Rockland Trust

Behind The Curtain: Money Made Simple

Education EN ↓ 16 episodes

What if learning about money felt more like a backstage pass than a lecture? Behind the Curtain: Money Made Simple, hosted by Rockland Trust’s Financial Educator Julie Beckham, brings clarity, confidence, and creativity to personal finance. With expert guests, real talk, and a no-shame policy, Julie cuts through the jargon to help you understand the script of your financial story. Whether you're just starting out or ready for a new act, this podcast puts you and your finances center stage. Listen, learn, subscribe, and share!https://www.rocklandtrust.com/

Author

Rockland Trust

Category

Education

Podcast website

podcasters.spotify.com

Latest episode

Jun 15, 2026

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Episodes

The Power of Trying Again: Reflections on Financial Growth and Persistence 15.06.2026

In this season finale of Behind the Curtain: Money Made Simple, host Julie Beckham takes a moment to reflect on the podcast’s journey through two seasons of conversations about money, careers, entrepreneurship, and personal growth. Drawing from her own background in theater, Julie shares how persistence, resilience, and the willingness to keep trying have shaped both her professional path and her...

The Three Legal Documents that Make a Great 18th Birthday Gift 01.06.2026

In this episode of Behind the Curtain: Money Made Simple , Julie Beckham sits down with estate planning attorney Suzanne Bunszel to discuss a topic many families overlook when a child turns 18. While parents spend years protecting and advocating for their children, legal authority changes dramatically once a young adult reaches adulthood. Suzanne explains why essential documents such as a healthca...

Cameron Huddleston on Family Finances and Tough Conversations 15.05.2026

In this episode of  Behind the Curtain: Money Made Simple , Julie Beckham sits down with award-winning journalist and author Cameron Huddleston to address one of the hardest financial conversations families face: talking about money with parents and children. Cameron shares her personal story of losing her father unexpectedly and later helping her mother through Alzheimer’s without knowing the det...

Two Moms, One Dream: Building a Children’s Museum 01.05.2026

In this episode of Behind the Curtain: Money Made Simple , Julie Beckham sits down with Meg Hagan and Erin Gallagher, co-founders of the Children’s Museum of Franklin. The conversation follows how a casual conversation between two moms turned into a fully operational nonprofit serving thousands of families. Meg and Erin share how they built a business plan, formed a board, and leaned on community...

Inside Ms. Money’s Classroom: A Conversation with the “Coins” 15.04.2026

In this Financial Literacy Month episode of Behind the Curtain: Money Made Simple, Julie Beckham reunites with former cast members of Ms. Money and the Coins , Carol Smolinski and Mike Charles. They reflect on performing the musical for thousands of students and how those early lessons shaped their lives and careers. Carol shares her path to becoming an accredited financial counselor, while Mike d...

Sports Betting: A Financial Gamble for Gen Z 01.04.2026

In this episode of Behind the Curtain Money Made Simple, Julie Beckham is joined by Jonathan D. Cohen, author of  Losing Big: America’s Reckless Bet on Sports Gambling , along with a special guest—her son, Adam. Together, they examine the rapid expansion of sports betting following the 2018 Supreme Court decision and how mobile apps have transformed gambling into an always-accessible activity. The...

Talking Taxes with Rockland Trust’s Rita Yeung 15.03.2026

In this episode of Behind the Curtain: Money Made Simple, Julie Beckham speaks with Rita Yeung, Manager of Tax Services at Rockland Trust, about how individuals can approach tax season with more clarity and confidence. Rita shares how her background in accounting led her to a career solving financial puzzles and helping clients understand complex tax rules. The conversation covers key filing deadl...

The ....5,6,7,8 Fall Season Takeaways! 15.12.2025

In this episode of Behind the Curtain Money Made Simple , Julie revisits the fall season and highlights the 5, 6, 7, 8 takeaways shaped by conversations with guests ranging from educators and entrepreneurs to financial professionals and creators. Julie reflects on the origins of her own career, the importance of mentoring, how AI can help identify meaningful work, the role of hedging in investing,...

College Financial Aid Unpacked with Granite Edvance's Matthew Wallace 01.12.2025

In this episode of Behind the Curtain, Julie sits down with Matthew Wallace, VP of Education & Career Pathways at Granite Edvance, to unpack the FAFSA—what it is, why everyone should file, and how SAI, Pell Grants, federal loans, and work-study actually work. Matthew explains Granite Edvance’s services (from one-on-one planning to scholarships and nonprofit student loans), clears up common mis...

From a Chance Meeting at a Barcelona Bookstore: Following Up with Noah Kagan 15.11.2025

In this episode of Behind the Curtain: Money Made Simple, Julie sits down with entrepreneur and author Noah Kagan, founder of AppSumo and one of Facebook's earliest employees. The two reconnect after a chance meeting in a Barcelona bookstore—an encounter that perfectly captures the spirit of Noah's bestselling book, Million Dollar Weekend. Noah shares his philosophy on the power of asking,...

Finding Your Joy with social media mega influencer Greg Kata 01.11.2025

In this episode of Behind the Curtain: Money Made Simple, Host Julie Beckham chats with her longtime friend and accidental influencer, Greg Kata. Their conversation dives into the world of TikTok fame, exploring how Greg transitioned from teaching drama to sharing joyful moments with millions online. Greg recounts his unexpected rise to stardom during the pandemic, the challenges of maintaining au...

Investing: It's Never Too Late to Start with IMG's Paula Murphy 15.10.2025

In this episode of Behind the Curtain: Money Made Simple, Julie speaks with Paula Murphy, Director of Portfolio Management at Rockland Trust Investment Management Group. Paula explains what a portfolio really is, why most people already have one, and how Rockland Trust helps clients manage their financial goals. The conversation covers the importance of trust and communication with an advisor, str...

AI, Finance, and the Future: A Conversation with Christopher Penn 01.10.2025

In this episode of Behind the Curtain, Money Made Simple , Julie welcomes Christopher Penn, co-founder of TrustInsights.ai and an authority on artificial intelligence. Together, they explore how AI is reshaping personal finance, from budgeting and investment strategies to preparing for job interviews and career shifts. Christopher shares practical advice on protecting personal data, using AI as a...

Dreaming Big with Dr. Ellie Paris-Miranda 15.09.2025

In this episode of Behind the Curtain: Money Made Simple, host Julie Beckham sits down with Dr. Ellie Paris, tenure-track professor of entrepreneurship at Wheaton College and founder of a groundbreaking social impact bookstore and ice cream café in Brockton. Dr. Paris shares her remarkable journey from growing up in poverty to becoming a PhD, MBA, professor, entrepreneur, and community leader. She...

People Who Owe Me Money with Radio Personality, LBF 21.08.2025

In the debut episode of Behind the Curtain: Money Made Simple , host Julie Beckham is joined by her sister, radio personality Lauren Beckham Falcone (LBF), for an engaging introduction to financial education. Julie, the financial educator at Rockland Trust, shares how her theatrical background uniquely shaped her approach to teaching money management. From creating the children's musical Ms. Money...

Behind The Curtain: Money Made Simple (TRAILER) 30.05.2025

What if learning about money felt more like a backstage pass than a lecture? Behind the Curtain: Money Made Simple , hosted by Rockland Trust’s Financial Educator Julie Beckham, brings clarity, confidence, and creativity to personal finance. With expert guests, real talk, and a no-shame policy, Julie cuts through the jargon to help you understand the script of your financial story. Whether you&#39...

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