MONEY WITHOUT MATH

It’s been said that so much time and energy is spent on preparing the assets for the family, but not the FAMILY for the assets! No wonder that a reported 70% of family wealth doesn’t survive past the second generation.  Creating a family mission statement is a way to bridge these gaps and strengthen the concept of a family legacy. This is not about numbers or inheritance details; it’s about sharin...

The challenge of balancing professional and personal pursuits has most often been approached as a women’s issue. But men are also struggling with the same issues. They may feel less comfortable discussing the issues, and/or nobody is asking. So we did! Max Schatzow, Partner of Stark and Stark joins us on this episode to open up the conversation of work-life balance from a male’s perspective.  Max’...

Kim Lear is a speaker, writer, researcher. She’s also the Founder and Content Director of Inlay Insights, a generational research firm. She describes generational theory as sitting at the intersection of history and culture, and points out that we talk about Baby Boomers, Gen Xers, Millennials, and Gen Z, we’re really discussing is change over time. In this episode, Kim helps us understand how the...

Whether in our personal lives or in a professional setting, difficult conversations are unavoidable. From money issues to breaking bad news or dealing with differences of opinion, some people are better than others at having these difficult conversations. What can we learn from them? Guest Dan Solin spent years researching studies in the fields of psychology and neuroscience and his findings revea...

It happens. It could be falling prey to a fraudulent investment scheme, or it could be your financial advisor or other trusted advisor running off with your life savings. Are there steps you can take to protect yourself in the first place? What happens if your worst nightmare comes true? David Meyer is the Managing Principal of Myer Wilson and the author of The Investor Protector.  He joins us to...

Do you own a small to medium-sized business?  Have you noticed a decline in cash sales?  When is the last time you personally reviewed bank statements for all of your accounts?  These are just a few of the questions that Galina Guidry, President of ICAF Consulting, will ask during a consultation.  Galina has over 10 years of practical experience in performing operational assessments for various co...

One year ago, the financial markets faced extreme uncertainty in the face of the Coronavirus pandemic and the subsequent shutdowns. Today, the markets are reflecting an enthusiastic reopening, accompanied by a booming housing market and widespread inflation concerns. Gary Stringer, CFA, President and Chief Investment Officer of Stringer Asset Management, LLC joins us to recap where we’ve been, how...

A solid network is an intangible and invaluable asset. Like a rainy-day fund, you never know when you might need it! But if you don’t tend to it, it won’t be there when you need it the most. Guest Dana Lawrence is a speaker and mindful leader who has realized the benefits of regularly investing in her network. We discuss the different looks and approaches to networking, how to overcome the “ick” f...

You’ve probably heard the phrase “sellers’ market” more than once lately in reference to the real estate market. What does this really mean? The real estate market is hot right now and Gabriella Morrell, Realtor with the Waldner Winters Team, discusses what that entails.  Gabriella shares considerations for both buyers and sellers, how each offer is truly unique, plus specific recommendations for...

It's no secret that sex and money often present challenges in a relationship. But are sex and money the real issues? Maybe, maybe not. Money alone can be difficult enough to discuss, and that’s before you layer on the many dynamics of a relationship.  Joining us to open up these issues is Dr. Joy Lere, a licensed clinical psychologist and behavioral finance consultant.  As Dr. Lere points out...

The sale of a business is probably the largest and most significant transaction for a business owner. But it’s more than a transaction, and it’s more than just one moment; it’s a significant life transition. The failure to recognize and prepare for these moments before, during, and after the transaction are part of the reason why fewer than 30% of all businesses successfully transition to a new ow...

In this episode Melissa Joy, CFP® is joined by Sarah Boston, CFP®, and Karen Coyne, CFP® to discuss the common attributes of their successful clients.  With over 50 years of combined experience helping clients build wealth, these three advisors have noted what actions or behaviors have helped their most successful clients.  We will discuss:  What does it mean to be “In action”? The ability to dela...

