Shows
The Revenue-Driven CMOHow a Human-Centric Marketing Strategy Drives Engagement & Trust with Cammie Doder, CMO of AspiriantHow can a human-centric approach in marketing drive client engagement, trust, and success? In this episode of Revenue-Driven CMO, host Chris Mechanic interviews Cammie Doder, the Chief Marketing Officer at Aspiriant, to explore how a human-centric marketing approach can drive client engagement, build trust, and ensure long-term success. Discover the power of understanding individual client needs, leveraging real-life personas in marketing, and implementing a client-intimacy model that fosters stronger relationships with high-net-worth clients. Cammie shares her expertise on Aspiriant's unique marketing strategies, emphasizing the creation of relatable, user-friendly content tailored to cl...2025-03-1949 min
Money TalesWork Smart, with Bronson HillIn this episode of Money Tales, our guest is Bronson Hill. From delivering newspapers in the rain to earning $15 an hour in high school, Bronson learned early on that trading time for money wasn’t the path to wealth. His real breakthrough came years later when Bronson realized money isn’t just about the hours you work, it’s a tool to create value, help others and transform lives.
As the Managing Member of Bronson Equity, Bronson is a general partner in 2500 multifamily units worth over $250M. Bronson is the host of The Mailbox Money Show where he bre...2025-02-2732 minMoney TalesGirls Can do Anything Boys Can do, with Sue Bevan BaggottThis Money Tales episode is all about how the messages we learn in our youth and the experiences we have with money as we’re growing up shape and orient our relationship to money. Our guest this week is Sue Bevan Baggott. Growing up with home haircuts and hand-sewn clothes, Sue learned early the value of frugality. But it was her and her husband’s decision to live on one salary while investing the other that laid the groundwork for Sue to transition from corporate executive to purpose-driven angel investor working to close the gender gap in startup funding.
2025-02-2032 minMoney TalesI’m Not a Dream Crusher, with Avery Moore KlossIn this episode of Money Tales, our guest is Avery Moore Kloss. Have you ever been in a place where you knew deep down something had to change, but fear kept holding you back? That’s exactly where Avery found herself, watching her husband, an entrepreneur at heart, slowly lose his spark in the corporate grind post-pandemic. Avery candidly shares how she wrestled with the fear of losing financial stability, realizing that she was the one holding him back from his dreams. In this episode, we dive into the moment she finally said to her husband, ‘Just quit the job...2025-02-1333 minMoney TalesOwn Your Worth, with Ashley ParéThis episode of Money Tales is all about how our self-worth can get deeply entangled in our work that we get so caught up in what we do for a living that we lose touch with who we are as an individual. Our guest this week is Ashley Paré. As an HR insider with access to tech’s most guarded secrets – C-suite dynamics, salary data, and negotiation playbooks – Ashley started her career fearlessly advocating for her worth. As she said, “I had bills, I was valuable, I had an education – why not ask?” But the higher Ashley climbed, the more the corp...2025-02-0633 minMoney TalesMaster of my own Destiny, with Anthony ThomsonIn this episode of Money Tales, our guest is Anthony Thomson, who also goes by his initials “AT”. Anthony is a marketing professional who transitioned into entrepreneurial banking with one key belief: the power of data to create opportunity. Athony tells us a heartwarming story about a Metro Bank initiative that made banking exciting for kids: coin-counting machines that turned their loose change into a guessing game with prizes. This is a conversation about how small innovations can make a big difference and how Anthony has brought that mindset into his incredible career evolution.
Anthony is at hear...2025-01-3033 minMoney TalesFinancial Self-Empowerment, with Hugh MassieThis 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 build a groundbreaking system in the U.S., all to help people understand their own financial DNA.
...2025-01-2329 minMoney TalesSquaring the Circle, with Daniel PinkIn 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 five New York Times bestsellers, including his latest, The Power of Regret...2025-01-1632 minMoney TalesSeeking Simplicity, with Sara EversdenIn 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 relationship with money and identity.
Sara Eversden is a leader in healthcare finance, and oper...2025-01-0928 minMoney TalesThe Purpose Paradox, with Dr. Jordan GrumetToday’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: people weren’t leaving inspired, they felt anxious. This “purpose anxiety,” as Jordan calls it, comes from society’s obsessio...2025-01-0235 minMoney TalesINPINK, with Shira YevinThis 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, and earned a place in the Rock & Roll Hall of Fame. Shira is on a m...2024-12-2629 minMoney TalesChanging Trajectories, with Ashli SimsIn 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 dollars, reframing what it means to ask for help in a way that connects people to...2024-12-1929 minMoney TalesAn Alternative Journey, with Patrick GrimesIn 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.
Patrick is CEO and Founder of Passive Investing Mastery. Since 2007, Patrick has actively engaged in diverse alternative investments, including ne...2024-12-1328 minMoney TalesEmbrace the Weird, with Amanda HeymanIn 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 with Amanda’s network and startup savvy. But stepping into the world of capitalism brought new chal...2024-12-0532 minMoney TalesA Visible Figure, with Stephanie Van PuttenThis 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 and confronted pay disparities at tech giants like Microsoft, and later witnessed the uneven p...2024-11-2734 minMoney TalesTwenty Five Percent Better, with Laurel MintzIn 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. Laurel calls this chapter her first real “money journey,” and it was a trial by fire tha...2024-11-2131 minMoney TalesFriday Date Nights, with Robert HeilIn 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 impact of a financial plan rooted in what matters most to them.
Robert Heil is the CEO...2024-11-1432 minMoney TalesBe an Angel...Investor, with Marcia DawoodThis 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 entrepreneurs tackling the causes that mattered most to her. Many people think angel investing is only fo...2024-11-0731 minMoney TalesOrchestrating Connecting, with David HomanIn 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 bankruptcy law. His experience reshaped how David views success which is not just in terms of money, bu...2024-10-2540 minMoney TalesI Shouldn’t Have to Live Like This, with Lexi B.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 building wealth.
