Shows
MONEY WITHOUT MATHYou're Not Alone: The Rise of Solo Living with Dr. Peter McGrawWhat does it mean to live a remarkable life—solo? Dr. Peter McGraw has spent the last five years exploring that question as a behavioral economist, author, and lifelong bachelor. In this conversation, we sit down with him to talk about how the world—and the financial industry—still defaults to couples, even as the number of single adults continues to rise.There’s also a bigger conversation about how norms shape the way we think about money. Because nowadays, financial systems are full of outdated assumptions, but when you start asking different questions, the game can change.2025-07-3137 minMONEY WITHOUT MATHThe Art of Failing Forward: Lessons from Silicon Valley with Tissa RichardsFor many people, having a startup in Silicon Valley is the ultimate dream, and Tissa Richards reached it with a software company that she later decided to shut down. It was not an easy decision to make, but it helped her build resilience and reinvent herself. Now, this resilient founder has become a leadership advisor and author who guides executives through failure and helps them see it as an opportunity. Today, we talk about bouncing forward, adapting to change, and communicating with clarity and purpose.In this episode:The difference between failure and defeatStrategies for communicating...2025-07-1731 minMONEY WITHOUT MATHStepping Into Her Shoes: The Stay-at-Home Dad Wake-Up Call with Kim Nakamaru & David PidancetWhat happens when successful couples decide one person should hit pause on their career to shake things up at home and work? That’s the conversation we are having today in this episode of Money Without Math. Our guests? Kim Nakamaru and David Pidancet, two professionals in the aerospace industry who decided to switch traditional roles and become a family with a working mom and a full-time dad.In this episode:The negotiations that come with big life changesTraditional roles and how they embraced new ways of doing thingsThe best strategies for succeeding in a transition li...2025-07-0336 minMONEY WITHOUT MATHExploring a Portfolio Career with Deanah BakerThe traditional career timeline of working full-time for decades and then withdrawing abruptly is not only outdated, it’s loaded with challenges from decreased income to loss of identity and purpose. Enter the portfolio career. Unlike the typical career path comprised of one employer and one income stream, a portfolio career might include multiple roles, organizations, and/or income streams. After an impressive 32-year career with Walmart, guest Deanah Baker is exploring a world where work is more than a single job. Instead of retreating to retirement, Deanah is directing her energy and deep expertise to serve on...2025-06-0528 minMONEY WITHOUT MATHEmbrace AI for Career GrowthWhat if AI could be your best work ally instead of a job-stealer? Let's dive into the exciting world of AI, not as a threat, but as a powerful tool for personal and career growth.Karen Coyne hosts Susan Youngblood, an AI and Human Capital advisor, as they unravel how AI reshapes our lives, especially in our workspaces. Explore how AI integrates seamlessly into your daily routines, from refining repetitive tasks to sparking creative problem-solving.Key episode discussion points include:The current role AI plays in our work lives [00:02:51]Preparing for AI-driven c...2025-05-2029 minMONEY WITHOUT MATHBuild A Cohesive Relationship with Rebecca Lockwood & Tom BouwerCan you strengthen your relationship by applying the same principles you might use in business?Karen Coyne invites you to explore this concept with guests Rebecca Lockwood and Tom Bower, co-authors of "The Cohesive Couple". They offer practical insights on how couples can align visions and improve communications by using systems similar to those used to run successful businesses.Rebecca and Tom share their journey from business coaching to helping couples create a harmonious home life. From establishing a shared vision to planning accountability meetings, listen in to learn how to put problems in front o...2025-05-0630 minMONEY WITHOUT MATHFrom Accidental Entrepreneur to Empowered Leader with Sonya HopsonKaren Coyne is joined by Sonya Hopson, the dynamic CEO and founder of HIRE Strategies, a talent placement agency with a focus on commercial construction. Sonya shares her personal journey from "accidental entrepreneur" to making her mark in commercial construction as a single mom and a woman of color. She also opens up about embracing imperfections and becoming the woman known for her pink hard hat. Join us for a conversation that's as inspiring as it is practical.Key episode discussions include:Her unexpected entry into the construction industry with a unique personal brand (00:04:36)T...2025-03-3138 minMONEY WITHOUT MATHFinding Purpose in Your Career & Other Wisdom from the Operating Room with Dr. Eric WeissHave you ever wondered what it takes to make life-saving decisions under pressure, like a heart surgeon? How about applying this mindset to your personal finances?Karen Coyne sits down with Dr. Eric Weiss, one of the country's leading cardiac surgeons and Director of Aortic Surgery at Aurora St. Luke's Hospital. They explore the fascinating world of “clamp time”—a powerful principle centered around urgency and focus that Dr. Weiss applies in the operating room and beyond. From surgical precision to financial finesse, discover how the same mindset that saves lives can guide all of us towa...2025-03-1838 minMONEY WITHOUT MATHThe Power of Shedding: Kathy Dempsey's Guide to Embracing ChangeWhat happens when a single moment redefines your entire existence?Karen Coyne dives into a conversation with Kathy Dempsey, a remarkable change management speaker and author, who shares her incredible journey from an HIV diagnosis to a renewed life. This is about as real as it gets. Kathy opens up about how facing a presumed death sentence at 25 shaped her perspective on living fully in the present.Join us as Kathy and Karen explore:The importance of "shedding" old habits and embracing new changes at [00:11:16].Practical tools for managing personal and professional change at [00:15:16...2025-03-0335 minMONEY WITHOUT MATHHow Physical and Spiritual Awareness Impact Finances with Michelle BouléWhat if money wasn’t just about adding and subtracting, but truly about aligning with your purpose and joy? Dive into this episode as Karen Coyne chats with Michelle Boulé, a life coach, dancer, and healer who connects money, movement, and mindset. Together they explore how our physical movements and spiritual awareness shape our financial journeys.From Michelle’s inspiring journey from a professional dancer to a transformative coach, to practical insights on overcoming money shame, this episode is packed with revelations. You'll also learn about the power of aligning desires with universal laws and how th...2025-02-1134 min
