Podcasts about money conversations

Become more profitable in just 5 minutes per week with the Profitable Musician Newsletter. Sign up at http://profitablemusician.com/join Get real about the ups and downs of musician finances with Bree Noble and Tara Brueske as they tackle feast or famine cycles and hard money conversations. Learn what it takes to survive—and thrive—when income streams are always changing.Navigating seasonal income fluctuations and the "feast or famine" reality for musiciansPivoting strategies when gigs dry up or markets shiftSmart policies for teaching, payments, and minimizing late or missing paySetting up multiple income streams and keeping track of themHandling difficult money conversations professionally and maintaining strong relationships with clientsBecome more Profitable in just 3 minutes per day. http://profitablemusician.com/join

On this episode of CFO at Home, Vince wraps up his conversation with relationship coach Brett Jones. This time around, they talk about money discussions and trust, anxiety and defensive spirals, resentment and repairing connection, and Brett's book and resources. For more on Brett book Samurai Love, resources, and upcoming events, go to the relationshipcode.org, 00:56   Security Scanning vs Fixing 01:50 Why Conversations Differ 03:16 Anxiety and Defensive Spirals 04:52 Presence Over Fixing 10:38 Money Decisions and Trust 16:12 Resentment and Repairing Connection 20:21 Samurai Love Resources 24:35 Final Takeaways and Links Key Links: https://www.relationshipcode.org/ Samurai Love: Cut Through the Bulls**t In Relationships Marie McCrystal Jones | Facebook Brett Jones (@brettjonesmoney) • Instagram photos and videos Brett P, Jones | Linkedin Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

Hey lady! Are you ready to get your ish together once and for all? Then bust that notebook out, sis, because this week Dr. Dom and Terri have a powerhouse guest join them to drop gems on how to get your financial house in order so you can welcome great wealth and prosperity in your life for good!Rachel Rodgers is the founder and owner of Hello Seven, a multi-million dollar company that teaches diverse entrepreneurs how to earn more money and build wealth. She's written several books on how simple mindset shifts can generate long-lasting gains and she's here to offer more wisdom from her latest offering Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth Inevitable. Don't let the title fool you lady, this book is for all ages. In this episode Rachel offers a framework to help you get to the root of your financial ethos so that you can make decisions from a grounded and abundant place.Sometimes it's as simple as changing the internal dialogue from one of being broke to about to be rich. Making that shift can transform your financial life and put you in a position to build the life of your dreams.Rachel highlights the importance of community in building your best financial life. If you're looking for like-minded women to discuss the book and other issues that help you grow to your best self then head to Patreon where we gather for additional insights and resources. See you there! Quote of the Day:"No matter what your life or bank account looks like today, you can be wealthy."– Rachel Rodgers  Goal Map Like a Pro WorkbookCultivating H.E.R. Space Sanctuary  Where to find Rachel Rodgers:Website: Hello SevenBook: Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth InevitableInstagram: @rachrodgersesqLinkedIn: Rachel RodgersTwitter (X): @RachRodgersEsqFacebook: Rachel Rodgers  Resources:Dr. Dom's Therapy PracticeBranding with TerriMelanin and Mental HealthTherapy for Black Girls Psychology TodayTherapy for QPOC  Where to find us:Twitter: @HERspacepodcastInstagram: @herspacepodcastFacebook:See omnystudio.com/listener for privacy information.

On this episode of CFO at Home, Vince's guest is relationship coach Brett Jones. Brett and Vince discuss relationship skills. and how communication breakdowns—especially around money—can drive conflict and even divorce. Brett shares the story of how his first marriage collapsed, which led him into 30 years of relationship coaching. We also discuss why "love is not enough," how men and women often communicate differently, and how money conversations can trigger safety and security concerns, leading men to shut down when they hear criticism. For more on Brett, his book Samurai Love, resources, and upcoming events, go to the relationshipcode.org Key Topics: 01:42 Why Relationships Need Skills 02:55 Brett's Story and Divorce Stats 07:47 Money Fights and Divorce Patterns 11:36 Why Men Check Out 14:24 Safety and Money Conversations 18:19 Budget Talk Mistakes Men Make 22:44 Letting your Partner Influence Decisions Key Links: https://www.relationshipcode.org/ Samurai Love: Cut Through the Bulls**t In Relationships Marie McCrystal Jones | Facebook Brett Jones (@brettjonesmoney) • Instagram photos and videos Brett P, Jones | Linkedin Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Send us Fan MailWhy do so many women entrepreneurs struggle to confidently price their services, raise their rates, or talk about money without anxiety, guilt, or second-guessing?In this powerful episode of The Good Enough Mompreneur Podcast, I sit down with Linda Hunt — money clarity catalyst, pricing power strategist, founder of SumSolutions, and author of the upcoming book The Money Conversation.Together, we explore the emotional and energetic side of entrepreneurship that most business conversations ignore.This conversation goes beyond spreadsheets and strategy into the deeper layers of self-worth, nervous system regulation, capacity, visibility, boundaries, and sustainable business growth.Linda shares how women can stop undercharging, build offers that support both profit and peace, and create businesses that don't require burnout to succeed.In this episode, we discuss:• Why women entrepreneurs often struggle with pricing and money conversations• The connection between nervous system safety and pricing confidence• How to stop undercharging and understand the value of your transformation• Why boundaries and business structure create more freedom• Capacity, burnout, and creating a sustainable business model• How to lead with confidence without becoming overly masculine in business• The emotional side of entrepreneurship and rewriting your money story• Why entrepreneurship forces us to truly meet ourselves• Linda's upcoming book, The Money ConversationThis episode is especially for service-based entrepreneurs, coaches, creatives, consultants, and mompreneurs who are ready to stop shrinking themselves and start building businesses with more confidence, clarity, alignment, and peace.Connect with Linda Hunt:Website: https://www.sumsolutions.comBook & Resources: https://moneyconversation.netInstagram: https://www.instagram.com/sumsolutionsllcLinkedIn: https://www.linkedin.com/in/lindaahunt/Keep the conversation going with Angela:https://mombusinesscoach.comIf this episode resonated with you, please share it with another mom entrepreneur, subscribe to the podcast, and leave a review so more women can discover these conversations. 

Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D'Agostino in June 1987. His firm helps clients pay for long-term care, manage the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren. Harry served as editor of the ElderLaw Report, a monthly newsletter for attorneys, for three decades. He has been selected as a fellow of both the National Academy of Elder Law Attorneys and the American College of Trust and Estate Council. He has founded two websites and answers consumer questions online at www.askharry.info. In addition, Harry writes about eldercare issues on his Substack, Risking Old Age in America, also known as okayboomer.substack.com, and has a podcast with the same name. Episode Highlights 00:00:00 Margolis' Path to Elder Law 00:04:15 Aging Clients, Estate Planning, and Long-Term Care 00:08:29 Aging In Place and Medicare Misconceptions 00:15:45 Estate Planning Paperwork and DIY Planners 00:21:26 Power of Attorney Mistakes, Living Wills, and Healthcare Coordination 00:27:06 Caregiving, Money Conversations, and Common Financial Mistakes 00:31:51 Benefits of NORCs 00:34:07 Special Needs Planning: Housing, Trusts, and Expectations More From The Long View Sally Balch Hurme: Getting Your Affairs in Order as You Get Older Joy Loverde: Planning Ahead for Care Needs as You Get Older Beth Pinsker: Lessons From ‘My Mother's Money' If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if the key to entrepreneurial success isn't just about making money, but about building confidence and aligning your finances with your personal values? This episode of The Angel Next Door Podcast dives into how shifting your mindset around money can transform not only your business but your whole approach to wealth and life.Our guest, Shari Rash, founder of GWA Wealth and host of “Everyone's Talking Money,” brings a wealth of experience in financial advising, with a special focus on empowering women to own their financial journeys. Her unique perspective comes from years in both corporate finance and building her own practice dedicated to closing the confidence gap women often feel around money.In this episode, Shari Rash and Marcia Dawood candidly discuss the obstacles women face around financial confidence, practical ways to get comfortable with both small and large money decisions, and the major wealth shift underway as more women take control of assets. If you're ready to rethink your approach to wealth and entrepreneurship, this conversation is packed with relatable stories and tangible advice you can put into action—making it an essential listen for driven, values-minded listeners. To get the latest from Shari Rash, you can follow her below!https://www.linkedin.com/in/shari-rash/https://www.gwawealth.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

You know that etiquette rule that says when you have company, it's impolite to talk about politics, religion- and money? Well to Sheila Schroeder, money is something we SHOULD be talking about. She is the Bay Area author of It's Time to Talk: A Woman's Guide to Navigating Money Conversations.Recently, KALW invited Shroeder to our live event space at 220 Montgomery. The evening was designed to bring finance down to earth, with practical advice and lived wisdom. KALW's Executive Producer Ben Trefny spoke with Schroeder and asked her about her decades of experience in finance. 

Money isn't just math. It's emotion, identity, and sometimes a whole lot of anxiety, even for people who are objectively doing “fine” financially. Melissa Joy, CFP® sits down with speaker, author, and coach Josie Ann Lee to unpack why so many people feel uncomfortable talking about money, and how to move from financial anxiety to real confidence.They explore why anxiety is a normal stage of learning, how financial jargon and “expert speak” can unintentionally shut people down, and what it looks like to create a more human-centered experience in financial conversations.Josie shares her practical “Service Wrapper” framework - four simple tools that help people feel safer, more in control, and better equipped to engage in money decisions without shame. Melissa connects those ideas to what actually happens in financial planning meetings, especially for women navigating a system that wasn't historically built with them in mind.What You'll LearnWhy money discomfort is common even when you're doing a decent job financiallyHow taboo, culture, and history (especially for women) shape financial confidenceThe Four Stages of Learning and why the “anxiety zone” is normalHow jargon creates a communication gap — and what advisors can do differentlyJosie's “Service Wrapper” framework: Yes And, Sincere Gratitude, Clarifying Questions, and Giving ChoicesHow clarifying questions reduce shame and improve understanding on both sidesWhy autonomy matters — and how choice builds confidence in financial decisionsThe difference between transactional advice and relationship-based planning (and why it affects outcomes)How to interview and choose a financial professional based on values and fitWhere to find Josie's book and learn more about her workConnect with Josie: www.josieannlee.com Book: The Superpower of Service (available on Amazon)The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

