Episodes

In this episode of Money Tales, our guest is Julie Goodall. At age 30, Julie learned she wouldn't get a loan because she was young, female, and didn't have a college degree. When Julie heard that verbal slam, she thought, “Tell Me I Can’t, I’ll Show You I Can.” That was enough to help her decide she was moving forward with transitioning her personal training business to full-fledged gym ownership. Today, Julie is thriving in her current business, Genesis Consulting, where she’s a passionate, ver...

In this episode of Money Tales, our guest is Dr. Michele Madansky. Michele is a digital advertising expert and sought-after media and market research consultant. She is also co-author of the most widely cited research study on gender bias in tech, “The Elephant in the Valley”. Michele acknowledges that money isn’t a popular discussion topic and she observes that people definitely don’t talk about relationships where women out-earn men, which is even more of a taboo. Michele leads a media and mar...

In this episode of Money Tales, our guest is Tovah Feldshuh. Chances are you’ve seen her in one of her many performances which have spanned Broadway stages, film and television. Tovah is also an author, having recently published a memoir entitled, “LILYVILLE: , Mother, Daughter and other Roles I’ve played.” She is currently raising funds to bring a theater production called “Becoming Dr. Ruth to New York.” Tovah is a six-time Emmy & Tony nominee and has been awarded three honorary Doctorates of ...

In this episode of Money Tales, our guest is Julie Gustafson. After nearly three decades in wealth management and banking, Julie decided to dramatically change gears; she left her reliable job and transitioned to video and documentary production - this was quite a pivot from financial services. The common thread was that her work continued to focus on harnessing personal experiences. Julie and her business partner were telling the stories behind the art collections of their clients for the benef...

In this episode of Money Tales, our guest is Sanford Livingston II. Sanford is from Trenton, New Jersey, and a question he often heard from his mom while growing up was, “What are you going to study? Because you’ve got to get a job”. And, as Sanford explains, where he came from job stood for Just Over Broke. As a result of talking money with his college roommate, who came from a very affluent family, Sanford realized his own money orientation was focused on working and surviving rather than on l...

In this episode of Money Tales, our guest is Sharon Reynolds. Sharon is a successful serial entrepreneur. Her first entrepreneurial role model was her grandfather, who had to hide money in the walls of his home to protect his earnings from the Klan. She had the same perseverance as she launched her first start-up in high school as a seamstress and bespoke neighborhood designer. Today, she’s in the process of raising $70 million in series A round for one of her latest ventures. Sharon, President ...

In this episode of Money Tales, our guest is Patrick Veroneau. Patrick found himself in a cush job; the money was great, he was good at the work, and the boss … well … they just didn’t see eye to eye. Patrick was pretty sure he was going to get fired, which turned into the ultimate push to make the leap into a financially risky position of starting his own business. The transition was possible as result of leaning on his wife to carry the family financially during the start-up phase. Fortunately...

In this episode of Money Tales, our guest is Johanna (José) Zeilstra. Johanna wants to change world, and she’s doing that by harnessing the power of how we spend our money. Johanna is the CEO of Gender Fair, a platform where you can find out which companies support gender equality and use your dollars to drive fairness by buying only from the best. The Gender Fair Seal and 100-point scoring system make conscientious consumerism easy and give companies clear benchmarks and guidelines for improvem...

In this episode of Money Tales, our guest is Andrea J. Simon, Ph.D. (“Andi”.) Andi is a culture change expert and an explorer at heart, someone who is interested in the stories we tell ourselves and each other. She advocates for smashing those myths that hold us back. In this episode, Andi brings her expertise and tools to money conversations, helping us understand what we can do to create new money stories for ourselves. Andi is an international leader in the growing field of corporate anthropo...

In this episode of Money Tales, our guest is Lisa Danforth. Lisa woke up on her fiftieth birthday needing change. With her eyes closed, heart racing and mind running 100 miles an hour, she knew that this was unsustainable. Lisa was an entrepreneur several times over; at that time, she had a catering company and was launching her fifth business. Lisa made the intentional decision to focus full-time on her new coaching practice. Now Lisa’s mission is to help business owners and leaders develop a s...

In this episode of Money Tales, our guest is Rikki Quintana. For most of her adult life, Rikki has been haunted by a vivid image of a woman in a flower sack dress, sitting under a bridge with a shopping cart. That woman is the personification of Rikki’s bag lady syndrome that she recently came to terms with. This fear stemmed from a chaotic childhood where Rikki couldn’t rely on the adults in her life to do what was needed to take care of her. With maturity and focus, Rikki came to realize that ...

In this episode of Money Tales, our guest is Natalie Morales. You’re probably already familiar with Natalie who is a current host of "The Talk" on CBS, which she recently joined after a 15-year run on the “Today Show.” Natalie is an ambitious, focused, and talented journalist who determined early in her career that she wanted to be a successful reporter. To get started, she had to take a 50% pay cut, get up at three in the morning, head to the Bronx, shoot her own video and then edit her stories...