Women's Money WisdomEpisode 257: Addiction & Your Money with Karen Coyne, CFP®How does addiction impact financial planning, and why is it so often left out of the conversation? In this thought-provoking episode, Melissa Joy, CFP®, dives deep into this sensitive yet critical topic alongside Karen Coyne, CFP® of Clarity Planning. Karen shares her personal journey and highlights the significant gap in financial planning education when it comes to addiction and its far-reaching effects on individuals and families.Melissa and Karen explore practical tools for addressing these challenging conversations and discuss how financial advisors can better support clients navigating the complexities of addiction. They also delve into the psychological al...2025-02-0435 minMONEY WITHOUT MATHWhy It’s Worth Investing in Your Wardrobe with Morgan WiderWhat does your wardrobe reveal about you? Have you considered how it can subtly influence your professional success and sense of worth?Karen Coyne chats with Morgan Wider, a dynamic image consultant and stylist, to unravel the deeper connection between our style choices and our sense of self-worth. Discover how clothing can be empowering beyond mere appearances and learn to embrace your authentic self!Key conversations include:The emotional layers of style and how self-worth influences wardrobe choicesPersonal stories of transformation through embracing one's unique stylePractical strategies for building a wardrobe that reflects your...2025-01-0641 minMONEY WITHOUT MATHUnmarried Ever After with Joshua Charles, CFP®Did you know that as an unmarried couple, you could be exposed to over 1,000 potential financial vulnerabilities that married couples are protected from?Unmarried couples are navigating a complex web of financial challenges, often without the protections that marriage offers—this episode sheds light on what you need to know.Uncover the vital financial considerations and protections for unmarried couples, professionally navigated by Karen Coyne and guest Joshua Charles. Listen to understand the implications of estate planning, why insurance is even more crucial, and how to safeguard your financial future. K...2024-12-2032 min
b Cause Work Doesn't Have to Suck268: Why You Might Need to Stop Hoarding Money (and Other Unique $ Tips) with Karen CoyneYour money, your rules, your life. Ditch the tired financial narratives that keep you stuck and create strategies that help you live authentically—right now. Because building wealth isn’t just about numbers; it’s about crafting a legacy that feels as good as it looks. Enter Karen Coyne. A certified financial planner, founder of Clarity Planning, and host of Money Without Math, Karen “deals in the real.” She’s the antidote to shaming and “shoulding,” bringing clarity and empowerment to your financial journey. Some of the things you'll hear are: 1.) Why the financial plannin...2024-12-1056 minb Cause Work Doesn't Have to Suck268: Why You Might Need to Stop Hoarding Money (and Other Unique $ Tips) with Karen CoyneYour money, your rules, your life. Ditch the tired financial narratives that keep you stuck and create strategies that help you live authentically—right now. Because building wealth isn’t just about numbers; it’s about crafting a legacy that feels as good as it looks. Enter Karen Coyne. A certified financial planner, founder of Clarity Planning, and host of Money Without Math, Karen “deals in the real.” She’s the antidote to shaming and “shoulding,” bringing clarity and empowerment to your financial journey. Some of the things you'll hear are: 1.) Why the financial plannin...2024-12-1056 minMONEY WITHOUT MATHWhy Every Pet Owner Needs To Plan For The UnexpectedWho would care for your pet if you were unable to? Pet planning is not just for the rich and famous; it’s an essential aspect of responsible pet ownership.Karen Coyne dives into the often overlooked aspect of pet planning with guests Abby Schneiderman, Adam Seifer, and Gene Newman, the minds behind the digital tool EverPlans. Learn about the critical information you need on hand for emergencies, and why pet insurance might be more important than you think.Key highlights:The importance of planning and establishing pet trusts for long-term careHow pet...2024-12-0936 minMONEY WITHOUT MATHCreating a Legacy of Love With Dr. Kimberly HarmsWhat does legacy mean? The idea of leaving a worthy legacy can feel daunting. What will I leave behind? How will I be remembered? In this episode, Karen Coyne chats with Dr. Kimberly Harms, a grief counselor, death doula and author who shares her incredible story of overcoming personal hardships, the power of personal connections, and how to leave a legacy that’s more than material. If legacies are rooted in love and relationships rather than just numbers of dollars, building emotional resilience deserves as much attention as our legal and financial planning. 2024-11-2533 minMONEY WITHOUT MATHThe Art of Letting Go: Swedish Death Cleaning with Mindy GoddingIf you feel overwhelmed by clutter, imagine how your children and loved ones will feel when they are tasked with going through all of your stuff one day.Or maybe you’ve already been through this process after losing someone and know how difficult it can be. Perhaps the experience changed your perspective on how many things we needlessly hold onto. Decluttering isn’t just about tidying up. It can also serve to lighten the load that our loved ones will eventually be left to deal with.This is where Swedish Death Cleaning comes...2024-11-1135 minMONEY WITHOUT MATHUnmarried Ever After: Your Legal Reality with Joshua Charles, CFP®If you are single or in a long-term relationship with no plans to get married, you might think that you don’t need an estate plan. After all, estate planning conversations often revolve around the married couple with 2.5 kids. But the surprising reality is that it’s even more critical for unmarried people to prioritize this planning. Whether you are partnered but not legally married, part of the LGBTQ+ community, widowed, or simply choosing to remain single, your legal reality is that you don’t have the same rights and protections that your married counterparts do. Karen...2024-11-0132 minMONEY WITHOUT MATHThe Big Appeal of Micro-Weddings with Jennie SwensonDo you desire a wedding that’s distinctly personal, unique, and unforgettable, but won’t break the bank?Discover the beauty of micro-weddings.As more couples seek alternatives to large, traditional events, micro-weddings offer an intimate and often affordable way to celebrate without losing the magic. With fewer than 50 guests, these small gatherings free up time, money, and energy so you can prioritize what matters most to you in a big way. Karen Coyne, CFP®, speaks with Jennie Swenson, founder of microWED collective, about her own journey planning an elaborate wedding that shifted to a s...2024-10-1029 minMONEY WITHOUT MATHThe Invisible Dangers of Sports Betting with Amara DurhamSports betting might seem harmless fun, but it can quietly wreak havoc on your wallet and well-being. With apps making it easier to gamble, the risks are rising and are not always obvious.Karen Coyne sits down with Amara Durham, co-founder of Urgent Care Mental Health, to talk about the hidden dangers of sports betting addiction. Amara shares how gambling can lead to financial ruin and strained relationships and why financial advisors need to help families spot the warning signs.Don’t think that it can’t happen to you or your family; take a list...2024-09-3036 minMONEY WITHOUT MATHHow To Be a Better Quitter with Amani ZaveriQuitting has such a negative connotation today. But quitting isn’t always a terrible thing. In fact, it can be a powerful and positive skill.In this episode, Karen Coyne and