Boomer Banter, Real Talk about Aging Well

Wendy Green
Boomer Banter, Real Talk about Aging Well

You’re a smart, talented individual over 60 who doesn’t accept societies idea of aging = decline. You want to feel optimistic about what’s next, and feel a sense of excitement in this next chapter. You believe that society tries to put people in a box called old age. You have dreams of being actively involved with your families and communities. You want to feel respected and valued. You’d like to leave the world just a little bit better, whether by a healthy child, a garden patch or a redeemed social condition. (thanks to Ralph Waldo Emerson) Life is a journey and you have journeyed through other challenges in the past. Aging brings new opportunities to follow some of the paths you may have left behind because you had other responsibilities. This is your time to feel reenergized, vital and purposeful. My name is Wendy Green. I am a Certified Life and Transition Coach, a Certified Change Leader and the host of Boomer Banter, Real Talk about Aging Well. At Boomer Banter, I take you on a journey to explore how to live vibrantly and healthfully, with strong relationships and purpose as we age. Like any journey, I believe that aging well requires preparation and vision. On this journey I will introduce you to topics around financial literacy, mental and physical health, relationships and purpose. Join us and live the life you want to live, as you age well. End the frustration of one day running into the next. Stop feeling like you are wasting the time you have left. You do not have to be put in the box of aging = decline. Join us for optimistic, educational and uplifting episodes to help you age well and feel vibrant.

  1. Aging and Loss: The Isolation of Grief

    1 DAY AGO

    Aging and Loss: The Isolation of Grief

    Episode Description:In this compelling episode, Wendy Green and her guest, Kerri Lewis, engage in a profound examination of grief, exploring its complexities and the myriad ways it can impact individuals. They articulate that grief is an inherent part of the human experience, transcending age and circumstance, and affecting individuals at different stages of their lives. The conversation touches upon the isolating effects of grief, as societal discomfort surrounding discussions of loss often leaves mourners feeling unsupported and alone. The speakers underscore the critical importance of fostering environments where individuals can openly share their feelings of sorrow and loss, thereby mitigating the sense of isolation that frequently accompanies grief. Kerri Lewis is a grief coach with a personal history of loss. She shares her journey of healing and transformation following the death of her husband. Her insights provide listeners with valuable strategies for coping with loss, illustrating that it is possible to find hope and purpose amidst the pain. This episode serves as a reminder that while grief is a challenging journey, it can also lead to personal growth and deeper connections with others. Takeaways: The grieving journey is an inevitable experience that transcends age, affecting everyone at different points in their lives. Grief manifests in diverse forms, often leading to feelings of isolation as friends and family may be uncomfortable discussing it. Engaging in counseling and support groups can provide essential emotional outlets during the grieving process and foster connections with others. Practicing gratitude, even for small aspects of life, can significantly aid in coping with grief and enhancing overall well-being. The importance of reaching out for support cannot be overstated, as isolation during grief can exacerbate emotional and physical ailments. Mindfulness practices such as meditation and journaling are invaluable tools that assist individuals in navigating their grief more effectively. Links referenced in this episode: To register for the Boomer Banter newsletter: bit.ly/navigateagingTo reach Kerri Lewis: secondactmastery.com

