Estate Planning Tips for the LGBTQ+ Couples Episode 161Do you have an estate plan that clearly communicates your wishes as you age? All individuals and couples need one, especially if you are a member of the LGBTQ+ community. In today’s episode, I talk with Deborah...
Why Millennials Need Estate Plans | Episode 160
Why Millennials Need Estate Plans Episode 160In today’s episode, I talk with Raida “Maggie” Lopez, an estate attorney with the law office of ArentFox Schiff, about her passion for helping millennials craft estate plans. She was recently included in The Best Lawyers in...
Essential Conversations for Aging Well | Episode 159
Essential Conversations for Aging Well Episode 159Today’s podcast is the first in a six-part series on Aging Well. My guest is Dr. Amy D’Aprix, an internationally respected expert in life transition and relational insights. Her firm, LIfe Transitions by Dr. Amy,...
The Team Approach to Financial Wellness | Episode 158
The Team Approach to Financial Wellness Episode 158Financial wellness is the state of being where you can meet your current and future financial obligations, feel secure in your financial future, and make choices that allow you to enjoy life. It is about money, but...
How Financial Life Planning Improves Financial Literacy | Episode 157
How Financial Life Planning Improves Financial Literacy Episode 157George Kinder is internationally recognized as the Father of the Life Planning movement, seven-time author, and founder of the Kinder Institute for Life Planning. For those not in the financial...
A Podcast Even Your Mother Would Love | Episode 156
A Podcast Even Your Mother Would Love Episode 156Mother’s Day is just a few days away and this week’s episode is a podcast even your mother could love. To celebrate, I interviewed my colleague and friend Dr. Amy about the importance of moms being good financial role...
The Power of Podcasts to Educate | Episode 155
The Power of Podcasts to Educate Episode 155Eighty million Americans are weekly podcast listeners and podcast listenership increased by 29.5% from 2018 to 2021. With so many of us going podcast crazy, it just makes sense to use podcasting as a medium to improve...
Fintech Takes on Financial Literacy | Episode 154
Fintech Takes on Financial Literacy Episode 154Can a phone app really teach kids about money? Mac Gardner, founder of FinLit, thinks so. In this episode, I talk to Mac about how technology can teach young kids about money and help them develop better financial habits....
Be a Financial Literacy Changemaker | Episode 153
Be a Financial Literacy Changemaker Episode 153Did you know that only 24 states in the United States require a high school personal finance course to be offered to its students? Most school systems that do require it don’t make it mandatory for graduation. The result...
Teaching Teens About Money | Episode 152
Teaching Teens About Money Episode 152April is Financial Literacy Month. To celebrate, I am interviewing guests all month long who are committed to educating students of all ages on personal finance. In this first episode of the series, I talk to Courtney Poquette, an...
Entrepreneurship: A Leap of Faith | Episode 151
Entrepreneurship: A Leap of Faith Episode 151Starting a business is a leap of faith combined with a lot of hard work. It helps if you are passionate about your product and have a unique perspective from your competitors. Today’s podcast guest has both of these traits...
Being Well-Behaved Might Hurt Your Career | Episode 150
Being Well-Behaved Might Hurt Your Career Episode 150Is being well-behaved at work hurting your career? It just might be. Too many women focus on trying to fit in with the idea that it will help them get ahead in the male-dominated business world. The results range...
#BreaktheBias | Episode 149
#BreaktheBias Episode 149Today is International Women’s Day! To celebrate, I interviewed my colleague and friend, Meg Smith about her work as the Director of the Vermont Women’s Fund. While her work is specific to Vermont, the initiatives to #breakthebias and achieve...
Men and Retirement | Episode 148
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
Take Control of the Purse Strings Episode 147Who 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...
Money, Will You be My Valentine? | Episode 146
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...
Life as a Digital Nomad | Episode 145
Life as a Digital Nomad Episode 145Today’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...
Your Money Blueprint | Episode 144
Your Money Blueprint Episode 144Today’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...
Financial Therapy and a Well-Lived Life | Episode 143
Financial Therapy and a Well-Lived Life Episode 143Today’s podcast episode is the fourth 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...
Theology and Your Well-Lived Life | Episode 142
Theology and Your Well-Lived Life Episode 142Today’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...
A Refugee’s Perspective on Wealth | Episode 141
A Refugee's Perspective on Wealth Episode 141Today’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...
How to Plan for a Well-Lived Life | Episode 140
How to Plan for a Well-Lived Life Episode 140Today’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...
Networking Shouldn’t Feel Icky – An Interview with Mieko Ozeki | Episode 139
Networking Shouldn't Feel Icky | An Interview with Mieko Ozeki Episode 139Today’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...
Learn Better Money Habits – An Interview with Sue Burton | Episode 138
Learn Better Money Habits | An Interview with Sue Burton Episode 138Today’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...
Women Ski Patrollers on the Rise – An Interview with Kari Brandt | Episode 137
Women Ski Patrollers on the Rise - An Interview with Kari Brandt Episode 137Today’s podcast episode is the fourth in the Breaking Money Silence® with Your Younger Self series. I interviewed Kari Brandt, Ski Patrol Director at Lake Tahoe’s Diamond Peak Ski Resort about...