Money Circle

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Money Circle is a podcast for women who want to get their money right without being made to feel like failures. Join host Maggie Germano as she answers listeners' money questions and interviews amazing women who are lifting women up with their own work.

Maggie Germano


    • Jul 18, 2022 LATEST EPISODE
    • every other week NEW EPISODES
    • 38m AVG DURATION
    • 110 EPISODES


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    Latest episodes from Money Circle

    Why Doesn't Paying Your Rent Improve Your Credit Score?

    Play Episode Listen Later Jul 18, 2022 28:59


    Related Links:PiñataFollow Piñata on InstagramLearn more about Lily--Lily Liu's career started out by straddling the lines of technology and government founding PublicStuff, which she sold to Accela which was then acquired by Berkshire Partners. As the CEO of Piñata, Lily has brought to life her vision of creating financial equality for renters. In 2017, she was recognized as Forbes' 30 under 30 Top Entrepreneurs and Business Insiders' People to Watch. Her entrepreneurial leadership allows Lily to address glaring systemic issues in the financial and real estate industries. Learn more at www.lily-liu.com.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Steps You Can Take To Lower Your Tax Burden Every Year

    Play Episode Listen Later Jul 4, 2022 30:38


    Related Links:www.familyfinancial.bizhttps://www.linkedin.com/in/tammytrenta/https://www.facebook.com/tammytrentahttps://www.instagram.com/tammytrenta/https://www.tiktok.com/@tammytrenta--As founder and CEO of Family Financial, I empower successful families and business owners to keep more of what they earn, preserving and growing their wealth. I take a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve my clients' financial goals while often saving them time and money.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How You Can Identify Your Own Idea Of Success And Avoid Comparing Yourself To Others

    Play Episode Listen Later Jun 20, 2022 33:23


    Related Links:Benefit CapitalJoin Bessi's Facebook GroupConnect with Bessi on LinkedInFollow Bessi on Instagram--Bessi Graham is an award-winning entrepreneur with over 20 years experience working with business owners, governments, and large funding bodies to bring “doing good” and “making money” back together. From the grassroots of sitting in the dirt working with business owners in the Pacific Islands to the United Nations headquarters in Geneva, Bessi has seen it all and brings an unparalleled perspective on what makes change happen.Working with people who have “made it” but haven't found fulfillment, she helps them put their Time, Talent and Treasure to work in ways that align with their values and allow them to create a legacy they can be proud of. Bessi teaches people to quiet the noise of the demands and opinions of others and hear their own voice more clearly so they can contribute from a place of authenticity. She removes the frustration and pressure that comes from living someone else's idea of success and replaces it with a sense of flow and fulfillment that can only come when you tap into the fullness of who you are and who you are becoming.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How To Be Competitive In The Current Homebuying Market

    Play Episode Listen Later Jun 6, 2022 20:25


    Related Links:RedfinRedfin Real Estate NewsFollow Daryl on TwitterFollow Redfin on TwitterConnect with Daryl on LinkedIn--Daryl Fairweather is the chief economist of Redfin. Prior to joining Redfin she was a senior economist at Amazon working on problems related to employee engagement and managing a team of analysts. During the housing crisis, Daryl worked as a researcher at the Boston Fed studying why homeowners entered foreclosure. Daryl received her Bachelor's of Science from the Massachusetts Institute of Technology and received her Ph.D. and Master's degrees in economics at the University of Chicago where she specialized in behavioral economics.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How To Build And Improve Your Credit With Limited Credit History

    Play Episode Listen Later May 23, 2022 27:21


    Related Links:DigitSelfCredit StrongChimeDigital Federal Credit UnionConnect with Snigdha on LinkedInFollow Digit on InstagramFollow Digit on LinkedInFollow Digit on Twitter--Snigdha Kumar is the head of product operations at Digit. Snigdha has spent a majority of her professional life working on increasing financial health for the underserved communities. Her research on better alternatives to high cost lending has been published by Wall Street Journal and Harvard Business Review. She got her Master's from Harvard University and her thesis focused on driving adoption of savings strategies among low income wage workers.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How Couples Can Manage Their Finances Together

    Play Episode Listen Later May 9, 2022 29:15


    Related Links:Sign up for Qapital--Co-Founders and Co-CEOs Katherine Salisbury and George Friedman had a growing family, and growing money stress. Keeping track of their finances from a traditional joint account proved impossible.They needed a joint overview of all their finances, and they wanted to automate how their money moved to savings, investments, bills and spending accounts – but neither was possible with their bank setup. The idea for Qapital was born.World-renowned behavioral economist Professor Dan Ariely joined soon after, and the team started building a suite of smart money tools that put people's goals back at the heart of the way they bank. Today, Qapital combines behavioral science and the power of automation to help individuals and couples find money happiness and reach their life goals.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Why Millennials Need To Be More Intentional With Retirement Planning

    Play Episode Listen Later Apr 25, 2022 24:37


    Related Links:MetLife's MetLife Employee Benefit Trends studyMetLife--Roberta Rafaloff is vice president, Institutional Income Annuities for MetLife. Institutional Income Annuities (IIA) enables defined contribution plan sponsors to provide guaranteed retirement income to their plan participants to help them achieve successful retirement outcomes. The business also offers specialty annuity products including charitable gift annuity reinsurance and lottery annuities. The division is part of Retirement & Income Solutions, the company's institutional retirement business, which historically has been responsible for over 20 percent of MetLife's operating earnings. As head of the IIA division, Rafaloff, who joined MetLife in 1988, has overall profit center and management responsibility, including product oversight and development, underwriting and pricing, and client management. The division is well-known for its leading market position, innovation and history of firsts, such as being the first to introduce longevity insurance, including an institutional qualifying longevity annuity contract (QLAC), into the marketplace. Prior to assuming her current role in 2003, Rafaloff, who has spent her entire career at MetLife, held a variety of sales, client service and management positions in MetLife's U.S. retirement businesses. Rafaloff earned a Bachelor of Arts in English and Sociology from Kenyon College in Gambler, Ohio. She is a FINRA Series 6 and 63 registered representative.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How to Change Your Money Story for the Better