    44 min
  2. What you Don't Know about Medicare may be costing you

    JAN 28

    What you Don't Know about Medicare may be costing you

    Episode Description:Aging well comes with its share of challenges, particularly when it comes to healthcare decision-making. This podcast episode addresses the nagging uncertainties surrounding Medicare, expertly guided by Wendy Green and her guest, Tim Hanbury, a Medicare expert. The discussion begins with Green laying out the common fears and misgivings that many face when bombarded with promotional material for Medicare plans, often filled with technical jargon that can intimidate even the most informed individuals. Hanbury breaks down the fundamentals of Medicare, explaining the roles of Parts A and B, and elaborating on the significance of enrolling in a Part D plan for prescription drug coverage. He also highlights critical issues such as the impact of income on premiums, the concept of IRMAA (Income-Related Monthly Adjustment Amount), and the potential for penalties if enrollment timelines are missed. This conversation is essential for anyone nearing retirement age or considering a change to their existing Medicare plan. It provides a detailed map of the Medicare landscape and equips listeners with the knowledge to navigate their health insurance options confidently. Takeaways: Part A covers hospital services while Part B focuses on outpatient care and physician visits. It's essential to review your Medicare coverage annually to avoid unexpected costs and changes. Medicare Advantage plans often have lower premiums but can lead to higher out-of-pocket costs. Part D plans provide prescription drug coverage, and it's important to compare them each year. If you're still employed, you may delay enrolling in Medicare without incurring penalties. Links referenced in this episode:Sign up for the Real Talk about Aging Well newsletter: https://bit.ly/navigateagingCheck out Tim Hanbury's website and download the Medicare Blueprint medicareblueprint.comTune into the "Fit Strong Women Over 50" from the becomingelli.com websiteLook into updating your financial plan with Greenwood Capital: https://greenwoodcapital.com

    47 min
  3. Aging Well: Crafting Your Financial and Personal Legacy

    JAN 21

    Aging Well: Crafting Your Financial and Personal Legacy

    Wendy Green opens this thought-provoking episode of Boomer Banter on Martin Luther King Day, intertwining the significance of service with the theme of legacy and financial literacy. As she reflects on the weather extremes affecting the country, she emphasizes the importance of reaching out to loved ones during challenging times. The episode delves into the essence of legacy, not merely in financial terms but in the stories, values, and practical wisdom shared across generations. Green shares personal anecdotes, and valuable lessons on finance and life, urging listeners to consider not only what they will leave behind financially but the knowledge and experiences that shape who they are. As the conversation unfolds, Green discusses the critical role of trust in financial planning experts, advocating for the importance of having a financial advisor who aligns with one’s goals. She explores the multifaceted nature of legacy, encouraging listeners to document their stories and values, ensuring that the next generation inherits more than just material wealth. The episode highlights various methods of storytelling, from writing to recording personal histories, framing these acts as gifts that encapsulate love, lessons learned, and the essence of an individual's life experiences. Takeaways: Creating a legacy involves more than just drafting a will; it's about sharing values and stories. Your financial advisor should understand your goals and help you make intentional choices. Think about what you want to leave behind; it's about experiences and lessons learned. Writing your life story can be a meaningful way to leave a legacy for future generations. Aging well means staying active, healthy, and curious, not just accepting the label of 'old.' Legacy includes the emotional gifts of love, gratitude, and values passed down through generations. Links referenced in this episode:Sign up for the "Real Talk About Aging Well" newsletter: https://bit.ly/navigateagingSupport our sponsor: greenwoodcapital.comListen to Fit Strong Women Over 50 podcast: becomingelli.com

