Unleash Your True Value®

What are the challenges LGBTQ couples face when planning for their financial future? Rose Fierman returns to the Breaking Money Silence® podcast to discuss her experience as a member of a Queer couple and how breaking money silence is similar and yet different from heteronormative couples. Gain insight into what the next generation is looking for in advisors and why talking about money and values...

Is the experience of Black middle class couples different than white middle class couples? LaToya Council joins the podcast to share her doctoral research on the financial stress of Black men and women. Discover how her childhood experiences informs her research and why she has dedicated her career to giving voice to the unheard. If you have ever wondered how the wealth gap and racism in banking r...

Money and finances seem to stress everyone out. But what if you and your partner could have fun talking about finances? Matt Goren, Ph. D., financial planning professor and host of the award-winning podcast, Nothing Funny about Money, shares strategies on how to add humor and levity to your financial life and explains how doing so can help partners develop a better relationship with money and each...

I want to wish you a Happy New Year and let you know that we will be kicking off the Breaking Money Silence® Podcast season on January 11th starting with a six-episode series Breaking Money Silence® on Couples and Money. I will be talking to a variety of experts and friends about what it takes to financially communicate with your romantic partner. You're not going to want to miss this series. Make...

Does being a queer woman impact your relationship with money? Rose Fierman’s story about growing up with the expectation that she would marry a man and how this assumption impacted her financial training is an important one. As an adult, Rose decided to take matters into her own hands and now advocates for other queer women to do the same. Listen to our conversation and learn practical ways to adv...

Women of color earn the smallest share of degrees in Science, Technology, Engineering, and Math (STEM), with percentages in the single digits. But one woman has dedicated her life to making sure that young minority women are prepared to enter these fields and that they are confident enough to become tomorrow’s leaders. In this episode, listen to Sabrina Tucker-Barrett’s inspiring story of founding...

In this episode, LaToya Council, co-author of the  book, IntersectionAllies: We Make Room for All, discusses how teaching children about differences and inclusion is an important strategy to fight against racism and can change attitudes that fuel discrimination in the United States. Discover why I think this book should be required reading for all adults and how intersectionality can and should be...

As part of the Breaking Money Silence® on Diversity and Inclusion series, I interview Akeiva Thomas, CFP®, Wealth Planning Associate with Ballentine Partners and YouTube star. Each week, she publishes fun videos to educate her millennial fans about money and makes these lessons accessible to a diverse audience. Her ultimate goal? Close the black wealth gap and make sure financial literacy is an in...

As part of the Breaking Money Silence® on Diversity and Inclusion series, I interview Emily Davenport, one of the KBK Wealth Connection team members, about her passion for dance and how growing up biracial in the affluent white world of dance influenced her career path. Emily shares how these early experiences shaped her world view, her self-perception, and how as an adult, she is committed to cre...

Since 2007 the number of firms owned by African American women has increased by 164%, however, the access to capital for women of color is challenging with only a small fraction of the 2% of Venture Capital funds going to black and brown business owners. In this episode, I interview Parker McMullen Bushman and Crystal Egli, co-founders of Inclusive Journeys, to talk about their experience as entre...