MONEY WITHOUT MATH

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. 

What if I go back to school? What if I get that job? What if I quit my job? What if…? Speaker, author and coach Julie Gaver uses this question to helps women reinvent themselves, by uncovering their talents and dreams so they can bloom.

Here’s a doctor giving advice that doesn’t involve medicine, but does make for a healthy prescription. In this episode, Dr. Mitesh Kothari shares how an early vision helped him avoid  financial traps physicians often fall prey to, while living out his family’s values. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does n...

You can make anything happen!  Just ask blogger and author Carrie Lindsey who wrote the book - Make Anything Happen.  In this episode we talk about her book, how she created a business, and her 60-day budget challenge. Learn what inspires her and why she thinks you can make anything happen at any age.

It’s time to rethink the standard retirement mindset and even the word “retirement.” Denis Wuestman and Joe Casey of Retirement Wisdom join in to discuss the importance of non-financial considerations in preparing for retirement, aka “extreme adulting.” Ignore these aspects and you risk “failing retirement.” Find out how not to fail, and better yet, how to thrive.

What do you get when you put two female financial advisors on a podcast episode?  A lot of FRESH perspective!  Melissa Joy, CFP®, CDFP® shares how her childhood experiences have shaped her work, and why check boxes don’t work when you’re looking for an advisor.

If you have been wanting to talk to your children about the responsibilities and opportunities of wealth, but are not sure where to begin, this podcast is for you! To help us unpack these important conversations special guest Dr. Richard Orlando, Founder of Legacy Capitals, a firm which provides training, coaching, and consulting on this very topic. He regularly consults with financially successfu...

Raising a giving family is an important way for physician families to avoid raising entitled children. Interestingly, I’ve found that families who prioritize charitable giving - giving money away - consequently do a good job instilling financial responsibility in their next generation. Here today we have Lara McElderry, podcast host at Married to Doctors. She’s passionate about helping medical fam...

If you are a woman in financial services, you work in finance or are thinking about it, or maybe even are working in another male-dominated field, this show is for you.  Dorothy Hinchcliff is the Executive Editor of Financial Advisor Magazine and its companion website. FA Magazine is one of the country’s top publications for financial advisors.  Dorothy is also very passionate about her role in FA...

One of the themes behind FRESH OFF THE VINE is getting better with time. Did you start 2019 with a vision of what you wanted to accomplish? If not, it’s not too late! Giving yourself the year or life that you want doesn’t happen by hoping for the best; it takes conscious effort. To help us discuss this, we welcome Beth Fitzgerald of Fitzgerald Life Coaching who shares her insights on how to make i...