Amani Zaveri examine the misunderstood art of quitting. For starters, the Latin root word for quitting, quietus, is closer to liberating than it is to failing.Karen and Amani connect financial habits to the concept of quitting, offering fresh insights on using savings for intentional life changes. They explore when it’s time to quit — whether a job, relationship, or hobby — by recognizing signs like per...2024-09-1833 minMONEY WITHOUT MATHNo Plan B with Cara BrookinsWhat if you could stop overthinking and start doing? What if you could show courage while on the darkest, most difficult road in your life? Cara Brookins did just that by building a house with her kids using YouTube tutorials.In this inspiring episode, Karen Coyne welcomes Cara to share her extraordinary story of courage, resilience, and the power of going all-in on a bold, radical idea. Cara, a mother of four, fled an abusive relationship, which led her to build not only a home but also a new outlook on life for herself and h...2024-08-2640 minMONEY WITHOUT MATHWrite Your Statement of Financial Purpose with Alina FischEver felt disconnected from your financial goals? Consider writing a statement of financial purpose to better connect your money with personal meaning.Join Karen Coyne as she engages in a thought-provoking conversation with Alina Fisch, the founder of Contessa Capital Advisors. This episode explores how aligning financial goals with personal values can lead to more fulfilling and intentional financial decisions.Key Highlights:Statement of Financial Purpose: This tool aligns personal values with financial goals, making financial planning more meaningfulTailored Approach: Alina shares a story of a client...2024-08-1229 minMONEY WITHOUT MATHPracticing True Self-Care, Not Just Buying It with Taylor Elyse MorrisonAre we really practicing self-care, or just buying it?Join Karen Coyne, CFP® as she explores the real meaning of self-care with Taylor Elyse Morrison, coach, speaker, and author of "Inner Workout." Taylor shares her journey from struggling with self-care to making it her career and challenging the commercialized view of wellness along the way. She emphasizes that self-care is about internal reflection and responding lovingly to one's needs. While we don’t necessarily need to purchase self-care solutions, there is a cost to ignoring our well-being. Key Highlights:Redefining Self-Care: T...2024-07-2635 minMONEY WITHOUT MATHWhy We Must Address Addiction in Financial Planning with Amanda KoplinHow does addiction intersect with financial planning, and what role can financial advisors play in addressing this critical issue?Karen Coyne discusses the complexities of addiction with Amanda Koplin, a licensed mental health counselor and CEO of Koplin Consulting. Tune in and discover the expansive definition of addiction and learn how it affects financial planning across all demographics, including wealthy families.Key Highlights:Expanding the Definition of Addiction: Beyond drugs and alcohol, addiction includes behaviors like sports betting, shopping, and social mediaUnderstanding Root Causes: Addiction often begins with self-medicating...2024-07-1129 minMONEY WITHOUT MATHHow Positive Energy Can Transform The Workplace with Kafi LondonEver wondered how harnessing positive energy can transform your workplace dynamics? Join Karen Coyne as she explores the profound power of positive relational energy with Kafi London. Get ready to explore clever strategies to combat burnout and enhance your leadership through human connection and dynamic energy.Key Highlights:Positive Relational Energy: How contagious energy between people transforms workplace dynamicsPersonal Journey: From corporate success to burnout, Kafi's pivot to energy-focused leadershipRipple Effect: How positive energy influences leaders, teams, and clientsSparkAbility Factor: The f...2024-06-2431 min
For Advisors By AdvisorsFor Advisor By Advisors - Interview with Karen Coyne, Founder of Clarity Planning - Do Financial Advisors Need to Evolve? One Experienced Advisor Thinks So!In this episode, we talk with Karen Coyne, Founder of Clarity Planning. Karen and I discuss the advice business and how it is evolving. We discussed a wide range of topics from compensation to money management, to what the next generation of Advisors coming into the business need to look out for. Karen discusses her thoughts on women in finance and the importance of getting more women into the financial services field. I hope you enjoy it!Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcas...2023-01-2537 minMONEY WITHOUT MATHFOMO or Fundamental: Considerations for ESG, Crypto, and More with Loren FoxWhether you’re just getting started or have been investing for years, the number of investment options to choose from can be overwhelming. What’s ESG? Should I buy crypto? Active ETFS or mutual funds? Some of these options are compelling, but it’s important to understand key factors before diving in. Loren Fox is the director of research at Boston-based FUSE Research Network. He has been researching, writing and speaking about trends in the investment industry for 16 years and joins us to help evaluate these trending investments.2022-06-0950 minMONEY WITHOUT MATHEstate Planning From the Heart with Patricia De FonteEstate planning isn’t just about you, money, and taxes; it’s mostly about the ones you love. Patricia De Fonte is an estate planning attorney and founder of De Fonte Law PC. She is passionate about delivering thoughtful counsel to help her clients preserve family harmony through careful and customized planning that also reflects their vision and values. In this episode, we discuss why a will is not enough, the importance of healthcare directives, what a trust can do for you, and why you might not want to DIY when it comes to creating effective and personalized documents.2022-05-2552 minMONEY WITHOUT MATHWelcome to MONEY WITHOUT MATHOpinions expressed are those of Karen Coyne and not those of RJFS or Raymond James.Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPCInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Karen Coyne, Financial Advisor located at 12920 Conamar Dr., Ste. 202 Hagerstown, MD 21742, Tel 301.739.7002. 2022-05-1201 minMONEY WITHOUT MATHReconnecting to Purpose and Finding Your Spark with Maria GambAfter almost a 6 month hiatus, we’re back! At the beginning of the year, Maria Gamb, Founder and CEO of coaching and training company NMS Communications, joined Karen to discuss how to reconnect with your purpose and find your spark. Typically January is an exuberant time, as we look out upon a new year as a fresh start, a new beginning. This past January seemed to usher in a new year with a sense of general malaise, exhaustion, and indifference. If you are feeling like you’ve lost your spark, you are not alone. Listen as Maria talks about how t...2022-05-0653 min
MONEY WITHOUT MATHThe Pursuit of Enough with Brian PortnoyIn a culture of hustle, grind, do more, get more, be better, go faster, now, when do we know when to say, “enough?” And more specifically, how do we reconcile more and enough when it comes to our money? Behavioral finance expert Brian Portnoy, CFA, PhD, and author of “The Geometry of Wealth,” joins us to explore the intersection of time, money, living a joyful life, and the pursuit of enough in these noisy and busy times.2021-11-2940 min