Moving in with your partner? Before you sign the lease, you need to talk about money. As I prepare to move in with my partner for the first time (your girl's growing up!), I revisited our practical and helpful conversation with personal finance expert and author, Alyssa Davies, about how to navigate your finances when you're merging lives with your partner, and how to set yourself up for success when you're moving in together. We dive into the financial conversations every couple should have before moving in — from how to split rent and household expenses when your income is different, to structuring joint finances in a way that feels equitable and aligned with your shared goals. Because merging lives means merging money — and that's hella vulnerable. Alyssa Davies is a 2x author and the mastermind behind award-winning Canadian personal finance website and YouTube channel, Mixed Up Money, where she dishes out financial content for women who care about their money.  Tune in to hear: Alyssa's advice for couples who are moving in together The most important money conversations to have Different ways to structure your joint and separate accounts Equal vs equitable expense splitting (and how to divide rent when your incomes are different) How to protect your assets if your partner moves in What to do if you have different spending/saving habits Saving for big milestones together (travel, home, wedding, investments) Avoiding resentment around money and contribution Tools for successful budgeting with your partner Follow Alyssa: mixedupmoney.com/ instagram.com/mixedupmoney/ Alyssa's Budgeting Templates: mixedupmoney.com/shop For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Money touches everything in a family. But for many households, it is the one topic that never gets discussed. In this conversation, Matt Landon, CFP®, and Larry VanLandingham, CFP®, tackle the real reason financial plans fail. It is not markets. It is not taxes. It is silence. They break down why couples often avoid honest discussions about pensions, income, and risk. And how that avoidance can leave a surviving spouse facing reduced income, higher taxes, and hard decisions at the worst possible time  . The discussion moves beyond numbers. It explores what it means to be a good steward of wealth. For some families, that means preserving assets for the next generation. For others, it means giving while living and watching children and grandchildren benefit now. Either way, clarity matters. Matt and Larry also address the difficult dynamic many affluent families face. One child is responsible and self-sufficient. Another sees an inheritance as a future paycheck. Avoiding that reality does not protect the family. Thoughtful planning and open expectations do. Trust structures, beneficiary decisions, and coordinated estate planning are not just legal tools. They are communication tools. When used well, they create security, reduce conflict, and preserve legacy across generations. For families with meaningful assets, the real question is not how much you will leave behind. It is whether your wealth will strengthen your family or strain it. The right conversations today can protect both your balance sheet and your relationships tomorrow.  

Why This Episode Is a Must-Listen Think managing family finances is all about spreadsheets and wills? Think again. "Money Talks: The Family Finance Conversations Nobody Is Having" dives deep into the real, emotional, and sometimes uncomfortable money talks that can make or break family relationships, and even impact your financial future. The episode delivers practical tips, expert perspectives, and real-life stories that will help you strengthen trust and open communication across generations. If you care about protecting your family and your money, this conversation is essential viewing.  Meet the Expert Panelists Dr. Moira Somers is a psychologist, family wealth consultant, and executive coach who specializes in the psychology of money, advising individuals, families, and institutions worldwide. She is the international bestselling author of Advice That Sticks and a faculty member at the UHNW Institute and Sudden Money Institute, and she is a leading voice on why financial advice succeeds or fails at the human level. Dr. Somers is a co-founder and Chief Learning Officer at Blackwood Family Enterprise Services. https://moneymindandmeaning.com Lynnette Khalfani-Cox, The Money Coach®, is the Founder of the Financial Influencer Network and a nationally recognized personal finance expert. She is the author of 16 books, including the New York Times bestseller Zero Debt and her latest book, Bounce Back: The Ultimate Guide to Financial Resilience. A former CNBC commentator and Wall Street Journal reporter with more than 1,000 television appearances, Lynnette helps families and organizations build practical, multigenerational financial confidence through her articles, media appearances, and the Financial Influencer Network's education-driven initiatives. https://lynnettekhalfanicox.com Scheduled but was not able to join due to travel delays. Bobbi Rebell, CFP®, is the founder of Financial Wellness Strategies and the author of Launching Financial Grownups, a go-to guide for helping (almost) adult kids become money smart. A former global business news anchor at Thomson Reuters and frequent media expert quoted by outlets including The New York Times, The Wall Street Journal, and CNBC, she brings deep expertise at the intersection of money, parenting, and real-life decision-making. https://bobbirebell.com Key Highlights: 1. Breaking the Silence on Tough Conversations According to Dr. Moira Somers, many families avoid uncomfortable discussions about aging, health, and money—which only leads to bigger problems later. She encourages families to plan ahead: "If you have [these conversations] a decade at least in advance...you can be thoughtful and caring and have, you know, be candid about how hard it might be." Proactively talking about financial help, household changes, and even when to stop driving sets the stage for smoother transitions. 2. Family Loans: More Than Money on the Line Lynnette Khalfani-Cox sheds light on why family loans so often turn sour. She urges clarity: "If you know...whoever you're loaning money to has already not paid you back...take off the rose colored glasses." She notes it's vital to formalize these deals to avoid resentment and preserve relationships—because loans can impact family bonds for years, not just bank accounts. 3. Preparing for Legacy and Heirlooms Both panelists agree: settling an estate isn't just legal—it's deeply emotional. Transparent processes, open inventory, and discussing "the why" behind gifts and heirlooms help families avoid the heartbreak of sibling feuds. Dr. Somers adds, "We ask heirlooms and possessions to do things that they were never capable of doing." The episode explores how sharing your intentions openly—while you're still here—can bring families closer together. 4. Blended Families Need Extra Clarity Blended families face even more complexity. Lynnette Khalfani-Cox emphasizes the importance of communication, aligning on values, and using structures like prenuptial agreements and QTIP trusts to protect everyone's interests. Discussing obligations and honoring prior commitments sets the foundation for multi-generational wealth and stability. Call-to-Action One thing to do this week: start one conversation you've been putting off. It could be asking your parents where key documents are, setting expectations with an adult child, or clarifying a financial boundary. You don't need all the answers. You just need to open the door. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Jared welcomes Vivian Tu (@your.richbff) as the first guest during Jordana's maternity leave, and the conversation focuses on one of the most emotional topics in relationships: money. Vivian shares why she left Wall Street, how she became a personal finance creator, and why it is important to talk about money with your partner, even on date one. They tackle a real rent divide dilemma, breaking down how splitting costs “equally” can quietly build resentment when incomes are not the same, and why a fair, proportional split matters more. They unpack a prenup panic email, where a boyfriend wants a prenup because the government already has one on your marriage, making refusal to discuss one the real red flag. Vivian also drops a hard truth: a guy can be rich on paper, but if money is all he brings to the table, he is actually poor where it counts. Be sure to check out Vivian's new book: ⁠Well Endowed⁠, out everywhere now! Learn more about your ad choices. Visit megaphone.fm/adchoices

