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Showing episodes and shows of
Sandi Bragar & Cammie Doder
Shows
Courageous Conflict
Breaking Barriers in Family Financial Narratives with Cammie Doder and Sandi Bragar
Join us as Sandi Bragar, Chief Client Officer at Aspiriant, and Cammie Doder, Chief Marketing Officer and partner at Aspiriant, unravel the intricate world of finances within family-run businesses. Sandi takes us on her personal journey from the technical side of financial planning to embracing the emotional discussions about money that often go unspoken. Meanwhile, Cammie Doder shares her reflections on how a scarcity mindset can shape one's financial perspective and the intentional steps needed to overcome such barriers. Together, we shed light on the courage required to have meaningful conversations about finances and how these discussions can transform...
2025-06-05
37 min
Earn & Invest
619. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder (Rewind)
In this rewind episode we talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor? Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-04-10
51 min
The Angel Next Door
Unlocking Investment Mindsets: Money Conversations Everyone Should Be Having
Why do we hesitate to talk openly about money, and how can breaking this silence transform our financial futures? In this compelling episode of "The Angel Next Door," host Marcia Dawood explores the pervasive taboo surrounding money conversations and how lifting this veil can lead to a healthier financial mindset. Through insightful dialogue, the episode illuminates the importance of embracing vulnerability and the power of open discussions about wealth and investments.Our esteemed guests for this episode are Sandi Bragar and Cammie Doder, co-hosts of the popular "Money Tales" podcast. Sandi, as the Chief Client Officer at As...
2025-01-16
34 min
Invest In Her with Catherine Gray
Wealth Building with Sandi Bragar and Cammie Doder, host Catherine Gray Ep. 418
In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values. Sandi Bragar...
2024-11-27
22 min
Wealth BuildHers International
Managing Wealth: The Key to Success with the Right Advisor
Discover the secrets to debt management, wealth building, and hiring the right financial advisor. Join us to take charge of your financial future today! Today, we have two special guests, Sandi and Cammie, who work to assist individuals, families, business owners, executives, entrepreneurs, and wealth inheritors in managing their financial lives and achieving their goals. Sandi, Chief Client Officer at Aspiriant, leads the Planning, Strategy, & Research team, responsible for the firm's advanced wealth planning platform, and co-hosts the Money Tales podcast. Cammie, a marketing professional at Aspiriant, join...
2023-10-18
36 min
Growing Your Financial Business...The Woman's Way
Elevate Your Practice… The Client-Centered Way with Sandi Bragar & Cammie Doder
Your success as a financial advisor depends on your ability to connect with potential clients and build trust with them. This means that by prioritizing your clients’ wellbeing and happiness, you can elevate your wealth management business too!Sandi Bragar and Cammie Doder are the Chief Client Officer and Chief Marketing Officer at Aspirant, an employee-owned wealth management firm — and they have invaluable insights on empowering your financial advisory business with a focus on clients and personal growth. From advice on engaging various niches to empowering clients with financial confidence, these amazing women have so m...
2023-08-02
37 min
LifeBlood
Your Money Story with Sandi Bragar and Cammie Doder
LifeBlood: We talked about the importance and value of knowing your money story, the role love and permission plays with financial success, how to have open and impactful conversations, and how to get started, with Sandi Bragar and Cammie Doder, Leaders with Aspiriant, one of the largest Wealth Management Firms in the world. Listen to learn the value of working with an objective third party! You can learn more about Sandi and Cammie at Aspiriant.com, Facebook, LinkedIn and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show...
2023-07-10
19 min
Divorcing Well
Rebuilding Your Wealth After Divorce
In this week’s episode of Divorcing Well, I chat with financial professionals Cammie Doder and Sandi Bragar about the important topic of rebuilding your wealth after divorce. Cammie and Sandi provide some great advice on how to reduce overwhelm, not tie your self-worth to your net worth, and the importance of focusing on your goals as you build or rebuild your wealth. They both emphasize that it is never too late to build wealth and they provide so much helpful information and positivity. You won’t want to miss this episode. To learn more ab...