MONEY WITHOUT MATHBreaking the Stereotype of the Typical Accountant with Cece LeungWhat do you picture or think about when you hear the word “accountant?” Boring bean counters, debits and credits, nerdy number crunchers? Cece Leung, CPA, Founding Partner of The Entrepreneur CFO, podcast host and author of “Dear Accountant” is on a mission to change that. Cece is also a mentor and coach who shares her experiences and insights to elevate young professionals entering the field. Accounting plays a critical role in every business, and it doesn’t have to be boring! You might not have realized it, but a career in accounting can be quite versatile and lead to a wide vari...2021-11-1741 min
MONEY WITHOUT MATHThe Top 10 List of Financial Skills for Modern Families with Dr. Moira SomersDo you think you that you need a degree in economics or finance to truly get a grip on your finances? Think again. It turns out, getting a grip on your habits and behaviors is actually more impactful than knowing how to evaluate stocks or describe the IPO process. You don’t need to be a math whiz to be good with money; you need real life skills. Dr. Moira Somers, Psychologist, Professor, and Author of Advice that Sticks: How to Give Financial Advice that People Will Follow, specializes in helping families and their advisors sharpen those life skills th...2021-11-0346 min
MONEY WITHOUT MATHCreating a Family Mission Statement with Kathy LongoIt’s been said that so much time and energy is spent on preparing the assets for the family, but not the FAMILY for the assets! No wonder that a reported 70% of family wealth doesn’t survive past the second generation. Creating a family mission statement is a way to bridge these gaps and strengthen the concept of a family legacy. This is not about numbers or inheritance details; it’s about sharing family history and traditions, values and aspirations. Kathy Longo, CFP, CAP, CDFA, President and Founder of Flourish Wealth Management, shares how she helps initiate these conversations and hel...2021-10-1335 min
MONEY WITHOUT MATHA Male’s Perspective on Work-life Balance with Max SchatzowThe challenge of balancing professional and personal pursuits has most often been approached as a women’s issue. But men are also struggling with the same issues. They may feel less comfortable discussing the issues, and/or nobody is asking. So we did! Max Schatzow, Partner of Stark and Stark joins us on this episode to open up the conversation of work-life balance from a male’s perspective. Max’s spouse is also an attorney and he shares how his priorities have changed as life changes, why it’s ok (and necessary!) to outsource certain duties, and also reminds us that yo...2021-09-2429 min
MONEY WITHOUT MATHGenerational Theory and What it Means for Your Future with Kim LearKim Lear is a speaker, writer, researcher. She’s also the Founder and Content Director of Inlay Insights, a generational research firm. She describes generational theory as sitting at the intersection of history and culture, and points out that we talk about Baby Boomers, Gen Xers, Millennials, and Gen Z, we’re really discussing is change over time. In this episode, Kim helps us understand how these generational shifts may be the most human way of looking at changes that affect aspects of our lives including our money, marriages, wellness, and more. What does it mean to grow older toda...2021-09-0754 min
MONEY WITHOUT MATHHow to Approach Uncomfortable Conversations with Dan SolinWhether in our personal lives or in a professional setting, difficult conversations are unavoidable. From money issues to breaking bad news or dealing with differences of opinion, some people are better than others at having these difficult conversations. What can we learn from them? Guest Dan Solin spent years researching studies in the fields of psychology and neuroscience and his findings reveal how we can make deeper connections and transform relationships. Dan is the New York Times bestselling author of the Smartest series of investing books. His latest book is “Ask: How to Relate to Anyone,” and in this epis...2021-08-0443 min
MONEY WITHOUT MATHYour Worst Nightmare: Losing Your Life Savings to Investment Fraud with David MeyerIt happens. It could be falling prey to a fraudulent investment scheme, or it could be your financial advisor or other trusted advisor running off with your life savings. Are there steps you can take to protect yourself in the first place? What happens if your worst nightmare comes true? David Meyer is the Managing Principal of Myer Wilson and the author of The Investor Protector. He joins us to share lessons learned from 20+ years of pursuing investor claims so that you can be better informed, and protected, as an investor. David shares the red flags you need to l...2021-07-1940 min
MONEY WITHOUT MATHRisky Business: How One Woman is Working to Uncover Risks Lurking in Your Business with Galina GuidryDo you own a small to medium-sized business? Have you noticed a decline in cash sales? When is the last time you personally reviewed bank statements for all of your accounts? These are just a few of the questions that Galina Guidry, President of ICAF Consulting, will ask during a consultation. Galina has over 10 years of practical experience in performing operational assessments for various companies, with a focus on fraud prevention and education. She shares personal stories that can help you identify different areas of risk in your business. 2021-07-0845 min
MONEY WITHOUT MATHWomen, money and the risk-averse labelWomen are often labeled as risk-averse, but is this true? Former Wall Street executive Sallie Krawcheck pointed out that women aren’t necessarily more risk-averse, but they are more risk-aware. There are risks and tradeoffs in everything that we do, and investing is certainly no exception. Our guest today is Brooke Ramstad, CFP®, CEPA, a successfully exited financial advisor who had to take some risk herself. We discuss the various types of risks that you face as an investor, including the risk of not having a team in place when you need it the most. Take steps today to put...2021-06-2350 min
MONEY WITHOUT MATHMaking Sense of the Markets in 2021 with Gary StringerOne year ago, the financial markets faced extreme uncertainty in the face of the Coronavirus pandemic and the subsequent shutdowns. Today, the markets are reflecting an enthusiastic reopening, accompanied by a booming housing market and widespread inflation concerns. Gary Stringer, CFA, President and Chief Investment Officer of Stringer Asset Management, LLC joins us to recap where we’ve been, how the markets are behaving now, and where they may be headed in the near future. We discuss the equity markets, why you don’t want to write off fixed income, what you need to know about gold and other comm...2021-06-0138 min
MONEY WITHOUT MATHInvest in Your Network Like Your 401(k) with Dana LawrenceA solid network is an intangible and invaluable asset. Like a rainy-day fund, you never know when you might need it! But if you don’t tend to it, it won’t be there when you need it the most. Guest Dana Lawrence is a speaker and mindful leader who has realized the benefits of regularly investing in her network. We discuss the different looks and approaches to networking, how to overcome the “ick” factor, and tips for introverts. You’ll have a new framework for thinking about networking—and one that is centered on being authentic and genuine.2021-05-2042 min