From courtroom litigator to emotionally intelligent mediator, Katherine Eisold Miller shares how she is reshaping divorce into a process grounded in clarity, compassion, and agency for women navigating one of life's hardest transitions.Today, I sit down with Katherine Miller, founder of the Miller Law Group and a New York-based divorce attorney, mediator, author, and podcast host who is changing the cultural conversation around divorce. Coming from a family of therapists, Katherine saw early in her legal career that traditional litigation focused on winning rather than helping people through deeply personal crises. Her work now centers on mediation and emotionally savvy decision-making, empowering women to move through divorce without losing themselves in the process.Katherine opens up about her early years handling hundreds of child welfare and litigation cases and the moment she realized there had to be a better way. With nearly all divorces settling outside of trial, she chose to pursue mediation training to help people make thoughtful decisions aligned with their real priorities. That pivot marked a powerful shift from adversarial problem-solving to collaborative clarity, especially for women who often carry the emotional and financial weight of family transitions.We dive into the art of listening beyond surface-level demands to uncover what truly matters, whether in divorce, entrepreneurship, or leadership. Katherine explains how interrupting destructive conflict patterns creates space for solutions that honor both parties' needs. She also shares why conversations about money, prenuptial agreements, and financial values are not signs of failure, but foundations for stronger partnerships and healthier outcomes.This conversation is a reminder that leadership begins with self-trust, preparation, and the courage to ask better questions. Katherine's insights offer women permission to approach divorce without shame, fear, or defaulting to systems that do not serve them. If you care about agency, emotional intelligence, and building a life that reflects your values, you will want to listen all the way through.Chapters

"My goal in life, my purpose in life, is to spark conversations. And in 2026, my goal is to spark 10,000 financial conversations." -Erika Wasserman Our hosts, Stephanie McCullough and Kevin Gaines, welcome back financial therapist Erika Wasserman to discuss her groundbreaking new book Conversations with Your Financial Therapist. Invited by Wiley Publishing to write about the emotional side of money, Erika created a practical guide wrapped in storytelling, featuring seven composite characters navigating real financial conversations throughout their lives. The heart of the book is the Money Mindset Method. It's a five-step framework using the word MONEY itself: Make the conversation comfortable (setting matters!), One question at a time (resist throwing in the kitchen sink), Nurture shared goals (understanding the "why" behind decisions), Evaluate practical solutions (brainstorm separately, then share), and Yes to compassion (for yourself and others). This repeatable approach gives people tools to practice at home once they've built the confidence. Erika emphasizes that talking about money is a skill most of us never learned. With 81% of people taught not to discuss finances (without even knowing why), we're left without the vocabulary or framework for these crucial conversations. Our money mindsets come from our backgrounds, religion, culture, and personal experiences, yet we merge finances with partners who have completely different histories without ever discussing them. The book includes incredibly practical nuggets such as actual conversation scripts for specific scenarios, visual diagrams showing different ways couples can structure their finances, and the wisdom that what works at 23 won't necessarily work at 40. When we normalize talking about money, we create ripple effects, modeling healthier relationships with finances for the next generation watching us! Key Topics The Money Mindset Method Framework (07:33) Make the Conversation Comfortable (13:34) Using "Passwords" to Take Breaks During Hard Talks (21:36) Practical Scripts for Real Conversations (24:43) Visual Diagrams: Different Ways to Merge Money (27:35) Where Money Mindsets Come From (30:34) Kevin's and Stephanie's Wrap Up (38:49)   Resources: YourFinancialTherapist.com   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Length: 25 minutes With rising financial strain and food insecurity, dietitians face unique challenges in supporting health goals while acknowledging real-life circumstances. In this episode, host Kally Cheung sits down with Janine Whyte, a Registered Dietitian and Team Lead with Alberta Health Services, to explore practical strategies for navigating sensitive conversations about affordability, building trust, and meeting clients where they are at. Key Takeaways: • Why assumptions can harm care, and what to do instead • How thoughtful questions opens doors to meaningful dialogue • Understanding that other life challenges often take precedence and how flexibility builds trust Want to learn more? Discover tools and resources to support patients living with financial strain and food insecurity at www.ahs.ca/foodinsecurity. https://www.albertahealthservices.ca/nutrition/Page18033.aspx

What if the biggest surprise in retirement isn’t financial at all—but discovering something new about the person you’ve shared your life with? In this episode, Mike Douglas explores how unexpected preferences, unspoken concerns, and shifting priorities often surface when couples start planning for retirement. Through real stories and relatable humor, Mike reveals why understanding the “who” and the “why” behind financial decisions matters just as much as the numbers. A thoughtful look at how communication, values, and evolving goals shape a healthier retirement plan. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

When I read The Art of Money by Bari Tessler, it felt as if I had finally found someone who UNDERSTOOD me and what I was experiencing with money. For anyone who has felt that either traditional financial literacy was missing the emotional element or the manifestation money world was missing some grounding, you will love learning about how Bari helps people truly create a more mindful, empowered relationship with money by using somatic-based, values-forward, gentle money practices. In this episode, we talked: how she became the OG financial therapist and started a new industry of somatic-based money work back in the 90s!!!wisdom and insight into how to navigate money in relationship & how to start having regular (albeit sometimes uncomfortable) money convos with your partnerwhat a "money koan" is and how we can use this magical concept to navigate even the stickiest money challenges that may arise in our lives (especially during transitions)Bari's perspective on debt, how she's used it in her own business and how our relationship with money impacts our business decisions & outcomesthe never-before-shared announcement of where Bari's taking her business next after 25 years of teaching money work!AND AND AND! For the first time ever, Bari has released her signature money program The Art of Money as a self-guided option at an extremely affordable rate--and if you purchase before 12/31/25, you'll also get a complementary Intuitive Money Guidance session with me to hold space for you as you heal your money wounds, develop stronger confidence in your money practices and learn to create the empowered relationship with money you know you desire. Get The Art of Money program here (for just $199!!!!!) by 12/31 and get your BONUS Intuitive Money Guidance session by simply emailing a screenshot of your receipt to support@emilyelizamoyer.com. Use the 1:1 Intuitve Money Guidance session to: Clear the deep subconscious blocks at the root that your money stories uncoveredCo-regulate your nervous system & create safety to finally face your numbers.Align your business & offers to your soul's truth, not your ego's "shoulds"Body double to turn knowledge overwhelm into simple, actionable money stepsHold space for you to practice attuning to your body's signals, wisdom and intuitive insightBuy the Art of Money book here, check out her other resources like her Money Dates Workshop on her website and follow along the next chapter of her business on Instagram.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with BatSheva Goldstein, creator of the Financial Date Discussion Cards, about why money conversations are really about trust—not just dollars.

