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Showing episodes and shows of
Haleh Moddasser
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Schein On
Financial Fireworks! How Women Can Start Over with Haleh Moddasser
Evan returns after a brief hiatus to discuss the intricacies of the divorce process, featuring insights from Haleh Moddasser, CPA and author of 'Great Divorce Silver Linings.' They delve into the realities of late-life divorce, financial independence for women, and how to handle investments post-divorce. The episode also touches on the emotional aspects of divorce, personal growth, and the significance of financial planning. Additionally, Evan and producer Dave review TV shows that highlight divorce themes, reinforcing the episode's emphasis on handling life transitions with grace and insight. Topics 00:30 Summer Vibes and July 4t...
2025-07-08
1h 06
A Year and a Day: Divorce Without Destruction
Gray Divorce, Silver Linings: Financial Confidence After 50 with Haleh Moddasser
What if the end of a long marriage could be the beginning of financial freedom? In this episode, Jaime sits down with Haleh Moddasser, Managing Partner and Senior Wealth Advisor at Stearns Financial Group, to explore the financial realities of Gray divorce—when couples split later in life. Haleh shares why women over 50 are initiating divorce more often, the costly mistakes they need to avoid, and how to negotiate from a position of strength. From understanding the true value of assets to rethinking alimony and navigating Social Security benefits, this episode is packed with essential advice for building financial in...
2025-04-01
38 min
Women on Top with Haleh Moddasser
"Thematic Investing" with Beata Kirr
In this episode of Women on Top with Haleh Moddasser, we speak with Beata Kirr, Managing Director, and Chief Impact Officer for The Copia Group (TCG), a private investment firm providing capital solutions for lower middle market companies. Beata explains that investing in minority led companies provides a mechanism to directly impact issues surrounding race and gender inequality at a time when ESG investing appears to have overpromised and under-delivered. This type of thematic investment approach is especially useful for women investors, the overwhelming majority of whom want to invest in alignment with their values.Pr...
2024-05-08
35 min
Women on Top with Haleh Moddasser
"Take off the tiara and embrace leadership" with Dr. Patricia Rivera
Take off the tiara and embrace leadership, says Dr. Patricia RiveraDr. Patricia Rivera is the president-elect for the American Thoracic Society and a professor of medicine in the division of pulmonary diseases and critical care medicine at the University of Rochester Medical Center. She lived in Cuba and Colombia before emigrating to the United States and spent her early years in New York. After graduating from Pace University with a BS in Biology in 1981, and the Stony Brook School of Medicine in Stony Brook, New York with an MD in 1985, she spent more than 27 years at...
2024-05-06
37 min
Women on Top with Haleh Moddasser
"Using Art to Support Activism" with Mahsa Hakimi
Mahsa Hakimi is the founder of Hakimi Law PC, a boutique business and intellectual property law firm in San Francisco focused on protecting the creative talent and legal interests of artists and entrepreneurs. She has served on the board of various non-profit organizations, including as the inaugural Executive Co-chair of Castro LGBTQ Cultural District. She is also a member of the San Francisco Planning Department Community Equity Advisory Council and is a part of the Art Rise Collective’s organizational committee.Ms. Hakimi, an Iranian American, moved to the United States at age 15, shortly after the hostage cr...
2024-05-05
30 min
Ultra High Net Worth Clients with Chris Brodhead
#30 Empowering Boomer Women With Financial Planning w/ Haleh Moddasser, Partner, Stearns Financial Group
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth. In this episode, Chris and Haleh discuss: 1. Understanding the Financial Needs of Boomer Women 2. The Impact of Gray Divorce on Bo...
2024-02-25
27 min
No Romance Without Finance
Your #1 Investment Is You - Haleh Moddasser
Seasoned financial advisor and renowned author Haleh Moddasser joins Pattie for an insightful conversation on investing as a woman. Haleh is known for her expertise in guiding women to financial independence and success. Join them as they delve into the challenges and triumphs of thriving as a woman in male-dominated industries, the importance of maintaining a professional identity while being a stay-at-home housewife, and the undeniable significance of financial literacy and ambition for women.Produced by Citizens of Sound.Links: Follow NRWF on TikTok and Instagram:https://www.instagram.com/_noromancewithoutfinance/...
2023-06-06
44 min
Women on Top with Haleh Moddasser
"The Greatest Job on Wall Street” with Carolyn Saacke
Carolyn Saacke is the Head of Financial Sponsor Coverage at the New York Stock Exchange where she maintains relationships with private equity, venture capital, legal, investment banking and advisory firms for the benefit of capital markets and listed company teams.In this episode of Women on Top with Haleh Moddasser, our guest explains the drop in the number of IPOs in 2022 following a robust 2021; the definition of Special Purpose Acquisition Companies (SPAC)s; and expectations for rates of return in the stock market. Carolyn and Haleh also talk about what it’s like for women working in the fin...