Lexi B is a sought-after figure in...2024-10-2436 minMoney TalesChange Your Mantra, with Ruth KingEver 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 is well known as the “Profit and Wealth Guru.” She has a passion for helping...2024-10-1725 minMoney TalesUnderestimated, with Chelsey GoodanWe 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 a successful author and advocate, she’s helping the rising generation of young women understand that money is...2024-10-1028 minMoney TalesRefashioned, with Lisa Morales-HelleboIn 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 unyielding determination. Now, Lisa is using that drive to take...2024-10-0335 min
Money TalesPlastic Neutral, with Kian SeahIn 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 and his siblings have turned that same recycling work into one of Malaysia’s largest companies, creating immense va...2024-09-2629 minMoney TalesBe the Hero of Your Own Money Story, with Melissa RippWhat 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 money moments.
Melissa “Mel” Ripp is an engaging keynote speaker, proud entrepreneur, and passionate Wisconsinite who believes that everyone—...2024-09-1930 minMoney TalesHow to Not Ruin Your Kids with Money, with Mark ShillerIn 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 some surprising revelations about how unspoken expectations and societal pressures can shap...2024-09-1232 minMoney TalesBuild it Different, with Naseem SayaniIn 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 knew something had to change. When her own fertility journey collided with these realiz...2024-09-0537 minMoney TalesDvrgnt Adventures, with B. Pagels-MinorIn 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-disasters while experimenting with different roles and companies, trying to find wh...2024-08-2936 minMoney TalesMoney Complexities, with Dr. Donna MarinoIn 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 included navigating the complexities and controversies of the 9/11 Victim’s Compensation Fund...2024-08-2232 minMoney TalesPlaying the Game of Money, with Albert ShakhnazarovIn 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 realized success wasn’t about hours worked but the value and impact created. Despi...2024-08-1530 minMoney TalesStarting a Moviement, with Catherine GrayIn this episode of Money Tales, our guest is Catherine Gray. Catherine Gray is our guest this week on the podcast. Catherine is an advertising professional turned movie producer. Her most recent film titled, “Show Her The Money”, is raising the awareness of how underfunded women are in the start-up world. As we’ve talked about before, only 2% of venture capital dollars are invested in women owned businesses. Catherine’s goal with this new film is to educate women, and men, about venture capital, about the outsized discrepancies of investments not going to women and, with that, changing our culture...2024-08-0830 minMoney TalesPassion Inspires, Discipline Delivers, with Maher KaddouraIn this episode of Money Tales, our guest is Maher Kaddoura. At just 13 years old, Maher embarked on a solo journey that would forever change his perspective on life and money. Traveling alone, across international borders, taking buses and hitchhiking, Maher explored Turkey and Bulgaria. As the son of a refugee, Maher was no stranger to the survival instinct. From a young age, it was ingrained in him that he had to earn money for anything he wanted. Maher discovered that money earned through his own hard work and effort tasted much sweeter. He also learned that he had...2024-08-0133 minMoney TalesHow the Hell Did this Happen, with Mike RobbinsIn this episode of Money Tales, our guest is Mike Robbins. In 2005, pressured by the rising housing market, Mike and his wife, Michelle, bought a home with no money down and no savings. That was a thing you could do back then. The negative amortization loan they secured seemed manageable at first, but Mike and Michelle soon realized they were sinking deeper and deeper into debt with no equity to show for it.
They were getting by, and life was getting good for the couple. Mike’s business was starting to thrive. Then the housing market crashed. By...2024-07-2536 minMoney TalesContribute More Than You Consume, with Emily ChangIn this episode of Money Tales, our guest is Emily Chang. Emily’s financial adventures began in her early 20s in the most unexpected way. One frigid night, Emily found a young girl huddled by the roadside, clearly beaten and wearing nothing but a windbreaker. She took the girl to a diner, offered her a meal, and then invited her to stay in her spare room for the night. That one night turned into a week, then months, until Emily could help her find stability. Emily’s family worried the girl might steal or harm her, but Emily chose to s...2024-07-1835 minMoney TalesBubble Wrapped in Love, with Kathleen QuinnIn this episode of Money Tales, our guest is Kathleen Quinn. Hers is a story about the importance of not putting off to tomorrow what you can do today. Kathleen and her husband, Michael, were updating their estate plan when Michael asked if they could set up a scholarship to help students. Kathleen, who had spent 35-years in university alumni relations and development, immediately said, “Absolutely.” Michael insisted the scholarship be in Kathleen’s name, honoring her decades of hard work. In 2020, just three weeks after signing the scholarship paperwork, Michael was diagnosed with stage four pancreatic cancer and died f...2024-07-1132 minMoney TalesExpect Nothing, with Steven FosterIn this episode of Money Tales, our guest is Steven Foster. Steven began his career with a singular focus on making as much money as possible. By age 26, he was doing just that. Steven was one of the most successful dance music producers in the world, running a record label and hosting live events that drew crowds of 30,000 people. The financial risks were enormous, and the rewards seemed even greater. However, by age 30, Steven had lost everything. The following years were marked by a series of ups and downs, with several business ventures failing along the way. It wasn’t...2024-07-0230 minMoney TalesMoney is Opportunity, with Steven AtneosenIn this episode of Money Tales, our guest is Steven Atneosen. Steven describes himself as a husband, a father, a citizen of Earth and a lifelong optimist who is focused on leveraging technology and data to improve the quality of life. He’s a passionate advocate for fairness and equity for all. Steven’s commitment to justice and respect stems from his experiences being bullied as a child. This shaped his belief in the importance of treating others with kindness and integrity. These values have profoundly influenced Steven’s career path, personal philosophy and relationship with money. As you’ll hear...2024-06-2732 minMoney TalesDouble Dare, with Marla SoferIn this episode of Money Tales, our guest is Marla Sofer. Marla had an epic career in financial services and fintech. Along the way she developed an entrepreneurial itch that wouldn’t go away. Realizing she only has one life to live, Marla decided to align her work with