MONEY WITHOUT MATHIs Now a Good Time to Buy or Sell a Home? with Gabriella MorrellYou’ve probably heard the phrase “sellers’ market” more than once lately in reference to the real estate market. What does this really mean? The real estate market is hot right now and Gabriella Morrell, Realtor with the Waldner Winters Team, discusses what that entails. Gabriella shares considerations for both buyers and sellers, how each offer is truly unique, plus specific recommendations for first-time home buyers. We also discuss why For Sale By Owner isn’t always a money saver. If you have been thinking about buying or selling a home, take a listen!2021-05-0432 min
MONEY WITHOUT MATHWhy Couples Really Fight Over Sex and Money with Dr. Joy LereIt's no secret that sex and money often present challenges in a relationship. But are sex and money the real issues? Maybe, maybe not. Money alone can be difficult enough to discuss, and that’s before you layer on the many dynamics of a relationship. Joining us to open up these issues is Dr. Joy Lere, a licensed clinical psychologist and behavioral finance consultant. As Dr. Lere points out, “money is emotional currency, it is a feeling lightning rod,” and is strongly connected to feelings such as power, control, significance, and self-worth. Money often takes the relationship blame because it’s use...2021-04-1429 min
MONEY WITHOUT MATHDon’t Make this Mistake when Selling Your Business with Denise LoganThe sale of a business is probably the largest and most significant transaction for a business owner. But it’s more than a transaction, and it’s more than just one moment; it’s a significant life transition. The failure to recognize and prepare for these moments before, during, and after the transaction are part of the reason why fewer than 30% of all businesses successfully transition to a new owner. Enter Denise Logan, The Seller Whisperer. She’s the best-selling author of The Seller’s Journey and she keeps people and deals from falling apart. With a background as a lawyer...2021-03-2958 min
MONEY WITHOUT MATH52 Pearls: Attributes of Successful Clients with Melissa Joy, CFP® and Sarah Boston (guest spot)In this episode Melissa Joy, CFP® is joined by Sarah Boston, CFP®, and Karen Coyne, CFP® to discuss the common attributes of their successful clients. With over 50 years of combined experience helping clients build wealth, these three advisors have noted what actions or behaviors have helped their most successful clients. We will discuss: What does it mean to be “In action”?The ability to delay gratification with big purchase itemsWhy not comparing yourself with others can help you build wealthHow to use your Financial Advisor as a sounding boardRaymond James is not affiliated with and does not endors...2021-03-1022 min
MONEY WITHOUT MATHWhat to Look for in a Financial Advisor with Melissa Joy and Sarah BostonIf you are someone who is seeking financial planning advice this episode is for you! There are many financial advisors to choose from, but they don’t all deliver advice or do business the same way. And if you’ve never worked with an advisor before, it might be even more challenging to know what to look for. While licenses, experience, and cost structure are important, fit is just as key. Melissa Joy, CFP®, CDFA®, President of Pearl Planning and Sarah Boston, Financial Advisor of Bookends Financial Planning join us in this episode to highlight some of the most relevan...2021-03-0442 min
MONEY WITHOUT MATHReframing Negative Money Messages with Nicole HandHave you ever considered the money messages that may be holding you back? In this episode we are joined by Nicole Hand of Artist with Abundance, who is on a mission to reframe the negative money messages that affect artists in particular. The arts community is often subject to unconscious bias along with systemic money messages that are counter-productive, leading to feelings of self-defeat, stress, and shame. As a professional musician, Nicole had a “eureka” moment that led her to take action and make changes with how she approached her finances.Not an artist? You might be surp...2021-02-1745 min
MONEY WITHOUT MATHHelping Our Children Cultivate Financial and Life Skills with Sheena MajetteHow many times have you heard someone say, “It’s too bad that kids don’t learn more about money in school!” When it comes to personal finances, we can’t rely on schools to provide a comprehensive education for our children. But where do we begin?Sheena Majette is the founder of Diamond and Pearls Girls Club, a non-profit organization dedicated to cultivating life skills for teenaged girls. Girls in the program participate in an interactive curriculum designed to build interpersonal skills and also learn about paying bills and financial planning. Sheena shares her personal experiences gained from raisi...2021-02-0239 min
MONEY WITHOUT MATHWhat doctors need to know about the state of healthcare real estate right nowAre you a medical professional looking to buy, lease, or sell office space? Are you concerned about whether or not this is a good time to make a move? While some industries have embraced the remote work movement, healthcare still very much relies on office space. However, what many tenants are looking for has changed. Brian Perry of Health-Pro Realty Group shares some considerations for practices looking to upsize, downsize, or relocate. Whether you are a solo dentist or a practice with multiple locations, every deal has its nuances. Brian also shares tips for negotiations that result in a...2021-01-1436 min
MONEY WITHOUT MATHWhat's Your Money Personality?Have you ever considered how your money mindset is helping or hindering your financial outcomes? Do you have a healthy, loving relationship with money, or are you afraid to even say the word? Emily King joins us on this fun and insightful episode. As a personal coach who teaches a course called “The Rich Woman,” she shares several simple practices you can incorporate to avoid self-sabotage. We also dive into the profiles of 8 money personalities, or “Sacred Money Archetypes,” to help you identify the strengths and weaknesses you may have around money.2020-12-2856 min
15 Minutes(ish) of BlameEpisode 18: The Karen ProblemJohn tries to shine light on yet another emerging problem in 2020: the rise of the rude Karen character who has been causing him great problems in recent months...Jonny isn't convinced they're to blame, no surprises there. First and last episode with Steve helping out...ish.Support this podcast at — https://redcircle.com/15-minutesish-of-blame/donations2020-12-1015 min
MONEY WITHOUT MATHFinancial Wellness for CatalystsWhat is a catalyst? A catalyst is a changemaker that moves….FAST. Shannon Lucas, Co-Founder & Co-CEO of Catalyst Constellations literally wrote the book on wellness for catalysts. She is a global thought leader and recently co-authored “Move Fast. Break Shit. Burn Out: The Catalyst’s Guide to Working Well,” an antidote to burnout culture. In this episode, Karen & Shannon discuss how catalysts might be so focused on changing the world that they are overlooking their own wellness, and their financial wellness in particular. If you belong to this group of changemakers, you are fiercely independent—but that doesn’t mean you need t...2020-11-2328 min