2023-03-09
29 min
Women on Top with Haleh Moddasser
“Venture Investing to Do Good, Earn Reward and Build Brand” with Julie Castro Abrams
Julie Castro Abrams is the managing partner at How Women Invest, an early-stage venture firm focused on the intersection of female founders and female investors. She is also the CEO of How Women Lead, a network of executive women working to increase female leadership representation on boards and more.Julie engages with Women on Top with Haleh Moddasser about women supporting other women through venture funds. Julie debunks myths about women investors, demystifies terminology associated with venture funds, and describes the stages of a company and the investment risk level associated with each stage.
2023-03-09
28 min
Women On Top with Haleh Moddasser
“The Greatest Job on Wall Street” says Carolyn Saacke
Carolyn Saacke is the Head of Financial Sponsor Coverage at the New York Stock Exchange where she maintains relationships with private equity, venture capital, legal, investment banking and advisory firms for the benefit of capital markets and listed company teams. In this episode of Women on Top with Haleh Moddasser, our guest explains the drop in the number of IPOs in 2022 following a robust 2021; the definition of Special Purpose Acquisition Companies (SPAC)s; and expectations for rates of return in the stock market. Carolyn and Haleh also talk about what it’s like for women working in the...
2023-02-06
29 min
Women On Top with Haleh Moddasser
“Venture Investing to Do Good, Earn Reward and Build Brand” with Julie Castro Abrams
Julie Castro Abrams is the managing partner at How Women Invest, an early-stage venture firm focused on the intersection of female founders and female investors. She is also the CEO of How Women Lead, a network of executive women working to increase female leadership representation on boards and more. Julie engages with Women on Top with Haleh Moddasser about women supporting other women through venture funds. Julie debunks myths about women investors, demystifies terminology associated with venture funds, and describes the stages of a company and the investment risk level associated with each stage.
2022-12-06
28 min
How Women Inspire: Invest, Lead, Give
Becoming More Financially Empowered Through Investing with Haleh Moddasser, Senior Financial Advisor and Managing Partner with Stearns Financial Group
Did you know that women who invest generally earn more than 1-2% over their lifetime than their male counterparts? Women are fantastic investors, but it’s up to us to take that step and take control of our finances. This week’s episode 31 of How Women Inspire Podcast is about becoming more financially empowered now through investing! In this episode of How Women Inspire Podcast, Julie Castro Abrams and Haleh Moddasser share the importance of being financially empowered and actionable steps you can take right now to better understand your financial status.Haleh Moddasser is a...
2022-09-21
25 min
Women on Top with Haleh Moddasser
"Refuge for Women's Health" with Helai Hesham
Helai Hesham is a board-certified doctor of Obstetrics and Gynecology, subspecializing in female pelvic medicine and reconstructive surgery. She is an assistant professor of Female Pelvic Medicine and Reconstructive Surgery at Columbia University Vagelos College of Physicians and Surgeons and completed her fellowship at Harvard Medical School Massachusetts General Hospital.Dr. Hesham sits down with Women on Top with Haleh Moddasser to discuss her experience as a young Afghan refugee, the impact of being raised by a strong female doctor, what Covid revealed about healthcare in the U.S., plus her passion for helping women in poverty.
2022-07-13
34 min
Women on Top with Haleh Moddasser
"Teaming Up for a Winning Divorce" with Jaime Davis
Jaime Davis is a Board-Certified Family Law Specialist, Certified Family Financial Mediator and Certified Parenting Coordinator. The co-managing partner at Gailor Hunt Davis Taylor & Gibbs, PLLC in Raleigh, NC was selected to Super Lawyers in 2019 and named to Business North Carolina’s Legal Elite in Family Law in 2018 and 2019. Jaime is the podcast host of A Year and a Day: Divorce Without Destruction and author of a book by the same name.Jaime sits down with Women on Top with Haleh Moddasser to discuss the current state of divorce, why what looks fair on paper is not necessarily wh...
2022-07-13
22 min
Women On Top with Haleh Moddasser
"Teaming Up for a Winning Divorce" with Jaime Davis
Jaime Davis is a Board-Certified Family Law Specialist, Certified Family Financial Mediator and Certified Parenting Coordinator. The co-managing partner at Gailor Hunt Davis Taylor & Gibbs, PLLC in Raleigh, NC was selected to Super Lawyers in 2019 and named to Business North Carolina’s Legal Elite in Family Law in 2018 and 2019. Jaime is the podcast host of A Year and a Day: Divorce Without Destruction and author of a book by the same name. Jaime sits down with Women on Top with Haleh Moddasser to discuss the current state of divorce, why what looks fair on paper is not necessar...