    Play Episode Listen Later Apr 11, 2022 40:55


    Related Links:Smart Gets PaidListen to Leah's podcastConnect with Leah on LinkedInFollow Leah on Facebook--Leah Neaderthal is a sales coach for women who run B2B consulting and coaching businesses, the founder of Smart Gets Paid, and the host of The Smart Gets Paid podcast. A three-time business owner who started her career in corporate marketing, Leah didn't learn to sell by being a commissioned salesperson. She taught herself everything she could about selling, overcame “selling shyness,” and created a sales approach that feels comfortable, builds strong client relationships, and gets results. Prior to starting Smart Gets Paid, Leah built, grew, and sold three businesses. Learn more about Leah at smartgetspaid.com or connect with her on LinkedIn.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Three Steps to Pay Yourself More, Save for Taxes, and Create More Money in the Bank

    Play Episode Listen Later Mar 21, 2022 37:53


    Related Links:Money, Action, TipsProfit With ConnieBuy Connie's book, On PurposeFollow Connie on InstagramFollow Connie on YouTubeConnect with Connie on LinkedIn--Connie Vanderzanden is on a mission to help entrepreneurs live the lifestyles they desire by learning the simple steps, structure, and discipline to create and save money. With 34 years of accounting and bookkeeping experience, a variety of industry knowledge, and her own real-life business growth journey since 2001, Connie developed the Going Beyond Revenue Cash Handling System, focusing on cash flow planning that creates profitable and sustainable businesses.Connie is a true Oregonian, born and raised in the beautiful Pacific Northwest, where she spends time with her husband of 34 years and their “fur kid”.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How The Private Sector Can Bolster Abortion Access

    Play Episode Listen Later Mar 7, 2022 44:18


    Related Links:Rhia VenturesThe Racial Equity Asset LabOthering & Belonging InstituteDon't Ban Equality--Erika is a leader in impact investing, nonprofit and philanthropic with extensive experience in development and fundraising, program design, collaboration and partnership management, and racial equity advocacy. She is the CEO of Rhia Ventures where she directly oversees direct investments in early and growth stage-companies to create a vibrant US market for sexual reproductive, and maternal health that produces just outcomes for all.Erika has worked in nonprofits and the field of philanthropy for 20+ years including positions as Associate Director of Philanthropy at McDonogh School, the Chief of Staff of the Baltimore Community Foundation and Vice President of External Affairs at ABFE: A Philanthropic Partnership for Black Communities. Erika has engaged in extensive efforts to advance the field on issues of diversity, equity, and inclusion. She designed the SMART Investing initiative, the first philanthropic effort to incorporate a racial equity lens in foundation endowment practice through increased access for minority- and women-owned investment management firms.Erika speaks frequently and facilitates conversations about diversity, equity and inclusion through a race lens and has presented during conferences and convenings for Mission Investors Exchange, the Council on Foundations, the National Association of Securities Professionals, and Confluence Philanthropy among many others.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    The Biggest Financial Mistakes to Avoid During a Divorce

    Play Episode Listen Later Feb 21, 2022 40:51


    Related Links:WealthrampFollow Wealthramp on TwitterFollow Pam on TwitterFollow Wealthramp on FacebookFollow Pam on FacebookFollow Wealthramp on LinkedInConnect with Pam on LinkedIn--Pam Krueger is a recognized investor advocate and award-winning personal finance journalist and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only service that gives people full control over when and how they talk to their referred advisors.Pam is also the creator & co-host of MoneyTrack and Friends Talk Money podcast for PBS Next Avenue. MoneyTrack aired on 250+ public stations on PBS from 2005-2019.With more than 25 years in investor advocacy, Pam is one of the leading voices on financial literacy and financial empowerment. She's been the recipient of two Gracie Awards for educating the public about personal investing and finding the right financial advisor, the Financial Educator of the Year Award from the Financial Literacy Institute, and received the 2021 NAPFA's Special Achievement Award for her contributions in educating consumers on the benefits of working with a highly qualified fee-only financial advisor.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How To Vote With Your Dollar

    Play Episode Listen Later Feb 7, 2022 36:36


    Related Links:The Fiscal FemmeFinancial Adulting - pre-order for special goodies!Follow The Fiscal Femme on InstagramFollow The Fiscal Femme on TwitterWallet Activism by Tanja HesterBravely Go--Ashley Feinstein Gerstley is the author of Financial Adulting, a guide that breaks down everything you need to be a financially confident and conscious adult. She is also a money coach, author of The 30-Day Money Cleanse, and the Founder of the Fiscal Femme, a money platform on a mission to end inequality through financial well-being.As a trusted money expert, she has been quoted in or appeared on The TODAY Show, The Financial Times, CNBC, Forbes, NBC, Glamour and The New York Times. Ashley has worked in the financial services industry for over fifteen years: first as an investment banker, then in corporate finance, and most recently running The Fiscal Femme. She graduated with a bachelor's in finance from the Wharton School at the University of Pennsylvania.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Steps to Take to Buy Your First Home

    Play Episode Listen Later Jan 24, 2022 32:32


    Related Links:NerdwalletNerdWallet's Mortgage CalculatorsNerdWallet's First Time Homebuyer ProgramsNerdWallet 2021 Homebuyer ReportFollow Elizabeth on TwitterConnect with Elizabeth on LinkedInFollow Elizabeth on Facebook--Elizabeth Renter is NerdWallet's Data Analyst. She loves hunting for stories in datasets and crunching numbers for her monthly personal finance column. She also produces data reports and studies covering an array of topics including pandemic savings and first-time buyer affordability.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Prioritizing Your Retirement Planning

    Play Episode Listen Later Jan 10, 2022 21:07


    Related Links:NerdwalletFollow Tiffany on NerdwalletFollow Tiffany on Twitter--Tiffany Lam-Balfour is an investing writer and spokesperson at NerdWallet. Previously, she was a senior financial advisor and sales manager at Merrill Lynch and spent nearly a decade in investment banking and investment management prior to that. Her work has been featured in MSN, MarketWatch, Entrepreneur, Nasdaq and Yahoo Finance. She's appeared on Fox Los Angeles and NBC Richmond and been quoted by USA Today, NPR and Forbes. Tiffany earned a finance and management degree from The Wharton School of the University of Pennsylvania.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How to Have Hard Money Conversations