Women's Money WisdomEpisode 39: Attributes of Wealthy People with Sarah Boston and Karen CoyneIn this episode Melissa Joy, CFP® is joined by Sarah Boston, CFP®, and Karen Coyne, CFP® to discuss the common attributes of their wealthy clients. With over 50 years of combined experience helping clients build wealth, these three advisors have noted what actions or behaviors have helped their most successful clients.We will discuss:· What does it mean to be “In action”?· The ability to delay gratification with big purchase items.· Why not comparing yourself with others can help you build wealth.· How to use your Financial Advisor as a sounding board.Addit...2020-11-1722 min
MONEY WITHOUT MATHLiving Your Life Full TiltThree entrepreneurial women recently met, clicked, created a webpage, created an event, and will probably be leading a movement in short order. Their mission? To celebrate an unapologetic lifestyle by design, reaching for dreams and goals full tilt while helping other women do the same. Shawn Mumma, Owner and Interior Designer at La Rouge Home Design, Sarah Reed, Chief Encouragement Officer of EXCELEVATE™ Academy, and Michelle Donahue, Owner of Massage Envy Hagerstown and the InsideOut brand come together with Karen to discuss what it means to live your life “full tilt.” 2020-11-0239 min
MONEY WITHOUT MATHCharitable Giving Through Your Community FoundationHave you ever wondered what a community foundation is and how it works? Stacey Crawford, President/CEO of the Community Foundation of Washington County, Maryland, explains the role the community foundation serves for donors as well as local non-profits. We discuss the different vehicles that are available to enable donors to engage as active, ongoing participants, including donor-advised funds and scholarships.2020-11-0226 min
The Epic Comeback Podcast#137 Karen CoyneThis episode features certified financial planner and strategic wealth advisor Karen Coyne, who shepherds her clients through the financial aspects of their Epic Comebacks. "If you can clearly see what's important to you in your life and you can align that with your financial goals, that's when you are able to have freedom, experiences, and choices," says Karen. She also shares that the best ways to get to the other side of a life-shattering experience are to own your part, to indulge yourself a little, and to work together with others involved if possible.
Find Ka...2020-10-2231 min
MONEY WITHOUT MATHDo I Need to Change my Portfolio in Advance of the Election?As if a global pandemic weren’t enough to cause concern for investors this year, a highly-charged presidential election is also in the mix to taunt investors in 2020. What are the professionals doing and what is the lens they are using in this challenging environment? In this podcast episode, we went straight to one asset manager to find out. Senior Vice President and Portfolio Manager Luke O’Neill from Cookson Peirce shares his team’s methodology. We also discuss what the markets are currently demonstrating, what history has taught us, and what you can control when it comes to your p...2020-10-2040 min
MONEY WITHOUT MATHCollege Admissions in the COVID-19 EraThe college application process can be overwhelming, as students and their families address many moving parts from campus visits to sorting out deadlines, testing, and financial aid. Going through this process during the COVID-19 era brings some additional considerations for families. Michelle Jacobs, Ed.D. Independent Educational Consultant at College Bound joins us to discuss what elements of the process have changed and also what has remained steadfast. She also shares great advice on what seniors can do right now and why it may be best to take action now instead of waiting it out along with everyone else.2020-09-2241 min
MONEY WITHOUT MATHYou Don't Have to be an Econ Major (or Evil) to Join Investment BankingFinancial services often seems off-limits to someone with a liberal arts degree, let alone a degree in Theatre Studies. Gillian Matteson is an M.B.A. candidate at Emory University with a fairly non-traditional background for someone heading into investment banking, having studied education, theatre, and working in the non-profit world. In this episode, we discuss the value of taking an atypical path to working in financial services, and considerations for women and minorities who are interested in joining this male-dominated field. We also discuss the evil image of investment banking and how that might be changing for the...2020-08-2041 min
MONEY WITHOUT MATHPhysicians: Are You Protecting Your Most Valuable Asset?Your primary concern is taking care of your patients. But how dialed in are you to the blind spots in your practice that can threaten your license and your livelihood? Board investigations and disciplinary sanctions are not typically covered by professional liability insurance and can end in license suspension or even revocation. When you think about your assets, don’t overlook ways that you can protect your license and ultimately your practice. Natasha Wesker, Esquire of Natasha Wesker Law, LLC has 30 years of experience in healthcare and has seen both sides as both a defense attorney and as a pro...2020-08-1354 min
MONEY WITHOUT MATHA Better Way to Divorce: Mediation and Collaborative DivorceMaking the decision to end your marriage is incredibly difficult. And once that decision is made, there are many more big decisions to follow, especially if you have children. One of the first is determining how to go about the divorce process. Do you hire a “pit bull” attorney, or can you move forward amicably? The typical divorce narrative is toxic, destructive, litigious, expensive, and results in a lose-lose situation. There’s another, lesser-known narrative, which avoids the courtroom. This narrative puts the family first. Through mediation and collaborative divorce, you work together to make decision...2020-07-2841 min
MONEY WITHOUT MATHDon’t Just Survive Divorce – Stage an Epic Comeback!Divorce is a traumatic event. It’s a financial, legal and interpersonal process with high stakes. It’s emotionally exhausting, and it can be financially and personally devastating. Divorce may be the end of a chapter, but it’s not the end of the story…and it could be beginning of a new and better one. Nikki Bruno, graduate of Princeton and Harvard Universities and founder of The Epic Comeback, helps people do just that that by “finding the treasure in trauma.” After a high-conflict divorce nearly destroyed her, she was able to rediscover herself and bounce back stronger, and now she...2020-07-1537 min
MONEY WITHOUT MATHAligning Your Values with Your PortfolioUsing an ESG (Environmental, Social and Governance) strategy in your portfolio is a way to invest your money to match your values. Money is power if you choose to direct it towards change. And as more and more companies are considering all of their stakeholders—not just their shareholders—in how they make decisions, you can do just that. Sheila L. King, CFA, Vice President & Portfolio Co-Manager at Eagle Asset Management, Inc. explains how investing in companies and municipalities that are focused on being resilient and sustainable for the long haul is not only meaningful for you as an investo...2020-06-1827 min