2022-07-05
22 min
Women On Top with Haleh Moddasser
"Refuge for Women's Health" with Helai Hesham
Helai Hesham is a board-certified doctor of Obstetrics and Gynecology, subspecializing in female pelvic medicine and reconstructive surgery. She is an assistant professor of Female Pelvic Medicine and Reconstructive Surgery at Columbia University Vagelos College of Physicians and Surgeons and completed her fellowship at Harvard Medical School Massachusetts General Hospital. Dr. Hesham sits down with Women on Top with Haleh Moddasser to discuss her experience as a young Afghan refugee, the impact of being raised by a strong female doctor, what Covid revealed about healthcare in the U.S., plus her passion for helping women in poverty.
2022-06-21
34 min
Women on Top with Haleh Moddasser
"Running the Money" with Stephanie Link
Stephanie Link is chief investment strategist and portfolio manager at Hightower, a national wealth management firm. When she started her career in finance, Stephanie was just 1 of 3 women on a floor of over 500 working on a trading desk, where they couldn’t wear pantsuits or sleeveless anything, but certainly had to wear stockings no matter the temperature. She and Haleh discuss how much has changed since then, the power of learning from life’s challenges, and the “real” Jim Cramer.Prior to joining Hightower, Stephanie was the senior managing director and head of global equities research at Nuveen...
2022-02-04
36 min
Women On Top with Haleh Moddasser
"Running The Money" with Stephanie Link
Stephanie Link is chief investment strategist and portfolio manager at Hightower, a national wealth management firm. When she started her career in finance, Stephanie was just 1 of 3 women on a floor of over 500 working on a trading desk, where they couldn’t wear pantsuits or sleeveless anything, but certainly had to wear stockings no matter the temperature. She and Haleh discuss how much has changed since then, the power of learning from life’s challenges, and the “real” Jim Cramer. Prior to joining Hightower, Stephanie was the senior managing director and head of global equities research at Nuveen...
2022-01-25
36 min
Women On Top with Haleh Moddasser
"It’s Not Taboo" with Tracy MacNeal
In this important episode, Haleh is riveted by her conversation with Tracy MacNeal, President and CEO at Materna Medical, a medical device company devoted to improving women’s pelvic health through technology and empowerment. The two discuss the historical lack of medical research specifically done on women, the embarrassment associated with pelvic conditions, and the role technology is playing to transform women’s health care. Do you know the signs of woman having a heart attack? Listen and learn, because it is not the same as a man’s symptoms! Holding a BE in Chemical Engineering from T...
2021-12-14
39 min
Women on Top with Haleh Moddasser
"It’s Not Taboo" with Tracy MacNeal
In this important episode, Haleh is riveted by her conversation with Tracy MacNeal, President and CEO at Materna Medical, a medical device company devoted to improving women’s pelvic health through technology and empowerment. The two discuss the historical lack of medical research specifically done on women, the embarrassment associated with pelvic conditions, and the role technology is playing to transform women’s health care. Do you know the signs of woman having a heart attack? Listen and learn, because it is not the same as a man’s symptoms!Holding a BE in Chemical Engineering from The Coope...
2021-12-14
39 min
Swift Chats in the Financial Services Industry
Women, Wealth and Social Change with Haleh Moddasser
In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the power of the purse and their investment decisions. Listen to all the Women On Top episodes at: https://www.women-on-top.libsyn.com/ Learn more about Haleh Moddasser at: https:/www./halehmoddasserauthor.com/
2021-11-23
30 min
Women On Top with Haleh Moddasser
Women On Top with Haleh Moddasser: "Clothed in Compassion" with Jean Marie Clarke
Haleh speaks with Jean Marie Clarke, Founder of Pax Philomena a clothing brand that fuses rich, Indian block prints and timeless Italian style to create beauty, color and comfort in clothing. Jean talks about growing up in Calcutta, India to Anglo-Indian parents, whose families had been living in India for five generations. Haleh and Jean share their experiences of immigrating to the United States and growing up in different societies and cultures and that has shaped their views. Jean shares her inspiration for Pax Philomena and the struggles she faced getting her business off the...
2021-11-09
50 min
Women on Top with Haleh Moddasser
"Clothed in Compassion" with Jean Marie Clarke
Haleh speaks with Jean Marie Clarke, Founder of Pax Philomena a clothing brand that fuses rich, Indian block prints and timeless Italian style to create beauty, color and comfort in clothing.Jean talks about growing up in Calcutta, India to Anglo-Indian parents, whose families had been living in India for five generations. Haleh and Jean share their experiences of immigrating to the United States and growing up in different societies and cultures and that has shaped their views.Jean shares her inspiration for Pax Philomena and the struggles she faced getting her business off the g...