her values and leapt into entrepreneurship. A key motivator was her daughter, who, after hearing Marla’s dreams, asked, “When are you going to do it?” Realizing that Marla was modeling more for her daughter than she thought, Marla took this as a double dare that she wanted to go after.2024-06-2000 minMoney TalesMove to Millions, with Dr. Darnyelle Jervey HarmonIn this episode of Money Tales, our guest is Dr. Darnyelle Jervey Harmon. Darnyelle grew up facing tough challenges – both of her parents struggled with addiction. She knew she had to make her own money and started working at McDonald’s at age 13. Darnyelle was a diligent saver who was shocked when one day she opened her bank statement to see that there was no money in the account. Without apology, her dad had taken the money. Despite the difficulties, Darnyelle managed to find success, but it came with a heavy burden. By her early thirties, she found herself drow...2024-06-1334 minMoney TalesEncouraged, with Derrick MilesIn this episode of Money Tales, our guest is Derrick Miles. Like many of us, Derrick has experienced the highs and the lows during his pursuit of happiness and purpose. Starting from humble beginnings, Derrick’s mom always encouraged him to dream big. He believed that becoming a CEO and making a lot of money would bring him happiness, and while he achieved that dream and made millions, Derrick felt like he was living paycheck-to-paycheck. He couldn’t figure out why he wasn’t happy. In a brave move to find himself, Derrick decided to try his hand at entrep...2024-06-0600 minMoney TalesDelegate, Don’t Abdicate, with Graham RowanIn this episode of Money Tales, our guest is Graham Rowan. In the 1990s when Graham’s career was taking off, he started accumulating wealth and not having the time to manage it. A colleague referred him to a financial advisor. Graham trusted this advisor, who promised to navigate the complexities of the market on his behalf. As the dot-com bubble swelled, so did Graham’s investments, which were concentrated in the euphoria of the NASDAQ wave. As Graham tells us, he would go to bed at night and wake up richer. As the market continued to rise, Graham ques...2024-05-3000 minMoney TalesIs the Juice Worth the Squeeze, with Grifan CayceIn this episode of Money Tales, our guest is Grifan Cayce. Grifan began her career in the teaching profession. She was driven by a deep love for education. As Grifan immersed herself in the demanding world of high school teaching, she encountered a stark reality: the disconnect between her efforts and her financial compensation. Teaching multiple AP classes in a competitive school district, Grifin felt the weight of her labor far outweighing the rewards. The rigid teachers’ salary structure did not recognize the results she was producing or her efforts, leaving her feeling undervalued and frustrated. In one poignant mo...2024-05-2335 minMoney TalesHow It’s Supposed to Be, with AJ SchneiderIn this episode of Money Tales, our guest is AJ Schneider. At just four years old, AJ’s world was forever altered when her sister was diagnosed with a brain tumor the size of a golf ball. The family found themselves facing a nightmare. In the face of adversity, AJ’s family fractured. As AJ tells us, there was no unity, only separation. For her, this pivotal moment solidified every negative belief she held about the world – fear of abandonment, the need to flee, a pervasive sense of insecurity. As AJ watched her sister’s illness unfold, she couldn’t ignore t...2024-05-1635 minMoney TalesMore Than Cash, with Julia CancroIn this episode of Money Tales, our guest is Julia Cancro. Years back, Julia was dining with a friend at restaurant in New York City. Amidst bites of food, her friend shared that she started to accumulate savings, but she was unsure of what to do with the money beyond keeping it in a standard checking and savings accounts. Julia went into action, offering to point her friend toward resources that delve deeper into financial choices. In that moment, Julia became acutely aware of a gap in financial literacy. On one side of the spectrum, there’s a lot of...2024-05-0933 minMoney TalesLife is a Journey, with Mirela SulaIn this episode of Money Tales, our guest is Mirela Sula. At the age of 16, Mirela found herself in her home country of Albania, engaged to be married. Not because of a teenage romance or a whirlwind courtship, but because of something much darker – the risk of being sold into prostitution. Upon accepting the proposal, Mirela made her fiancé promise that he would allow her to continue her studies. If he didn’t, she vowed to disappear from his life. That promise was Mirela’s lifeline. She was married by the age of 18, trading her freedom for safety. Mirela lived w...2024-05-0236 minMoney TalesMoney Doesn’t Have to be Hard, with Nina IsraelIn this episode of Money Tales, our guest is Nina Israel. Earlier in her career, Nina found herself juggling two roles at a company, accounting and human resources. As she tells us, her salary seemed fair, until the company brought on a new hire to take on the HR function. Nina was astonished to discover that he was being paid twice Nina’s salary for doing half the job she had been doing. Nina became aware of the new hire’s salary because she was the person managing payroll. Nina confronted the CEO head-on. As a result, the company did...2024-04-2532 minMoney TalesThe Vulnerability Hangover, with Allison KinnearIn this episode of Money Tales, our guest is Allison Kinnear. In 2007, Allison found herself in Silicon Valley, working at Google, the epicenter of innovation. She was part of a team providing early childhood education to families of Google employees. While Allison was surrounded by the creation of immense wealth, her pay wasn’t anywhere close to the tech professionals at the company. As those coworkers enjoyed high salaries and stock options, Allison couldn’t help but question her own worth. She knew that her contribution to society, nurturing and educating young minds, was invaluable. At the same time, in t...2024-04-1831 minMoney TalesAsk Questions, with Laura Moreno LucasIn this episode of Money Tales, our guest is Laura Moreno Lucas. Laura arrived in the United States from Mexico when she was seven years old, unable to speak a word of English. With her parents tirelessly working to make ends meet and facing their own language barriers, Laura found an unexpected mentor in the form of a janitor at her elementary school. Day after day, this janitor stayed behind after school to help Laura navigate the complexities of her new language, instilling in her not only the ability to communicate but also the courage to ask questions – a sk...2024-04-1133 minMoney TalesHeart Work, with Rena DeLevieIn this episode of Money Tales, our guest is Rena DeLevie. As Rena looks back on the early days of her career, she regrets her harsh leadership style at the time, which she attributes to learning from those around her. To quote Rena, “I was an asshole. I learned from the best and I really threatened and intimidated. It did not feel good.” By the time she hit her mid-thirties, Rena was done. The asshole persona