Category Archives for Podcast

Planning for No Regrets with Dorian Mintzer and Kim Potgieter

Does the prospect of retirement daunt you? Do you and your partner have dreams for this significant transition? Can you envision a meaningful life beyond work?

Kim Potgieter believes that creating your best life cannot be left to chance. In her book, Retiremeant: Get More Meaning From Your Money, she demonstrates that taking an active role in preparing for retirement enables you to live without regrets.

Join us for this program with this Financial Life Planner as she expands on really practical ideas from her book:

  • Explore your relationship with money: What is your first money memory that still influences your decisions today? Is money your servant or your master? Putting money in its proper place gives you the freedom to live life on your own terms.
  • The Wheel of Balance is an excellent tool to measure your holistic approach to life: just small shifts can change your whole perspective and experience.
  • Keeping a balanced approach to life, you can use the Bucket Wheel (yes, not List) to set goals and achieve your dreams in every area of life. Retirement is not just about a new destination to visit every year.
  • Finally, the secret that undergirds all these valuable ideas is to plan ahead!

About Kim Potgieter:

Kim Potgieter believes that you cannot plan for your money without planning for your life first and advocates that life planning is integral to financial planning. This allows her clients to live their best possible lives by aligning their money with purpose and meaning.

As Director and Head of Life Planning at Chartered Wealth Solutions, she can combine her two passions: helping people with their relationship with money and guiding clients to get the most life from their money in their second chapter.

As an author, Kim has written three eBooks and two books. Her message is clear; by understanding your relationship with money, you can shift your mindset to create positive and powerful transitions.

Kim is an inspirational speaker and active media personality and is regularly invited to speak at events. Using her Money, Meaning, and Mindshift approach, she shifts individuals and groups to pay attention to their lives and give intention to their money.

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Don’t Bite Your Tongue and Don’t Roll Your Eyes with Dorian Mintzer and Dr. Ruth Nemzoff

This “other Dr. Ruth” will gently guide you through the intricacies of parenting your adult children. With the wisdom of a scholar and the humility that only the mother of four grownups can bring to the subject, she deftly addresses issues of communication, in-laws, stylistic and cultural differences, grandparenting, disappointment, adult sibling relationships, money, and more, while encouraging us to acknowledge and utilize our children's expertise.

Dr. Nemzoff will share vivid vignettes and make sound suggestions to help us create satisfying mutual relationships. Dr. Ruth Nemzoff's books are useful as an adjunct to therapy or a part of retirement planning.

About Ruth Nemzoff:

Dr. Ruth Nemzoff is the author of Don't Bite Your Tongue: How to Foster Rewarding Relationships with Your Adult Children and Don't Roll Your Eyes: Making In-Laws into Family and is a resident scholar at Brandeis Women's Studies Research Center.

She has lectured over 350 venues on emerging adulthood, parenting adult children, empty nests, intermarriage, grandparenting, and family dynamics in intergenerational families.

She is an advice columnist for the American Israelite and a frequent blogger for The Huffington Post and Betterafter50. She serves on Interfaith Family and Brandeis Women's Studies Research Center boards.

Her papers are archived at the Schlesinger Library at Harvard University, which granted her a doctorate in social policy. She has served three terms in the New Hampshire Legislature and was New Hampshire's Deputy Commissioner of Health and Welfare.

She is the mother of four adult children, four in-law children, and a grandmother of eleven. She lives in Massachusetts with her husband, Harris Berman, Dean of Tufts University School of Medicine.

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It’s Never Too Late to Get the Kind of Attention You Need with Dorian Mintzer and Alice Aspen March

What is The Attention Factor®? Why is it important to know about it? How can it change lives?

The Attention Factor® presents the concept of attention in a completely new way. Attention is not about focus or concentration (although these things are part of it). The Attention Factor® teaches us how to use attention to improve our emotional well-being and the emotional well-being of others.

  • “You've basically saved my daughter's life.”
  • “I've changed the way I've looked at my son and talked to him.”
  • “My relationship with my adult son has become so much better.”
  • “Now I know what's been wrong in my marriage for 43 years.”