    19 min
  4. Tax Strategies and Retirement Reflections with a Tax Influencer

    JAN 14

    Tax Strategies and Retirement Reflections with a Tax Influencer

    The conversation between Wendy Green and Phyllis Jo Kubey delves deep into the often-overlooked complexities of tax management for retirees. Kubey, with her extensive background in tax preparation and planning, illuminates the intricacies of how retirement income is taxed and the common pitfalls retirees face. One surprising revelation is that up to 85% of Social Security benefits can be taxable, a point that many retirees may not anticipate. Kubey explains the thresholds that trigger taxation on Social Security and emphasizes the need for careful planning to manage adjusted gross income, which can affect various tax benefits and deductions. The episode not only addresses the technical aspects of tax management but also encourages listeners to adopt proactive strategies, such as systematically converting traditional IRAs to Roth IRAs, to optimize their tax situations in retirement. By weaving personal anecdotes and practical tips throughout the discussion, the episode provides a comprehensive framework for listeners to approach their retirement finances with confidence. Takeaways: Phyllis Joe Kubey shares her unexpected journey from a voice student at Juilliard to becoming a tax influencer and planner. Understanding the taxation of Social Security is crucial, as up to 85% can be taxable depending on total income. Planning for taxes in retirement should start early, ideally by managing withdrawal strategies from various income sources. The importance of adjusted gross income cannot be overstated, as it affects various deductions and thresholds. Retirement income strategies should include tax diversification to minimize tax liabilities over the long term. Links referenced in this episode:Fit Strong Women Over 50 Podcast Red Cross disaster reliefUnited Way of NC disaster relief fundCatholic Charities Hurricane Helene responseGreenwood Capital Learn more about Greenwood Capital or find resources at www.GreenwoodCapital.com. Boomer Banter is sponsored in part by Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an SEC Registered Investment Advisory firm with offices in Greenville and Greenwood, SC. As a fiduciary firm, Greenwood Capital is obligated to disclose any potential conflicts of interest with this arrangement. The host of “Boomer Banter”, Wendy Green, is a client of Greenwood Capital, and her show “Boomer Banter” has been compensated for her testimonial through Greenwood Capital’s sponsorship. Greenwood Capital is a Legacy sponsor at the stated rate of $2,600 for the 2025 calendar year. Additional Links for further tax information:States that tax SSA benefits - a href="https://www.nerdwallet.com/article/investing/social-security/which-states-tax-social-security-benefits" rel="noopener noreferrer"...

    47 min
  5. Planning for the Unexpected - Protecting your Nest Egg

    JAN 7

    Planning for the Unexpected - Protecting your Nest Egg

    Understanding the nuances of financial planning is crucial, particularly in the face of unexpected life events that can derail one's financial stability. This podcast episode features an in-depth conversation with Melissa Bane, CPA & CFP, who offers valuable insights into preparing for the unforeseen and protecting one’s financial future. Our host, Wendy Green, opens up about her personal experiences with family emergencies and natural disasters, using these anecdotes to frame the broader discussion on the unpredictability of life. Melissa stresses the importance of an emergency fund, recommending that individuals save between six to twelve months' worth of expenses to create a financial buffer. This safety net not only provides peace of mind but also empowers individuals to avoid relying on credit in times of crisis. The discussion then transitions into the realm of insurance, where Melissa elaborates on the critical role it plays in a comprehensive financial strategy. She explains the different types of insurance, such as life and disability insurance, and how they can safeguard against unexpected financial burdens. Melissa emphasizes that while it is essential to protect oneself, there must also be a balance when it comes to helping family members, particularly adult children who may be facing their own financial challenges. The episode encourages listeners to think critically about their financial goals and the strategies they employ as they approach retirement. Melissa’s expertise shines through as she guides the audience through the labyrinth of financial planning, offering practical advice that is both applicable and actionable. This episode serves as a reminder that while life may be unpredictable, with the right preparations, individuals can navigate their financial journeys with confidence. Takeaways: An emergency fund serves as a financial cushion for unexpected events, ideally covering six to twelve months of living expenses. Health issues and job loss are common unexpected events that can impact financial stability and require careful planning. Insurance plays a crucial role in protecting your nest egg from potential health and disability events that may arise unexpectedly. It's important to live beneath your means and save the difference to build a solid financial foundation. As individuals near retirement age, reducing risk in investment portfolios becomes increasingly vital to avoid financial strain during market downturns. Having conversations about long-term care preferences with family members can alleviate stress and ensure that wishes are known. Links referenced in this episode: Greenwood Capital Learn more about Greenwood Capital or find resources at www.GreenwoodCapital.com. Boomer Banter is sponsored in part by Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an SEC Registered Investment Advisory firm with offices in Greenville and Greenwood, SC. As a fiduciary firm, Greenwood Capital is obligated to disclose any potential conflicts of interest with this arrangement. The host of “Boomer Banter”, Wendy Green, is a client of Greenwood Capital, and her show “Boomer Banter” has been compensated for her testimonial through Greenwood Capital’s sponsorship. Greenwood Capital is a Legacy sponsor at the stated rate of $2,600 for the 2025 calendar year. Fit, Strong Women Over 50 podcast and The Becoming Elli...

