Breaking Money Silence

Over the past decade, the field of finance has delved into the topic of women and transition. There are white papers, educational presentations (some I have given!), and communities dedicated to helping women plan for retirement or move on after a divorce or death of a spouse. But what about the guys? Where is the research, education, and support for men in transition?

Take Control of the Purse Strings Episode 147 Who controls the purse strings in your house? If you are like sixty-one percent of the women that would rather talk about their own death than finances, it may not be you. The price of delegating your financial decisions to someone else is especially high, and today’s podcast guests want to do something about it. Listen to the story of how Dr. Barbara Provost and her daughter Maggie Nielson, co-founded Purse Strings with the mission of closing the gender financial literacy and investing gap. We discuss how women need access to free education and referrals to gender-savvy, financial professionals. But most of all, they need to take action! Here are the top 5 things you will learn listening to this podcast:  How the financial services industry continues to underserve women  What

Money, Will You be My Valentine? Episode 146 At the Breaking Money Silence® podcast, we celebrated Valentine’s Day by talking about how to fall in love and have a healthy relationship with money. I was joined by Jamie Fleming, CFP®, a colleague that I met during a training on client psychology at the Wharton’s Executive School for Business. Jamie is a financial planner and founder of Fleming & Associates, LLC. She is an author, professional speaker, and the host of the Focus on Finances, a weekly wealth coaching mastermind for entrepreneurial women. Her forthcoming book, Kick the Fear Out of Your Finances is based on her signature educational program by the same name. Read more here. Special Offer:  Complimentary 30-Minute Discovery Session for our podcast listeners. Mention the Breaking Money Silence® podcast episode and contact Jamie here

Life as a Digital Nomad Episode 145 Today’s podcast episode is the last in the “A Well-Lived Life” series. During this series, I have spoken with people from a variety of cultures, races, generations, and genders to find out how they define a well-lived life. It has been fascinating to learn how their childhood and life experiences have influenced their perspective and life purpose. In this last episode of the series, my guest is Julie Kristin Hardt, Founder and President of Spark to Sparkles, a virtual operations management firm, and a valuable member of the KBK Wealth Connection team. Since being hired, Julie has lived all over the world including China, Hong Kong, and Dubai (just to name a few). Curious about her lifestyle, I decided to invite her on to talk about her definition of a well-lived life and how she decided to take to the ro

Your Money Blueprint Episode 144 Today’s podcast episode is the fifth in the “A Well-Lived Life” series. As this series unfolds, you learn how culture, race, generation, and gender influence our guest’s definitions. And often the accumulation of wealth is secondary to the pursuit of one’s life purpose.  My guest is Dr. Preston Cherry, Ph.D., CFP®, the Founder & President of Concurrent Financial Planning, LLC and Assistant Professor of Personal Financial Planning and Finance at the University of Wisconsin, Green Bay.  With over 14 years in financial services and academia, he has developed a guiding philosophy called Life Money BalanceTM. In this episode we discuss his passion for working with students, clients, and professionals on the human side of finance. Read more about Dr. Cherry here. Here are 5 things you will learn

Theology and Your Well-Lived Life Episode 142 Today’s podcast episode is the third in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and/or gender. Today we discuss how your religious upbringing can influence your money mindset.  My guest is Lindsey Lewis, MBA, ChFC®, CFP®, Director of the Center for Women in Financial Services at the American College for Financial Services. We met at the CFP Diversity Summit and share a passion for empowering women and young girls. In this episode, we discuss Lindsey’s religious upbringing and how being raised a Mormon impacted her view of a well-lived life. If you have ever felt conflicted about what your parents taught you when it comes to money, this podcast is for you. Read more

A Refugee's Perspective on Wealth Episode 141 Today’s podcast episode is the second in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and/or gender. I thought it was a great theme to kick off a new year and I hope you agree.  My guests are Yusuf and Gina Abudi, partners at Abudi Consulting. They are colleagues and friends of mine who agreed to break money silence with me about their definitions of well-lived lives. Yusuf’s perspective is especially insightful as he grew up in Palestine and came to the United States as a refugee. His story is truly one of going from poverty to middle class and how together their commitment to making the world a better place is inspiring. Read more about Gina and Yusuf here. 

How to Plan for a Well-Lived Life Episode 140 Today’s podcast episode is the first in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and gender. I thought it was a great theme to kick off a new year and I hope you agree. My first guest is Angela Renee, Administrative Director and Senior Client Service Manager at Halbert Hargrove. In the fall of 2021, I was a guest on her firm’s Fearless Money Talk Webinar Series and Angela and I had so much fun I decided to invite her to be on the podcast.  In this episode, Angela and I discuss how financial planning was much more than numbers and how Angela conducts client interviews to help individuals and couples identify their well-lived lives. Here are 5 thing

Networking Shouldn't Feel Icky | An Interview with Mieko Ozeki Episode 139 Today’s podcast episode is the sixth in the Breaking Money Silence® with Your Younger Self series. I interviewed Mieko Ozeki, co-founder of Vermont Womenpreneurs about being a small business owner and why she decided to provide women in Vermont with a different networking experience.  Mieko is a mompreneur, born and raised in New York City, and currently residing in Burlington, Vermont. She is the owner of a small business called Radiance Studios LLC, a marketing firm offering website and content strategy, digital marketing and personal branding, project management, and event production for small businesses and individuals. She is also the co-founder of the Vermont Womenpreneurs and serves on several boards including the Vermont Farmers Market Association, Governor S

Learn Better Money Habits | An Interview with Sue Burton Episode 138 Today’s podcast episode is the fifth in the Breaking Money Silence® with Your Younger Self series. I interviewed Sue Burton, Senior Vice President, Enterprise Marketing and Environment Social Governance Programs at Bank of America about her evolving relationship with money. As a former comedian and mom of two college-aged kids, she knows the power of making financial education fun.  Sue Burton has been a literacy advocate her entire career. We first met when she was the Managing Director of Products and Marketing at American Student Assistance. She hired me to be a subject matter expert on behavioral finance to aid in the development of a gamified financial education platform. Sue joined the Bank of America in 2014 and currently leads Enterprise activation of the bank’s br

Don't Look in the Rearview Mirror! An Interview with Rob Auclair, CFP® Episode 135 Today’s podcast episode is the second in the Breaking Money Silence® with Your Younger Self series. I interviewed Robert Auclair, CFP®  about his passion for financial education, his financial struggles at the beginning of his career, and what advice he would give his younger self about money.  Rob founded Balanced Wealth Management (BWM) in 2015 and he serves as principal/managing partner. BWM integrates investment planning, financial planning, and technology with the psychology of motivating people to help clients reach their life and financial goals. Rob currently hosts Successful Living, a television show that airs on Fox in Providence, RI. Read more. Here are 5 things you will learn by listening to this episode: Why financial professio