2021-11-09
50 min
Women On Top with Haleh Moddasser
Women On Top with Haleh Moddasser: "The Interview" with Jane Wollman Rusoff
In this kick-off episode of Women On Top with Haleh Moddasser, Haleh speaks with Jane Wollman Rusoff, a tenured journalist, a ThinkAdvisor Contributing Editor, and founder of Family Star Productions. Haleh digs into Jane’s long career interviewing people—everyone from celebrities to elderly loved ones. The two explore the wide diversity of Jane's writing projects, the changes she’s witnessed in journalism—some good and others not—plus the importance of looking within yourself for a source of empowerment. Jane Wollman Rusoff currently specializes in interviews with thought leaders. She is also the host of the ThinkAdvis...
2021-10-12
23 min
Women on Top with Haleh Moddasser
"The Interview" with Jane Wollman Rusoff
In this kick-off episode of Women On Top with Haleh Moddasser, Haleh speaks with Jane Wollman Rusoff, a tenured journalist, a ThinkAdvisor Contributing Editor, and founder of Family Star Productions. Haleh digs into Jane’s long career interviewing people—everyone from celebrities to elderly loved ones. The two explore the wide diversity of Jane's writing projects, the changes she’s witnessed in journalism—some good and others not—plus the importance of looking within yourself for a source of empowerment.Jane Wollman Rusoff currently specializes in interviews with thought leaders. She is also the host of the ThinkAdvis...
2021-10-12
23 min
Women On Top with Haleh Moddasser
Introducing Women On Top with Haleh Moddasser
Host, Haleh Moddasser introduces her new podcast by explaining what listeners can expect from the show and where they can access it. The first episode, featuring journalist Jane Wollman Rusoff, will publish October 12, 2021, with subsequent episodes dropping on the second Tuesday of each month. Learn more about Haleh Moddasser and her work at www.HalehModdasserAuthor.com
2021-10-05
01 min
Women on Top with Haleh Moddasser
Introducing My New Podcast: Women On Top with Haleh Moddasser
Host, Haleh Moddasser introduces her new podcast by explaining what listeners can expect from the show and where they can access it. The first episode, featuring journalist Jane Wollman Rusoff, will publish October 12, 2021, with subsequent episodes dropping on the second Tuesday of each month.Learn more about Haleh Moddasser and her work at www.HalehModdasserAuthor.com
2021-10-05
01 min
Breakthrough Success
E545: Investing To Make A Difference With Haleh Moddasser
Haleh Moddasser is a Senior Financial Advisor at Stearns Financial Group and the Managing Partner of their Chapel Hill office. Over the last 10 years, she has built a practice devoted primarily to women and their financial empowerment. Her latest book Women On Top discusses women, wealth, and social change. Special Thank You To Our Sponsor Jobber -- superior service management software to help you run your business more efficiently. Start your free trial today Here are the key links from the episode: Get your copy of Haleh's bo...
2020-08-12
25 min
Power Of The Purse Podcast
Episode 83: Women on Top…of the Money Game
Isn’t it time you used your wealth to make a difference in the world? Haleh Moddasser shares her personal stories and professional expertise as both a Boomer woman and an accomplished wealth management adviser. Haleh brings insights that resonate with women of means who long for a way to make a BIG difference in this world truly. Don’t let the old stereotypes, old ways of thinking, the challenges of being a mom, and fears of financial insecurity keep you from embracing your unprecedented wealth and power. Women need to invest their assets in a way that...
2020-06-11
34 min
Power Of The Purse Podcast
Episode 82: Planning for Financial Independence with Haleh Moddasser
Episode 82: Haleh Moddasser chats with us about how women can plan for financial independence, utilize our control of our wealth, and create change in a man-centric world. Haleh Moddasser, author of “Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50” and Senior Vice President of Stearns Financial Group is here to bring some important topics to light. Did you know that divorce over the age of 50 is growing at twice the rate of divorce in general? Due to this shocking statistic, Haleh sits down with Lynn to discuss how women should be plan...
2020-02-19
33 min
A Year and a Day: Divorce Without Destruction
Episode 4: Gray Divorce
Episode 4 features special guest Haleh Moddasser, CPA. Haleh is the Senior Vice President and Managing Partner of Stearns Financial Group's Triangle Office, and she has recently published a book entitled Gray Divorce: Silver Linings. In Episode 4, Haleh and host Jaime Davis discuss the concept of Gray Divorce and the different impact divorce after age 50 can have on women versus men. For more information about Haleh, go to http://www.stearnsfinancial.com/team_member/haleh-moddasser/
2018-02-03
33 min