Philanthropy: It's Not Just for the Wealthy Episode 185In today’s episode, I interview Becky Walsh, CFP, founder of Oak Maple Finance, about the myth that philanthropy is just for the wealthy. Becky is a heart-centered financial planner who practices what she...
Buyer Beware: Is the Pink Tax Costing You Money? | Episode 184
Buyer Beware: Is the Pink Tax Costing You Money? Episode 184In today’s episode, I speak with Janine Rogan, founder of the Wealth Building Academy, award-winning CPA, passionate keynote and TEDx speaker, and author of the new book:A Pink Tax, Dismantling A Financial...
Tips for Managing Financial Stress as You Age | Episode 183
Tips for Managing Financial Stress as You Age Episode 183In today’s episode, I speak with Dr. Vivien Brown MDCM, CCFP, FCFP, NCMP, a family physician in a busy Toronto practice, about healthy aging and how to manage financial stress during our later years. Dr. Brown...
Leaving a Digital Family Legacy | Episode 182
Leaving a Digital Family Legacy Episode 182In today’s episode, I talk with Stepanie Shaterian, founder of fLO Content, about families using video to break money silence across generations and leave a digital legacy. This is a great tool for family-owned businesses,...
Rate Hikes. Yikes! Should I Buy a Home? | Episode 181
Rate Hikes. Yikes! Should I Buy a Home? Episode 181In today’s episode, I speak with Mona Wong, Senior Loan Officer at Monument Mortgage about rates going up and its impact on first time buyers. In this episode, we break money silence and talk about when it’s the right...
What’s Your Financial Fitness Quotient? | Episode 180
What's Your Financial Fitness Quotient? Episode 180In today’s episode, I speak with Tracey Bissett, the Chief Financial Fitness Trainer of Bissett Financial Fitness Inc. Tracey educates and empowers individuals, notably young adults and entrepreneurs, to take control...
Your Hair Tells a Story | Episode 179
Your Hair Tells a Story Episode 179In today’s episode, I speak with Margo Maine, Ph.D., an author, speaker, and clinical psychologist who has specialized in eating disorders and related issues for over 35 years. She is the Founder and former Adviser of the National...
Cookin’ Up Your Retirement Plan | Episode 178
Cookin' Up Your Retirement Plan Episode 178In today’s episode, I speak with Marcia Mantell, the founder of Mantell Retirement Consulting. She is a thought leader, speaker, and author with over 30 years of experience in the financial advisory and retirement field. She...
Are You Grief Smart? | Episode 177
Are You Grief Smart? Episode 177In today’s episode, I talk with Kathi Balasek, founder of Grief Smart Advisor. She is an educator, grief literacy communication coach, speaker, and podcast host. In this interview, Kathi shares her personal experience of becoming a...
Breaking Money Silence as a Couple | Episode 176
Breaking Money Silence as a Couple Episode 176In today’s episode I play double duty - as host and guest. Listen as I share my insights into breaking the money talk taboo with your romantic partner. Many couples want to discuss finances but just need a little nudge to...
Let’s Get Married and Start a Business | Episode 175
Let’s Get Married and Start a Business Episode 175In today’s episode, I speak with Hindell Grossman, a family law attorney with Sassoon Cymrot Law, about married couples who own a business together. We discuss the advantages and disadvantages of working with a...
Breaking Money Silence on Fiscal Diversity | Episode 174
Breaking Money Silence on Fiscal Diversity Episode 174In today’s episode, I interviewed Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspirant about fiscal diversity and its impact on couples and their relationship with money and each other. Sandi is a big...
Contemplating Divorce | Episode 173
Contemplating Divorce? Episode 173Marriage is a risky proposition with 50-50 odds it will last. No one walks down the aisle thinking they will someday get a divorce, but it’s a reality that some couples need to face. If you or someone you love is contemplating a...
Honey, I think you are working too much! | Episode 172
Honey, I think you are working too much! Episode 172In today’s episode, I speak with Manisha Thakor, MBA, CFA, CFP®, founder of Money Zen about her forthcoming book, MoneyZen: Escape the Cult of “Never Enough” and Reclaim Your Life. Manisha discusses her struggle with...
How to Break Money Silence When Buying a Home | Episode 171
How to Break Money Silence When Buying a Home Episode 171In today’s episode, I speak with Melony Swasey, Residential Realtor with Unlimited Sothebys International Realty and Founder and Leader of the Good Boston Living Team. Melony joined me to discuss how couples...
Awkward Money Conversations: Aging Parents and Finances | Episode 170
Awkward Money Conversations: Aging Parents and Finances Episode 170In today’s episode, I speak with Rabbi Jeffrey Wildstein of KAVOD Daily Money Management about the awkward conversations many adult children have with their aging parents about finances. We discuss the...
Awkward Money Conversations: Couples & Retirement | Episode 169
Awkward Money Conversations: Couples & Retirement Episode 169In today’s episode, I chatted with Dr. Amy, a frequent guest on the show. We discuss how couples approaching retirement tend to avoid talking about these major life transitions, and how to break money...
Awkward Money Conversations: The Cost of Mental Health Treatment | Episode 168
Awkward Money Conversations: The Cost of Mental Health Treatment Episode 168In today’s episode, I speak with Amanda Koplin, founder of Koplin Consulting about the awkward conversations around paying for mental health services. We discuss the stigma around mental...
Is Your Partner Cheating on You with Money? (Financial Infidelity) | Bonus Replay
Is Your Partner Cheating on Youwith Money? (Financial Infidelity) Episode 114 ReplayThis is a replay of an episode originally aired on February 15, 2021, about the awkward conversation of financial infidelity. Financial infidelity is a money problem that can range...
Awkward Money Conversations: Declaring Bankruptcy | Episode 167
Awkward Money Conversations: Declaring Bankruptcy Episode 167In today’s episode, I talk with Christine Devine of Christine E. Devine Law Offices about the stigma around declaring bankruptcy and how individuals and families can break money silence around this difficult...
Awkward Money Conversations: The Cost of Senior Care | Episode 166
Awkward Money Conversations: The Cost of Senior Care Episode 166 In today’s episode, I talk with Dr. Jennifer Pilcher, founder of Clear Guidance, a senior care consulting and management firm, about aging and talking to your family about the inevitable. While these can...
Awkward Money Conversations: Inheriting a Second Home | Episode 165
Awkward Money Conversations: Inheriting a Second Home Episode 165In today’s episode, I talk with Amy Mariani, a former trial attorney turned mediator, about helping families navigate passing on a second home to the next generation. Often siblings and inheritors don’t...
The High Cost of Compassion Fatigue | Episode 164
The High Cost of Compassion Fatigue Episode 164Compassion is a good thing, right? It is generally a nice quality but when you find yourself overwhelmed, easily frustrated, or quick to snap, you may just be struggling with compassion fatigue. In today’s episode, I...
Grey Divorce: What You Need to Know | Episode 163
Grey Divorce: What You Need to Know Episode 163Did you know that almost 35% of all Americans who got divorced in 2020 were aged 55 or older? This has been coined “The Greying of Divorce.” The legal process is the same, but ending a marriage later in life has different...
Are You Too Old to Learn New Tricks? | Episode 162
Are You Too Old to Learn New Tricks? Episode 162There is a saying, “An old dog can’t learn new tricks,” and it exemplifies the societal taboo against aging. But aging doesn’t mean you can’t be creative and live the life you want. In fact, often people over 50 years of...