In this episode of Money Tales, our guest is Matina Agio, joining us from Athens, Greece. When Matina talks about inheritance as 'the value transferred from one generation to another', she’s not necessarily focused on the money. For her money is just a symbol, and what people are really after are rich experiences. The Greeks call this Eudaimonia, which means the condition of 'human flourishing'. It’s based on having things in balance within us and outside of us. Matina is an inheritance consulta...

In this episode of Money Tales, our guest is Melissa Houston. Melissa is someone who knows a lot about the importance of money conversations, and she has faced the consequences of not having them at critical times. Well into her career as a CPA, Melissa found herself slowly unraveling, which made it difficult for her to see a big problem was mounting. It began with weekend shopping trips; a handbag here, a piece of jewelry there. Melissa was spending a lot of money on things that, in hindsight, ...

In this episode of Money Tales, our guest is Elisabeth Leamy. Elisabeth is a nationally-known journalist, author and speaker, best known for her work as the on-air Consumer Correspondent for Good Morning America. Among many world leaders, she’s had the privilege to have an exclusive interview with President Barack Obama, where they covered Wall Street reform, the consumer protection act, and what the Obamas were teaching their daughters about money. Elisabeth shares with us her perspectives on s...

In this episode of Money Tales, our guest is Gina Yashere. Gina is currently producing, writing and acting in the sitcom “Bob Hearts Abishola” on CBS, which she co-created with Chuck Lorre. Gina harnesses risk to get what she wants in life – she was a successful standup comic in the UK, who had her eyes set on America. Gina took money that was earmarked for taxes in England and used it to finance the life she was striving for in the United States. Luckily for her and all of us who benefit from h...

In this episode of Money Tales, our guest is Rebecca DiLiberto. Many of Rebecca’s gifts in life were born out of losses she endured; at a young age her parents divorced, her father died when she was in college, and her brother survived a freak accident that devastated his brain. These three events taught Rebecca that money is about building a world to treasure the experiences with the people she loves. She now earns and uses money to keep those relationships as strong as possible. Rebecca DiLibe...

In this episode of Money Tales, our guest is Vicky Benzing. Vicky enjoyed an extremely successful career in tech and then decided to pursue an encore career as a stunt pilot, where she performs heart-stopping moves in airshows across the country. In both careers, she was often one of the only leading women which led to some interesting money stories. Born and raised in California, Vicky is an accomplished pilot, skydiver, aerobatic performer, and air racer. With over 9000 hours of flight time an...

In this episode of Money Tales, our guest is Gerry Valentine. Gerry is one of the 6%. He was born to a single mother within a very low-income minority neighborhood in New York City, and it was a life where they often did without things that most people would consider necessities. Gerry became one of the 6% who are able to change the trajectory of their lives. He navigated unseen ladders to catapult himself into financial success. Gerry’s an executive coach, public speaker and author of the new b...

In this episode of Money Tales, our guest is Hunter Marckwardt. Hunter has become a master of productive money conversations. To him, it's all about the why, which to Hunter means understanding what's important to people and helping them focus on achieving it. At work, he leads his team in weekly money conversations that range from budgeting to estate planning and ongoing learning. Hunter consistently ranks as one of RPM Mortgage's Top Producing Loan Advisors. In 2020, Hunter and his team closed...

In this episode of Money Tales, our guest is Dr. Ido Cohen. Money was confusing for Ido when he was growing up. His mom and dad had very different cultural orientations and mindsets about money. As a result, there weren’t many money discussions happening in the household. It wasn’t until Ido traveled to India as a young adult that he started to refine his own views about money. India was different. It’s a country full of opposites where extreme poverty walks next to vast wealth. Ido learned to b...

In this episode of Money Tales, our guest is Kraig Kann. As a child, Kraig dreamt of becoming a professional sportscaster. That’s all he wanted to do, and sure enough, that’s what he did. Kraig became a huge success. He enjoyed a 25-year television career, including 17 years at Golf Channel/NBC. Kraig was one of the first to interview Tiger Woods as Tiger turned professional, he was hanging with Arnold Palmer, and he was living his dream. But life is hard, and things outside of our control happe...

In this episode of Money Tales, our guest is Orion Griffiths. You know the street performers who catch your attention when you’re hanging-out in touristy areas? They entertain and delight you. At the end, you find yourself compelled to drop money in their jar. Street performing is one of Orion’s paid artistic endeavors, where he can bring in hundreds of thousands of dollars a year. He’s that good! Orion Griffiths is a professional acrobat and an inspiring actor. He grew up traveling in a Mercede...

In this episode of Money Tales, our guest is Alex Batdorf. Alex was a co-founder and CMO of a multi-million dollar backed e-commerce company. Five years into that business, Alex found herself “in the company” instead of being “on top of it”. She realized that her purpose and pursuit of profit were imbalanced because she forgot what she was pursuing the profit for. Ultimately, listening to her body and soul, Alex resigned to pursue a new adventure. Alex is a 3X entrepreneur and the Founder & CEO ...