Money UN-Tabooed

That's a wrap for Season 1! Thanks for listening, and we'll see you again for Season 2.

Host Jen Sapel talks useful tips for starting and maintaining allowance for kids.

Peter Polson, CEO of Tiller Money, helps break down how to tackle budget issues and organizing budgets in personal ways that make sense to you.

Wishing you and your loved ones a cozy and safe Thanksgiving! We're grateful for you.

Attorney and founder of the F-Bomb Breakfast Club, Megan McNally, talks about the challenges and rewards of overcoming money mindsets, both personally and in business. Between choosing to earn a good income and doing good in the world, Megan realized that she could do both!

Liz Kitchell, Money Coach and Founder of SheMoolah shares how financial services tried to stamp out her creativity.  After two decades of working within large institutions she branched out on her own to help women take power and control over their relationship with money.  Liz shares a few great exercises you can use to re-think your relationship with money and that she still doesn’t have it all figured out. #moneyuntabooed #femalefinance #financialpower #financialliteracy

Gina Radke, CEO of Galley Support Innovations and author of More Than: How to Be Bold and Balanced in Life and Business shares wisdom from her journey from childhood to successful CEO.   http://www.ginaradke.com/ https://republic.co/ https://www.seedinvest.com/   #moneyuntabooed #femalefinance #financialpower #invest #debt #capitalinvestment #financialliteracy

Cindy Gross challenges the notion that lawyering up or accepting an Non-Disclosure Agreement is the best route after being bullied or harassed in the workplace.  Hear her story and interesting perspective on the costs of NDAs.  After decades in tech, she has now founded Befriending Dragons, a coaching/consulting firm that bridges the gap between DEI training and actionable steps to promote thriving teams.     https://befriendingdragons.com/

Shannon Huffman Polson was explicitly told by her superior that she would never fly an Apache helicopter yet, she was one of the first women to become an Apache pilot.  Here she shares a few lessons from her book, The Grit Factor: Courage, Resilience and Leadership in the Most Male Dominated Organization in the World as well as one of the most critical skills of Leadership.  This episode is a must for anyone looking to advance their leadership effectiveness. http://www.shannonpolson.com/about-polson https://www.thegritinstitute.com/ https://www.winthroplibraryfriends.org/

Recently I was asked for some money saving tips for the fall.  It’s not the kind of thing I typically do as our focus is to set up financial frameworks and systems that automate your savings and investment strategies, but after a little brainstorming, here were 3 that I don’t see getting a lot of airtime.  Hopefully you find one or more helpful in your situation, we’d also love to hear your best money saving ideas.

A loving, bittersweet tribute to Jen's father, with some wise lessons on how to live life just a bit fuller. Among them, the very important sex talk a la When Harry Met Sally

Host Jen Sapel talks about some of the harder aspects of life, and how to address financial concerns that may be affected by them.

Host Jen Sapel shares an introspective story and her commitment to becoming anti-racist.

Very busy running two businesses and launching a third, Jody Elsom takes time out to discuss what spurs her to take new leaps and her love of wine and wine making. 

Andrea Dunlop, author and former publishing insider sheds light on a recent conversation in the publishing world.  In a twitter conversation between authors L.L McKinney and Tochi Onyebuchi, this hashtag was born along with an anonymous spreadsheet giving light to compensation in the publishing world.  As always, with more data points, some interesting trends and additional conversations surfaced.  Andrea does a fabulous job of breaking down for us how compensation works in publishing today and 3 action items you can take to influence change moving forward. https://www.pocinpublishing.com/ https://diversebooks.org/ https://latinxinpublishing.com/

We have quite a few new listeners from when this podcast launched, so we thought it was a good time to replay the Money Un-Tabooed introductory episode! Host Jen Sapel talks a little bit about the inspiration and goals behind Money Un-Tabooed.

What’s your, “I’d rather be naked in front of a 1000 people,” thing? It was a tough week but I gained an amazing lesson out of it.  I share it here, hopefully it’s a good reminder for you too.  If you aren’t familiar with Brene Brown’s work, start with this video and keep consuming from there:  https://www.ted.com/talks/brene_brown_the_power_of_vulnerability?language=en

Christina Blacken, founder of The New Quo, is all about stories. Your stories, the stories others tell to us, and the ones we tell them. You'll be delighted to hear her story, and the ways in which she's changing the world one narrative at a time.

Traveler, philanthropist, real estate investor, and CFO Michele Smith shares two distinct sets of lessons on her path to the C suite:  financial and mentorship. Michele is currently the CFO of the Woodland Park Zoo in the Pacific Northwest who name drops all over this episode to acknowledge the people along the way who helped along her path. She’s optimistic, warm, decisive, hilarious and so much more. Listen to this episode and hear from the top some critical life and career lessons.

