Episodes

When should parents start teaching kids about money? How do you raise financially independent children without making money a source of conflict? And what are the most important financial lessons teenagers wish they had learned sooner? In this episode of Money Tales, musician and singer-songwriter Neda Patra joins her daughters, Parmeeda and Patris, for a candid family conversation about money, financial literacy, and the values that shape lifelong financial habits. Together, they explore how c...

How do you build better money habits, overcome money shame and make smarter financial decisions? In this episode of Money Tales, money mentor Anne Lester explains why financial success isn’t about having more willpower. It’s about understanding the psychology behind your financial decisions. Whether you’re navigating your first paycheck, paying off debt, trying to save more or planning for retirement, Anne shares practical insights to help Millennials, Gen Z and anyone looking to build lasting f...

How do you prepare for the financial, emotional and logistical realities of caring for a loved one? In this episode of Money Tales, Lindsay Jurist-Rosner shares how nearly three decades of helping care for her mother after an MS diagnosis revealed just how unprepared most families are for the challenges of long-term care. From navigating healthcare systems and managing complex decisions to coping with caregiver stress and financial strain, Lindsay’s experience inspired her to found Wellthy, a pl...

What does self-awareness have to do with money, leadership and success? More than most people realize. In this episode of Money Tales, leadership expert Margaret Andrews shares how a single piece of difficult feedback early in her career sparked a lifelong pursuit of self-awareness, emotional intelligence and personal growth. From her beginnings as a CPA to teaching some of Harvard’s most popular leadership and executive education courses, Margaret explores how the beliefs we hold about ourselv...

Sometimes the moments that challenge your identity the most end up reshaping your entire relationship with money. In this episode of Money Tales, Bobbie LaPorte shares what it looks like to navigate financial highs and lows with humility and resourcefulness. After years of corporate success, Bobbie found herself asking a very different question. What do you do when the path you expected disappears and you still need to move forward? Bobbie’s story is candid and full of hard-earned perspective an...

How do cultural beliefs, immigration and life experience shape our relationship with money? In this episode of Money Tales, Uday Wagle, a former director at the International Finance Corporation within the World Bank Group, shares his personal journey from India to the United States and the financial lessons he learned along the way. Uday discusses how his perspectives on money were shaped across continents, cultures and decades. From growing up in India where money wasn’t discussed, to buildin...

What happens when you realize the moments you feel most lost are the ones that end up giving you direction? In this episode of Money Tales, Caroline Gaynor, an endurance athlete who guides blind and visually impaired competitors through marathons and Ironmans, shares how helping others quite literally shaped her own path. From feeling unprepared for adulthood and money in her 20s to becoming a passionate advocate for financial education, Caroline’s story is honest and energizing. Caroline is a ...

Every multigenerational family carries a money story. How wealth is discussed, modeled and passed down influences family relationships, stewardship of wealth and the long-term success of a family’s legacy and enterprise. In this episode of Money Tales, our guest is Dr. Charles Eckhart. What began with childhood dreams of striking it rich through baseball cards evolved into a career helping ultra-high net worth families navigate the complexities of wealth, relationships and legacy. Charles refle...

How Money Shapes Identity and Fulfillment – Money Tales Podcast Money can open doors, but what happens when the life it builds no longer feels like your own? In this episode, Jane Bond shares her powerful journey of financial success, personal misalignment, and the courageous decision to dismantle an identity that no longer served her. From selling multimillion dollar homes to stepping back and redefining what truly matters, Jane explores how money, identity and values intersect. About Jane Bo...

What does a sustainable relationship with money actually look like? In this episode, Denise Dunning, founder of Rise Up Together, shares how the idea of sustainability shapes everything from how she leads a global nonprofit to how she earns, saves, and raises her children. Her story reveals that building a meaningful financial life is not about extremes, but about creating something that can endure. About Denise Dunning: Building a Global Model for Sustainable Impact Denise is the Founder and ...

Money and dating are rarely just about money—it’s about values, identity and the stories we each bring into a relationship. In this Money Tales Deep Dive, Cammie Doder and Sandi Bragar unpack why money can feel so difficult to talk about while dating, whether you’re in your 20s or later in life. From early impressions to deeper commitments, Sandi and Cammie explore how our individual money histories shape the way we show up and why avoiding these conversations often creates more friction than c...

In this episode of Money Tales, our guests are Uma Viswanathan and Johann Berlin. What if the most powerful money tool is not a spreadsheet, but a pause? In this episode, Uma and Johann, cofounders of TruWorth, explore how our earliest experiences and cultural expectations shape the way we save, spend, give and talk about money, often without us realizing it. From immigrant family sacrifice to the lasting imprint of losing a home in the savings and loans crisis, they show how money stories can c...