2023-05-16
32 min
Wellness for Financial Grownups
Talking money with friends and family without the awkwardness featuring Sandi Bragar and Cammie Doder of Aspiriant
The hosts of the Money Tales podcast share strategies to tackle taboo money topics with family and friends. For more information, visit the show notes at https://www.bobbirebell.com/podcast/sandi-and-cammie
2023-05-09
20 min
Earn & Invest
Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder
We talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor? Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-04-10
51 min
Money Loves Women
Productive Money Conversations, with Cammie Doder & Sandi Bragar
Cammie Doder and Sandi Bragar both work at Aspirant, an independent wealth management firm. Cammie serves as Aspirant's Chief Marketing Officer and is a listener, educator, and advocate in her role. Sandi Bragar's role as Chief Client Officer allows her to help people make meaningful financial decisions so they can proactively see the impact on their lives. Together, Cammie and Sandi are the co-hosts of Aspirant's podcast, Money Tale$, where they bring more than 35 years of combined professional experience in personal finance to each episode. In this episode, Cammie, Sandi, and host Dr. Deborah Ekstrom il...
2023-03-29
35 min
Seize Your Midlife
The conversation you should be having? It’s about money. Money Tales with Cammie Doder and Sandi Bragar
Shame, guilt, fear…these are just some of the emotions that unconsciously come up for people when they think about money. Our feelings about money are so rooted in our formative years. Today on the podcast, Aspiriant partners Sandi Bragar and Cammie Doder are encouraging us to have more candid conversations about money. I loved hearing Sandi and Cammie share their “money tales”, and I talk too about my personal scarcity mindset that stems from my childhood where money was indeed scarce. Women especially have missed out on having a seat at the table and being part o...
2023-03-27
51 min
Dancing in the Discomfort Zone with Anne Bonney
Episode 225: Cammie Doder and Sandi Bragar, co-hosts of Money Tales Podcast
MONEY! Just the mention of it sends a shiver down some people's spines! It's uncomfortable but so necessary to talk about so today I'm joined by Sandi Bragar (https://www.linkedin.com/in/sandi-bragar-a4465035/) and Cammie Doder (https://www.linkedin.com/in/cammiedoder/) to look directly at it, talk about why it's so hard, and why it's so important to get more comfortable talking about it.We talk aboutWhy it's so hard to talk aboutSteps you can take to start to heal your emotional challenges around moneyGoing to a financial advisor and the ducks you DO...
2023-03-27
41 min
Mic Drop Sun Drip
At the Table with Cammie & Sandi
This week we have at the table Sandi Bragar- Chief Client Officer and Cammie Doder - Chief Marketing Officer from wealth management firm, Aspirant joining Lo to talk all things abundance. Sandi learned about the financial planning profession in college, and after starting her career in accounting, she’s had the pleasure of working in the wealth management profession at Aspiriant ever since. For over 20 years, Sandi has been fueled by a passion to help people make good, meaningful financial decisions and to see the impact of those choices on their lives. The podcast Money Tale$, and its...
2022-12-12
56 min
The Road to Rediscovery: A Journey of Personal Growth
Learn to talk money, free from all taboos - with Cammie Doder and Sandi Bragar
Cammie and Sandi are with the Aspiriant Wealth Management Firm, and Hosts of the Money Tale$ podcast. They are driven to dispel the taboos of money that make people feel uncomfortable, which can lead to poor financial or business decisions.Tune in as we talk about friends going into business together, spouses who have different mindsets on money, and ways we can manage our emotions in the midst of a financial setback.You can learn more about Cammie, Sandi, and their firm at www.aspiriant.com. Their podcast can be found on their website as...
2022-10-27
55 min
Learning from Leaders: Because Leaders are Learners
Managing Wealth And Achieving Financial Independence With Sandi Bragar And Cammie Doder
The recent pandemic has certainly changed our perspective, making us reflect on how we lived our lives, our goals, and what is important to us. If you are going through transitions in life and are in pursuit of financial freedom, you cannot miss this episode of Learning from Leaders! Sandi Bragar and Cammie Doder from Aspiriant, a leading wealth management firm, join Patrick Veroneau to talk about money and leadership and share their strategies for achieving financial independence. So before you take the plunge and make that shift, tune in and get valuable tips to prepare you for...
2022-05-09
33 min
She Means Profit
Rewriting Stories To Change Our Money Relationships
“Money seems to be that final taboo topic out there… You don’t really have to talk about dollars and cents, but you have to talk about money.”— Cammie DoderDoes talking about money make you feel a little uncomfortable, ashamed, or confused? You’re not alone. Money can be one of the most difficult and emotional topics… but it shouldn’t be that way.We ALL need to be better at understanding and talking about money!Aspiriant is a wealth management firm that provides a client experience based on care, clarity, and cont...
2022-04-18
23 min