Money Tales

During this episode of Money Tales, Sandi and Cammie spoke with Vincent Valerie. Vincent thought his destiny was to take over the family enterprise that his father founded. Since his path was paved, Vincent had the flexibility to live a party lifestyle and enjoy the fruits of what his father created. That is until he learned in his 20s that his dad was selling the company. With that sale went Vinc...

It is obvious that money conversations are filled with words. In this interview, we talk with Tina Lovejoy, who shares her thoughts on choosing the right words and clarifying the meaning of those words to have productive discussions. All of this is driven by Tina’s fascinating background and her current career responsibilities. Tina is a trained opera singer and has extensive freelance writing exp...

Steve Demaray is a passionate money coach who lives and breathes what he stands for. He shares the arch of his personal financial experience and the insights he picked up along the way that support our goal for the Money Tales podcast of helping listeners have honest, values-based, productive money conversations. With 30+ years in financial services and financial planning, one question has perplex...

You know those feelings you get that guide you to make a money decision. Regardless of how strong that gut feeling is, you may put it aside in order to analyze the situation and convince yourself that your gut is wrong. Jill Willard, a globally known and gifted intuitive and a leader in meditation practice, discusses why we need to embrace our intuition during this Money Tales conversation. The to...

In today’s episode of Money Tales, we talk with Louis Roden about his midwestern steel town values, to flirtations with bright shiny objects and back to the values that drive him. Louis is an honest storyteller and you will enjoy the tales he tells, including one about him buying a ridiculously expensive watch that he did not need, but was certain would become a treasured family heirloom. As you w...

Amanda Koplin, LPC, CEO at Koplin Consulting, is a wise 34-year-old who has already experienced some of life’s highest highs and lowest lows. She grew up in poverty and rather than letting that hold her back, she brushed off all the excuses and did something about it. Along the way, she struggled with a serious eating disorder and other challenges that strengthened her drive to make a successful l...

During this episode of Money Tales, we speak with Rowland Savage who is an entrepreneur, Corporate Development professional and now a published author. Rowland shares stories of growing up in Belfast, Northern Ireland during the times of “The Troubles” and how his background and upbringing have influenced his life up to this point. Rowland has focused on the startup arena on “both sides of the fen...

Our guest, Lindsay Fletcher Hardie, PhD started her path to the wedding aisle with a great book about how to develop prenuptial agreements. The book described blissful ways for the prenup to be a foundational pillar to the marriage. Unfortunately, the book was no match for the family attorney who was very focused on protecting her soon-to-be husband’s family resources. She shares this important st...

Some people are born to be entrepreneurs and they are energized by building new businesses. Our guest Dan Allison is an entrepreneur writ large. He has made it to the top of the mountain a couple of times and realized that for him, it is the view of the peak from the valley that really charges him up. Dan shares his remarkable story of striking it big with his first business early in life. He talk...

Many people dream of receiving a large inheritance—more money than they could ever imagine. And in those dreams, all problems disappear. In reality, some inheritors feel guilt, shame and that it is wrong. It is extremely difficult for Ann to discuss money because she was strictly raised not to. In order to feel more comfortable speaking to us in a raw and honest way about her experience as an inhe...

Paul Ollinger says there is a myth in America that striking it rich early and not ever having to work again is enviable. We explore this topic and Paul’s stark realization that you get a lot more from work than a paycheck. He was an early employee of Facebook and left after a successful number of years to test the myth. Paul shares the pros and cons of his choice to retire early, including the opp...

Back in the 1990s, Jennifer Risher went to work at Microsoft and met her husband, and when they were expecting their first child, her husband decided to go to work for an entrepreneur who had an audacious dream to sell books online. As part of this transition, they walked away from valuable Microsoft stock options in exchange for stock options in this high-risk business. Jennifer covers this adven...

Our guest, Marlis Jansen, is founder and CEO of Graddha. There, she uses her experience as a licensed psychotherapist and member of a multi-generational financially successful family to help clients navigate their financial and emotional worlds. As Marlis discusses, she has always been fascinated by where wealth meets psychology. Earlier in life, Marlis observed parts of her family being torn apar...

In this episode of Money Tales, we talk with New York Times best-selling author, leadership expert and nationally acclaimed speaker, Tommy Spaulding. Tommy discusses the idea of having a money mentor, how he and his wife approach money in their family and the importance of spending his time and money helping youth become impactful leaders. Stick around for the financial insight we have for you at...

Our Money Tales guest, Tiffany Shlain, knows a thing or two about success. She also believes a healthy dose of failure at a young age helped her in her future pursuits and successes. Tiffany graduated college with enough exuberant confidence to start a feature film … 40 locations, 100s of actors … and she totally failed. Tiffany ran out of money and the way she got out of debt was to work in techn...

Imagine you’re 21 years old, your dad is diagnosed with cancer, he dies six weeks later, and you find yourself inheriting a life changing amount of money. You are also in charge of managing investments and a foundation, and you’ve never had any training or experience in these areas. In this episode of Money Tales, Sandi and Cammie talk with Kristen Heaney whose life took this very sharp turn when...

What does dumpster diving and bathing in cash have to do with the Money Tales podcast? We will get into this and more with our guest Rabbi Ryan Bauer during our conversation. Rabbi Ryan Bauer serves as a Rabbi at Congregation Emanu-El, the largest synagogue in San Francisco. Rabbi Bauer’s focus on humanitarian issues includes the Syrian refugee crisis, communities ravaged by wildfires, and homeles...