Listen. I get it. Money can be one of the hardest things to talk about — especially for therapists, healers, and wellness professionals who pour their hearts

This one's for anyone walking into Thanksgiving with a pit in their stomach about money. You know the drill: old stories, old roles, and fresh triggers. I brought financial therapist Rachel Duncan back to help us keep it real at the table—and keep our dignity intact.We break down why holidays wake up your oldest money wiring. Families “snap you back” into your teenage self, and your money beliefs? Most of them got stamped on you by age eight. If you've ever felt “14 again” at Mom's house, you're not crazy—your nervous system just time-traveled. Then we torch the shame cycle. Shame says “I am bad.” Guilt says “I did something I don't like—and I can change it.” That shift matters because guilt leads to action. We walk through how to swap shame for guilt and actually move forward. We also hit boundaries—the real kind. A healthy boundary isn't a fight; it's clarity about what you will do. We show you how to feel when a boundary gets crossed, redirect explosive moments without stonewalling, and stop people-pleasing without burning the house down. Finally, Rachel gives a practical ritual you can actually use this week: a daily “pleasure practice” to reconnect you to yourself. Do one small thing that makes you feel human. It'll do more for your money than any spreadsheet ever could. Yes, really. Watch the full episode on YouTube: https://youtu.be/lXnvkBWjGasAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Welcome back to the show! We are thrilled to host the incredible Hannah Cole of Sunlight Tax to talk about her new book, Taxes for Humans: A Simple Guide to the Taxes That Rule Your Life. This episode is must listen material for artists, curators, freelancers, and gallery professionals who want a kinder, clearer way to deal with money and taxes. Hannah is an exhibiting artist turned tax professional. She shares the personal story of being dismissed by an accountant and how that experience inspired her to build a more humane, accessible approach to taxes for creatives. If you have ever felt judged, confused, or "bad with money," this conversation will feel like a deep exhale. You will hear Hannah reframe money as a tool for good, with examples like Dolly Parton's Imagination Library, and offer encouragement for anyone who has avoided looking at their numbers out of shame or fear. ✨ Current Open Call at Create! Magazine Share your work with us for upcoming issues and opportunities here: https://www.createmagazine.co/call-for-art In this episode, we talk about: ✍️ The inspiration behind Taxes for Humans and why Hannah put everything she teaches in her programs into one affordable, comprehensive book (just 27 dollars).

On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional side of money and why even smart, successful people struggle to talk about it. They discuss how emotions influence financial decisions, why simplicity often beats complexity, and how understanding your values can lead to more meaningful money choices. Carl shares insights from his new book, "Your Money: Reimagining Wealth in 101 Simple Sketches," which uses simple sketches to inspire deeper human conversations about money. You can order Carl's new book here! If you would like to order in bulk, you can receive a 5% discount by using the code YourMoney5 at checkout here! Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Be Empowered—Laura Virili National speaker and advisor coach Laura Virili joins the Aspiriant Money Tales podcast to share how intentional money conversations empower women to build wealth, confidence and long-term financial independence. A leader in financial literacy, behavioral finance and women's empowerment,  Laura shares practical insights and heartfelt inspiration drawn from her journey—from buying her first car with cash to guiding advisors in fostering financial confidence. Her story aligns with themes explored in Aspiriant's Women Taking Charge—a resource designed to help women approach wealth and major life transitions with greater confidence, purpose and clarity. In a world racing toward artificial intelligence (AI) and automation, Laura reminds us that the most powerful connections—and lessons about money—are still deeply human. From handwritten thank-you notes to her teenage determination to buy a Camaro, Laura's story is equal parts hustle, heart and financial wisdom. About Laura Virili: Financial Literacy Starts Young Laura has always been a connector. While other seven year-olds were playing with dolls, she was introducing hers to dolls across the street and across town. Today, Laura is a trailblazing force in professional development and a top-rated national speaker, coach, consultant specializing in client acquisition and retention through marketing, branding, communication and engaging the female client. With decades of invaluable experience, Laura consistently earns the top spot as the number one speaker at industry conferences, establishing herself as a distinguished figure in her field. With decades of navigating the intricate landscape of the financial services industry, Laura's insights are a treasure trove for those seeking marketing, training, and communication expertise within Global Wealth and Investment Management. Her hands-on experience working alongside advisors, teams, and branch managers has shaped her into a true industry luminary. Holding FINRA Series 7 & 66 securities registrations, Laura is not merely a Wall Street veteran – she's the trusted expert advisors turn to for navigating the evolving landscape of social media and traditional marketing with unparalleled confidence and success. Beyond her professional accomplishments, Laura is a lifelong student and passionate educator, finding joy in empowering girls through financial literacy. As a Behavioral Finance Advisor™, Laura's approach is not just theoretical – she walks the walk and talks the talk. Her programs seamlessly combine traditional marketing strategies, social media expertise, and behavioral finance principles to help advisors acquire and retain ideal prospects and clients. Ready to elevate your confidence and clarity around money? Explore how meaningful financial conversations can inspire you—or the women in your life—to build wealth, freedom, and lasting confidence. Tune in to a podcast on Women's Unique Money Experiences. If you'd like to speak with an Aspiriant advisor about aligning your financial plan with your goals and values, connect with us here. Subscribe to Money Tales on Spotify, Apple Podcasts, or YouTube Music for more inspiring stories about purpose, money and personal growth.

