MONEY WITHOUT MATH

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...

Divorce is a traumatic event. It’s a financial, legal and interpersonal process with high stakes. It’s emotionally exhausting, and it can be financially and personally devastating. Divorce may be the end of a chapter, but it’s not the end of the story…and it could be beginning of a new and better one. Nikki Bruno, graduate of Princeton and Harvard Universities and founder of The Epic Comeback, hel...

Using an ESG (Environmental, Social and Governance) strategy in your portfolio is a way to invest your money to match your values.  Money is power if you choose to direct it towards change.  And as more and more companies are considering all of their stakeholders—not just their shareholders—in  how they make decisions, you can do just that. Sheila L. King, CFA, Vice President & Portfolio Co-Ma...

Borders are closed, venues are closed, and flights are iffy. But travel itself is not cancelled! Travel in the time of COVID19 however may require the help of a professional. How do you know where you can go, and what is safe? Enter our guest today, Sarah Groen, Owner and Luxury Travel Advisor of Bell & Bly Travel. On this episode we discuss how the travel industry is responding to the covid c...

As businesses start to open back up, employers and employees have a lot of questions. Today’s guest is Lisa Shuster, Founder and President of PeopleWorks, which specializes in small business HR. From opening up safely to addressing employee leave benefits, Lisa shares her expertise and resources so businesses and employees can get back to work.

Tensions are running HIGH. In the pandemic, we’re not only dealing with a health crisis and economic fallout, we’re also facing an emotional and mental crisis that can strain relationships. Those strains can then further exacerbate health and financial issues, so it’s critical to tune in to how we are communicating right now.  Whether it’s with your family or your clients, Kristie Van Leeuwen, Pre...

Steve Chiavarone, portfolio manager and equity strategist for Federated Hermes brings his expertise to the table as he tackles 5 key questions from inflation to bringing production back to the US and why now is still the time to stay invested. 

Part 2 of 2. Guest Nancy Phillips, creator of “The Wela Way” and author of the Zela Wela kids series, was a corporate executive before a series of traumatic events altered the course of her life. Because her life situation had changed so dramatically, she wanted her children to learn from the experience and to have a firm introduction to financial literacy. Few us are taught early on about basic f...

Part 1:  Guest Nancy Phillips, creator of “The Wela Way” and author of the Zela Wela kids series, was a corporate executive before a series of traumatic events altered the course of her life. Because her life situation had changed so dramatically, she wanted her children to learn from the experience and to have a firm introduction to financial literacy. In her search for resources to support this...

Schools are closed, businesses are shuttered, and people aren’t paying rent. But young entrepreneur, architect and landlord Aaron Peteranecz is not only calm, he is looking to grow.  No stranger to the ins and outs of business, Aaron grew up in an entrepreneurial family and started his first business as a kid detailing cars.  As Founder and President of Design Method Group and COO of Studio Novum,...