MONEY WITHOUT MATH

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,...

Retirement is not what it used to be. Some slow down, others speed up. For many, it’s a time to switch gears, change lanes, or totally reset the course. Lorie Dixon, co-owner and winemaker of Stone House Urban Winery, has taken a few unexpected turns after working in the medical field for 40 years. She’s living out an unconventional “retirement,” but one that is full of purpose and passion. She sh...

Do you ever wonder if your gifts are making a difference? Whether you are already engaged in philanthropy or just getting started, defining your own individual philosophy for giving will help you focus and ultimately create a greater impact. Guest Laurie Wallace shares how to be better informed and inspired as a donor and look at your giving in a fresh new ways.

Now more than ever, we thank our physicians and medical professionals who are on the frontlines as the world responds to COVID-19. Will this bring more attention to the additional risks and “costs” that exist for female physicians? Dr. Heather Furnas, Plastic Surgeon and owner of Plastic Surgery Associates of Santa Rosa & Allegro MedSpa, has written and spoken about this issue. She joins us to...

Are you ready to get Gutsy? If you haven’t evaluated your branding in recent years, now is the time. Laura Wallace, CEO & Creative Director of Worx & Co, dishes on branding and the role it plays in your business. Hint: it’s more than just a logo.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law in December 2019 with the intention of helping individuals save more for a secure retirement.  The Act brings forth some good news, some bad news, and has caused confusion as well.  Lead accountant Bill Fritts of SEK, CPAs & Advisors joins us to help sort out the new tax and retirement rules and how they...

When most people start to think about their estate planning, they think about wills, trusts, beneficiaries, and making sure that affairs are in order after death. But what if something goes wrong while you are still living, and you can’t direct your own affairs? Who will do it for you? Naming a Power of Attorney (POA) is one of the most critical yet unsung elements of a solid estate plan.  Nancy M...

Addiction is a difficult but very real issue for too many families. While many people may be aware of the emotional & physical toll, the strain it puts on families, relationships and careers, there is also an enormous financial toll. Erin Tack, Clinical Director of Lasting Change Recovery Solutions for Women, joins us to open up the issue of addiction.

Bernadette Wagner is all about getting better with time! As the founder of Prime Time for Women, a social enterprise created to celebrate, connect and empower women in the second half of life, Bernadette shares insights about aging –or rather, living-- well.  In this episode, we discuss how women can better engage in their finances in the second half of life and so much more.

There are 168 hours in a week, but how much of that time do we use intentionally?  Author and TED Talk speaker Laura Vanderkam helps us rethink how we spend our time.  Unlike money, you can’t make more time, but you can “bank” it in ways to help you more easily climb out of a “time debt.”

It’s likely not a matter of if a breach will occur—it’s when, and to what degree. Guest Blakeley Barker, a veteran in the commercial insurance industry, explains how detrimental it can be for medical practices and other businesses when a cyber security breach occurs.  We discuss the five steps that you need to take when there is a breach, and steps you can take to help protect your patients, clien...

Estate planning isn’t just for distributing stuff or minimizing taxes. We continue the conversation with attorney Ann Rotz and discuss planning considerations for parents of special needs children, and introduce trusts, digital assets, and providing for your pets.

Think you are not old or wealthy enough to need an estate plan? Think again. Attorney Ann Rotz breaks down the key documents EVERYONE needs, plus special considerations for parents of minor and young adult children.

Thomas Dahbura is President of Hub Labels, and has grown the business into one of the largest label companies in the US while also gaining recognition for environmental stewardship. AKA “The Label Guru,” Thomas is a fun and passionate leader who has been known to ride his bike around the office. We discuss leadership, nepotism, and how personal and business pursuits are built into a total package.

If your kids are anything like mine, they don’t know how to turn off lights when leaving a room.  Here’s an idea that has been working for us and may work for you, too!

Investment banking is not just for Wall Street. Financial advisors are to your personal assets what these bankers are to your successful business.  What you don’t know *can* hurt you, so listen in if you are wondering what these bankers do and why you might need them on your team.  Hint: you probably need them sooner versus later.

“Back to school shopping” takes on a whole new meaning when you have a student preparing to apply to college.  Guest Lynn O'Shaughnessy is a nationally recognized college expert, author, and speaker. She explains how to start the process when you’re looking at colleges, plus why and how you REALLY should be shopping for schools when your student is heading for college.