Making Change with your Money

Shelly had a 30+ year career on Wall Street valuing and investing in public and private companies. Her finance specialties include evaluating companies' financials in order to assess financial health, balance sheet management, and leveraging the capital markets and investor relations to maximize value for stakeholders. She serves on the boards of public companies including Bed Bath & Beyond, a...

Rabbi Eva serves as Rosh Hashpa’ah, head of Spiritual Direction for the ALEPH Ordination Program, supporting the spiritual development of the seminary students and faculty. She also received rabbinic ordination through ALEPH, the Alliance for Jewish Renewal. She is a spiritual leader who designs transformative learning and ritual opportunities to provide seekers with joyful and creative approaches...

Mindy Berkower is the Chief Client Officer and General Counsel of iRelaunch which is the pioneer and leader in career reentry, bringing progressive employers together with “career relaunchers”. Currently, Mindy leads iRelaunch’s legal function, develops and manages key corporate client relationships, and advises on strategy and company practices. Mindy shared that her mother was a strong role mode...

Nancy Schwartz is the founder of Envision Healthy Retirement, working with business experts who struggle with major life changes around retirement and are ready to live their envisioned lives with a strategic approach and intentional design. Her vision is to transform executives from chaos to clarity, in order to move forward toward a purposeful and healthy retirement life Nancy shared that she gr...

Malory Lea counsels clients on all aspects of estate planning, including estate, gift and generation-skipping transfer tax issues and income tax issues related to estate planning. Malory develops comprehensive estate plans for a wide range of clients, including high net-worth individuals, and is skilled at drafting wills and various trust agreements which address the needs of her clients. Malory s...

Carolyn Jungclas is a broadly experienced leader with a 25+ year career in supply chain, engineering, maintenance and operations. Her corporate career included management roles in both power plants and financial services, and spanned locations from Boston to North Carolina. Carolyn shared that both she and her husband, Jeff, attended University of Michigan's engineering school. Though they both wo...

Hannah Starobin encourages every woman to reinvent life after 50. She is a licensed psychotherapist, in practice in New York City, and the Co-Founder of Twisting the Plot: Solutions for Women Over 50. In her co-hosted podcast, she speaks with women who have twisted their plots and discovered that life after 50 can be filled with imagination, inspiration, laughter and endless possibilities. Hannah...

Dayna Del Val is on a mission to help others (re)discover the spark they were born with through her extraordinary blog and newsletter, professional talks and the (re)Discover Your Spark retreats she leads. She helps people not just identify and articulate their dreams but develop a framework to get going in the pursuit of those dreams. Dayna shared that she was an actor from a very young age, doin...

Cathleen Barnhart is the debut author of the middle-grade novel, That’s What Friends Do. She has a B.A. in Creative Writing and an M.F.A. in Fiction Writing. She has held more jobs than she can count, including process camera operator, waitress, perfume salesperson, and middle school humanities teacher, but being a fiction writer is her favorite job. Cathleen shared that she was always interested...

Persephone Zill, WEDC Program Director, brings a wealth of experience with entrepreneurial education and non-profit management to her role. She has been helping women start and grow businesses for over fifteen years. Persephone shared her growth story with money. Like her mother, she had a child like relationship with money; basically ignoring it and handing the power to someone else. Until one da...

Janine Firpo is a writer, angel investor, impact investor and social entrepreneur. She has been on a personal mission to invest all of her money in alignment with her values. She published her book, Activate Your Money, to provide the foundational support women need to take control of their money, become confident investors, and to take action to make an impact with their investments. Janine share...

Sue Bevan Baggott is an executive coach, angel investor, speaker and board member, who is skilled at uncovering deep human insights and making non-obvious connections that lead to impactful innovations and results. Sue shared that she is the oldest of three sisters, and grew up in a home that stressed the importance of education. She was always interested in math and science, and initially thought...