    Play Episode Listen Later Dec 27, 2021 36:33


    Related Links:NerdWalletFollow Sara on NerdWalletFollow Sara on Twitter--Sara Rathner is a credit cards and travel expert at NerdWallet. She's appeared on the "Today" show, "NBC Nightly News" and CNBC's "Nightly Business Report" and has been quoted in The New York Times, Yahoo Finance, Time, Reuters, NBC News, Business Insider and MarketWatch. Before joining NerdWallet, Sara worked at The Motley Fool for nearly 10 years. She also worked as a freelance personal finance writer and paraplanner and has a bachelor's in Journalism from Northwestern University.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Utilizing Your Bank Account to Save More Money

    Play Episode Listen Later Dec 13, 2021 28:36


    Related Links:NerdwalletFollow Chanelle on NerdwalletFollow Chanelle on TwitterConnect with Chanelle on LinkedIn--Chanelle Bessette is a personal finance writer at NerdWallet covering banking. She previously worked at Fortune, Forbes and the Reno Gazette-Journal. She is also a spokesperson for the banking team, and her expertise has appeared in The New York Times, Vox and Apartment Therapy.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Asking for Help and Funding as a Female Entrepreneur

    Play Episode Listen Later Nov 29, 2021 31:12


    Related Links:NerdwalletFollow Kelsey on NerdwalletFollow Kelsey on TwitterSCORE Business MentorshipSBA.govSmall Business Development CentersWomen's Business CentersFree Business Checking Accounts--Kelsey Sheehy is a NerdWallet authority on small business. Her work has appeared in The New York Times, USA Today and The Associated Press, where she writes a column about millennials and money. Kelsey has appeared on the "Today" show, NBC News and "ABC World News Tonight" and has been quoted by the Los Angeles Times, CNBC and MarketWatch, among other publications.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Navigating Student Loans Post-Pandemic

    Play Episode Listen Later Nov 15, 2021 32:56


    Related Links:NerdwalletFind Anna's work on NerdwalletFollow Anna on TwitterIncome-Driven Repayment PlansBorrower Defense Loan DischargePublic Service Loan ForgivenessClosed School DischargeTotal and Permanent Disability Dischargehttps://studentaid.gov/ --Anna Helhoski is a student loan expert at NerdWallet. Her work has appeared in The Associated Press, The New York Times, The Washington Post and USA Today. She previously covered local news in the New York metro area for the Daily Voice and New York state politics for The Legislative Gazette. She holds a bachelor's degree in journalism from Purchase College, State University of New York.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Why Intersectional Financial Education Is Imperative For Women

    Play Episode Listen Later Oct 25, 2021 43:13


    Related Links:SHE CAN WORKFollow SHE CAN WORK on InstagramFollow Tiara on InstagramConnect with Tiara on LinkedIn--Tiara Abu is an educator, coach and entrepreneur. She is the proud Founder and CEO of Lead With People, LLC, a coaching company and her new start up venture, She Can Work, LLC. Tiara is on a mission to end financial inequities for women by educating and empowering women to meet their financial goals through legacy-focused wealth building and management.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How to Use Discretionary Funds to Reach Your Goals

    Play Episode Listen Later Oct 11, 2021 37:44


    Get a $15 credit on your first Reel with code: C-MCIRCLEHow to apply a coupon code: https://help.joinreel.com/hc/en-us/articles/360042744374-How-can-I-apply-a-coupon-Follow Reel on:InstagramTwitterFacebookYoutubeLinkedInConnect with Daniela on:LinkedIn--Daniela Corrente is the co-founder and CEO of Reel, a Save-to-Buy platform that is debunking the myth that debt is the only way to achieve our goals, a myth that has caused so much harm in our society. She grew in a very entrepreneurial family, so hard work and creativity are part of her DNA. She has always been passionate about understanding human behavior, which lead her to a career in Marketing developing integrated advertising campaigns for top global beauty and fashion brands. During her time as a marketer, she noticed changes in the way people were making purchases, specifically on how millennials have become more credit adverse while remaining highly aspirational. This unique insight lead her to build Reel, a seamless and intentional solution that gives people back their consumer power by making it easy to save towards purchases, so they can see the potential of their cashflow while achieving their goals, debt-free. Daniela's focus on consumer behavior has allowed Reel to reinvent financial services by understanding that humans are driven by emotions, not math.As a Latina founder, she believes real equal opportunity comes from investing not only in social, but also economic change.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader. 

    Why Abortion Access Is Imperative to Financial Security

    Play Episode Listen Later Sep 27, 2021 53:21


    Related Links:Access Reproductive JusticeLearn more about Texas' SB8Donate to Texas abortion fundsThe Turnaway StudyNational Network of Abortion FundsLearn about the EACH ActLearn about the Women's Health Protection ActThe Taco or Beer Challenge--Jessica Pinckney is the executive director of ACCESS REPRODUCTIVE JUSTICE, a Reproductive Justice organization funding abortion and other reproductive healthcare. ACCESS removes barriers and builds the power of Californians to achieve reproductive justice. Jessica oversees the organization's work to combine direct services, community education, and policy advocacy to promote real reproductive options and access to quality health care for people in California. No other organization in the state provides the same range of support for people considering or seeking an abortion.She returns to her home state of California after living for nearly a decade in Washington, DC, where she previously served as vice president of government affairs at In Our Own Voice: National Black Women's Reproductive Justice Agenda, a national/state partnership with eight Black women's reproductive Justice organizations, lifting up the voices of Black women leaders on national, regional, and state policies that impact the lives of Black women and girls through strategies such as leadership development, advocacy and policy change, and movement building. Jessica previously served as government relations manager for YWCA USA, one of the oldest and largest women's organizations in the country and as the legislative analyst at the University of California (UC) Office of Federal Governmental Relations, representing one of the most recognized and renowned public institutions of higher education in the country.Jessica holds an M.A. in Government with a concentration in Political Communications from John's Hopkins University and a B.A. in Political Science with an emphasis in Public Service from the University of California, Santa Barbara. She serves on the Board of Directors for URGE: Unite for Reproductive and Gender Equity, SPARK Reproductive Justice NOW!, and Guttmacher Institute and on the Advisory Boards for the Constellation Network of Black Feminist Futures and the California Abortion Alliance. She previously served as the Vice-Chair on the Board of Directors for Planned Parenthood of Metropolitan Washington and the Chapter Co-Director for New Leaders Council DC and remains a relentless advocate and activist in her spare time. She is an avid reader, a newly found peloton enthusiast, and a loving pet parent to her 8-year old American Bulldog, Pitbull Mix rescue, Apollo.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How and Why to Prepare for the Unexpected in Life

