Lisette Smith's guest appearances

Lisette Smith

Second Breaks, Thriving From Midlife Transitions

Midlife Mixtape

Me Time Midlife Podcast

Damion Lupo

Jennie Nash

Margaret Vandergriff

Lacy Boggs

Michael Zipursky

Joanna Penn

Sarah Baker

Beverly Willett

Nancy Davis Kho

Adda Birnir

Michelle Ward

Autumn Witt Boyd

Brigitte Lyons

Tanya Geisler

Matt Baker

OwlTail

ABOUT MY GUEST:Lisette Smith is the Chief Operating Officer and a senior advisor at The Advisory Group of San Francisco, an independent financial advisory firm that manages $1BN in assets.Lisette is a pioneer of the Midlife Gap Year concept as part of the financial planning process. She wrote the educational guide, The Midlife Gap Year: How to take a break and still feel financially secure to help others take a long-term view of their career and life fulfillment.Today we talk about how we can use a midlife gap year to figure out our next act (if we want a new act!), how to effectively use our gap year so that we don’t end up simply wasting that valuable time, and what we can do if we’re cannot be away from work for a solid year.IN THIS EPISODE: How midlifers can benefit from a midlife gap year The different things we can do during a gap year How to creatively plan for a gap year, even if cannot afford to take a full year gap People’s changing views around retirement For all the links and show notes, head on over to http://secondbreaks.com

ABOUT MY GUEST:Lisette Smith is the Chief Operating Officer and a senior advisor at The Advisory Group of San Francisco, an independent financial advisory firm that manages $1BN in assets.Lisette is a pioneer of the Midlife Gap Year concept as part of the financial planning process. She wrote the educational guide, The Midlife Gap Year: How to take a break and still feel financially secure to help others take a long-term view of their career and life fulfillment.Today we talk about how we can use a midlife gap year to figure out our next act (if we want a new act!), how to effectively use our gap year so that we don’t end up simply wasting that valuable time, and what we can do if we’re cannot be away from work for a solid year.IN THIS EPISODE:<ul> <li>How midlifers can benefit from a midlife gap year</li> <li>The different things we can do during a gap year</li> <li>How to creatively plan for a gap year, even if cannot afford to take a full year gap</li> <li>People’s changing views around retirement</li> </ul>For all the links and show notes, head on over to <a href="http://secondbreaks.com" rel="nofollow" target="_blank">http://secondbreaks.com</a>

178. (Un-Retirement) What is a Midlife Gap Year and How Can It Help with Lisette Smith

Lisette Smith is the Chief Operating Officer and a senior advisor to personal wealth clients at The Advisory Group of San Francisco - an independent financial advisory firm that manages $1BN in assets. A pioneer of using the Midlife Gap Year in the financial planning process, Lisette authored the firm’s 16-page guide The Midlife Gap Year: How to Take a Break and Still Feel Financially Secure. The guide inspires women business owners and leaders to take a long-term view of their career and life fulfillment. Lisette’s desire to help high-achieving female business owners and leaders plan for breaks stems from lessons learned from her own midlife transition of selling her wealth management firm to spend more time with her son and go back to school. Throughout her career, Lisette has been providing comprehensive financial planning and investment advice to female business owners and leaders. Her favorite part is helping her clients explore possibilities in their financial lives and then, over time, seeing the life-changing difference her advice inspired. Lisette is passionate about mentoring women in their careers and volunteering for organizations that provide education and support for women. She is from New England, but has happily adjusted to the Bay Area lifestyle, enjoying biking, wine tasting and all that the West Coast has to offer. Connect with Lisette:Download the Midlife Gap Year GuideLinkedInLisette at The Advisory Group SFThe Advisory Group of San Francisco---To join Kim's Me Time Midlife Community Facebook group, go here.To book a phone consultation with Kim during her Office Hours, go here.

Lisette Smith is the Chief Operating Officer and a senior advisor to personal wealth clients at The Advisory Group of San Francisco - an independent financial advisory firm that manages $1BN in assets.  A pioneer of using the Midlife Gap Year in the financial planning process, Lisette authored the firm’s 16-page guide The Midlife Gap Year: How to Take a Break and Still Feel Financially Secure. The guide inspires women business owners and leaders to take a long-term view of their career and life fulfillment. Lisette’s desire to help high-achieving female business owners and leaders plan for breaks stems from lessons learned from her own midlife transition of selling her wealth management firm to spend more time with her son and go back to school.  Throughout her career, Lisette has been providing comprehensive financial planning and investment advice to female business owners and leaders. Her favorite part is helping her clients explore possibilities in their financial lives and then, over time, seeing the life-changing difference her advice inspired. Lisette is passionate about mentoring women in their careers and volunteering for organizations that provide education and support for women. She is from New England, but has happily adjusted to the Bay Area lifestyle, enjoying biking, wine tasting and all that the West Coast has to offer. Connect with Lisette:<ul><li><a href="https://advisorygroupsf.com/mid-life/" rel="nofollow" target="_blank">Download the Midlife Gap Year Guide</a></li><li><a href="https://www.linkedin.com/in/lisette-smith-cfp%C2%AE-b745a917/" rel="nofollow" target="_blank">LinkedIn</a></li><li><a href="https://advisorygroupsf.com/our-team/lisette-smith/" rel="nofollow" target="_blank">Lisette at The Advisory Group SF</a></li><li><a href="https://advisorygroupsf.com" rel="nofollow" target="_blank">The Advisory Group of San Francisco</a></li></ul>---To join Kim's Me Time Midlife Community Facebook group, go <a href="https://metimemidlifepodcast.com/me-time-midlife-community/" rel="nofollow" target="_blank">here</a>.To book a phone consultation with Kim during her Office Hours, go <a href="https://kimacedo.youcanbook.me/" rel="nofollow" target="_blank">here</a>.

"Midlife Gap Year" for Financially Fit Women - Guest Expert Lisette Smith