Episodes

This episode is all about the unwavering search for purpose and fulfillment. Hugh Massie is our guest this week on Money Tales. From accountant to behavioral specialist, Hugh realized that what truly drives financial decisions isn’t just the numbers; it’s the human behavior behind the numbers. From observing patterns in how people act under pressure to bringing in a behavioral psychologist to decode money habits, Hugh’s story is about blending expertise with empathy. He even uprooted his life to...

In this episode of Money Tales, we sit down with bestselling author, Daniel Pink, who shares the bold decisions that transformed his life and career. At a pivotal moment in his early 30s, Dan made the choice to leave his job as a political speechwriter to pursue his passion for writing. His leap of faith wasn’t blind. With his wife’s support, careful planning, and a frugal mindset, Dan charted a rational path through uncertainty, balancing existential and financial risks. Dan is the author of fi...

In this episode of Money Tales, our guest is Sara Eversden. Sara grew up in a neighborhood where labels like 'the lower-income side of town' were casually tossed around. But for her, it wasn’t about what her family didn’t have, it was about what they gained. In a community rich with diversity, both socioeconomically and racially, Sara developed a deep comfort and appreciation for being in all kinds of environments. That early exposure shaped how she navigates the world today, including her relat...

Today’s Money Tales episode is about purpose. Purpose is something we often talk about on Money Tales because, in our experience, when people align their relationship with money to their purpose, they make more satisfying and confident money decisions. Dr. Jordan Grumet joins us again on Money Tales. Since we last spoke with him, Jordan has been spending a lot of time talking and speaking about purpose. When he shared his message about purpose with audiences, he encountered something surprising:...

This episode of Money Tales is about grit and pushing yourself and others forward. We’re joined by Shira Yevin, a fearless disruptor who’s never been afraid to challenge the status quo. When she noticed a glaring lack of women on stage at the Vans Warped music tour, she didn’t just ask questions. Shira took bold action. Crashing the festival in a pink RV with her band, Shira ultimately created a platform that showcased over 300 female-fronted bands, including legends like Paramore and Joan Jett,...

In this episode of Money Tales, our guest is Ashli Sims. Ashli is a reporter turned nonprofit fundraiser, who takes us into the complex world of asking for support. Ashli’s current journey began with a Kickstarter campaign to fund a storytelling project in Tanzania, where the ask was clear and the purpose was powerful. But when her career evolved into professional fundraising, the stakes got higher, and so did the challenges. Ashli shares how she learned to focus on impact rather than the dollar...

In this episode of Money Tales, our guest is Patrick Grimes. Patrick thought he had struck gold with a high-risk, high-reward pre-development real estate project that promised big returns. But 2009 hit, and instead of achieving riches, he lost it all: the property was foreclosed, the IRS came calling and Patrick was left to rebuild from scratch. In today’s episode, Patrick shares the hard-earned lessons that reshaped his entire financial philosophy to one of cautious leverage and diversification...

In this episode of Money Tales, our guest is Amanda Heyman. Amanda went from journalism to a career in law, driven by a mission to serve the public interest and champion social justice. Then, life took a surprising turn when she and her husband saw a golden opportunity in fantasy soccer. Moving to a venture-backed business focused on growth and profit was a major pivot. Together, they co-founded Starting 11, a fantasy sports app that combined her husband’s 30,000-hour passion for fantasy sports ...

This episode of Money Tales is about how education, employment and financial freedom are not as closely linked in the US today as they’ve been in the past. Stephanie Van Putten, our guest on the podcast, is a Stanford and MIT grad who followed all the "rules" for success in America— only to discover the game had changed. Stephanie challenges the long-held belief that education and hard work automatically lead to financial freedom. As a Black woman in tech, she navigated complex layers of bias an...

In this episode of Money Tales, our guest is Laurel Mintz. Laurel is a powerhouse entrepreneur and venture capitalist whose journey with money and leadership began in an extraordinary way. At just 26, Laurel took on the role of interim CEO in her family’s business during a time of crisis. Suddenly responsible for a team of 60, she quickly discovered the company was over-leveraged and in need of a major turnaround—a daunting challenge for anyone, let alone a young professional new to the role. La...

In this episode of Money Tales, our guest is Robert Heil. Robert and his wife organically built their own financial plan through open conversations about money. Early in their marriage, they realized that despite earning more, they weren’t making progress toward their goals. This motivated them to align their values, set financial priorities and craft a plan that worked for their family. Robert reflects on the power of those conversations, how they shaped their family’s lives, and the lasting im...

This week’s episode of Money Tales is all about angel investing. We’re joined by Marcia Dawood, and she’s on a powerful mission to make early-stage investing accessible to everyone. This investing purpose became apparent to Marcia when her mother was diagnosed with ALS, a devastating disease. Marcia knew she wanted to drive change that could find cures and solutions to the world’s biggest challenges. While she didn’t have billions to invest, Marcia discovered angel investing as a way to support ...

