المحتوى المقدم من JBL Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة JBL Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…
المحتوى المقدم من JBL Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة JBL Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
المحتوى المقدم من JBL Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة JBL Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of "Straight Talk on Retirement," Erin Lapidus, President of JBL Financial Services, alongside her father Jeff Lapidus and husband Robert Markham, delve into key retirement planning strategies. They discuss asset management, income streams, and healthcare coverage, emphasizing the importance of a comprehensive financial plan. The episode features a caller named Rick, who seeks advice on Medicare enrollment, and a case study involving a couple, Joe and Jill, contemplating retirement. The hosts also highlight the benefits of consulting professionals for personalized advice, ensuring listeners feel informed and reassured about their financial future.…
In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with life insurance specialist Robert Markham, provide actionable advice for those nearing or in retirement. They focus on managing Required Minimum Distributions (RMDs), emphasizing the importance of understanding tax implications and aligning withdrawals with financial goals. The discussion also covers strategies for charitable contributions to reduce tax liabilities, and the impact of RMDs on Medicare premiums. Additionally, they address Medicare enrollment options, including the benefits of Medicare Advantage plans and the importance of reviewing coverage during open enrollment.…
In this episode of "Straight Talk on Retirement," Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning topics, focusing on required minimum distributions (RMDs) and investment strategies. Erin emphasizes the importance of understanding RMDs to avoid penalties, while Jeff explains the rules and strategies for managing these mandatory withdrawals. Robert highlights the need for financial safety nets and emergency funds. The hosts also discuss the role of company stock in retirement plans, stressing the importance of diversification and consulting with financial advisors. This episode provides clear, actionable advice to help listeners navigate their retirement planning confidently.…
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide advice on essential retirement planning topics. They discuss required minimum distributions (RMDs), emphasizing their importance for those nearing age 73. The episode also features a caller, Brian, who seeks guidance on managing an inheritance of retirement accounts. The hosts explain the tax implications and distribution rules for inherited IRAs, suggesting potential strategies to minimize tax burdens. Additionally, they stress the importance of having an emergency fund and a comprehensive financial plan to work toward retirement.…
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide valuable insights into retirement planning, focusing on creating a comprehensive financial game plan. They discuss strategies for preserving and growing assets, generating income streams, and addressing healthcare needs, including Medicare enrollment. The episode also highlights the importance of educating younger generations about saving and investing, particularly through Roth accounts for grandchildren. Additionally, the hosts offer actionable year-end financial planning tips, such as maximizing contributions and rebalancing portfolios, to help listeners work toward an enjoyable retirement.…
In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Marcum, delve into essential retirement planning topics. They discuss strategies for managing required minimum distributions (RMDs) from IRAs, emphasizing the importance of understanding tax implications and planning withdrawals effectively. The hosts also address listener questions about consolidating retirement accounts, navigating Medicare enrollment, and the impact of recent legislative changes on Social Security benefits. Throughout the episode, they provide clear, actionable advice to help listeners nearing retirement make informed decisions about their financial situation, paving the way for a smooth transition into their retirement years.…
In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus delve into the complexities of Medicare, focusing on Medicare Advantage plans and prescription drug coverage. They highlight recent changes, such as the Anthem and Mercy agreement, and stress the importance of understanding enrollment periods and drug formularies. Listener questions are addressed, including concerns about tier five medications and plan benefits. The hosts emphasize the need for informed decision-making, encouraging beneficiaries to review their options and utilize available resources. The episode reassures listeners that with the right knowledge, navigating Medicare can lead to better healthcare and financial outcomes.…
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Marcum delve into essential retirement planning topics. They discuss the importance of creating a reliable income stream, managing healthcare costs, and planning for long-term care. The hosts emphasize the need for a comprehensive game plan that includes liquidity for emergencies and planned expenses. They also address the complexities of transitioning to Medicare and the significance of regular reviews of estate planning documents. Through real-life case studies and listener questions, the episode offers practical, reassuring advice to help listeners navigate their retirement planning with confidence.…
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning strategies for those nearing retirement. They emphasize the importance of a comprehensive financial game plan, focusing on asset preservation, reliable income generation, and healthcare considerations, particularly Medicare enrollment. The hosts discuss a case study of a couple, Tom and Toni, who have accumulated significant retirement assets. They outline strategies to meet their income needs, including managing healthcare costs through COBRA and marketplace options. Key topics include the impact of tax planning, the importance of maintaining liquidity, and the benefits of Health Savings Accounts (HSAs).…
In this episode of "Straight Talk on Retirement," hosts Erin and Jeff Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan, focusing on preserving and growing assets, establishing income streams, and managing healthcare costs, including Medicare options. The hosts also discuss the benefits of rebalancing portfolios, tax strategies, and the emotional challenges of managing significant wealth. They encourage listeners to consult with financial professionals and stay informed about changing tax laws and investment strategies to pursue a confident retirement.…
In this episode of "Straight Talk on Retirement," the hosts, including Jeff and Erin Lapidus, along with Robert Markham, delve into crucial aspects of retirement planning. They discuss the benefits and cost structures of Medicare Advantage plans, emphasizing the importance of understanding premiums and out-of-pocket expenses. The conversation also covers strategies for managing retirement assets, such as maintaining liquidity and considering permanent life insurance for wealth transfer. Listener questions about Medicare, financial planning, and 401(k) contributions are addressed, providing clear, actionable advice. The episode reassures listeners about making informed decisions for a secure and comfortable retirement.…
In this episode of "Straight Talk on Retirement," hosts Aaron Lapidus, Jeff Lapidus, and Rob Marcum provide essential financial strategies for those nearing retirement. They emphasize the importance of having a comprehensive written financial game plan to manage assets, secure income, and address healthcare needs. Key topics include: Financial Game Plan: Crafting a plan to preserve and grow retirement assets, ensure reliable income, and transfer wealth smoothly. Market Trends: Understanding the impact of recent political events and economic changes on investments. Life Insurance: Evaluating term life policies and considering conversions to permanent policies. Medicare: Navigating Medicare options and prescription drug plans to optimize healthcare coverage. Listeners are encouraged to stay engaged, seek professional advice, and take proactive steps in their retirement planning journey.…
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into the complexities of retirement planning, emphasizing the importance of having a financial coach. They discuss the interconnectedness of financial decisions, such as investments, Social Security, and healthcare, and how changes in tax laws can impact retirement plans. The hosts highlight the value of personalized assessments and ongoing conversations with advisors to navigate these complexities. They also address listener questions about required minimum distributions (RMDs), Medicare benefits, and the differences between PPO and HMO plans, providing clear, actionable advice for a secure retirement.…
In this episode of "Straight Talk on Retirement," the hosts, Jeff and Erin Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan that includes preserving assets, generating reliable income, and addressing healthcare needs. A caller's question about budgeting for inflation is addressed, with the hosts explaining their focus on funding clients' after-tax spending needs and building in a buffer for potential cost increases. The episode reassures listeners that with proper planning and understanding of their financial situation, they can work toward a secure and fulfilling retirement.…
In this episode of "Straight Talk on Retirement," the hosts delve into essential retirement planning topics, focusing on Medicare, Social Security, and financial strategies. Jeff Lapidus emphasizes the importance of personalized retirement plans, while Erin Lapidus introduces the concept of "retirement rockstars," highlighting the need for predictable income streams. Rob Markham discusses Medicare options, including the transition from employer-sponsored health insurance. The episode also covers Social Security strategies, the impact of income on Medicare premiums, and investment approaches for retirees. Listeners are encouraged to seek tailored advice and stay informed to ensure a secure and fulfilling retirement.…
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