    Play Episode Listen Later Sep 13, 2021 37:26


    Related links:www.northstarfp.comFollow North Star on Twitter:Follow North Star on FacebookConnect with Northstar on  LinkedInConnect with Robin on LinkedInFollow Wealthramp on TwitterFollow Wealthramp on FacebookConnect with Wealthramp on LinkedIn--Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management. Particularly during periods of transition (retirement, loss of a spouse, inheritance, divorce, sale of a business) when life and money decisions are complicated. As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Transitionist®, and a Registered Life Planner,  Robin has the expertise on both the technical and personal sides of money to help clients successfully navigate life changes, make confident decisions and achieve a higher sense of personal and financial well-being.Robin has almost 30 years of experience helping clients manage their wealth. Before joining Northstar as a partner in 2004, Robin's professional career included 15 years at several prestigious financial firms and real estate management companies in Boston, including Boston Properties, LLC and The Colony Group. There, she advised C-level executives at several Fortune 500 corporations, including Unum Provident, EMC and IBM.In 2008, Robin assumed the helm at Northstar Financial Planning and her work in helping women in transition gained attention. Robin believes that women deserve a better experience in working with a financial advisor and she and her team have focused considerable energy in delivering this experience. You can also find Robin as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.Read more here: https://www.northstarfp.com/who-we-are/meet-the-team.html--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Why You Might Need A Registered Life Planner

    Play Episode Listen Later Aug 30, 2021 38:20


    The discussion in this episode is for informational purposes only.  Dana Mascalo is an investment advisor representative with TrinityPoint Wealth, an SEC Registered Investment Advisor.  Information herein is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Data presented herein has been obtained from sources believed to be reliable.  The speaker cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source.  TrinityPoint Wealth, nor its investment adviser representatives may give tax or legal advice. --Related Links:Kinder Institute of Life PlanningGeorge Kinder's Three Questionshttps://www.lifeplanningforyou.com/WealthrampDana's LinkedIn: https://www.linkedin.com/in/danamclaughlin1/TrinityPoint Facebook: https://www.facebook.com/trinitypointwealth/TrinityPoint LinkedIn: https://www.linkedin.com/company/trinitypointwealth/Wealthramp Facebook: https://www.facebook.com/wealthramp/Wealthramp Twitter: https://twitter.com/WealthRampWealthramp LinkedIn: https://www.linkedin.com/company/wealthramp/--Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Managing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advisory firm in Milford, CT and Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client's entire financial life with a visionary lens, advising on investment portfolios, retirement planning, life transitions, exit planning for business owners, customized advanced cash-flow planning and multigenerational wealth transfer strategies. You can also find Dana as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Finding Success in a Male-Driven Industry

    Play Episode Listen Later Aug 18, 2021 36:45


    Related Links:www.taynelaw.com      Facebook: https://www.facebook.com/TayneLawGroup/Twitter: https://twitter.com/LeslieHTayneEsqLinkedin: www.linkedin.com/in/leslietayneInstagram: www.instagram.com/lesliehtayne--Leslie H. Tayne, Esq. is an award-winning financial attorney and author of the book Life & Debt. She has over 20 years of experience in the consumer and business financial debt solutions arena, which includes negotiations with large international banks and credit agencies for loans, lines of credit, credit cards, and student loans on behalf of clients. Leslie is the founder and managing director of the Tayne Law Group, P.C., a law firm headquartered in Melville dedicated to debt solutions and alternatives to bankruptcy for individuals and businesses. Leslie is frequently sought out for her expertise on financial, credit, and debt topics in the media and as a speaker she regularly provides expert insight into all areas of debt and credit-related financial topics to outlets including the Huffington Post, Yahoo Finance, US News and World Report, MSN, CNN, and CNBC.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How to Prepare For and Return From Maternity Leave

    Play Episode Listen Later Aug 2, 2021 37:06


    Related Links:General AssemblyFollow Lea on LinkedIn--Lea Berry is a certified professional Life & Career coach, combining over a decade of foreign and domestic policy and consulting experience to help her clients navigate the job market with a fresh and creative approach. An avid connector, she hosts a number of workshops, group coaching and individual coaching programs across the public and private sector to help professionals rise into leadership positions with practical tools and insights. She's helped increase retention and achieve greater engagement for a number of clients in industries including: government consulting, lobbying, non-profits, NGOs, USG and Fortune 100 companies.She is proud to support professionals to successfully level up their careers that speak to their strengths and interests while continuing to seek new challenges and opportunities to grow.When she isn't hosting workshops or coaching, you can find Lea with her husband and two daughters gardening or taking on a new house project in Kensington, MD.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader. 

    How To Make Sure You Get The Best Benefits Package

    Play Episode Listen Later Jul 19, 2021 27:03


    Related Links:DirectPathEmail KimFollow Kim on TwitterConnect with Kim on LinkedIn--Kim is DirectPath's key advisor and senior subject matter expert on new and evolving compliance issues that affect employers as a result of the Affordable Care Act. Kim, who founded and directs the DirectPath compliance communications team, works closely with sales, explores the potential impact on customer segments to develop new products and services to support current and anticipated needs.Kim has more than 40 years of communications experience, 35 of which focus on the delivery of compliance communications for health/welfare and qualified (savings/pensions) plans. Kim's team provides strategy, review and analysis, content development and management services for employer and payer customers, providing guidance on new mandates like the required Summary of Benefits and Coverage (SBC) and the growing trend of Medicare Advantage and its required compliance documents.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Why Life Insurance Is So Important, Even If You're Not The Breadwinner