    41 min
  6. Finding Vitality: Rekindle Dreams and Purpose in Later Life

    12/17/2024

    Finding Vitality: Rekindle Dreams and Purpose in Later Life

    Boomer Banter delves into the journey of rediscovering vitality and purpose in the later stages of life. Our host, Wendy Green, shares a personal narrative that begins with a life-altering layoff just before the tragic events of September 11, 2001, which sets the stage for a transformative career pivot. After several months of searching for employment, she finds work at a Sylvan Learning Center, where a passion for working with children blossoms. This experience leads to the acquisition of a KidzArt franchise, which not only earns accolades but also provides a sense of community impact and personal satisfaction. Through this journey, Wendy emphasizes that age should not be a barrier to pursuing dreams, illustrating that vitality can be found in unexpected places. Central to the discussion is the exploration of mindset and values as critical components in rekindling purpose. The podcast encourages listeners to reflect on their personal narratives and the often-unrealistic expectations that can hinder their pursuit of joy and fulfillment. The episode takes a practical turn by offering actionable steps for listeners: examining their mindset, identifying personal values, and courageously stepping out of comfort zones to embrace new possibilities. As part of this discussion, Wendy offers a free worksheet for discovering your Word for the Year, which starts with exploring your values. Takeaways: Finding vitality in later life involves rekindling dreams and discovering purpose through self-reflection. It's essential to explore personal values and beliefs to identify what brings true joy. Many individuals face limiting beliefs that prevent them from pursuing new passions or opportunities. Mindset plays a crucial role in our ability to embrace change and seek fulfillment. Engaging in activities that resonate with our values can significantly improve our well-being. Creating a 'Word of the Year' can serve as a guiding principle for personal growth. Links referenced in this episode: To Support Boomer Banter or Join the community.To receive the free worksheet to discover your Word of the Year, email Wendy

    38 min
  7. Staying Relevant as we Age

    12/10/2024

    Staying Relevant as we Age

    Episode OverviewFeeling relevant and finding purpose is crucial as we navigate the complexities of aging. Beverly Glazer and Wendy Green explore the common experience of feeling invisible as we grow older and how redefining our sense of self can lead to renewed passion and engagement in life. They discuss the importance of reconnecting with activities we once loved and the power of community in fostering a sense of belonging. Through inspiring stories and personal experiences, they highlight how it's never too late to pursue new interests or reinvigorate old ones. Join them as they challenge the societal narrative that aging equates to decline and instead celebrate the opportunities for growth and fulfillment at any stage of life. Episode InsightsExploring the intersection of aging and personal relevance, Beverly Glazer and Wendy Green delve into the emotional landscape of those facing the transition into retirement and beyond. They tackle the often-overlooked feelings of invisibility that many experience, particularly women, as they navigate this stage of life. Wendy and Beverly encourage listeners to reflect on their past achievements and the roles that once made them feel valued, urging them to reconnect with those passions to cultivate a renewed sense of purpose. Through this exploration, they emphasize that aging can be a time of reinvention, rather than decline, challenging the societal narratives that often frame this life stage negatively. The conversation takes a deeper dive into the practical steps individuals can take to reclaim their relevance, such as rediscovering hobbies, engaging in volunteer work, or even starting new ventures. Glazer and Green share poignant stories of clients who have successfully navigated their own journeys of self-discovery and empowerment, illustrating that it’s never too late to pursue one’s dreams. The hosts also discuss the importance of community and connection in this process, highlighting how shared experiences can foster a sense of belonging and support. Overall, this episode serves as an inspiring reminder that individuals possess the power to redefine their lives at any age, encouraging listeners to embrace their unique journeys and find joy in the possibilities that lie ahead. Takeaways: Aging does not equate to decline; it can mean growth, purpose, and passion. Many people feel invisible in later life, but there are ways to reclaim relevance. Finding fulfillment often involves returning to passions and hobbies set aside over the years. Community and connection are crucial for maintaining a sense of purpose as we age. It's important to challenge self-limiting beliefs and take steps towards reinvention. Purpose can come from the simplest activities, like volunteering, that engage and inspire. Links referenced in this episode:buymeacoffee.com/heyboomer0413agingwithpurposeandpassion.comreinventimpossible.com