was a ruse that took too much energy to keep up. Rena realized that, at her core, she’s sensitive, empathetic, and intense. She co...2024-04-0432 minMoney TalesPebble Tossers, with Jennifer GuynnIn this episode of Money Tales, our guest is Jennifer Guynn. After years of career success as a real estate developer, Jen decided to step away to raise her three children. She describes this as a scary jump for her and her husband because she was making good money, and it would be an adjustment to live on one income. Fast forward to when their youngest child went off to Kindergarten, Jen was ready to head back to work. But she knew that whatever she decided to do next, it had to be worth it to take her away...2024-03-2831 minMoney TalesBe Open to Change, with Mariana SaddakniIn this episode of Money Tales, our guest is Mariana Saddakni. Mariana is a Latina trailblazer in technology innovation. Her cross-cultural money journey started in Argentina where her family considered their wealth to be their intellect and capacity to learn. That was their status, not the money in the bank. Mariana’s ambition to learn more took her to the United States for graduate school. Her goal was to be at the top of her game in design and technology. Mariana talks about the financial hurdles and achievements she has encountered as an immigrant woman in a male-dominated industry. As...2024-03-2131 minMoney TalesTime, Talent, and Money, with Jodi MorrisIn this episode of Money Tales, our guest is Jodi Morris. Jodi is a fierce advocate for education and empowerment, especially for girls around the globe. From her own struggles navigating the financial aid system when she applied to college, Jodi recognizes the immense challenges faced by girls in less privileged parts of the world. She shares with us her passion for leveling the playing field and making education accessible to all, regardless of location or circumstance. Jodi’s commitment doesn’t stop there. Through impact investing, she’s aligning her goals and her values by channeling resources into initia...2024-03-1432 minMoney TalesResilience is my Currency, with Sarah HarknessIn this episode of Money Tales, our guest is Sarah “Sharky” Harkness. We dive into Sharky’s extraordinary journey where she narrowly escaped death not once, not twice, but three times. Sharky shares the raw moments of facing mortality, finding strength in the depths of despair, and embracing a no quit mindset. From battling through over two dozen surgeries within four years to shedding layers of shame, Sharky’s story is a testament to the power of resilience and the courage to defy the odds. She emerged from this health disaster as a believer that resilience is the secret ingredie...2024-03-0731 minMoney TalesReturn on Good, with Ann OlesonIn this episode of Money Tales, our guest is Ann Oleson. Ann embarked on her entrepreneurial journey in 2011. When she started her first business, Ann found herself navigating uncharted territory as a female entrepreneur. She craved role models and networks to guide her along the way. She was specifically looking for women founders of companies generating over a million dollars a year in revenue. Ann got there through creativity and persistence. Today, Ann and her network are breaking barriers and defying expectations.
As a founding partner at Return on Good, Ann is a passionate advocate for using...2024-02-2934 minMoney TalesRising From the Shadows, with Rob RaoIn this episode of Money Tales, our guest is Robert Rao. Rob describes being raised by immigrant parents who came to this country with limited resources, as living in the shadows. It was easy to blend in and not be recognized for his potential. Rob had a key ally helping him persevere. He describes his mother as an incredible dreamer who thought bigger of her children. Rob did not disappoint. He’s come to realize that you need to have people in your life that give you hope. And he’s leveraged hope his whole life.
Robert comes fro...2024-02-2231 minMoney TalesMoney Zen, with Manisha ThakorManisha Thakor is our guest in this episode of Money Tales. Early in her career, Manisha earned big year-end bonuses at work. That caused her to begin to equate her self-worth with her net worth. As Manisha looks back, she sees that her identity was wrapped up in her work, and bonuses were an indication of how well she was doing. She kept her head down, kept working hard, and tried to meet society’s money expectations. Then, as Manisha was nearing age 50, she experienced the second of two near-death illnesses. She was on bedrest for months. Through this ex...2024-02-1535 minMoney TalesCurious, with Karen MangiaIn this episode of Money Tales, our guest is Karen Mangia. Once, when navigating an unstable job, Karen faced job loss panic. Her rational mind could not control her wild imagination that she might not work again and wouldn’t have enough money for food. This shook Karen to her core because it wasn’t true. She had already created a financial safety net and her financial advisor demonstrated that she had plenty of funds available to get her through this period. As Karen shares in this episode, she learned a very important lesson from this experience about the diff...2024-02-0836 minMoney TalesThe College Investor, with Robert FarringtonIn this episode of Money Tales, our guest is Robert Farrington. When he was 16, Robert got a job at Target. As he headed off to college, he kept that job and continued to work his way up the store’s leadership ladder. Robert decided to stick around after he graduated because the work was easy, fun and paid well as he ultimately became store manager. Meanwhile, on the side, he created an online platform to help college students. Life was good until things took a turn when Robert’s family values clashed with his job’s demands, requiring him to wor...2024-02-0133 minMoney TalesThink Big and Things Happen, with Dr. Rene CaissieIn this episode of Money Tales, our guest is Dr. Rene Caissie. Rene is a visionary in the realm of technology, Artificial Intelligence, and big data within the medical field. His journey took an unexpected turn when his daughter was diagnosed with a rare disease, CRPS. At that moment Rene found himself uniquely positioned, having built a platform for clinical research that intersected with his daughter’s condition. It was a fortuitous alignment of passion and purpose that led to his daughter’s treatment and recovery. The outcome was priceless, and Rene is now leveraging the platform he built to s...2024-01-2531 minMoney TalesMoney and I are in therapy, with Diane O’ConnellIn this episode of Money Tales, our guest is Diane O’Connell. Diane had a successful career as an attorney for nearly two decades and then she began struggling with a silent culprit—generalized anxiety disorder. It wasn’t a tangible injury with a straightforward recovery plan. Diane’s journey to healing was like navigating an uncharted path where the source of her anxiety was elusive. Through treatment, Diane came to realize the condition was rooted in her deep-seated fear of financial scarcity. This led her to unravel the complex layers of her relationship with money.