Alice March didn't initially know anything about attention. Today, she says it's only the most essential part of our lives. Alice has taken the Attention Factor® around the world, and consistently, her audiences have asked her, “Why haven't we heard this before?”

  • Attention is multi-dimensional
  • Attention is a kind of energy
  • We all need different kinds of attention
  • No one knows what kind of attention we need; we have to ask for it
  • It's never too late to be happy, but it's all up to you and no one else
  • No one is in charge of your happiness but you
  • Attention is the most powerful tool we have to change our lives

About Alice March:

Known as The Attention Lady, Alice Aspen March has invested over 20 years in the study, documentation, and teaching of attention and the consequences brought on by its lack. With the information gathered, Alice Aspen March created The Attention Factor®, a body of work that provides the user with tools and a skill set to enable enriched living.

She believes that the feelings and behaviors you experience and exhibit today are directly related to the type of attention you received as a child and throughout your entire life.

Alice is an engaging speaker who has educated and motivated people around the globe. Through staff training workshops and seminars, keynote addresses, and service on education and work panels, she has taught thousands of people how to enrich their lives and improve business and personal relationships through advanced communication.

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Legacies of the Heart: Living a Life That Matters with Dorian Mintzer and Meg Newhouse

Meg Newhouse, Ph.D., co-founder of the Life Planning Network and author of Legacies of the Heart: Living a Life that Matters, will discuss her unique perspective on legacy as a compass for enriching our lives and leaving behind evidence that our lives mattered and “left the world a little better than it was.” She will share a few of the many stories in her book that illustrate the various dimensions and kinds of legacy we all receive and leave and consider the potential role of conscious elders.

You'll come away from this episode with:

  • an eye-opening and empowering understanding of the legacy
  • a desire to reflect more on your legacy inheritance and your own past and ongoing legacies
  • some ideas and inspiration for future legacies, created as a potential conscious elder.

About Meg Newhouse:

Meg Newhouse, Ph.D., CPPC, is a nationally known pioneer in Second-half LifeCrafting, an author, and a seasoned and gifted group facilitator, teacher, coach, and program designer. Currently, she is most focused on legacy, the topic of her recent book, Legacies of the Heart: Living a Life That Matters, and on the potential of “conscious elders” in addressing our current cultural and political crisis.

In both her professional and personal life, Meg Newhouse has sought to call out “passion and purpose” in her students, coaching clients, and even friends/colleagues. In 2003 she founded The Life Planning Network, a national professional association serving an inspired group of professionals from diverse fields who are committed to helping people navigate the second half of life with intention and a holistic perspective.

She co-led LPN for five years, led the organizing of the first LPN national conference, served on the national LPN Board until 2017, chaired or co-chair committees, and helped plan six national Positive Aging Conferences. Her professional interests have evolved to focus on the potential of “conscious elderhood” and the value of living and acting from a legacy perspective. Meg is a founding member of the Conscious Elders Network.

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Choosing the Right Place at the Right Time in the 2nd Half of Life with Dorian Mintzer and Ryan Frederick

Place plays a significant but often unacknowledged role in health and happiness. The right place elevates personal well-being. It can help promote purpose, facilitate human connection, catalyze physical activity, support financial health, and inspire community engagement. Conversely, the wrong place can be detrimental to health. For many of us, the pandemic has raised the importance of where you live but evaluating and finding the best place for you can be challenging.

In this episode, you'll discover:

  • The key tenets of successful aging, including the role of place as a direct and indirect driver for a long, healthy, and financially secure life
  • How to think broadly about place – it is much more than the four walls of your home
  • Tips on evaluating the fit of your current place
  • Next steps to improve your current place or how to find and move to another place
  • How to talk to family about possible changes in place

About Ryan Frederick:

Ryan Frederick focuses on the intersection of place and healthy aging. He recently released his first book, Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life, an Amazon bestseller.

He advises real estate and health organizations on creating better places to help people thrive. He provides regular content for consumers to make wise choices about places to live a long, healthy, and financially secure life.

Ryan is a Princeton University and Stanford Business School graduate and lives in Austin, Texas, with his wife and three teenagers.

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