In this episode of Money Tales, we explore how trust and relationships form the true foundation of wealth. Our guest is David Homan. Early in his career, David experienced a defining moment when he was leading a philanthropic organization that suffered significant losses from Bernie Madoff’s Ponzi Scheme. Thrust into a financial and emotional crisis that was not of his own making, David had to rebuild trust with donors and other stakeholders while at the same time navigating the complexities of ...

What happens when you realize that working harder is not the answer? Alexandria Butler, widely known as Lexi B, is our guest this week on Money Tales. Lexi B talks about her exhausting years of juggling two jobs just to stay afloat, and how a surprising layoff became the wake-up call she needed. Lexi B decided she was done trying to do this alone and sought advice from a financial advisor. Understanding her goals helped Lexi B break free from financial stress, focus on her priorities and start b...

Ever feel stuck in a financial rut? This week’s guest, Ruth King, knows that struggle intimately. In this episode of Money Tales, Ruth opens up about how desperation to escape being broke only made things worse—the more she focused on not being broke, the more it consumed her. But everything changed when Ruth started writing 25 affirmations every morning. By shifting her mindset though these daily mantras toward success, and away from fear, Ruth began to see her financial reality transform. Ruth...

We recorded this Money Tales episode live, on-stage at Future Proof Festival. Our guest is Chelsey Goodan, author of the bestseller book UNDERESTIMATED: The Power and Wisdom of Teenage Girls (Gallery Books.) Chelsey discusses her early lessons from her parents, which have shaped her lifelong relationship with money, and how she balanced finances while pursuing a Hollywood career. By creatively taking on a side hustle as a tutor to teenage girls, she experienced so much with her students. Now, as...

In this episode of Money Tales, our guest is Lisa Morales-Hellebo. This episode is all about the will and drive of a young Latina to rebel against cultural norms and prove to herself and the world that, by playing by her own rules, she can accomplish whatever she puts her mind to. Lisa Morales-Hellebo is our guest this week on Money Tales. Lisa grew up as member of the only brown family in an affluent neighborhood, facing relentless racism that put a chip on her shoulder and sparked an unyieldin...

In this episode of Money Tales, our guest is Kian Seah. This episode is all about recycling. Recycling materials, re-cycling money, re-cycling opportunities, and re-cycling lives. Kian shares an incredible story of transforming family shame into pride and success. Kian grew up in a household where the entire family participated in recycling other people’s used items to get by. At the time, recycling was seen as a ‘dirty’ job – one his parents asked him to hide from others. Decades later, Kian an...

What happens when a child learns they are 'worth' $80 every two weeks? Today on Money Tales, our guest is Melissa Ripp, an entrepreneur who reflects on how her childhood experiences—like learning the amount her dad paid in child support—deeply shaped her relationship with money. We’ll explore how those early lessons influenced her entrepreneurial journey and her drive for financial independence. This conversation goes deep into the emotional side of money and the lasting impact of those early mo...

In this episode of Money Tales, our guest is Mark Shiller. What happens when your kids start worrying about money…and you have no idea why? Mark and his wife have four children, each at that pivotal stage in their early twenties. The couple noticed an interesting trend: their kids were stressing about money, worrying more than expected. It wasn't because of anything Mark or his wife had said or done, so where was this anxiety coming from? As Mark unpacked these unexpected fears, he stumbled upon...

In this episode of Money Tales, our guest is Naseem Sayani. This episode is about seeing gaps in an industry and taking bold action to close them. Naseem was at the forefront of digital strategy, launching a product studio within a global consulting firm. She built startups from the ground up and noticed a disturbing pattern: the capital wasn’t diverse, the founders weren’t diverse, and the products being created weren’t serving women. As one of only two female partners out of 45 worldwide, she ...

In this episode of Money Tales, our guest is B. Pagels-Minor. B. graduated college in 2008 and quickly landed a lucrative consulting job. But when the economy crashed, B. ended up working as a barista and then as a store manager at Target. They entered the role at Target with a lot of confidence. B. quickly learned that leadership isn't about being the smartest; it's about earning your team's respect. If the team doesn’t follow you, it’s you who will go. After Target, B. faced multiple near-disa...

In this episode of Money Tales, our guest is Dr. Donna Marino. When it comes to money, there’s always more we can do to learn about its nuances and complexities to build the relationship we want with it. Dr. Donna shares her personal stories that bring this theme to life. On September 11th, 2001, her life changed forever when, at just 25, she lost her father in the 9/11 attack. As she and her siblings grappled with grief, they faced the overwhelming task of settling their father's estate. This i...

In this episode of Money Tales, our guest is Albert Shakhnazarov. Albert’s Money Tales are about the importance of having confidence in yourself and truly believing that you are worthy of living a successful life. Born in a refugee camp in Moscow, Russia and spending his early years relying on government assistance, Albert heard the same advice: get a job, work for someone else. In his communist homeland, working for yourself was unheard of. When Albert came to the US at the age of 14, he realiz...