Why do you bank where you bank?  It’s a question you probably haven’t given a lot of time to.  Most of us opt for convenience, safety, fees and yield.  There’s a whole different way of looking at banking though.  Banks hold about $15,000,000,000 in deposits in America.  What if that money was being directed at causes you cared about?  What if that’s how you chose your bank?  Megan Hryndza & Sophia Wagner have taken that challenge on and are giving us a way to direct how our money is being used. 

Heather Eacker shares her experience as a geriatric care manager.  She tells us about what it was like to be the person who got to witness death for 10 years of her career.  If you are entering retirement and need to plan for the time you will need to ask for help or you are concerned about your aging parents, this episode is a must listen. Jenifer Sapel is a registered representative and financial advisor of park Avenue securities LLC. Her OSJ is 333 N Indian Hill Blvd., Claremont, CA 91711 Ph: 909-399-1100. Security products and advisory services are offered through park Avenue securities, member of FINRA and SIPC. Jenifer is a financial representative, guardian life insurance company of America, New York, New York. Park Avenue Securities is a wholly-owned subsidiary of Guardian. Utor wealth is not an affiliate or subsidiary of park Avenue securities or guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by park Avenue securities or guardian or Utor wealth and opinions stated are their own.  Individual situations may vary and information is to be relied upon only when coordinated with professional advice. 2020-105507 Exp. 7/22.

Daniela Tudor, Founder of We Connect Health, learned through her recovery from substance abuse how to heal her relationship with money.  Hear how they are utilizing technology to create better outcomes and save lives as well as what steps she took to be on a better path to financial health. https://www.weconnectrecovery.com/ #donoradvisedfunds #qualitygoals #recovery #financialliteracy #enjoywealth #selfworth

Yes!  Estate planning attorney Laura Latta walks us through basic estate planning documents, what they are and how they work.  These are critical documents for everyone, but particularly critical for those of us who have minor children and ex-spouses.  Listen to this super practical episode and be inspired to check it off the list or dust off your documents to review.   https://www.lauralatta.com/

What I thought was going to be a nerd out session about technology ended up being a whole lot more. Hear perspective from brilliant CSO and professor Kristina Libby on what it means to be human. This timely conversation turned very philosophical as Kristina challenged us to be truly engaged in every aspect of life and build a world that we are proud to talk to our grandchildren about. https://www.amazon.com/Possible-Minds-Twenty-Five-Ways-Looking/dp/0525557997 https://www.kristinalibby.com/

Dive into money topics with host, Jen Sapel.

Dive into money topics with host, Jen Sapel.

Dive into money topics with host, Jen Sapel.

Tricia Bolender, Leadership and strategy coach and consultant chats about Imposter Syndrome and folded underwear. Tricia’s resume includes an MBA from Columbia and large international assignments but she brings some fun and lightheartedness into the conversation around money and purpose. Listen until the end, there’s a potential nugget in it for you!   https://www.triciabolender.com/

Guest Larry Snyder talks about how he’s created the life he wants by constantly seeking ways to add value.  His two secrets to success, entrepreneurism and relationship cultivation, Larry shares with us some perspective and tips that will be sure to get you thinking.

Kelli Bielema, founder of AirScream and Shindig Events shares some of the good and challenging aspects of business ownership.  She gives us a few brilliant nuggets of advice for accelerating business growth and reveals that her journey with money is ongoing where, even today, she is learning new skills.

Jill Angelo, Founder of Gennev, tackles a problem that 100% of women have or will go through:  Menopause.  Hear how this femtech pioneer is changing the game and how her journey with money has changed with transition from employee to entrepreneur.   Also, check out some of the amazing resources Gennev has created in support of women: https://health.gennev.com/covid-19 https://health.gennev.com/guide-to-menopause https://gennev.com/initial-assessment/

A powerhouse story, Dona Sarkar breaks all the molds and lives boldy.  In this episode she shares her story which includes how she, a successful software engineer with a thriving career, failed her first computer science class.  Dona talks about why it's important to tackle money matters and gives a few tips on how she’s successfully navigated her financial life.   We also discuss unconscious biases, side gigs, and whether or not careers are optional.  Turns out about 45% of Americans have side gigs and a third of them need the income to make ends meet.  See this survey by bankrate:  https://www.bankrate.com/personal-finance/side-hustles-survey-june-2019/

Join us as bankruptcy attorney Latife Neu shares some insights to two financial tools.  Learn what assets are protected from bankruptcy as well as what liabilities are not allowed to be discharged through the process.   She also is an expert on student loan strategies, if you have any student loan balance, give this a listen! https://neulegal.com/ https://www.facebook.com/LatifeNeuAtt

Seasoned Career Coach and HR professional Lora Plum shares her decades of experience on negotiating a job offer, both salary and other leverage points.  If this is an area where you don’t feel super comfortable, Lora gives us the actual language to use.  She also shares a few key elements to consider for those looking to transition from employee to entrepreneur. 

