Dr. Lynn Hellerstein of Vision Beyond Sight speaks with Debra L. Morrison, transformational speaker & bestselling author, CFP®, MS, AEP, to talk about retirement planning and financial empowerment for women. In today’s environment where women are less financially prepared (not to mention experiencing pay inequality) compared to men, Debra is changing the landscape through training and teaching the truths about money especially for women aged 60+. Find out about her Checklist of Not-So-Obvious Financial Planning Essentials, and be reminded that wealth is not just financial but physical, mental, emotional and spiritual. Visualize your retirement and plan how you can contribute not just to your family but to causes important to you. Learn about commissions- and fee-based fiduciary partners, and discover the questions you should ask of your financial planners. Your age and gender don’t matter: “We can do it!” is Debra’s battle cry when it comes to investing. At the end of the episode, get in touch with her and grab your own free copy of her financial planning checklist!

🔊 Click here and tune in to the show now to explore:

• The financial ill-preparedness of women compared to men
• Financial missteps women make
• Training and teaching the truths about money
• Commissions-based and fee-based fiduciary planners
• Checklist of Not-So-Obvious Financial Planning Essentials
• Wealth in 5 categories – physical, mental, emotional, spiritual and financial
• What do you want to do with the wealth that you have?
• Visualize how your retirement works
• Tips on getting life insurance and what to ask your financial planner
• How to contact Debra and get a copy of her Checklist of Not-So-Obvious Financial Planning Essentials

About Debra L. Morrison:

Debra L. Morrison is a trailblazing financial expert, bestselling author, and visionary leader who has dedicated her career to transforming how women over 60 approach wealth, power, and possibility. With 47+ years of experience as a seasoned CFP® and Certified Grief Coach, Debra brings a unique blend of financial expertise and deep empathy to her work.

Growing up on a farm instilled in Debra the values of hard work, resilience, and common-sense problem-solving that permeate her approach today. This upbringing taught her to see the big picture while tending to essential details—skills that prove invaluable when helping women navigate complex financial landscapes.

After successfully building and selling her own financial planning and asset management practice, Debra embraced her true calling: empowering women over 60 to recognize and achieve their extraordinary potential in a world that often undervalues their capacity. Her farm-raised wisdom, combined with decades of Wall Street experience, allows her to translate complex financial concepts into relatable analogies that resonate with her clients.

As founder of We Can Do It Women™, Debra leads a revolution redefining what it means to age powerfully. Her mission extends beyond financial education to encompass total life transformation, helping women step out of the shadows and into the spotlight of their own lives.

Debra is the bestselling author of "My Husband Died, Now What?" and creator of transformational retreats that combine financial wisdom with personal empowerment. Her unique certification as both a CFP® and Grief Coach positions her perfectly to guide women through life's most challenging transitions with both practical expertise and compassionate understanding.

Through her vibrant Facebook community and coaching programs, Debra continues to champion the belief that at 60, 70, and beyond, women aren't slowing down—they're just getting started.

Connect with Debra L. Morrison:

Website | Facebook | Linked In | Instagram | YouTube 

Checklist of Not-So-Obvious Financial Planning Essentials

Debra’s Baker’s Dozen of NOT-SO-OBVIOUS Financial Planning ESSENTIALS
13 Critical Questions to Secure Your Financial Future
Unlock the power of comprehensive financial planning with Debra's exclusive checklist. This free guide covers often-overlooked aspects of your financial health, from lifestyle choices to insurance needs. Don't leave your financial future to chance – sign up now to receive these 13 essential questions that will help you:

• Align your spending with your values
• Set and fund realistic goals
• Optimize your insurance coverage
• Prepare for retirement and unexpected challenges

Grab your copy here: https://wcdiw.com/checklist

“I speak of wealth in five categories. Wealth is physical, mental, emotional, spiritual and financial. If we have all the money in the world and our health is failing, or our mind is slipping, or our physical mobility is compromised, it is so much less fun, right? Moreover, many of us really loathe the idea of being dependent upon someone, have to having someone be there, or God forbid be destined to travel around in a wheelchair so we have to depend upon someone else. And boy most women do not want to have to do that. So let’s plan ahead!” – Debra L. Morrison

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