Episodes

Our guest, Marlis Jansen, is founder and CEO of Graddha. There, she uses her experience as a licensed psychotherapist and member of a multi-generational financially successful family to help clients navigate their financial and emotional worlds. As Marlis discusses, she has always been fascinated by where wealth meets psychology. Earlier in life, Marlis observed parts of her family being torn apart by money disagreements that became personal. From this, Marlis learned the importance of putting v...

In this episode of Money Tales, we talk with New York Times best-selling author, leadership expert and nationally acclaimed speaker, Tommy Spaulding. Tommy discusses the idea of having a money mentor, how he and his wife approach money in their family and the importance of spending his time and money helping youth become impactful leaders. Stick around for the financial insight we have for you at the end of the interview. The insight picks up on the conversation with Tommy about some ideas for h...

Our Money Tales guest, Tiffany Shlain, knows a thing or two about success. She also believes a healthy dose of failure at a young age helped her in her future pursuits and successes. Tiffany graduated college with enough exuberant confidence to start a feature film … 40 locations, 100s of actors … and she totally failed. Tiffany ran out of money and the way she got out of debt was to work in technology, which was another passion of hers growing up. So, she went into debt and had too much pride t...

Imagine you’re 21 years old, your dad is diagnosed with cancer, he dies six weeks later, and you find yourself inheriting a life changing amount of money. You are also in charge of managing investments and a foundation, and you’ve never had any training or experience in these areas. In this episode of Money Tales, Sandi and Cammie talk with Kristen Heaney whose life took this very sharp turn when she was in college. Kristen Heaney is a Wealth Legacy Coach and Consultant with Legacy Capitals, ser...

What does dumpster diving and bathing in cash have to do with the Money Tales podcast? We will get into this and more with our guest Rabbi Ryan Bauer during our conversation. Rabbi Ryan Bauer serves as a Rabbi at Congregation Emanu-El, the largest synagogue in San Francisco. Rabbi Bauer’s focus on humanitarian issues includes the Syrian refugee crisis, communities ravaged by wildfires, and homelessness. Rabbi Bauer’s numerous published articles and podcasts have received international recognitio...