Diane is an au...2024-01-1832 minMoney TalesMoney for Progress, Not Oppression, with Alicia Castillo Holley, Ph.D.In this episode of Money Tales, our guest is Dr. Alicia Castillo Holley, Ph.D., MBA, MSci. Alicia’s upbringing in Venezuela was rooted in socialist ideals during stable times. However, the financial crisis there changed everything. With $600 and two kids in tow, she embarked on a new chapter in the US, eventually earning an MBA and becoming a venture capitalist. Alicia’s unique perspective sees wealth creation as a gateway to socioeconomic development. Alicia has given a lot of thought to socioeconomic systems like capitalism, socialism, and communism. She believes money should be used for progress, not oppression.
2024-01-1133 minMoney TalesThe Soul of Money, with Lynne Twist and Sara VetterIn this episode of Money Tales, our guests are Lynne Twist and Sara Vetter. Lynne and Sara call themselves “work wives” who run the Soul of Money Institute and the Pachamama Alliance. They observe that society perpetuates the myth of scarcity—insisting there’s never enough time, money, love, or fulfillment. Lynne and Sara work each day to challenge that automatic and unconscious assumption. In our conversation, they unpack the implications of living in a society where the economy often takes precedence over ecology.
Lynne Twist is the founder of the Soul of Money Institute and author of the b...2024-01-0439 minMoney TalesSandwiched, with Celeste Villalobos TahamontIn this episode of Money Tales, our guest is Celeste Villalobos Tahamont. Celeste is navigating the intricate tapestry of both motherhood and daughterhood. She shares how she’s juggling her responsibilities that range from managing a bustling household with her own young family, building out her business as a solopreneur and helping her aging parents. As she grapples with decisions that shape her present and also impact her future, Celeste leans on the strength of family bonds, especially her confidante and partner-in-crime, her sister.
With an eye toward social justice, Celeste started her career as a public-school ed...2023-12-2828 minMoney TalesNo Matter Whatness, with Nancy ColierIn this episode of Money Tales, our guest is Nancy Colier. Growing up, Nancy’s love for equestrian sports clashed with her father’s belief that it was reserved for the privileged. But Nancy’s determination prevailed; she became a top-level equestrian and rode on the national circuit. She tells us that when she finally won, she realized the success wasn’t about the winning; it was about the strength and resilience it revealed within her. No matter what obstacles Nancy would face in life, she now knew she could conquer the most challenging paths.
A longtime practiti...2023-12-2131 minMoney TalesAbundance, with Jennifer Burnham-GrubbsIn this episode of Money Tales, our guest is Jennifer Burnham-Grubbs. When Jennifer was a student at Princeton, all of her friends talked about how they were opening bank accounts. Jennifer decided she should have one too. She walked into a local bank, and the process seemed straightforward until she faced a question she hadn’t anticipated. The teller asked Jennifer how much money she was going to deposit into the account. Jennifer didn’t have any. She left the bank with a crucial realization that there were aspects of the financial world that she didn’t yet understand. As you...2023-12-1436 minMoney TalesMoney With Mission, with Felecia Froe, MDIn this episode of Money Tales, our guest is Felecia Froe, MD. One day when Felecia was practicing medicine, she asked a patient about her profession. The patient responded that she was a real estate investor and over the course of many conversations, Felecia was hooked. Felecia ultimately found a property she thought was a good deal and had this patient take a look at it. The patient challenged her and said, “If you don’t buy this house, I will.” The patient then took the risk away by offering up her rehab crew and promising to buy the proper...2023-12-0733 minMoney TalesPing Ponging Money Conversations, with Greg MenefeeIn this episode of Money Tales, our guest is Greg Menefee. When he was growing up, Greg’s perception was that his family was just as well-off as any other. Greg was an avid skier and one year his dad promised him a new pair of $300 skis for the upcoming season. As that season drew closer, the skis never materialized. Greg ultimately mustered the courage to ask his mom about them. It was in that moment that his childhood perceptions crumbled, and Greg learned that his family didn’t have $300 to spare for the skis. As Greg tells us, the...2023-11-3033 minMoney TalesEpic Life, with Justin BreenIn this episode of Money Tales, our guest is Justin Breen. Justin started his first company with zero business background. As Justin tells us, at the time he didn’t even know what an entrepreneur was. Back then, he was wrapping up a 20-year career as a journalist and decided to leave that profession when his salary was greatly reduced as result of cutbacks. He tried to find a different journalism job but couldn’t, so he started a business instead and hasn’t looked back.
