MONEY WITHOUT MATH

Sports 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 r...

Quitting 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 quitti...

What 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...

Ever 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 fina...

Are 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 inte...

How 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, incl...

Ever 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 tran...

Regardless of what field you work in, the size of your organization, and whether you are just starting out in your career or are a seasoned leader - the future of work affects all of us. Today we will take a look at trends affecting the workplace and how we can best prepare for the changes ahead. For starters, the pandemic put remote and hybrid work in the spotlight and reset expectations around w...

Do you daydream about leaving your corporate job and pursuing more of what really lights you up? Are roadblocks like financial considerations, time constraints, or a lack of confidence standing in your way? The thing is, there will rarely be a clear path or a perfect time to do anything. Whether it’s your work, your money, relationships—anything—if you want to change your life, you need to get off...

Since the pandemic, many Americans are thinking about death more, but they still don’t want to TALK about it. It turns out most Americans would rather talk about sex, politics, religion, money—any of the traditional taboo topics—over death. Not surprisingly, they haven’t planned for death either, and a number admit to hoping they die a quick death and avoid end-of-life planning entirely. Unfortuna...

Social Security is a significant source of income for most retired Americans. But understanding the rules and benefits of the program is no easy task, and it’s made even more difficult by the amount of misinformation that is regularly circulated. In this episode Marcia Mantell, Owner and President of Mantell Retirement Consulting, Inc, addresses some common myths and misconceptions. You’ll learn h...

Viral dance videos helped cement TikTok’s popularity, but it offers more than just entertainment. As the most downloaded social media app, TikTok has become a force as a search engine, particularly among younger generations. A 2024 survey by Adobe cites that 4% of Gen Zers and 49% of millennials saying they’ve used TikTok as a search engine. And a significant chunk of these younger users are using...

You know you need to raise your fees or ask for a raise, but your fears are holding you back. You might be thinking: Am I good enough? What if there is pushback or retaliation? Talking about money is hard enough, asking for more money can be very daunting! Negotiating tips and tactics are great, but first you need confidence to overcome your fears. Kathleen Burns Kingsbury , Wealth Psychology Expe...

Have you ever evaluated, honestly, your relationship with money? If you did, would you find that you are you dismissive and disrespectful? Or are you nurturing, supportive, and understanding? This isn’t a one-night stand, this is a lifelong relationship, so it’s important to get it and make it right. What if you could talk to money, be a better partner, and improve your relationship? Financial int...

Menopause affects millions of women every year and wreaks havoc in many ways.  We’ve all seen the well-known symptoms caricatured on sitcoms and in movies, but the havoc can run much deeper than hot flashes. It can be costly, from direct medical expenses to personal relationships to women leaving the workforce. Many women feel unprepared to deal with the physical and mental changes and are further...

Anita Knotts started her career in financial services 30 years ago as a sales associate, she probably didn’t know that one day, she’d be a mainstage speaker sharing her insights as an executive and leader and calling for change in this male-dominated, slow-to-change industry. But that’s exactly what happened. Today, as the Founder and CEO of Lotus Women’s Institute , Anita is passionate about brin...

Have you been thinking about transitioning to a new career or role in midlife? Or maybe now that your kids have flown the coop, do you find yourself struggling to define your identity and interests? If you know and feel that you need to make some changes, but don’t know where or how to begin, know that you don’t need to do it alone. Judy Schoenberg and Linda Lautenberg are midlife career transitio...

You might think it’s a good idea to add your adult child or children to the deed of your house so that the asset passes to them after your death. But is it? A deed is a legal document and as such, there are legal, tax, and other financial ramifications that come with changing the deed. Samantha Wolfe, Founder and Owner of The Law Offices of Samantha K. Wolfe LLC, is an estate planning attorney in...

Dr. Regina Lark was 50 years old when she was laid off and then set out to turn a personal service business into a 7-figure income. Today, she is an organizing and productivity specialist and the author of “Psychic Debris, Crowded Closets: The Relationship Between the Stuff in Your Head and What’s Under Your Bed.” As an entrepreneur, author, speaker and TEDx alum, Regina continues to reinvent hers...

If you have a high school senior or a student already in college, you are likely familiar with the FAFSA, or the Free Application for Federal Student Aid. Did you know that an overhaul of the FAFSA procedures is underway, thanks to the FAFSA Simplification Act? With fewer questions, modified formulas, and changes to income that is to be reported, completing the FAFSA this year might be more stream...

When you hear the word “midlife” what comes to mind? Is it “crisis?” Do you see gray hair, or think about menopause, hot flashes, and irritability? Midlife may have once meant suffering in silence, but it doesn’t have to be that way. What if instead, we immediately imagined someone living with more joy, confidence, and purpose than ever before? Michelle Newman is a performance coach helping women...

If I had to name the top 3 roadblocks I see in financial planning, you might be surprised that none of them have to do with lack of math skills or financial acumen. Most of the roadblocks are tied to our human nature, including our instinctive seeking of pleasure and avoiding pain, which can lead to a myriad of challenges. Today we will dig into one in particular: procrastination. Leslie Josel, aw...

Protecting family wealth is an endeavor that might include establishing trusts, insurance policies, and business succession plans. Throw in some emotional roadblocks, tough conversations, and family dynamics, and it’s not hard to see why “shirtsleeves to shirtsleeves in three generations” is an expression that can be found on multiple continents. When one advisor sensed that her third generation c...

Why do you save and invest? The individual details may vary, but for many the common denominator is financial freedom. This might mean owning your assets outright with no debt, being financially positioned for emergencies, or no longer needing to work to earn income. Guest Stoy Hall, CEO and Founder of Black Mammoth, shares his definition of financial freedom and some of the unexpected benefits an...

Where there’s cash, there’s potential for conflict. Add in family and the combinations are endless! From disputes over picking up the tab to loans and inheritances, addressing financial conflicts with family is a reality that comes in many forms. In this episode we are joined by Ashley Quamme, a certified financial therapist and a licensed marriage and family therapist. We discuss sources of confl...