This episode takes us to Richmond, Virginia for an interview with Lynne Tickle. Lynne spent most of her adult life in the banking industry working up to a position as a senior vice president. But in December of 2015, she learned that her neighbor was dying. And that friend shared a final wish.

“Please help take care of my husband Larry after I’m gone.”

That request turned out to be a considerable challenge. The Great Recession of 2008/2009 had crippled her neighbor’s finances. So Lynne helped Larry restructure the debt on his house, obtain financing for badly-needed home repairs, find a real estate agent to help sell his home, sell antiques online, manage yard sales and document gifts to charity. In the end, she helped Larry sell his 3,500 square foot house and downsize to a 1,200 square foot home that was more financially viable.

“To say she was a great help was a total understatement,” according to Larry Kachelries. “Lynne basically took over every aspect of what I needed physically, financially and emotionally to turn the whole situation around.”

In the process, Lynne discovered a new passion: helping people like Larry get their lives together. Armed with this new experience, Lynne left the banking industry and launched a new company called Concierge on Call. The company focuses on helping individuals downsize and get back on their feet.

Special thanks to Ray McAllister and the team at Boomer magazine for connecting me to Lynne Tickle. Here’s a link to Ray’s earlier article about Lynne.