Money Tales
In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for w
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Recent Episodes
From Saving to Investment, with Leilani Latimer
Feeling financially successful on paper but trapped in real life can change everything. In this episode, C-suite executive and board director, Leilani...
An Unplanned Journey into Philanthropy, with Stephanie Ellis-Smith
In this episode of Money Tales, our guest is Stephanie Ellis-Smith. Marriage caused Stephanie to face two hard truths at once. The medical career she...
Money Polarities, with Betsy Miller
Money decisions often feel like a tug of war between two “right” instincts. Protect the children or prepare the children. Spend for what you need...
Redefining Wealth, with Brad Lichtman
In this episode of Money Tales, our guest is Brad Lichtman. Brad’s money story moves through moments many people wrestle with but rarely say out loud....
From Zero to Balance, with Margarita Camarena
In this episode of Money Tales, our guest is Margarita Camarena. Margarita’s relationship with money was shaped by two extremes. As a child, she fled...
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