17 episodes

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.

Retirement Repair Shop with Mary Beth Franklin InvestmentNews

    • Education
    • 4.0 • 1 Rating

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.

    Getting Back on Track

    Getting Back on Track

    Women have been disproportionately affected by the COVID-19 pandemic, often juggling childcare and homeschooling responsibilities while working from home. And they’re the lucky ones who can work from home. Women are also more likely to be on the front lines of the pandemic in their role as healthcare workers and are more likely to lose their jobs in the female-heavy hospitality and retail industries. The result is women are more concerned about the pandemic’s impact on their finances and financial future. In this fourth episode of the Retirement Repair Shop, Catherine Collinson, head of nonprofit Transamerica Center for Retirement Studies, discusses how financial advisers can help women manage through the current uncertainty while remaining focused on long-term planning goals.

    • 24 min
    A Widow’s Journey

    A Widow’s Journey

    Baby Boomers control about 70% of affluent households’ investments and most of that wealth is held by married couples. Over the next decade, most of that wealth is likely to change hands as most women outlive their husbands. Financial advisers can serve as a crucial resource to these widows, but there is plenty of room for improvement as an estimated 70% of women leave their financial advisers within in the first year of a spouse’s death. In this third episode of the Retirement Repair Shop, Heather Ettinger, CEO of Luma Wealth Advisors, which focuses on women, discusses how best to serve this vulnerable—and potentially valuable—group of clients.

    • 41 min
    Starting Over

    Starting Over

    While the overall divorce rate in America has declined over the past 30 years, it has skyrocketed for older couples, tripling for women age 55 to 64 and increasing six-fold for women 65 and older. In this second episode of the Retirement Repair Shop, Stacy Francis, divorce expert and founder of boutique wealth management firm Francis Financial, discusses the reasons behind this trend and the financial implications of late-in-life divorce. Learn how financial advisers can assist women as they negotiate the financial challenges during and after a divorce and empower them to build a secure financial future.

    • 41 min
    Caring for Caregivers

    Caring for Caregivers

    Women are more than twice as likely than men to become caregivers at some point in their lives. The demands of caregiving can often interrupt—or put an end to—a woman’s career, affecting her income, her savings and her future retirement security. In this first episode of the Retirement Repair Shop, Liz O’Donnell, author and founder of Working Daughter, a community for women balancing eldercare, careers and more, discusses how financial advisers can support and guide female clients as they juggle their caregiving responsibilities.

    • 49 min
    COVID-19: Standing at the crossroads of health and wealth

    COVID-19: Standing at the crossroads of health and wealth

    Never has the intersection of health and wealth been so evident as we confront the dual challenges of a public health pandemic and its devastating impact on our economy. Joe Boan of Transamerica joins Mary Beth Franklin to see how this will impact advisers, clients and their nest egg.

    • 39 min
    Unintended Consequences: Women, Covid and Retirement

    Unintended Consequences: Women, Covid and Retirement

    The coronavirus has created a new layer of complexity when it comes to retirement planning. What do women need to know to thrive in retirement after quarantine? Catherine Collinson of Transamerica joins Mary Beth Franklin for the latest episode of the Retirement Repair Shop to discuss.

    • 33 min

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