Justin is the Founder and CEO of the global PR firm BrEpic...2023-11-2228 minMoney TalesA Book Can Change Your Life, with James ScruggsIn this episode of Money Tales, our guest is James Scruggs. As young adult, James thought stocks were the key to accumulating wealth and making a lot of money. He invested his first bonus in telecom stocks, at just the wrong time and sadly lost everything. This experience shattered James, as he always wanted to be different from his parents, who, James tells us, aren’t savers. Seeking advice, he turned to a friend who recommended the book “Rich Dad Poor Dad” by Robert Kiyosaki. Reading this book changed James’ life and helped shape him into who he is today.2023-11-1634 minMoney TalesMy Passion Will Lead Me Somewhere, with Robyn CraneIn this episode of Money Tales, our guest is Robyn Crane. Robyn started her career as a singer-songwriter. At one point, she had worked really hard to set up a number of shows at some great venues. Right before the tour, Robyn got sick, and she had to cancel the shows. This heart-breaking experience made her realize she had little control over her success. Robyn could be the best singer, the best songwriter, but she had very little control over her financial future. It wasn’t until she discovered her desire to transform people’s lives that she found a ne...2023-11-0935 minMoney TalesChoosing to be Happy, with Marguerite LorenzIn this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 others in her neighborhood, burned to the ground. Marguerite and her two children, who were in middle school at the time, lost everything. This included some objects, that they didn’t realize until later, attached them to certain family memories. There were two strong forces that helped Marguerite’s family at the time. First was a loving community that came together to provide for them. And the seco...2023-11-0237 minMoney TalesWidowhood is Financial, with Kathi BalasekIn this episode of Money Tales, our guest is Kathi Balasek. Life can take unexpected turns and change in an instant. For Kathi, life went from wife to caregiver to widow when her husband was diagnosed with a brain tumor. Suddenly, she was left to parent five kids on her own. The experience taught Kathi the importance of having a dream team of professionals to help navigate life’s challenges.
Kathi is an educator, empathy and grief communication coach, university lecturer, speaker and widow advocate. Experiencing the uniqueness of widowhood firsthand, she learned that the relationship between pr...2023-10-2632 minMoney TalesMy Turtle Shell, with Samantha VarnerIn this episode of Money Tales, our guest is Samantha Varner. Over the last 15 years or so, Sam has moved with her husband to three different countries. Each move came soon after the birth of a child. While her husband’s career prompted the relocations, Sam, an entrepreneur at heart, continued to focus on her own career. Sadly, the international moves disrupted her plans because of the different tax structures and regulations. Sam decided to figure out a way to make a business that would be like a turtle shell, a business she could take with her regardless of wh...2023-10-1930 min
Money TalesI Needed to be Able to Save First, with Joi Jackson-MorganIn this episode of Money Tales, our guest is Joi Jackson-Morgan. When Joi was eleven years old, she earned her first paycheck as a newspaper delivery person. She distinctly remembers it was for $40.72. Joi wanted to use the money to buy a new pair of shoes. Her mom had different plans. Joi’s mother took her to the local bank and helped Joi open an account and use the money to buy a savings bond. By her mom’s math that bond would be worth double by the time Joi was 18. She was right. That money enabled Joi to buy...2023-10-1232 minMoney TalesWhat’s the Worst that Could Happen, with Leslie FeinzaigIn this episode of Money Tales, our guest is Leslie Feinzaig. Leslie grew up in Costa Rica. She describes her family as immigrants to that country who endured hard lives. She came to the US as a Visa-dependent business school student and soon realized that staying here for her career while still tethered to a Visa required her to take jobs with large companies who could sponsor her. This meant continually working for her resume. But Leslie is an entrepreneur at heart, and this was frustrating. Ultimately, she got a Green Card and everything for Leslie shifted. That’s wh...2023-10-0534 minMoney TalesI'm here to eradicate shame, with AdaPia d’ErricoIn this episode of Money Tales, our guest is AdaPia d’Errico. All long-term investors lose money at some point, usually due to market fluctuations. Many years ago, AdaPia, who worked in finance, lost her entire life savings when she was defrauded by a private placement she invested in. As she tells us, even though she was the victim, she positioned herself as the perpetrator in her mind at the time. AdaPia blamed herself because, with her background, she thought she should have known better. The shame she felt kept AdaPia from wanting to talk about the experience. But wh...2023-09-2837 minMoney TalesLosing Everything Was Good for Me, with Christina BuiIn this episode of Money Tales, our guest is Christina Bui. As Christina tells us, losing everything was good for her. The fall of Saigon happened in 1975. Leaving everything they had behind, Christina’s mom paid a stranger with gold to get a flight out of Vietnam. The plane took off on what happened to be the day before the Saigon airport was bombed. This harrowing escape was a pivotal moment that created more opportunities for Christina and her mother than they ever would have imagined. This is a story you won’t want to miss.
Christina is C...2023-09-2129 minMoney TalesKeep Your Ego Out and Keep Talking, with Ken PecusIn this episode of Money Tales, our guest is Ken Pecus. Ken is one of those resilient people who hit financial bottom and catapulted back up again. Long story short, he got caught up in legal battle over a franchise agreement. He knew he was in the right and kept the fight going for four long years. In the end, he lost half the lawsuit, and faced financial tragedy when the judge awarded the other side attorney fees just as Ken’s own business was being hurt by the Financial Crisis. This meant Ken was on the hook for pa...2023-09-1435 min
Money TalesIt’ll Work Out, with Fran MaierIn this episode of Money Tales, our guest is Fran Maier. From her first start-up, Match.com, to her latest and fifth start-up, BabyQuip, Fran is a passionate entrepreneur whose mantra is, “It’ll all work out”. Fran’s motto was put to the test during the pandemic. On March 6, 2020 she presented BabyQuip, a baby gear rental business dependent on people’s travel, to the sharks on Shark Tank. Days later, the pandemic became a reality and the economy closed. Don’t worry. It all works out. Being a savvy businesswoman, Fran and her partners took the necessary steps for the comp...2023-09-0733 min
Money TalesOwn the Awkward, with Hilary BlairIn this episode of Money Tales, our guest is Hilary Blair. Hilary helps businesspeople get comfortable in the uncomfortable. She believes our society has shut down a lot of sharing within conversations and, as a result, we miss out on leadership opportunities by confusing confidence and comfort. Hilary observes that you can be confident if you accept the discomfort that might be involved. Tell your story, share your vulnerability and where you’ve made mistakes. This transparency, especially in money conversations, will allow you to tell your story, connect with others and, as Hilary says, own the awkward.
