Lifestyle and Financial Decisions As We Age – Marjorie Fox, JD, CFP®

Are you prepared for the non-financial side of retirement? Take our free quiz ___________________________ What challenges and opportunities do women face in planning for retirement? I often say that my male clients can learn a lot from my female clients. Joining us today is Marjorie Fox, JD and CFP ®, co-author of WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions As We Age. We discuss: The disadvantages women face in planning for retirement The advantages women bring to retirement How to navigate the transition to retirement, and also the major life transitions in retirement The top 3 financial decisions women need to prepare for What people should look for in a financial advisor – and what to look out for Why being able to say No is important in retirement The most pleasant - and unpleasant - surprises in her own transition to retirement Do’s and Don’ts she'd offer women listening on planning for retirement __________________________ Bio Founder and CEO of FJY Financial, LLC, a financial planning and investment advisory firm, Marjorie L. Fox, JD, CFP®, retired at the end of 2018 after more than thirty years in the financial planning profession. FJY Financial is known for its white paper “Implementing Internships,” its merger in 2014 with LifePoint Financial Partners in Midland, Texas, and for an internal succession plan that succeeded in passing Marjorie’s ownership interest in the firm to the next generation of owners. The firm was named a “Best Place to Work” by the Washington Business Journal in 2013 and won the Schwab Impact Pacesetter Award in 2015. Marjorie served on the Board of Directors of the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation. She was named one of the “Twenty Most Influential Women to Watch” by Investment News in 2015 and in 2018 received NAPFA’s Robert J. Underwood Award for Distinguished Service. Marjorie is a fourth-generation Californian who earned her B.A. from Pomona College and a law degree from UCLA. For almost forty years, she has called Virginia home. She and her longtime friend and professional colleague Eleanor Blayney, MBA, CFP® wrote Women Wise together in an effort to help single women in their 60s and 70s make financial and lifestyle decisions. _________________________ For More on Majorie L. Fox, JD, CFP® The Book: WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions As We Age - by Eleanor Blayney and Marjorie Fox _________________________ Podcast Episodes You May Like Retirement Planning Considerations for Women – Russ Thornton Advice for Successful Career Women Transitioning to Retirement – Helen Dennis Are You Ready for The New Long Life? – Andrew Scott What Can You Do to Age Better? – Anna Dixon _________________________ Get your copy of Win the Retirement Game Here's what readers are saying: "I wish I had this book when I retired." "A wonderful guide for the soon to be or recently retired..." "Win The Retirement Game is well written, easy to read, and hard to put down. I highly recommend this book not just to those about to be or recently retired, but to anyone anticipating or experiencing a life transition." "This is the book I didn't know I needed after retiring!" "It’s a quick read and not at all a “how to” but rather a fun exploration with real examples of how different people handled their fears and concerns about retiring." "This is a great gift for anyone anticipating retirement years or already in the th...