We explore why money triggers big feelings, how to spot the Four Horsemen in finance talks, and how to turn weekly check-ins into a simple habit. Money coach Dee Zimmerman shares tools for gentle startups, healthy boundaries, and practical next steps.• different money histories shaping expectations• money as emotional language, not just numbers• Four Horsemen applied to money conversations• antidotes: gentle startup, taking responsibility, repair• permission to pause with a promise to resume• weekly money rhythms with simple prompts• inviting a reluctant partner with humility and tools• healthy boundaries with self, partner, and outside world• money styles quiz: Sidesteppers, Sparrers, Circlers, Builders• building wealth together with clarity and consistencyHey, do us a favor and take a second to subscribe to our podcast and the Utah Marriage Commission YouTube channel at Utah Marriage Commission, where you can watch this and every episode of the show. Be sure to smash the like button, leave a comment, and share this episode with a friend. You can also follow and interact with us on Instagram at StrongerMarriageWife and Facebook at Stronger Marriage. If you want even more resources to improve your marriage or relationship connection, visit strongermarriage.org where you'll find free workshops, e-courses, in-depth webinars, relationship surveys, and more.Visit our site for FREE relationship resources and regular giveaways: Strongermarriage.org Podcast.stongermarriage.org YouTube: https://www.youtube.com/@StrongerMarriageLife TikTok: https://www.tiktok.com/@strongermarriagelife Instagram: https://www.instagram.com/strongermarriagelife/ Facebook: https://www.facebook.com/strongermarriage/ Facebook Marriage Group: https://www.facebook.com/groups/770019130329579 Dr. Dave Schramm: http://drdaveschramm.com http://drdavespeaks.com Dr. Liz Hale: http://www.drlizhale.com/

Have you ever walked away from a conversation about your big idea feeling deflated because your friends or family just didn't get it? It's happened to us all... but what if I told you, the lack of buy-in from those around you is less about them and more about who you're being in the conversation?There's one pivotal shift that can transform that fleeting "idea of the week" feeling into a self-assured vision that will command the support of your "core team." It's time to stop shouldering the burden of doubt and learn how to get so clear on your money-making vision that it generates its own momentum. Press play and once you're done listening, do the meditation below... and let's get you on a call to activate your next level of making money. Let's activate your next level of money making

Money worries don't stay at home — they walk into work every day. In this episode of the Aspire to Inspire Podcast, Staffbase CMO David Burnand sits down with Peter Komolafe, bestselling author, award-winning financial coach, and Conversation of Money platform creator. Together, they explore why financial well-being is not just an HR issue but a leadership responsibility. From productivity loss to increased turnover, Peter shares compelling research and personal stories that reveal the true business cost of ignoring financial stress. Learn how managers can create psychological safety around money conversations, unlock intrinsic motivation, and better communicate existing benefits. Peter also shares the pivotal role his manager played in changing his career trajectory — and how leaders can do the same for their teams today. Packed with actionable strategies, from surveys to segmentation, this episode offers leaders a clear path to supporting financial well-being in the workplace while boosting performance and retention.

Explore practical retirement planning strategies and gain clarity on key financial decisions in this engaging episode of the Retire Sooner Podcast. Wes Moss and Christa DiBiase discuss common questions and considerations for savers and soon-to-be retirees, providing perspectives on investment options and long-term planning frameworks. • Discover how a focused 30-minute financial conversation between spouses about income, assets, and liabilities can reduce uncertainty and help families feel more organized and informed in their money matters. • Understand why nearly half of Americans do not have a written financial plan and what this may indicate for retirement preparedness. • Clarify retirement account protections within TSPs, along with rules for required minimum distributions (RMDs) and available investment options after age 73. • Examine UTMA and UGMA accounts for minors, including potential tax implications, gifting considerations, and impact on financial aid eligibility. • Consider when a financial planner may be appropriate, approaches to managing planning-related FOMO, and the features of advisory services offered by various firms. • Explore the 0.01% Rule of thumb and how it may guide thinking about saving versus spending without implying specific outcomes. • Review historically effective withdrawal rates, including whether a paid-off home could influence planning assumptions and evolving perspectives on the 4% rule of thumb. • Assess strategies such as “buy, borrow, die”, including potential tax considerations, leverage, and portfolio risk factors. • Compare keeping assets in a TSP for Roth conversions versus transferring them to another custodian, considering fees and investment options. Gain perspective and knowledge to help support thoughtful retirement planning decisions—listen now to the Retire Sooner Podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Talking about treatment costs with pet owners can be uncomfortable. For many clients, there is a growing gap in the ability to afford veterinary care, which threatens the sustainability of veterinary practices and exacerbates moral distress for veterinary care teams that are unable to provide pets with needed care. This can result in pets going without care, being surrendered or being euthanized. In this episode of the VetFolio Voice podcast, learn how Open Door Veterinary Collective developed and tested a financial triage process that veterinary teams can use to identify clients' financial needs so they can be matched with a pay-over-time option that helps them afford and accept recommended diagnostic and treatment plans.