...2023-08-3129 minMoney TalesSort of by Accident, with Lauren Keen AumondIn this episode of Money Tales, our guest is Lauren Keen Aumond. Lauren landed a finance job with a small company when she graduated college. A year into the role, she decided she wanted to learn more and earn more. Lauren thought she had to leave the company to do so, but instead an internal opportunity opened up for a sales position. Sure enough, she applied. When the head of the company learned this news, he said with surprise, “Spreadsheet Lauren is going to do sales?” Yes, she did. Lauren blew her quota out of the water that year.
2023-08-2432 minMoney TalesDon’t Waste Freedom, with Diania MerriamIn this episode of Money Tales, our guest is Diania Merriam. In her 20s, Diania felt like she was wasting her privilege. She was an educated white woman in a first world country with a good job, yet Diania was living paycheck to paycheck and running up a mound of debt. She decided something had to change. Diania made a mindset shift and became a supersaver. She got creative and resourceful about meeting her needs and developed a brand-new relationship with money.
Diania Merriam is the founder of The EconoMe Conference, a party about money designed specifically...2023-08-1731 minMoney TalesThe Balanced Class, with Lisa GautierIn this episode of Money Tales, our guest is Lisa Gautier. Lisa cares deeply about the hair on your head. That might sound weird but let me tell you why. 25 years ago, she and her husband started an environmental public charity called Matter of Trust. Matter of Trust is famous for running a program where they collect hair clippings from thousands of salons. They then form the hair clippings into mats that soak up oil spills because, as you’ve likely experienced, hair is excellent at collecting oil.
Lisa co-founded the environmental public charity Matter of Trust in...2023-08-1031 minMoney TalesListen to the Whispers, with Dr. Jordan GrumetIn this episode of Money Tales, our guest is Dr. Jordan Grumet. Jordan’s father was a doctor who sadly collapsed and died of a brain aneurysm while working at the hospital. Jordan was young at the time, and he was determined to grow up be just like his dad. Jordan figured that if he became a doctor he could step into his dad’s shoes and do the things that his dad never got the chance to do. So, Jordan became a doctor and, after years of burnout, realized that the thing he thought was his main purpose and...2023-08-0333 minMoney TalesSeize Your Midlife, with Bree SchumacherIn this episode of Money Tales, our guest is Bree Schumacher. Bree is a lifelong entrepreneur who took a $500 loan and turned it into a seven-figure business with over 100 employees, which she ran for 19 years. Bree sold the business in 2020. While she could easily have sold it to a competitor and immediately walked away, Bree went with her heart. She knew selling the precious business to one of her longstanding employees was the right move for the business and to secure her legacy. Bree creatively structured a deal that allowed the employee to buy her out over time. The...2023-07-2735 minMoney TalesMoney Loves Women, with Dr. Deborah EkstromIn this episode of Money Tales, our guest is Dr. Deborah Ekstrom. Early on her career, Deborah didn’t have a lot of extra time. There were tremendous demands on her for the things she needed to learn for medicine. She tells us that like most professional women, when she got married, she supported her spouse through his journey and had children who required her attention and nurturing. It was challenging, and learning about money wasn’t a priority until it became one. At that time, Deborah found it difficult to find information to educate her, but she was dete...2023-07-2034 minMoney TalesI Find Money, with Tracy CoenenIn this episode of Money Tales, our guest is Tracy Coenen. When Tracy went to college she decided to major in criminology and law studies, because she wanted to become a prison warden. However, sophomore year she took an elective called Financial Crime Investigations and she loved it. The course changed the trajectory of Tracy’s focus and she’s now a forensic accountant. In that role, her goal is to help a thousand women a year have better financial outcomes from their divorces.
Today, Tracy runs her own business. Her job is to find money in case...2023-07-1330 minMoney TalesA Test on Life, with Jeanette BronéeIn this episode of Money Tales, our guest is Jeanette Bronée. In her twenties, Jeanette was a successful executive in the fashion industry in Denmark with fifty people reporting up to her. She felt like she could do it all. Then, at the age of twenty-six, Jeanette’s ambition caused her to leave all of that and move to New York. She had a rude awakening. Jeanette’s first job in the U.S. was as an assistant and it paid almost nothing. She felt like she was falling apart and had to start over. This forced Jeanette to se...2023-07-0634 minMoney TalesThe Dream Home, with Robert MarksIn this episode of Money Tales, our guest is Robert Marks. Robert always wanted to build his own house. He even remembers being in middle school and doodling houses while his teachers droned on and on. About ten years ago, Robert and his wife found a beautiful piece of land that would be perfect for their dream home. They spent two years planning the construction, working closely with an architect, and then another couple of years building it. When the house was finished, it was incredible. Everyone loved it. His wife, their family, their friends, and even their dog...2023-06-2933 minMoney TalesAlways Hustling, with Meridith GrundeiIn this episode of Money Tales, our guest is Meridith Grundei. Meridith knew from a young age that she was born to be a performer, and that meant hearing constant reminders about how she’d starve as an adult. A less resilient person might have been deterred by these warnings, but not Meridith. She’s a self-identified rebel and she was determined to prove that she can make it. This wasn’t easy. She was working in an industry where peers would often work for free to get credits. Free wasn’t part of Meridith’s vocabulary. Along the way she cr...2023-06-2234 minMoney TalesManaging Dumpster Fires, with Rachel DonnellyIn this episode of Money Tales our guest is Rachel Donnelly. When she was a young adult, Rachel’s mom was diagnosed with cancer and passed away a couple of weeks later. Rachel’s dad had previously died, so along with dealing with the shock and emotions, Rachel was probating her mom’s estate. She was also stepping into her mother’s shoes by taking care of her uncle, who was in the later stages of Parkinson’s disease. This meant even more logistics of getting the power of attorney, healthcare proxy, and other legal documents in place for her uncle...2023-06-1534 minMoney TalesCollective Power, with Sparky AbrahamIn this episode of Money Tales, our guest is Sparky Abraham. Sparky Abraham has been helping people with debt problems for nearly a decade. This means he has frequent money conversations, sometimes in unconventional situations. For example, Sparky helps host debtors’ assemblies, where strangers come together in relatively small groups because they have something in common that they usually haven’t talked about with anyone else – being in debt. He believes the debtor assembly structure allows the participants to build solidarity, share their experiences, and learn ways of addressing their debt.