Did you know that 43% of women pause their career to care for others?  Erika Parker Price is an expert in this career pause and shares her journey through navigating it successfully.  She also has amazing advice that has suited her well in avoiding some of the biggest financial pitfalls & achieving a few big financial feats.

If you haven’t been to smartmoneymamas.com you are missing out.  Chelsea Brennan, former Wall Street hedge fund manager switched gears after the birth of her second son.  She now helps moms specifically tackle all things financial. In this episode she shares specific steps on how to get started financially and also how she’s handling the money conversation with her 4 year old son. Resource Links https://smartmoneymamas.com/meaningful-money-goal-worksheet/  https://smartmoneymamas.com/set-meaningful-money-goals/ https://smartmoneymamas.podia.com/cultivating-a-wealthy-money-mindset  Follow Smart Money Mamas on these platforms:Website: https://smartmoneymamas.com Facebook Community: https://www.facebook.com/groups/383582855894203/ Facebook Page: https://www.facebook.com/smartmoneymamas/ Instagram: https://www.instagram.com/smartmoneymamas/ Twitter: https://twitter.com/SmartMoneyMamas

Seattle area chef, caterer & restauranteur Lisa Dupar shares how collaboration improves success both in business and personal finance.  She shares the gift of her mother’s organization and matter of fact approach to finances. She highly recommends creating a team of professionals who have different skill sets so you can focus on where you can provide unique value.  This also creates better advice and outcomes as she has experienced first hand.

Sr. Loan Advisor Maggie Richter gives us some ideas on how to make your mortgage work for you and fit into your overall financial goals.  She also dispels a few myths and gives us a few very practical tips on how to impact your credit score.

Eileen Rice gives us an amazing history lesson on estate taxes which includes the origin of algebra!  She also gives a few real scenarios of planning she has witnessed over her 30 year career and examples of inheritances put to tremendous use. Jennifer Sapel and Eileen Rice are registered representatives and financial advisors of Park Avenue Securities, LLC. Their OSJ is 333 North Indian Hill Boulevard, Claremont, California 91711 (909) 399-1100. Security products and advisory services are offered through Park Avenue Securities, member FINRA and SIPC. Jennifer and Eileen are financial representatives of Guardian Life Insurance Company of America, New York, New York. Park Avenue Securities is a wholly owned subsidiary of Guardian. Utor Wealth is not an affiliate or subsidiary of Park Avenue Securities or Guardian. Eileen Rice CA Insurance License # 0816167. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by Park Avenue Securities, Guardian or Utor Wealth and opinions stated are their own. Individual situations may vary and information is to be relied upon only when coordinated with professional advice. Tracking 2020-94939, expiration 03/2022.

Ken shares about a super sweet dog that never left the homeowners property, yet still was the reason for a homeowners insurance claim.  Learn why “good” insurance is so important and how he defines it.

Sociologist Sarah Meadows shares how our relationship with money is generational and how major shifts change as different generations live different experiences.  She's a car nut and wine enthusiast who gives us some sage advice about using credit and using whatever system works for you.

From Financial Services Professional on the rise to landlord, full time mom and entrepreneur.  Kelly shares some stories about real estate investing, combining finances with her husband and how money was a matter-of-fact kind of topic growing up in her home.  She's also about to embark on a luxury home hack journey where she gets much more house for less mortgage!

Hear from Erin Papworth, Founder of Nav.it, a company whose mission is to elevate the way women live.  Erin shares experiences abroad that helped shape her perspectives on the opportunities for wealth creation in the United States.  She also points out some less obvious ways a woman’s financial journey is different from men’s.

According to Vanessa Laughlin, founder of Banister Advisors, embracing our mortality can bring fulfillment and joy.  She also gives us a few super practical pieces of advice around navigating some of life’s most challenging times.  Hear how the financial and cultural intersection in her home led to a healthy relationship with money and how she continues to use that foundation today.

In this episode, we hear from Sara Sanford, founder of Gender Equity Now, the first and only data driven gender certification organization for businesses. Sara busts the myth that achieving gender equity is a difficult or nebulous task. She also shares a few stories of her upbringing that reminds us why setting a good example for your children is so important.

Grace Kim is making a financial impact on Veterinarians through her personal finance blog and online course.  Having practiced as a Vet and then making the transformation through a career pause, she's determined to decrease the stress and burden carried by those professionals today.  Her inspiration comes partly through her own journey to financial literacy and she shares a few great lessons she has learned along the way.  Vet or not, Grace shares some valuable tips that anyone can use!

In this episode you will meet your host, Jenifer Sapel, hear about her money story and why she's on a mission to UN-Taboo the topic of money.  Part of which includes an interesting antidote where she wonders why women will talk to their girlfriends about their gynaecological appointments but not their investment accounts?      Also mentioned in this episode: https://www.ubs.com/microsites/client-segments/en/own-your-worth.html https://www.justice.gov/crt/equal-credit-opportunity-act-3 https://newsroom.wf.com/press-release/community-banking-and-small-business/conversations-about-personal-finance-more