    Play Episode Listen Later Jul 5, 2021 27:02


    Related Links:SurvestedFollow Surevested on Instagram--Jessica Lepore is the founder of Surevested, a life insurance agency powered by artificial intelligence. Surevested was created with the goal of bringing life insurance into the new decade with a completely hands-on experience that allows clients to be in control of their own financial destiny. Jessica, a New York native, is pairing her industry expertise with an entrepreneurial millennial mindset to make the buying process simple, honest and completely transparent.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    Connecting Your Self Worth To Your Wealth Building

    Play Episode Listen Later Jun 21, 2021 30:11


    Related Links:https://dawndahlby.com/ Follow Dawn on FacebookFollow Dawn on InstagramConnect with Dawn on LinkedIn--Dawn is a personal-growth expert in the finance space serving empowered women, executives, and entrepreneurs. Her unique approach combines learning how to live in your worth by aligning financial goals, personal values, behaviors, beliefs, lifestyle goals, and desires. With 20 years experience, she is a Certified Financial Planner, a Fiduciary, and the country's first Behavioral Financial Advisor. She seeks to help women improve their lives by combining psychology and results-driven financial strategies to build WEALTH & WORTH. Dawn's engaging coaching style and result-oriented approach has led her to become a sought-after speaker at a wide range of professional seminars and corporate events. Her inclusion on the esteemed Forbes Finance Council marks another exceptional achievement in her impressive career.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How to Use Real Estate Investing As A Tool To Build Wealth

    Play Episode Listen Later Jun 7, 2021 41:48


    Related Links:onedollarallowance.comFollow Jackie on TwitterFollow Jacke on Facebook--I'm a 35-year-old, stay-at-home mom of 2 who manages our household's financials, which includes 12 rental properties. We got started investing in real estate 5 years ago by moving out of the DC area, using the equity from our first home sale to purchase a new personal residence and our first 3 rentals. By the end of the next summer, we had 6 more cash flowing properties. Our aggressive investment in real estate helped set us up financially to get through a long and expensive infertility journey, and then allowed me to ‘retire' from my financial management career of over 11 years with the Federal government. I currently manage our properties and share our investment experiences and money philosophies through onedollarallowance.com.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

    How to Balance Being a Mom and Business Owner

    Play Episode Listen Later May 10, 2021 49:56


    Related Links:https://www.keilabottiglieri.com/https://www.instagram.com/keila.bottiglieri/--Keila is a wedding and couples photographer that serves Maryland, DC, and VA. She has changed her career paths a few times; from mechatronics technician to international trade analyst, to finally finding her passion in photography. Keila also runs the marketing for her husband's soccer academy as well as every aspect in her photography business while being a mother, a wife, a friend, and a daughter.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How Women Can Make Confident Decisions and Avoid Decision Fatigue

    Play Episode Listen Later Apr 26, 2021 49:56


    Related Links:simplyputstrategies.com5 Magnetic Pillars email course: http://5magneticpillars.com/Connect with Eva on LinkedIn: https://www.linkedin.com/in/evajannotta/How Women Entrepreneurs can Make Strong, Confident Decisions--Eva Jannotta helps bold women thought leaders stand out online. She works with North America's most recognized women leaders on thought leadership, marketing and social media strategy to help more women be heard, sought-after and hired. Clients have included women entrepreneurs mentor Ali Brown, diversity and inclusion consultant Stacey Gordon, women's leadership speaker Selena Rezvani and more. Her Big Hairy Audacious Goal is to end gender and racial discrimination. Eva grew up in Silver Spring, Maryland and today she lives in Phoenix, Arizona with her partner.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    Surviving Financial Abuse At The Hands Of A Parent

    Play Episode Listen Later Apr 12, 2021 50:48


    Related Links:Email Judy at judy@hearmefinance.com www.hearmefinance.com Follow Judy on InstagramFollow Judy on Twitter--Judy is a coach who is obsessed with talking about money and putting people on the course to financial freedom. After growing up with a vulnerable immigrant mother and experiencing financial abuse from her father – and later accumulating a lot of credit card debt in her 20s – Judy decided to take the reins of her life to steer her down the path of financial wellness. Now, she draws from her own experiences to help others do the same. Coming from a background as a union organizer – fighting for low wage workers to get better salaries and benefits – Judy now loves coaching women and couples to pay off debts, negotiate down the cost of literally anything, create ‘escape funds’ to leave their jobs or their own financial abuse situations, maximize their finances, or become money coaches, too.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How To Find "Balance" As A Working Mom

    Play Episode Listen Later Mar 29, 2021 55:19


    Related Links:https://www.sheldrakeconsulting.com/Follow Monica on TwitterConnect with Monica on LinkedInResume Writing Workbook--Monica Marcelis Fochtman, PhD, CPRW is the Owner and Founder of Sheldrake Consulting, a career coaching and consulting company. Monica is a certified professional resume writer, career coach, and Myers-Briggs leadership consultant. She started her company because she saw too many women floundering in the job search process. They were underselling their skills and experiences. She helps clients find and tell their career stories, so they can get unstuck and pivot to their next big thing. She provides resume and cover letter writing, interview coaching, and candid feedback focused on leadership development and career advancement. She earned her Bachelor’s in English and Master’s in Higher Education Administration from Boston College and her Doctorate in Education, with a cognate in Women in Leadership, from Michigan State University. In addition to her work as a career coach and consultant, she is an adjunct faculty member at Grand Valley State University. She devotes her “free time” to reading, writing, hanging out at the beach, and volunteering for the St. Baldrick’s Foundation, which funds cutting edge childhood cancer research.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How Caregiving for a Parent Can Impact Your Financial Goals

    Play Episode Listen Later Mar 15, 2021 49:57


    Related Links:www.healingjourneync.comFollow Kia on FacebookFollow Kia on InstagramEmail KiaCreate a trust and/or will onlineTrust & WillWillingCompare life insurance policiesLong-term care insuranceGeriatric care managerHealth advocateHospice carePalliative care"Transfer on death"--Kia is a therapist specializing in working with clients to address trauma and major life changes. In 2019, she took on the role of primary caregiver for her mother. That experience coupled with her background in medical social work has impacted her healthcare  and estate planning goals.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How Women Are Penalized For Having Ambition and How You Can Overcome It