“Stop stopping. If something is stopping you from doing this thing you know you should do, just stop stopping.” - Diane di Costanzo Former Chief Content Officer and Financial Journalist Diane di Costanzo proves it's never too late to take control of your financial future! Our hosts, Stephanie McCullough and Kevin Gaines, chat with her in this inspiring episode of Take Back Retirement. At 48, she had saved just $28,000 for retirement. It's a number that felt shamefully inadequate against the backdrop of million-dollar retirement commercials. Yet eighteen years later, she successfully retired and embarked on a four-and-a-half-month adventure across Asia and East Africa. Diane was awarded Content Marketer of the Year in 2022 by the Content Marketing Institute and served as Chief Content Officer at Foundry 360, part of Dotdash Meredith. Her transformation began with a simple conversation with a financial advisor who reframed her situation: she had no debt and some savings. Her philosophy of "radical transparency" about money emerged from her work editing Millie, a financial magazine for women, where she discovered that not talking about money perpetuates inequality and ignorance. She practices what she preaches, openly sharing specific numbers about her savings and even publishing her daughter's wedding budget in a magazine article. The key to her success wasn't complex financial wizardry but consistent action. She maximized employer 401(k) matches, utilized catch-up contributions after 50, and became an evangelist for Health Savings Accounts. This account offers "quadruple tax-free" benefits when contributed through payroll deduction by avoiding federal income tax, FICA taxes, while providing tax-free growth and tax-free withdrawals for medical expenses. Her mantra "stop stopping," captures the paralysis many feel about retirement planning. As Diane tells us, small amounts invested consistently over time create meaningful wealth, finding the right financial advisor is about personality fit as much as expertise, and retirement timing isn't always perfect.   Key Topics Travel Adventures and Retirement Celebration (04:43) Radical Transparency About Money (08:08) Starting Retirement Savings at 48 (11:00) “Stop Stopping” Philosophy (15:30) Health Savings Accounts Benefits (17:08) Sequence of Return Risk Discussion (24:11) Finding the Right Financial Advisor (29:06) Stephanie and Kevin's Wrap Up (37:06)   Resources: DianeDico.com @dianedico on Instagram Diane on LinkedIn   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In this episode of Money Tales, our guest is Serene Lewis Lyles. What if retiring early isn't just about having enough money, but about designing a life where time becomes your most valuable asset? Serene, a former Meta executive, shares how she planned her exit from a billion-dollar ad business to retire at age 52 and move to Portugal. Serene Lewis Lyles is a designer. Over her nearly 30-year career, she designed digital products and marketing experiences for some of the world's leading brands and organizations. Today, as founder of Ready to Retire Coaching, she helps people design their ideal retirement, with a focus on purpose, finances, and community. After graduating from Northwestern University with a BS in Journalism, Serene started her career doing public relations for some of the world's leading brands, including Nike, Procter & Gamble, and eBay. During this time, she helped launch Luna Bars, NikeTown SF and TiVo digital recording, which is the foundation for streaming programming. Serene's career has spanned products and services around the world. While living in England, she led communications for standardized education products for the University of Cambridge. After returning to the Bay Area, she drove 60% of client engagement as marketing lead for a biotech company. And, after taking a senior director role at Epsilon (now a part of Publicis Groupe), Serene grew their small content strategy service into a core offering that generated millions of dollars annually. In 2019, Serene joined Facebook (now Meta). As a senior director, she led the 100-person content design team behind Facebook and Instagram's $1billion ads business. At Meta, she was also a leader of the employee resource group Black@ Design and founder of the Black@ Content Design Leads group. After retiring from Meta, Serene founded Ready to Retire coaching. When not coaching, Serene can be found on a vineyard in Portugal, where she moved in 2024 with her husband and their Rhodesian Ridgeback. Serene's retirement plans include learning Portuguese, long lunches with friends and making leather goods for pets and people.

Learn if digital wallets make you overspend and how simple habits can help you stay on budget. How do you start money conversations that actually help? Do mobile wallets make you overspend? Hosts Sean Pyles and Elizabeth Ayoola discuss intentional money conversations and the psychology of paying by phone vs. card vs. cash to help you control spending and feel better about your money habits. Joined by Shari Rash, host of Everyone's Talkin' Money, they begin with a discussion of money talk made easier, with tips and tricks on opening with neutral topics like grocery prices, identifying your first money memory, and swapping shaming language for neutral phrasing. Then, personal finance nerd Kate Ashford joins Sean and Elizabeth to discuss whether paying by phone changes what you spend. They discuss why “payment coupling” can dull the pain of spending, guardrails to curb impulse buys (fun-money caps, 24-hour waits, no saved cards), and where cash, credit cards, mobile wallets, and envelope-style budgeting apps (like YNAB and Goodbudget) fit for security and self-control. Does Using a Credit Card Make You Spend More Money? https://www.nerdwallet.com/article/credit-cards/credit-cards-make-you-spend-more  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: mobile payments, Apple Pay, Google Pay, digital wallet security, overspending, impulse buying, cash vs credit card, payment coupling, behavioral finance, pay by phone vs card, cash stuffing, envelope method, ynab, goodbudget, budgeting apps, grocery budget tips, price per ounce shopping, money mindset, first money memory, financial check-ins, unsubscribe from promo emails, wait 24 hours before buying, fun money budget, online shopping guardrails, biometric authentication, credit card fraud protection, cashless venues, spending guardrails, budgeting limits, talking about money with partner, how to start money conversations, rising grocery prices, neutral money language, feeling rich vs being rich, allocate money for joy, mobile wallet pros and cons, tap to pay risks, and how to curb impulse shopping. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Allie Zendrian, Founder of AtoZ Communications and host of the Brand Stories Podcast, about how the power of storytelling can transform the way we talk about money.We explored how authentic stories and intentional communication can help shift the conversation around financial literacy—making it more relatable, engaging, and impactful.

