Episodes

While the audio quality of this episode is less than ideal, the information is valuable, so we decided to publish it. Thank you for your patience with the sound. Melanie Mendiola, Farm to Table Guam, Project Director Risha Aguon, MA, Risha Aguon Counseling Services, Licensed Professional Counselor Do female breadwinners and their partners have unhappy marriages? As the number of women who primarily earn the money for the family rises, more people are wondering what toll this takes on the fami...

Gwen Pokalo, Director, Center for Women & Enterprise In honor of Women’s History Month, Gwen and Kathleen discuss stereotypes surrounding female entrepreneurs and how these fallacies negatively impact access to funding and gender parity. Listen in and learn tips for busting this myth wide open and how and why you should take women business owners seriously. Check out cweonline.org and sba.gov for more information and support in starting and growing a business. Gwen is the Director of the Cent...

Eric Friedman, Mad River Glen, Marketing Director When you look for an activity to do as a family – with your kids, your grandkids – does skiing enter the picture or is it immediately rejected because of the cost? Kathleen and Eric discuss the myth that skiing is too expensive and offer you tips for saving money when you do hit the slopes. Eric Friedman comes from a long line of great, Jewish skiers from New Jersey and didn’t realize until he was an adult that it wasn’t normal for kids to ski ...

Daniel Crosby, Ph.D., Chief Behavioral Officer, Brinker Capital Are you tempted to fill your portfolio with the latest, greatest hot stocks, predicting that they will continue to increase in value and create more wealth for you? If so, then you should listen in as Kathleen interviews Daniel Crosby, New York Times Bestselling author and behavioral psychologist, about the psychology around stock selection and how human error blocks many investors from realizing the best returns. Educated at Brig...

Ashley Paré, Founder and CEO of Own Your Worth LLC Is it true that women don’t ask for help at home or more money at work? In this episode, Kathleen interviews Ashley Pare, about this myth and together they discuss the skills you need to ask for what you want and empower others around you to do the same. Listen and discover…. Negotiations are about more than money To be successful you need to know your value and be able to discuss numbers Explore and overcome your fears about money and conf...

Carol Craigie, MA, CHFC®, CFP®, Managing Partner & Chief Compliance Officer, Fiscal Fitness Clubs We spend 33% of our life energy on money and then we ignore it. Listen in as Carol and Kathleen discuss how to make peace with making a budget and tips for making the process easier using technology. Carol is a psychologist turned financial planner. She knows first-hand what it is like to face a financial crisis as her husband’s total disability at a young age resulted in a career change. When she...

Ben Jones, President & Chief Operating Officer, BMO Global Wealth Management and Host of Better Conversations podcast Do you believe that financial advisors only provide investment advice? If so, you are not alone. In this podcast, learn the truth about the services and value a trusted advisor provides to you and your family. In this episode, listen to Kathleen as she interviews Ben Jones about this myth and how an emotionally intelligent advisor addressed the human side of finance. Listen and...

Growing up, I was taught that “A Spouse Comes with a House.” Not a very feminist notion, but one that was woven into the fabric of our societal beliefs about money and home ownership. In this NPR, Nothing Funny About Money segment, I bust open the myth, “A Spouse Comes with a House,” and discuss some interesting statistics, including the fact that 24% of homebuyers in the United States are single and 17% of these homebuyers are single women. Why is it that more than twice as many single women ...

Patti Black, CFP®, Bridgeworth, LLC, Partner https://bridgeworthfinancial.com/ Are you looking forward to the day you retire and sail off into the horizon without any cares? Did you know that planning for the non-financial side of retirement is just as important as the financial side? Patti and Kathleen talk about how to determine your retirement vision and how doing so along with number crunching is vital to when preparing for this next phase of life. Key Take-Aways: Don’t just focus on the ...

Paulette Perhach, Author, Host of Can We Talk About Money podcast Why bother saving money because you’ll either just spend it or give it away. Kathleen and Paulette discuss this myth and the psychology behind saving money and roadblocks to being financially healthy. Key Take-Aways: Understand your money history. Understanding your money history is crucial to understanding your mindset about money, savings, spending, and investing. It is the first step toward changing an unhealthy financial ha...

Lisa Zeiderman, Managing Partner, Miller Zeiderman & Wiederkehr, LLP https://mzwnylaw.com/ Lisa and Kathleen delve into the myth that as a stay-at-home parent, you don’t have to worry about finances. Getting married can offer many benefits, including financial ones. It can also bring some devastating financial consequences. Couples who don’t talk about money before they get married might find themselves in a situation where they feel they are shouldering more of the financial burden than their...

We all know estate planning is an important part of being financially responsible and leaving things in order for our family so they don’t have to worry about when we die. But, did you know that estate planning for our pets (or our furry kids) is equally important? Did you know: 68% of the households in the United States have at least one pet. Less than 40% of dog and cat owners have named a pet caretaker upon their death. Only 12% of dog and cat owners have made financial provisions for the...