    Play Episode Listen Later Mar 1, 2021 44:12


    Related Links:Learn more about StefanieBuy feminist greeting cards at Statement CardsFollow Stefanie on TwitterFollow Stefanie on InstagramFollow Statement Cards on InstagramWomen who negotiate are labeled aggressive or demanding.Women in leadership positions are more likely to be disliked and disrespected by peers.Breadwinning women are three times more likely to be cheated onWhen women are successful at work, their husbands’ stress level rises, making their relationships difficult.Recruiters avoid working with high-achieving STEM women.Confident, ambitious women are often perceived as less likable and hireableWomen get less credit for the work they do, especially when they collaborate with men.Women ask for raises just as often as men, but are less likely to get what they want.Ambitious women pay a motherhood penaltyWomen’s mistakes are judged more harshly and remembered longer than men’s.--Stefanie O'Connell Rodriguez is a writer covering women, money, power and ambition. She is the founder of Statement Cards, a greeting card line celebrating ambitions beyond marriage and motherhood; and the co-founder of Statement Event, dedicated to connecting the dots between gender equity and financial power.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How to Avoid Lifestyle Creep As Your Income Goes Up

    Play Episode Listen Later Feb 15, 2021 34:27


    Related Links:https://www.ameripriseadvisors.com/cristina.l.carusoFollow Cris on FacebookFollow Cris on InstagramFollow Cris on Twitter--Cris Caruso (she/her) is a financial advisor with Alcumus Financial Group.  She has 16 years of experience, and she typically provides financial planning and asset management for Gen X women and the LGBT community. Cris' personalized and mindful approach helps her clients attain their goals while avoiding the pitfalls that often hinder meaningful financial success. Her experience allows her to be the coach, counselor, and mentor you deserve on your money journey.  Cris lives in Laurel, MD with her spouse, and during the pandemic she has tackled most of her "to read" pile, nurtured a gorgeous sourdough starter and finally found an at home yoga practice.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How to Treat Your Money Relationship Like a Romantic Relationship

    Play Episode Listen Later Feb 1, 2021 51:16


    Related Links:https://nicoleiacovoni.com/Follow Nicole on FacebookDownload the Date Your Money Planner--Nicole Iacovoni is a Financial Therapist and Licensed Psychotherapist with 17 years experience. She writes a crush worthy newsletter called Money Love Notes where she dishes on her latest financial crush and offers inspirational ideas for dating your money. Her signature program, Money Therapy, teaches you how to transform your toxic relationship with money into a steamy love affair. She’s been featured in Business Insider, CNBC Select, and Up Journey. Feel more confident & cozy with your money right away by downloading Nicole’s free "date your money" planner at NicoleIacovoni.com--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How Entrepreneurs Can Prepare for Tax Season All Year Long

    Play Episode Listen Later Jan 18, 2021 41:20


    Related Links:https://www.littlefishaccounting.comEmail KeilaFollow Little Fish Accounting on InstagramFollow Little Fish Accounting on FacebookAccountants of ColorFollow Accountants of Color on InstagramQuickbooksIRS Paycheck Checkup--Keila Hill-Trawick is the Founder + Principal of Little Fish Accounting, a boutique CPA firm dedicated to the accounting and tax needs of service providers and small online business owners. Little Fish aims to guide business owners who want hands-on assistance with visioning and mapping, starting with the accurate foundational numbers to determine next steps.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How to Start and Keep Your Business on the Right Financial Foot

    Play Episode Listen Later Jan 4, 2021 50:50


    Related Links:https://megkwheeler.com/Follow Meg on InstagramSign up for Biz Money BlueprintFree Small Biz Quickstart GuideBadass Money Makers MembershipBadass Money Makers Facebook Group--Meg is a former CPA turned Business and Financial Coach who helps online business owners master the money stuff in their businesses. Her course, Biz Money Blueprint, provides a roadmap to setting everything up, from accounting to taxes to paying yourself. Her membership, Badass Action Takers, helps business owners manage the money, including cash flow, pricing your offers for profits and setting meaningful and achievable financial goals, and building a scalable and profitable business through multiple revenue streams, passive income, and recurring income.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    Overcoming Fear And Uncertainty To Strategically Make A Career Change

    Play Episode Listen Later Dec 28, 2020 53:25


    Related Links:GetCareerClarity.comPreorder Lisa's book, Career ClarityFollow Lisa on InstagramFollow Lisa on TwitterFollow Lisa on FacebookListen to the Career Clarity ShowByron Katie's The Work--If there’s a job out there, Lisa Lewis Miller has probably done it. Lisa is a career change expert, author, and the founder of Career Clarity, a company helping individuals step into the careers they’ve been dreaming of. Lisa has been featured in The Washington Post, Business Insider, US News and World Report, Fast Company, Refinery29 and more, and received her coaching certification as one of only 7 coaches in the world trained in the Pivot Method. If you’re looking for someone who will believe in your potential career happiness as strongly as you do — and help equip you with the ideas and resources to make it happen — you can learn more about Lisa’s work at GetCareerClarity.com.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How to Choose the Right Financial Advisor For You

    Play Episode Listen Later Dec 21, 2020 46:36


    Related Links:WealthrampEmail Pam: pam@wealthramp.comFriends Talk Money PodcastFollow Pam on TwitterFollow Wealthramp on TwitterFollow Pam on FacebookFollow Wealthramp on FacebookConnect with Pam on LinkedInFollow Wealthramp on LinkedInHerMoneyYou Need A BudgetBlooom--Pam Krueger is the founder and CEO of Wealthramp, an SEC-registered referral service that connects consumers with rigorously vetted and qualified fee-only financial advisors. The company launched the only network of independent, fiduciary, fee-only financial advisors who don’t sell products and work solely in the interests of their clients.Wealthramp was built on the foundation of consumer advocacy and born out of viewer questions from Pam’s investor-education television series MoneyTrack.  She is the creator and co-host of the award-winning program seen nationally on over 250 PBS stations and funded by the Investor Protection Trust. She is the recipient of two Gracie Awards for educating the public about personal investing, and finding the right financial advice, and author of The MoneyTrack Method: A Real Person’s Guide to Successful Investing.Pam is a respected journalist with her perspectives regularly appearing in MarketWatch, Forbes, NerdWallet, and via her podcast with Terry Savage and Rich Eisenberg, Friends Talk Money, on PBS’s Next Avenue.    A fierce champion for financial education and empowerment, Pam has served on the board of directors of the California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens, and received the Financial Educator of the Year Award from the Financial Literacy Institute. She lives in both Tiburon, California and Cape Cod.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How to Grow Your Wealth While Still Making a Positive Impact