Christine Arylo has been a catalyst, mentor, and advisor for established and emerging leaders, from conscious business organizations and social impact entrepreneurs daring to make change, to change makers and influencers in a wide spectrum of industries, including healthcare, entertainment, law, government, financial, tech, education and academia. Her work and presence hits home for all people see...

Lesley Jane Seymour uses her story of reinvention to inspire other women to reach beyond their self-imposed boundaries and realize that they can reinvent themselves--at any age. Through her online membership community, CoveyClub, and her podcast REINVENT YOURSELF WITH LESLEY JANE SEYMOUR, she enjoys connecting  women to their dreams or to others who can make their dreams come true. Lesley shared t...

Andrea Simon is a corporate anthropologist, culture change expert, and an explorer at heart. According to Andi, whether you are a company or an individual adapting to fast-changing times, your story transitions with you. The future is yours to envision. Andrea shares about growing up in her family's retail business in Manhattan, on the corner of 110th Street and Broadway. She noted that the women...

Heather Sloan's life encompasses many roles, including mother, friend, teacher, public health nurse, and Spiritual Director. She finds great joy in accompanying others in the discernment processes of their lives as they pay attention and respond to desire and grace. Heather shares how she grew up with a profound faith that she inherited from her mother, who demonstrated through her actions and wor...

Jillian Rothschild-Scholar is a classically trained Feng Shui expert. She founded Feng Shui in Motion, a private consultancy, to help ambitious people who feel like there’s something off in their lives or businesses get clarity, achieve balance and take action to get the results they desire. Jillian shares that, growing up in the Midwest, she was a pretty unconventional kid. She found herself draw...

Tammy Gooler Loeb is an Executive and Career Coach, Author, Speaker, and Podcast Host. Through her coaching practice, her book, Work From the Inside Out and her podcast by the same name, Tammy helps her readers, listeners and clients  develop greater satisfaction in their careers and work relationships. Tammy shared her own personal career journey. She worked at her college career office when she...

Ivy Eisenberg is the founder and CEO of Our IdeaWorks as well as an award winning humor writer and Moth StorySLAM winning storyteller and comedian. Ivy shares her money journey. She began working at the age of 14, lying about her age in order to have some spending money!  It has always been important to her to have a steady paycheck in order maintain her lifestyle. Ivy discusses how it has been po...

Robin Wald, founder of Robin Wald Cosmic Wisdom, is an ICF Certified Coach who supports people's growth, learning, transformation and well being. In this week's Making Change with your Money podcast, Robin shares her inspiring journey with money. She talks about her transition from working at a construction company to supporting her husband’s business, discovering her passion for teaching teenager...

Betsy Steward is a former opera singer turned fundraiser, and serves as a fundraising mentor through Betsy Steward Consulting.  Betsy shares how she has always been an entrepreneur. She started at age 13 when she taught piano lessons, on to her years as a freelance opera singer, then owner of a computer training company, and ultimately a development professional. The through line is her passion fo...

Laurie Hirsch Schulz, founder of LHS Coaching, is a transformation coach and facilitator.  In this week's Making Change with Your Money podcast, Laurie describes how she transitioned from corporate roles at Kraft Foods and Visa to starting her own coaching business. She shares how an offhand comment over dinner early on her career changed her entire life "You never know what kind of influence you...

Nancy Kessler, founder of Memoirs Plus, discusses the challenges and experiences of her life that finally led her to start a business at the age of 58.  Nancy shares how she worked at various jobs, but when she was fired at 58, she decided to take it as a sign and start her own business. Several people commented that her business idea would not make her rich, but she wanted to do something that ma...

In this very first episode of my podcast, Making Change with Money , I talk about the life experiences that ultimately led me to leave my high paying but life draining position on Wall Street to start my financial advisory firm, True Abundance Advisors. Key Takeaways:  - More achievements and more possessions do not equal more happiness. You CAN live a joyful and contented life with fewer things....