MONEY WITHOUT MATHTravel is Not Cancelled!Borders are closed, venues are closed, and flights are iffy. But travel itself is not cancelled! Travel in the time of COVID19 however may require the help of a professional. How do you know where you can go, and what is safe? Enter our guest today, Sarah Groen, Owner and Luxury Travel Advisor of Bell & Bly Travel. On this episode we discuss how the travel industry is responding to the covid challenge, how to create an “ungoogleable” experience, and why now is a great time to consider working with a travel advisor.2020-06-1837 min
MONEY WITHOUT MATHReturning to Work in a COVID WorldAs businesses start to open back up, employers and employees have a lot of questions. Today’s guest is Lisa Shuster, Founder and President of PeopleWorks, which specializes in small business HR. From opening up safely to addressing employee leave benefits, Lisa shares her expertise and resources so businesses and employees can get back to work.2020-06-0534 min
MONEY WITHOUT MATHHow to be a Better Communicator in a Time of CrisisTensions are running HIGH. In the pandemic, we’re not only dealing with a health crisis and economic fallout, we’re also facing an emotional and mental crisis that can strain relationships. Those strains can then further exacerbate health and financial issues, so it’s critical to tune in to how we are communicating right now. Whether it’s with your family or your clients, Kristie Van Leeuwen, President of PeopleReader explains how to be a better communicator during the crisis.2020-05-2835 min
MONEY WITHOUT MATHReady or Not...Now What?Steve Chiavarone, portfolio manager and equity strategist for Federated Hermes brings his expertise to the table as he tackles 5 key questions from inflation to bringing production back to the US and why now is still the time to stay invested. 2020-05-1434 min
MONEY WITHOUT MATHTalking to Our Children about Finances in a Time of CrisisPart 2 of 2. Guest Nancy Phillips, creator of “The Wela Way” and author of the Zela Wela kids series, was a corporate executive before a series of traumatic events altered the course of her life. Because her life situation had changed so dramatically, she wanted her children to learn from the experience and to have a firm introduction to financial literacy. Few us are taught early on about basic financial concepts, tools, or how to manage our financial affairs. In this episode, Nancy discusses how to teach and talk to children about finances. 2020-05-0544 min
MONEY WITHOUT MATHGrowing from TraumaPart 1: Guest Nancy Phillips, creator of “The Wela Way” and author of the Zela Wela kids series, was a corporate executive before a series of traumatic events altered the course of her life. Because her life situation had changed so dramatically, she wanted her children to learn from the experience and to have a firm introduction to financial literacy. In her search for resources to support this endeavor, she ended up conducting a hefty amount of research and ultimately, creating her own resources and discovering something much larger. She shares how she was able to move forward from a state...2020-04-3025 min
MONEY WITHOUT MATHHow One Entrepreneur is Embracing a Growth Mindset During a Period of CrisisSchools are closed, businesses are shuttered, and people aren’t paying rent. But young entrepreneur, architect and landlord Aaron Peteranecz is not only calm, he is looking to grow. No stranger to the ins and outs of business, Aaron grew up in an entrepreneurial family and started his first business as a kid detailing cars. As Founder and President of Design Method Group and COO of Studio Novum, Aaron shares with Karen where he sees opportunity and how he pursues it.2020-04-2332 min
MONEY WITHOUT MATHTaking the Road Less Traveled to Retirement…and with Plenty of WineRetirement is not what it used to be. Some slow down, others speed up. For many, it’s a time to switch gears, change lanes, or totally reset the course. Lorie Dixon, co-owner and winemaker of Stone House Urban Winery, has taken a few unexpected turns after working in the medical field for 40 years. She’s living out an unconventional “retirement,” but one that is full of purpose and passion. She shares how she did it and how you can, too.2020-04-1336 min
MONEY WITHOUT MATHHow To Be an Impactful, Informed DonorDo you ever wonder if your gifts are making a difference? Whether you are already engaged in philanthropy or just getting started, defining your own individual philosophy for giving will help you focus and ultimately create a greater impact. Guest Laurie Wallace shares how to be better informed and inspired as a donor and look at your giving in a fresh new ways.2020-03-3141 min
MONEY WITHOUT MATHThe Social and Physical Costs for Female PhysiciansNow more than ever, we thank our physicians and medical professionals who are on the frontlines as the world responds to COVID-19. Will this bring more attention to the additional risks and “costs” that exist for female physicians? Dr. Heather Furnas, Plastic Surgeon and owner of Plastic Surgery Associates of Santa Rosa & Allegro MedSpa, has written and spoken about this issue. She joins us to discuss the challenges that female surgeons are faced with when it comes to having children and raising a family.2020-03-2446 min
MONEY WITHOUT MATHAre You Ready to Get Gutsy (with Your Branding)?Are you ready to get Gutsy? If you haven’t evaluated your branding in recent years, now is the time. Laura Wallace, CEO & Creative Director of Worx & Co, dishes on branding and the role it plays in your business. Hint: it’s more than just a logo.2020-03-2344 min
MONEY WITHOUT MATHThe SECURE Act and How it May Affect YouThe SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law in December 2019 with the intention of helping individuals save more for a secure retirement. The Act brings forth some good news, some bad news, and has caused confusion as well. Lead accountant Bill Fritts of SEK, CPAs & Advisors joins us to help sort out the new tax and retirement rules and how they may impact you.2020-03-0423 min
MONEY WITHOUT MATHChoose wisely – naming the right agent for your Power of Attorney (POA)When most people start to think about their estate planning, they think about wills, trusts, beneficiaries, and making sure that affairs are in order after death. But what if something goes wrong while you are still living, and you can’t direct your own affairs? Who will do it for you? Naming a Power of Attorney (POA) is one of the most critical yet unsung elements of a solid estate plan. Nancy Meyers, Esquire Attorney/Shareholder at Salzmann Hughes discusses how and when to use a POA and some key considerations in naming the right agent.2020-02-2552 min
MONEY WITHOUT MATHThe Many Costs of AddictionAddiction is a difficult but very real issue for too many families. While many people may be aware of the emotional & physical toll, the strain it puts on families, relationships and careers, there is also an enormous financial toll. Erin Tack, Clinical Director of Lasting Change Recovery Solutions for Women, joins us to open up the issue of addiction.2020-01-3031 min
