndsey Monahan is a wealth manager at Precision Wealth Strategies. Raised by a single mom, Lyndsey’s personal experiences with financial struggles led her to a career in financial advising. She specializes in helping clients navigate the complexities of blended families and is dedicated to empowering women in their financial journeys.

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