    Play Episode Listen Later Dec 14, 2020 45:46


    Related Links:https://www.ellevest.com/Connect with Emily on LinkedInFollow Emily on InstagramFollow Ellevest on InstagramFollow Ellevest on Twitter--Emily is the Director of Private Wealth at Ellevest. She’s worked in the financial services industry for over ten years, most recently at J.P. Morgan, and has a degree in economics from the University of Wisconsin-Madison. She grew up in Chicago with two financially fierce women: her mother and grandmother. Emily is on the board of Plan International USA, an organization dedicated to creating an equal world for girls. She is also a steering committee member of Alvin Ailey’s Young Patron Circle. Emily lives in New York City and currently spends her free time taking Ally Love’s classes on Peloton.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    Busting Millennial Money Myths

    Play Episode Listen Later Dec 7, 2020 41:59


    Related Links:https://themillennialmoneywoman.com/Email Fiona: millennialmoneywoman@gmail.comFollow Fiona on Twitter--I’m The Millennial Money Woman. Also known as Fiona. Entrepreneur. Polyglot. Pundit. World Traveler. Dog Lover. I want young professionals to have what I didn’t growing up: A guiding hand to help make the right financial decisions NOW so that their FUTURE will be a seamless ride. The first time I discovered my passion for finance was when I saw my grandparents lose every cent to their name, after some poor financial planning. They worked all their lives, every day, and when they neared their retirement – their hard work fell to pieces because they didn’t practice healthy financial habits.That’s when knew I wanted to jump ahead of the game when it comes to finances, so I gathered my resources, stuck my nose into books and learned as much as I could. I would not allow anyone to make the same mistake.My educational background has allowed me to help young professionals navigate the sometimes-murky waters of finance:Earned a Certified Financial Planner (CFP – which is the equivalent of a financial ninja)Earned a Chartered Retirement Planning Counselor (CRPC)Earned a Master of Science in Personal Financial Planning degreeBecause I gained knowledge and practiced healthy finance habits, I purchased my first house at 23, have no debt (minus my mortgage), co-founded a financial non-profit program in my community, and am on my way to millionaire status in just a few more years. Most importantly? I met the love of my life in my best friend and partner in crime, my husband.I’ve been through a lot although I’m only a Millennial, and I’m here to pass down the tens of thousands of hours of reading, brainstorming and real life experience I’ve had so far in finance to YOU.Here’s to you and starting your financial journey!--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    The Financial and Emotional Toll of Being a Double Caretaker

    Play Episode Listen Later Nov 30, 2020 50:54


    Related Links:https://michelecagancpa.com/Follow Michele on TwitterFollow Michele on InstagramCheck out the In Case Of Emergency BinderRead Mom and Dad, We Need to Talk--Michele Cagan is a CPA, author, and financial mentor with more than twenty years of experience. She has written numerous articles and books about personal finance, investing, and accounting, including The Infographic Guide to Personal Finance, Retirement 101, Debt 101, and Real Estate Investing 101.–To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How Health Disparities Intersect With Economic and Racial Justice

    Play Episode Listen Later Nov 23, 2020 53:02


    Related Links:Enroll in the healthcare marketplace at Healthcare.gov by December 15thFollow Malea on TwitterSurprise billing legislationLegislation to lower drug costsKaiser Health NewsSister SongHalf Of Employees Believe Open Enrollment Is More Important In 2020 Than It Was In 2019Why You Should Enroll In A Health Savings Plan For 2021--Malea Hoepf Young is a PhD candidate at the University of Louisville School of Public Health and Information Sciences. She also holds an MPH from the UNC School of Public Health, and holds a CHES certification. She has worked on ACA implementation in Kentucky since 2013 as a health educator in refugee resettlement, consumer advocate, and researcher.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How to Support Small Businesses Without Breaking the Bank This Holiday Season

    Play Episode Listen Later Nov 16, 2020 56:53


    Related Links:Follow Stephanie on TwitterFollow Stephanie on InstagramFollow Stephanie on FacebookFollow Stephanie's blog, Poorer Than YouMini Museum, to get your dinosaur teeth or space shuttle fragmentsThe Fioneers Black-Owned Business Consumables gift guideVermont Nut Free ChocolatesCraft Boner--By day, she's Stephanie Kibler: 11-year veteran of online retail who has tackled everything from customer service, to logistics, to product development, to inventory management. By night, she's Stephonee, dispensing personal finance knowledge bombs for low income and cash-strapped millennials on Twitter and her personal finance blog, Poorer Than You. She lives in the pricey Washington, DC area suburbs (for some reason) with her husband and 4-year-old son, with another one on the way.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader. 

    Pivoting Your Career During A Global Pandemic

    Play Episode Listen Later Nov 9, 2020 49:45


    Related Links:Career ContessaCheck out Lauren's book, Power Moves: How Women Can Pivot, Reboot, and Build a Career of PurposeListen to The Femails podcastFollow Career Contessa on InstagramFollow Career Contessa on TwitterFollow Career Contessa on Facebook--Lauren McGoodwin is Career Contessa’s CEO, #1 power move advocate, and has a life mission to help women build successful and fulfilling careers on their terms. Lauren launched Career Contessa in 2013 out of her master’s thesis project to close the gap in career development resources for women. Career Contessa now helps over 2 million women each year with their careers through content, online learning courses, and job listings.Formerly, Lauren was a  Recruiter for Hulu focused on hiring, employer branding, and talent development. She has a Bachelor's in Education from University of Oregon and a Master’s in Communication Management from USC where she wrote her thesis on millennial women and career resources.Lauren has spoken at TED Women, Watermark Conference for Women, and South by Southwest, appeared on Cheddar TV, Good Day LA, and regularly contributes on career advice to outlets like Good Morning America, Goop, and more. Lauren is also the host of Career Contessa’s podcast, The Femails, covering all things work, women, and traits of success,  and just released her first book, Power Moves: How Women Can Pivot, Reboot, and Build a Career of Purpose, from Harper Business, and loves to stay in touch on Instagram.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How To Make The Right Open Enrollment Decisions This Year

