The Senior Show – Women, Wealth & Planning for Generational Security – S1E18

Let’s get into it—this is The Senior Show!

In this episode of The Senior Show, Neil Himmelstein and Tim Kennedy welcome financial planner Andrea Owen-Boyd to discuss women, wealth, legacy planning, and the importance of preparing families for life’s financial changes. Andrea shares the mission behind her Woman, Wisdom and Wealth series, which helps women build confidence, clarity, and access to financial education around investing, protection, and preserving wealth. The conversation also covers the emotional side of financial planning, including cultural attitudes toward keeping the family home, the role of reverse mortgages and home equity in retirement income planning, and why each family’s situation requires a customized strategy. Neil, Tim, and Andrea also highlight how poor planning can affect multiple generations, especially when death, long-term care needs, cognitive decline, or caregiver responsibilities create unexpected financial strain.

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For questions or planning help:

Neil Himmelstein - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.mainstreetplanninggroup.com/⁠⁠⁠⁠⁠⁠⁠

Tim Kennedy - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.timtalksreverse.com/