MONEY WITHOUT MATHHealth, wealth and getting better with timeBernadette Wagner is all about getting better with time! As the founder of Prime Time for Women, a social enterprise created to celebrate, connect and empower women in the second half of life, Bernadette shares insights about aging –or rather, living-- well. In this episode, we discuss how women can better engage in their finances in the second half of life and so much more.2019-12-1635 min
MONEY WITHOUT MATHCan you create an “emergency fund” for time?There are 168 hours in a week, but how much of that time do we use intentionally? Author and TED Talk speaker Laura Vanderkam helps us rethink how we spend our time. Unlike money, you can’t make more time, but you can “bank” it in ways to help you more easily climb out of a “time debt.”2019-11-2135 min
MONEY WITHOUT MATHCan your business survive a data breach?It’s likely not a matter of if a breach will occur—it’s when, and to what degree. Guest Blakeley Barker, a veteran in the commercial insurance industry, explains how detrimental it can be for medical practices and other businesses when a cyber security breach occurs. We discuss the five steps that you need to take when there is a breach, and steps you can take to help protect your patients, clients, and business from total fall out.2019-11-1342 min
MONEY WITHOUT MATHPart 2 - Planning for the unexpected: the legal documents you need as a parent (yes, even if you are young and not a gazillionaire)Estate planning isn’t just for distributing stuff or minimizing taxes. We continue the conversation with attorney Ann Rotz and discuss planning considerations for parents of special needs children, and introduce trusts, digital assets, and providing for your pets.2019-11-0527 min
MONEY WITHOUT MATHPart 1 - Planning for the unexpected: the legal documents you need as a parent (yes, even if you are young and not a gazillionaire)Think you are not old or wealthy enough to need an estate plan? Think again. Attorney Ann Rotz breaks down the key documents EVERYONE needs, plus special considerations for parents of minor and young adult children.2019-11-0522 min
MONEY WITHOUT MATHThe Total Package with Thomas DahburaThomas Dahbura is President of Hub Labels, and has grown the business into one of the largest label companies in the US while also gaining recognition for environmental stewardship. AKA “The Label Guru,” Thomas is a fun and passionate leader who has been known to ride his bike around the office. We discuss leadership, nepotism, and how personal and business pursuits are built into a total package.2019-10-2228 min
MONEY WITHOUT MATHHow to get your kids to turn the lights offIf your kids are anything like mine, they don’t know how to turn off lights when leaving a room. Here’s an idea that has been working for us and may work for you, too!2019-10-0204 min
MONEY WITHOUT MATHDo I need an investment banker on my team? with Zach KuzemkaInvestment banking is not just for Wall Street. Financial advisors are to your personal assets what these bankers are to your successful business. What you don’t know *can* hurt you, so listen in if you are wondering what these bankers do and why you might need them on your team. Hint: you probably need them sooner versus later.2019-09-1731 min
MONEY WITHOUT MATHCollege is a Buyer's Market with Lynn O'Shaughnessy“Back to school shopping” takes on a whole new meaning when you have a student preparing to apply to college. Guest Lynn O'Shaughnessy is a nationally recognized college expert, author, and speaker. She explains how to start the process when you’re looking at colleges, plus why and how you REALLY should be shopping for schools when your student is heading for college. 2019-07-3039 min
MONEY WITHOUT MATHAsk Yourself "What If?" with Julie GaverWhat if I go back to school? What if I get that job? What if I quit my job? What if…?Speaker, author and coach Julie Gaver uses this question to helps women reinvent themselves, by uncovering their talents and dreams so they can bloom.2019-07-0337 min
MONEY WITHOUT MATHLiving Out Your Vision and Values with Dr. Mitesh KothariHere’s a doctor giving advice that doesn’t involve medicine, but does make for a healthy prescription. In this episode, Dr. Mitesh Kothari shares how an early vision helped him avoid financial traps physicians often fall prey to, while living out his family’s values.Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.2019-07-0327 min
MONEY WITHOUT MATHMake Anything Happen with Carrie LindseyYou can make anything happen! Just ask blogger and author Carrie Lindsey who wrote the book - Make Anything Happen. In this episode we talk about her book, how she created a business, and her 60-day budget challenge. Learn what inspires her and why she thinks you can make anything happen at any age.2019-06-1139 min
MONEY WITHOUT MATHRetiring Retirement Thinking with Denis Wuestman and Joe CaseyIt’s time to rethink the standard retirement mindset and even the word “retirement.” Denis Wuestman and Joe Casey of Retirement Wisdom join in to discuss the importance of non-financial considerations in preparing for retirement, aka “extreme adulting.” Ignore these aspects and you risk “failing retirement.” Find out how not to fail, and better yet, how to thrive.2019-05-3030 min
MONEY WITHOUT MATHKeeping it FRESH with Melissa Joy CFP®, CDFP®What do you get when you put two female financial advisors on a podcast episode? A lot of FRESH perspective! Melissa Joy, CFP®, CDFP® shares how her childhood experiences have shaped her work, and why check boxes don’t work when you’re looking for an advisor.2019-04-3037 min
MONEY WITHOUT MATHHow to Make the Legacy of Your Family Grow Better with Dr. Richard OrlandoIf you have been wanting to talk to your children about the responsibilities and opportunities of wealth, but are not sure where to begin, this podcast is for you!To help us unpack these important conversations special guest Dr. Richard Orlando, Founder of Legacy Capitals, a firm which provides training, coaching, and consulting on this very topic. He regularly consults with financially successful families around the country on topics including wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy.2019-03-2732 min
MONEY WITHOUT MATHRaising a Giving Family with Lara McElderryRaising a giving family is an important way for physician families to avoid raising entitled children. Interestingly, I’ve found that families who prioritize charitable giving - giving money away - consequently do a good job instilling financial responsibility in their next generation.Here today we have Lara McElderry, podcast host at Married to Doctors. She’s passionate about helping medical families find more happiness and dispelling the stereotypical “doctor-wife” image and really digging into the hard questions about loneliness, debt, communication, romance, moving, and parenting.2019-03-2533 min
MONEY WITHOUT MATHGetting More Women into Finance with Dorothy Hinchcliff of Financial Advisor MagazineIf you are a woman in financial services, you work in finance or are thinking about it, or maybe even are working in another male-dominated field, this show is for you. Dorothy Hinchcliff is the Executive Editor of Financial Advisor Magazine and its companion website. FA Magazine is one of the country’s top publications for financial advisors. Dorothy is also very passionate about her role in FA’s Invest in Women Conference. It is a leading national event about issues specific to female advisors, and it will be going into its fifth year in 2019. Make su...2019-03-2532 min