In this episode of Money Tales, our guest is Elisa Henry. For the first time in her life, Elisa Henry did something that felt almost impossible for a high performing dealmaker. She stopped. She took six months off work to disconnect from the constant noise of achievement, spend real time outdoors, and sit in the quieter questions beneath every money goal: Who am I if I am not producing? What do I want this next chapter to be about? In that pause, Elisa realized how tightly identity can fuse with...

In this Money Tales Deep Dive, Sandi Bragar and Cammie Doder explore one of the most meaningful and often avoided conversations: how to talk to kids about money before they leave home. They discuss why these conversations can feel uncomfortable for parents and reminding listeners that this guidance applies not only to your own kids, but also to nieces, nephews, and young people in your broader circle. Drawing on insights from past Money Tales guests—including Vincent Valeri, Tim Ranzetta, Joyce...

In this episode of Money Tales, our guest is Janet Brunckhorst. What if your charitable dollars could do more than sit and wait to be granted out? In this episode, Janet shares how she began rethinking her donor advised fund as a giving vehicle and as a tool for investing in climate solutions. That shift opened the door to deeper money conversations about risk, liquidity, partnership and how to assign value to uncertain outcomes. Janet is a climate tech advisor, investor, and fractional executi...

In this episode of Money Tales, our guest is Sid Kim. Sid didn’t become an entrepreneur by following a master plan. He taught himself how to write a business plan from a book, raised venture capital during the dot com boom, and found himself running a company before fully understanding what success or responsibility would actually demand. As the son of immigrants who rebuilt their lives from scratch, Sid saw entrepreneurship as a way to create stability and agency. In this conversation, he refle...

Feeling financially successful on paper but trapped in real life can change everything. In this episode, C-suite executive and board director, Leilani Latimer, shares how unintentionally becoming house poor while living in Italy as a young adult forced her to confront anxiety, control and independence. When she sold the house, those lessons ultimately set the foundation for her to achieve a healthier, more balanced relationship with money. Leilani is a global C-suite executive and NACD Certifie...

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 had poured herself into did not fit the life she wanted to build with her husband. And perhaps even more unsettling, a career in medicine was not clicking the way she had always assumed it would. When she stepped away, Stephanie felt like she was walking out on an identity her family had invested everything in. Then, in the middle of that uncertain...

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 today or save for what you might need tomorrow. In this episode, Betsy A. Miller, J.D., ACC., a Lecturer on Law at Harvard Law School, brings a powerful framework to those tensions by introducing polarities. Polarities are pairs of interdependent opposites where the goal is not to land in the middle, but to get the benefits of both and avoid the overus...

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. Walking away from a prestigious career path. Hitting financial free fall with young children at home. Starting over when a risk does not work out. What makes Brad’s story land is the heart and soul he brings to it. He meets setbacks with humility, people with compassion and each chapter with a steady commitment to help others flourish. Across deca...

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 Mexico City after the 1985 earthquake, lost her father that same year, and arrived in the U.S. with her family starting from zero. Years later, after earning two degrees from UC Davis, a lifestyle pivot collided with the 2008 financial crisis and led Margarita to bankruptcy. That decision forced her to face the shame and fear that can come with fin...

In this episode of Money Tales, our guest is Joyce Chung. Joyce grew up in Honolulu with immigrant parents who modeled discipline, frugality and a deep commitment to education, even though money was rarely discussed out loud. After leaving Hawaii for MIT and later building a career in tech and venture capital, Joyce found herself learning a whole new relationship with risk, wealth and what it means to use money with intention. In our conversation, Joyce shares how those lessons shaped the bigges...

In this episode of Money Tales, our guest is Kaitlin Henze. A phone call that appeared to come from her bank’s fraud department turned into a financial nightmare for Kaitlin. She shares how sophisticated scammers exploit fear and urgency to override your judgement. Kaitlin also demonstrates how bringing these stories into the open is one of the best ways we can protect ourselves and the people we love. Kaitlin lives just north of Milwaukee, WI, where she enjoys outdoor adventures with her pup M...

In this episode of Money Tales, our guest is Emily Winston. Emily, founder and CEO of Boichik Bagels, spent years obsessively reverse-engineering the “holy grail” New York bagel. She then took a hard left from saver mode into founder mode. This involved redeploying her nest egg, raising money one bagel tasting at a time and learning what financial “success” feels like when your time and most of your net worth is tied up in the business you’re building. Emily is a lifelong foodie, mechanical eng...