    Play Episode Listen Later Nov 2, 2020 38:49


    Open enrollment season doesn't have to be stressful or scary. But it is important that you're making the decisions that are best for you and your family. In this episode, Meredith Ryan-Reid and Marsha Barnes give advice on how you can make the right open enrollment decisions, especially during a global pandemic, and how your employer can help you do so.--Related Links:Metlife's 2020 Open Enrollment Studyhttps://www.metlife.com/open-enrollmentThe Finance BarFollow the Finance Bar on InstagramFollow the Finance Bar on TwitterLearn more about the healthcare marketplace at heathcare.gov--Meredith Ryan-Reid serves as senior vice president and head of MetLife’s Financial Wellness & Engagement organization. Her organization has responsibility for powering employee engagement across the U.S. Business with an initial focus on enrollment and financial wellness and a longer-term focus on solutions that enable U.S. business growth and strengthen customer lifetime value. Ryan-Reid joined MetLife in 2013 to build and lead the Group Accident & Health business.She went on to lead the Distribution Development & Benefits Delivery team. In these roles, she’s managed P&Ls, global broker relationship teams, third party distribution development, partnerships with key HR technology firms, voluntary benefits strategy and sales enablement. Her teams also designed and delivered sales training and hiring programs, rewards and recognition events and broker compensation plans.Ryan-Reid joined MetLife from Starr Companies, where she ran the North American Accident and Health Division. Before joining Starr, she worked on the brokerage side of the industry, producing new business and managing large client relationships for Marsh (commercial insurance) and Mercer (health & benefits). Prior to Marsh, Ryan-Reid spent ten years on the insurance carrier side of the business in underwriting, sales, and general management roles at both CIGNA and AIG. Ryan-Reid is the executive sponsor for MetLife’s Diverse Abilities employee resource group and is a passionate sponsor of Women in Sales.Outside of work, Ryan-Reid serves as her alumni class president and is a member of the Johnson School Advisory Council at Cornell University’s business school. She received her MBA from Cornell and her Bachelor of Arts from the University of Richmond where she played Division I lacrosse. She lives in Connecticut with her husband and two daughters.--Marsha Barnes is a personal finance expert, financial social worker, commentator and Founder of The Finance Bar. Marsha was named as Go Banking Rates 2018 Best Money Expert in the Net Worth Category by Go Banking Rates and currently serves as the national ambassador for FICO. --To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    How Money Is Used As a Tool of Domestic Violence and How Survivors Can Get Help Now

    Play Episode Listen Later Oct 26, 2020 42:00


    In this episode, Kim Pentico defines domestic violence and elaborates on how money is used as a tool of abuse within abusive relationships. She also expands on what steps survivors can take to remove themselves from abusive relationships, and how folks can support survivors. --Related Links:The National Network to End Domestic ViolenceNNEDV's Economic Justice ProjectThe National Domestic Violence Hotline: 1-800-799-SAFEThe Power and Control WheelFree FromFutures Without ViolenceInstitute for Women's Policy ResearchState domestic violence coalitionsPoint In Time ReportWomenslaw.org - legal resources for survivorsThe Independence Project - credit building program for survivorsSafety Net - using technology to protect survivorsFollow NNEDV on FacebookFollow NNEDV on InstagramFollow NNEDV on Twitter--Kim Pentico is the Director of Economic Justice at the National Network to End Domestic Violence. Kim has been working with and on behalf of survivors of sexual and domestic violence since 1990. She first spent over seven years working for a local domestic violence program in Kansas and another seven years at the Kansas Coalition Against Sexual and Domestic Violence. She has also worked for the STOP Technical Assistance Project in Washington, DC. Kim works to ensure and enhance survivor access to economic justice and long-term safety.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    Changing Career Goals After Having Kids

    Play Episode Listen Later Oct 19, 2020 66:10


    In this episode, we talk about how Emily pivoted her career goals after having her first child. We also talk about the career systems that need to change in order to make the workforce more accessible for working families. If you think you might pivot your career or if you plan on being a working parent someday, this episode is for you.--Related Links:https://www.emilyguybirken.com/Check out Emily's books:End Financial Stress NowMaking Social Security Work For YouChoose Your RetirementThe 5 Years Before You RetireFollow Emily on TwitterFollow Emily on FacebookConnect with Emily on LinkedIn--Emily Guy Birken is a former educator, lifelong money nerd, and a Plutus Award-winning freelance writer who specializes in the scientific research behind irrational money behaviors. Her background in education allows her to make complex financial topics relatable and easily understood by the layperson. Her work has appeared on The Huffington Post, Business Insider, Kiplinger's, MSN Money, and The Washington Post online. She is the author of four books on personal finance: The 5 Years Before You Retire, Choose Your Retirement, Making Social Security Work for You, and End Financial Stress Now. Emily lives in Milwaukee with her family.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

    What's At Stake This Election Day And What You Can Do To Help

    Play Episode Listen Later Oct 12, 2020 30:27


    Worried about the election on November 3rd? Me too! Listen to this week's podcast episode with Kelley Robinson of Planned Parenthood to learn more about what's at stake and how you can get involved to ensure the right outcome.--Related Links:Planned Parenthood Action FundPlanned Parenthood Federation of AmericaVolunteer from homeMake sure you're registered to voteJoin the Women's March on October 17thText RISE to 22422 to get involved in the Supreme Court fightJoin OutVote to get involved with your favorite organizations--Kelley Robinson currently serves as the Executive Director of Planned Parenthood Action Fund and as the Vice President of Advocacy and Organizing at Planned Parenthood Federation of America. Robinson enters this role with over 12 years of experience as a leader in the progressive field, with an expertise in sexual and reproductive health, and a deep commitment to leading with equity.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

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