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

My Passion Will Lead Me Somewhere, with Robyn Crane

Posted November 9, 202300:35:34

In this episode of Money Tales, our guest is Robyn Crane. Robyn started her career as a singer-songwriter. At one point, she had worked really hard...

Choosing to be Happy, with Marguerite Lorenz

Posted November 2, 202300:37:05

In this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in...

Widowhood is Financial, with Kathi Balasek

Posted October 26, 202300:32:48

In this episode of Money Tales, our guest is Kathi Balasek. Life can take unexpected turns and change in an instant. For Kathi, life went from wife...

My Turtle Shell, with Samantha Varner

Posted October 19, 202300:30:59

In this episode of Money Tales, our guest is Samantha Varner. Over the last 15 years or so, Sam has moved with her husband to three different countries....

I Needed to be Able to Save First, with Joi Jackson-Morgan

Posted October 12, 202300:32:03

In this episode of Money Tales, our guest is Joi Jackson-Morgan. When Joi was eleven years old, she earned her first paycheck as a newspaper delivery...