Stacy LeBaron, Host of Community Cats Podcast At a young age, Stacy’s mother taught her to invest, and the money she made from her portfolio allowed her to pursue her passion for rescuing animals. In this episode, Kathleen interviews Stacy about her belief that parents should empower their children from a young age to invest in the stock market and how it is inevitable that your kids (or the next generation) will control your finances as you age. Key Take Aways: Women are great financial role...

Steve Lockshin, Founder and Principal of AdvicePeriod Will robo-advisors replace human advisors? Find out one thought leader’s opinion in this episode. Listen in as Kathleen interviews Steve about his work at AdvicePeriod and his view of how advisors need to embrace change to best serve their clients. Key Take Aways: Technology helps advisors better serve you. If you are a do-it-yourselfer now, then you probably will embrace robo-advisors. However, if you prefer to meet with an advisor in per...

Michael Thompson, CAP®, Copper Leaf Financial LLC Is being philanthropic one of your life’s goals but you believe you have to be wealthy or have lots of extra cash lying around? There are many ways to be philanthropic for the charities or organizations you want to support and it doesn’t always mean having an open checkbook. Kathleen and Michael bust the myth that philanthropy is not just for the super wealthy. Sit back and listen to an enlightening conversation about how you can be involved in ...

Crystal Arnold, Founder, Money-Morphosis and Money-Wise Women Podcast Shame, guilt, and fear are the three strongest influences that stop people from talking about money. Listen to Kathleen’s interview with Crystal Arnold about the emotional side of money and learn some ways to get past the emotion and the influence of mainstream media to start money conversations with loved ones and become a more engaged, holistic consumer. Key Take Aways: Increase your financial awareness. Ways to be a rati...

Katie Welsh, Chain of Wealth Co-Founder Listen to this episode and hear Katie tell her story about breaking money silence with her boyfriend and discovering she was $200,000 in debt. She is real life proof that you don’t have to earn a ton of money to pay off debt; you just need a plan and a healthy dose of determination. Key Take Aways: Create a financial plan. Katie was a good saver, but she didn’t understand the value of a holistic financial plan that included balancing her short-term fina...

Elizabeth Thames, “Mrs. Frugalwoods” When you hear the word “frugal” do you actually hear the word “cheap”? According to Liz Thames, frugality gets a bad rap in our culture. Listen to Kathleen’s interview with Liz Thames, aka “Mrs. Frugalwoods” about how being frugal can actually bring you joy and many positive benefits. And, how she practices what she preaches. Key Take Aways: Frugality is not deprivation. Frugality gives you an opportunity to save where you might not have been able to save ...

Matt Goren and Michael Thomas, Co-Hosts of NPR’s Nothing Funny About Money radio show. In this episode, Kathleen asks Matt and Michael about the danger in comparing your financial behaviors to others. As three financial educators who believe that money is more than numbers, listen in as the emotional side of saving and spending is explored. Learn tips for letting go of money shame and living a more authentic and value-driven financial life. What You Need To Know: Stop comparing your financial...

Komal Minhas, KoMedia, Founder and Dream, Girl Producer and Co-Founder One of the greatest causes of stress for people can be money. A vicious cycle can occur – money issues cause stress, stress can lead to serious health issues, and health issues can result in more financial struggles. In this episode, Kathleen interviews Komal Minhas about how through personal experience she learned the importance of self-care, and that health and wealth are truly connected. Take Aways: Work addiction is a ...

Amanda D. Singer, San Diego Family Mediation Center Does the idea of a prenup worry you that you have set the scene for a divorce or raise trust issues? While many believe that signing a prenup predicts divorce, it is actually a great way to break money silence before you walk down the aisle. Listen in as Kathleen interviews Amanda about how to bust this myth wide open and start communicating about money before you say “I do.” Key Take Aways: All couples have a prenup even if you don’t craft ...

Stephanie McCullough, Founder and CEO, Sofia Financial Traditional financial planning focused on producing a plan with lots of numbers, charts, and graphs. This can leave clients feeling that finance is complex and hard to understand. For some clients, especially women, the perceived judgment by financial professionals gets in the way of them taking care of themselves financially. In this episode, Kathleen interviews Stephanie, an advisor dedicated to busting the myth that planning is all about...

Justin Pullaro, Co-Founder, Small Change When is it the ‘right time’ to start teaching our kids about money? How do you teach them about finance in ways that they will understand? In today’s episode, Kathleen interviews Justin Pullaro, Co-Founder of Small Change, to find out the best age to start money conversations with your children and how to make it fun and engaging. Listen to discover tips and tools for empowering your children, grandchildren, or nieces and nephews about finance. Key Take...