Sparky is the founder of Jubilee Legal...2023-06-0831 min
Money TalesMoney, Money Everywhere, with Kadar Lewis, EdDIn this episode of Money Tales, our guest is Kadar Lewis, EdD. Kadar tells us he was a low-income student of color who was, fortunately, given scholarships to attend private schools when he was growing up. Often, he was the only black kid in his classes. This meant he was the low-income kid surrounded by money. It was everywhere, yet his family didn’t have much. Kadar considers that dissonance as the beginning of the money trauma he experienced throughout his life. One component of that trauma was denying the importance of money. But then he realized that we al...2023-06-0134 minMoney TalesPurpose Mindset, with Akhtar Badshah, PhDIn this episode of Money Tales our guest is Dr. Akhtar Badshah. Born, raised, and educated in India, Akhtar was accepted to MIT for graduate school. As he explains, that was the easy part. To attend school in the U.S. he also had to win the visa lottery and receive a scholarship to make his dream come true. Fortunately, the stars aligned for Akhtar. From then on, his life was shaped by people asking him to do something different from what he had been doing all along the way. As a curious and mindful person, Akhtar often said...2023-05-2529 minMoney TalesThat will Never be Me, with Julie Castro AbramsIn this episode of Money Tales, our guest is Julie Castro Abrams. Julie is a hard charging activist who very early on knew what she did not want to be– and that was a trophy wife. This is because when she was young, Julie saw her mother’s friends navigating divorces and ending up destitute as a result. Julie wanted to have a family and a career, and she also wanted to protect herself from the financial risk that her mom’s friends experienced. Julie successfully crafted the life she wanted, including finding a spouse who has had a strong...2023-05-1834 min
Mind Your Marketing177 - Why Your Business Should Start Podcasting with Cammie Doder (Aspiriant)We sit with Cammie Doder from Aspiriant to talk about podcasting in business and how it can help your business. Cammie brings a wealth of knowledge to the show, and a unique perspective when it comes to business podcasting.Cave: https://cavesocial.com/Cammie-Doder/LinkedIn: Cammie Doder - https://www.linkedin.com/in/cammiedoder/Website: Aspiriant - https://aspiriant.com/The Aspiriant Podcast: Money Tale$ - https://aspiriant.com/podcasts/Jordan's LinkedIn: https://www.linkedin.com/in/jordansch...2022-04-0413 min-308.png){kind=logo}
Money TalesFair Money, with Johanna Zeilstra - Aspiriant Money Tales podcast
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 improvement.
Johanna is an established business strategist and an accomplished lea...2022-03-1032 min
Can You Hold My Attention? The Derek Bruton PodcastEpisode #11 - Tim Kochis, Former CEO at AspiriantI'm not a fan of loosely using the term "pioneer". Calling Tim Kochis a pioneer in the wealth management industry, however, is pretty darn accurate. He co-founded Kochis, Fitz, Tracy, Fitzhugh & Gott in 1991, and built a multi-billion dollar RIA and organic growth machine. 17 years later, Tim engineered his own succession when he merged with another RIA, renamed the firm Aspiriant, and then resigned, as planned, in 2012. Past performance does not guarantee future results. Tim's past performance, and the wisdom he gained as one of the first ultra-successful RIAs, DOES guarantee that our listeners will learn a few things from this Pioneer on...2021-05-1200 minCan You Hold My Attention? The Derek Bruton PodcastEpisode #11 - Tim Kochis, Former CEO at AspiriantI'm not a fan of loosely using the term "pioneer". Calling Tim Kochis a pioneer in the wealth management industry, however, is pretty darn accurate. He co-founded Kochis, Fitz, Tracy, Fitzhugh & Gott in 1991, and built a multi-billion dollar RIA and organic growth machine. 17 years later, Tim engineered his own succession when he merged with another RIA, renamed the firm Aspiriant, and then resigned, as planned, in 2012. Past performance does not guarantee future results. Tim's past performance, and the wisdom he gained as one of the first ultra-successful RIAs, DOES guarantee that our listeners will learn a few things from this Pioneer on...2021-05-1200 min
Middle Market Growth ConversationsOrin Winick of Aspiriant on Trends in Wealth ManagementOrin Winick, national director of investment advisory for Aspiriant, spoke with MMG Editor-in-Chief Kathryn Mulligan about the increase in entrepreneurs selling their businesses and emerging trends in wealth management—from using storage facilities as a means of generating cash flow, to investing in the nascent cannabis industry.
This episode was recorded onsite at the annual ACG Los Angeles Business Conference.2018-10-0922 min