    43 min
  8. Aging, Spirituality and Self-Compassion

    12/03/2024

    Aging, Spirituality and Self-Compassion

    The conversation opens with a touching tribute from Wendy Green to her father, who carried a poem by Ralph Waldo Emerson that encapsulates the essence of a life well-lived. This sets a reflective tone for the episode, which features Carol Orsburn, Ph.D., a prominent figure in the conscious aging movement. Carol's insights into aging emphasize that it is not merely a chronological process but a profound opportunity for spiritual development and self-acceptance. Her latest work, "Spiritual Aging: Weekly Reflections for Embracing Life," serves as a roadmap for those looking to navigate the complexities of growing older with grace and purpose. Throughout the episode, Carol discusses the societal narratives surrounding aging, revealing how they often instill fear and denial rather than acceptance and celebration. She speaks candidly about her own experiences, the challenges she has faced, and the wisdom she has gained through her journey. The conversation touches on the importance of community and connection, highlighting how engaging with others can combat the isolation that many older adults experience. Carol urges listeners to embrace their age and the accompanying wisdom, proposing that each stage of life offers unique opportunities for growth and deeper understanding. As the discussion progresses, the concept of life purpose emerges as a central theme. Carol encourages listeners to shift their focus from external achievements to internal fulfillment, arguing that true success comes from expanding one’s consciousness and being present in the moment. This episode serves as an empowering call to action, inspiring individuals to redefine their relationship with aging and to seek joy and meaning in their lives. By the end of the conversation, listeners are left with a sense of hope and the encouragement to embrace the beauty of their own aging process. Takeaways: The poem by Ralph Waldo Emerson defines success through how we live and impact others. Carol Orsburn emphasizes conscious aging, which involves deep self-awareness and spiritual growth. Aging can be embraced as a time for reflection, personal freedom, and spiritual exploration. Wendy Green and Carol discuss how the societal expectations of aging can create conflict within individuals. The book 'Spiritual Aging' offers weekly reflections to help individuals navigate this stage of life. Finding purpose in life doesn't always mean achieving grand goals; it can be about simple joys. Links referenced in this episode:Enter to win one of 7 Great Global Giveaways from Road Scholar.Support the work of Boomer Banter and/or become a member of our community.Join Carol's Spiritual Aging group on Substack.Check out Carol's website to find her newest book.Watch the video of this podcast on YouTube.

    47 min
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About

You’re a smart, talented individual over 60 who doesn’t accept societies idea of aging = decline. You want to feel optimistic about what’s next, and feel a sense of excitement in this next chapter. You believe that society tries to put people in a box called old age. You have dreams of being actively involved with your families and communities. You want to feel respected and valued. You’d like to leave the world just a little bit better, whether by a healthy child, a garden patch or a redeemed social condition. (thanks to Ralph Waldo Emerson) Life is a journey and you have journeyed through other challenges in the past. Aging brings new opportunities to follow some of the paths you may have left behind because you had other responsibilities. This is your time to feel reenergized, vital and purposeful. My name is Wendy Green. I am a Certified Life and Transition Coach, a Certified Change Leader and the host of Boomer Banter, Real Talk about Aging Well. At Boomer Banter, I take you on a journey to explore how to live vibrantly and healthfully, with strong relationships and purpose as we age. Like any journey, I believe that aging well requires preparation and vision. On this journey I will introduce you to topics around financial literacy, mental and physical health, relationships and purpose. Join us and live the life you want to live, as you age well. End the frustration of one day running into the next. Stop feeling like you are wasting the time you have left. You do not have to be put in the box of aging = decline. Join us for optimistic, educational and uplifting episodes to help you age well and feel vibrant.

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