If you are someone who is seeking financial planning advice this episode is for you!  There are many financial advisors to choose from, but they don’t all deliver advice or do business the same way. And if you’ve never worked with an advisor before, it might be even more challenging to know what to look for. While licenses, experience, and cost structure are important, fit is just as key. Melissa...

Have you ever considered the money messages that may be holding you back? In this episode we are joined by Nicole Hand of Artist with Abundance, who is on a mission to reframe the negative money messages that affect artists in particular. The arts community is often subject to unconscious bias along with systemic money messages that are counter-productive, leading to feelings of self-defeat, stres...

How many times have you heard someone say, “It’s too bad that kids don’t learn more about money in school!” When it comes to personal finances, we can’t rely on schools to provide a comprehensive education for our children. But where do we begin? Sheena Majette is the founder of Diamond and Pearls Girls Club, a non-profit organization dedicated to cultivating life skills for teenaged girls. Girls...

Are you a medical professional looking to buy, lease, or sell office space? Are you concerned about whether or not this is a good time to make a move? While some industries have embraced the remote work movement, healthcare still very much relies on office space. However, what many tenants are looking for has changed. Brian Perry of Health-Pro Realty Group shares some considerations for practices...

Have you ever considered how your money mindset is helping or hindering your financial outcomes? Do you have a healthy, loving relationship with money, or are you afraid to even say the word? Emily King joins us on this fun and insightful episode. As a personal coach who teaches a course called “The Rich Woman,” she shares several simple practices you can incorporate to avoid self-sabotage. We als...

What is a catalyst?  A catalyst is a changemaker that moves….FAST.  Shannon Lucas, Co-Founder & Co-CEO of Catalyst Constellations literally wrote the book on wellness for catalysts.  She is a global thought leader and recently co-authored “Move Fast. Break Shit. Burn Out: The Catalyst’s Guide to Working Well,” an antidote to burnout culture. In this episode, Karen & Shannon discuss how cat...

Three entrepreneurial women recently met, clicked, created a webpage, created an event, and will probably be leading a movement in short order. Their mission? To celebrate an unapologetic lifestyle by design, reaching for dreams and goals full tilt while helping other women do the same. Shawn Mumma, Owner and Interior Designer at La Rouge Home Design, Sarah Reed, Chief Encouragement Officer of EXC...

Have you ever wondered what a community foundation is and how it works? Stacey Crawford, President/CEO of the Community Foundation of Washington County, Maryland, explains the role the community foundation serves for donors as well as local non-profits. We discuss the different vehicles that are available to enable donors to engage as active, ongoing participants, including donor-advised funds and...

As if a global pandemic weren’t enough to cause concern for investors this year, a highly-charged presidential election is also in the mix to taunt investors in 2020. What are the professionals doing and what is the lens they are using in this challenging environment? In this podcast episode, we went straight to one asset manager to find out. Senior Vice President and Portfolio Manager Luke O’Neil...

The college application process can be overwhelming, as students and their families address many moving parts from campus visits to sorting out deadlines, testing, and financial aid. Going through this process during the COVID-19 era brings some additional considerations for families. Michelle Jacobs, Ed. D. Independent Educational Consultant at College Bound joins us to discuss what elements of t...

Financial services often seems off-limits to someone with a liberal arts degree, let alone a degree in Theatre Studies. Gillian Matteson is an M.B.A. candidate at Emory University with a fairly non-traditional background for someone heading into investment banking, having studied education, theatre, and working in the non-profit world. In this episode, we discuss the value of taking an atypical pa...

Your primary concern is taking care of your patients. But how dialed in are you to the blind spots in your practice that can threaten your license and your livelihood? Board investigations and disciplinary sanctions are not typically covered by professional liability insurance and can end in license suspension or even revocation. When you think about your assets, don’t overlook ways that you can p...

Making the decision to end your marriage is incredibly difficult. And once that decision is made, there are many more big decisions to follow, especially if you have children. One of the first is determining how to go about the divorce process. Do you hire a “pit bull” attorney, or can you move forward amicably?   The typical divorce narrative is toxic, destructive, litigious, expensive, and resul...