Send us a textEssential Money Conversations for CouplesWelcome back to The Retire Early Retire Now podcast hosted by Hunter Kelly, certified financial planner and founder of Palm Valley Wealth Management. This episode emphasizes the significance of open money conversations for couples at any stage of their relationship. Hunter delves into five crucial money topics that every couple should discuss to avoid future financial stress: understanding each other's values, creating a game plan for goals like paying off debt or purchasing a home, establishing a system for daily money management, envisioning retirement and future plans, and addressing estate planning. By discussing these important topics, couples can align their financial goals, support each other's individual aspirations, and build a more harmonious financial future. Hunter also highlights the importance of revisiting these conversations regularly to adapt to life's changes.00:00 Introduction to Money Conversations for Couples01:21 Understanding Each Other's Values07:43 Creating a Financial Game Plan10:35 Managing Day-to-Day Finances17:26 Planning for Retirement and Future Goals22:03 Estate Planning and Tough Conversations24:11 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3228: Jessica from The Fioneers shares practical strategies to strengthen your salary negotiations, including how to leverage research and non-salary benefits to craft a compelling ask. Her guidance empowers you to advocate confidently, establish long-term professional boundaries, and set the tone for open, value-driven conversations with future employers. Read along with the original article(s) here: https://thefioneers.com/negotiate-salary/ Quotes to ponder: "From the data, I could see that you generally pay at around the 75th percentile in the ranges for various roles. That is incredible. I'm excited to work for an organization that invests so much in its talent." "If you negotiate, you will hopefully receive a higher starting salary. That is the expected benefit." "It gives you the reputation right away that you are not a pushover. People will expect you to advocate for what you want and set boundaries." Episode references: Payscale: https://www.payscale.com IRS 990 Forms (via Guidestar): https://www.guidestar.org Salary.com: https://www.salary.com Glassdoor: https://www.glassdoor.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3228: Jessica from The Fioneers shares practical strategies to strengthen your salary negotiations, including how to leverage research and non-salary benefits to craft a compelling ask. Her guidance empowers you to advocate confidently, establish long-term professional boundaries, and set the tone for open, value-driven conversations with future employers. Read along with the original article(s) here: https://thefioneers.com/negotiate-salary/ Quotes to ponder: "From the data, I could see that you generally pay at around the 75th percentile in the ranges for various roles. That is incredible. I'm excited to work for an organization that invests so much in its talent." "If you negotiate, you will hopefully receive a higher starting salary. That is the expected benefit." "It gives you the reputation right away that you are not a pushover. People will expect you to advocate for what you want and set boundaries." Episode references: Payscale: https://www.payscale.com IRS 990 Forms (via Guidestar): https://www.guidestar.org Salary.com: https://www.salary.com Glassdoor: https://www.glassdoor.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Talking about treatment costs with pet owners can be uncomfortable. For many clients, there is a growing gap in the ability to afford veterinary care, which threatens the sustainability of veterinary practices and exacerbates moral distress for veterinary care teams that are unable to provide pets with needed care. This can result in pets going without care, being surrendered or being euthanized. In this episode of the VetFolio Voice podcast, learn how Open Door Veterinary Collective developed and tested a financial triage process that veterinary teams can use to identify clients' financial needs so they can be matched with a pay-over-time option that helps them afford and accept recommended diagnostic and treatment plans.

Michelle Taylor is the founder of the Women and Wealth Initiative, a transformative platform aimed at empowering women to take control of their financial futures. With over a decade of experience in financial services, Michelle is committed to closing the wealth gap by providing financial education and a supportive community for women from all walks of life. From business owners preparing for exit strategies to stay-at-home moms managing household budgets, Michelle's initiative helps women define and achieve their version of financial success with confidence and clarity. Michelle also hosts the podcast, Talk Wealthy to Me.

Money conversations in therapy are often avoided, but why are we so comfortable discussing trauma, sex, and family dynamics while tiptoeing around finances? In today's episode, I tackle the elephant in the therapy room: should you ask your clients how much money they make?I've been there too - feeling weird about bringing up finances with clients. But I realized this avoidance wasn't serving them or me. Money shapes our clients' reality and our work sustainability. I'm sharing my favorite approaches to introduce money conversations in therapy that build rapport rather than damage it. Plus, we explore how to normalize money talk from intake forms to ongoing sessions, and why understanding your clients' financial circumstances is crucial for effective sliding scale implementation.If you've ever felt uncomfortable discussing fees or noticed resentment creeping into your therapeutic relationships, this episode will give you straightforward guidance on creating financial transparency that benefits everyone involved. Let's get honest about money in therapy!Topics covered on Money Conversations in Therapy:The importance of having clear criteria for sliding scale fees to avoid resentment and confusion.Real-life examples for you to introduce money conversations in therapy.The benefits of exploring clients' family history with money.Counter-transference that may arise when having money conversations in therapy.How to prioritize your own financial needs without feeling guilty.Resources from this episode:The Fee Formula: https://www.thebadtherapist.coach/feeformulaLiberated Business: https://www.thebadtherapist.coach/liberatedbusinessConnect with Felicia:Get my freebie & join the email list: The Magic SheetsInstagram: @the_bad_therapistWebsite: www.thebadtherapist.coachFacebook group: Healing MoneyRelated episodes you might enjoy:Breaking Taboos: How to Talk About Money with Your Therapy Clients [Episode 47]Quote:"It's super weird that we talk to our clients about all sorts of very intimate topics, and then we get so weird around money." - Felicia

In this episode of Money Tales, our guest is Mike Shannon. Picture this: On a Friday night, you're 22 years old, standing in front of 8 million viewers on Shark Tank, shaking hands with Mark Cuban after closing a deal for your startup. The next morning? You're back in the Chicago Bulls locker room, folding towels and doing laundry like nothing happened. This is the extraordinary double life that our guest Mike Shannon lived while building his first company. By day, he was pitching investors and building a start-up. By night, he was mopping floors during Bulls games and running errands for NBA superstars. It's a story that perfectly captures the wild contradictions of entrepreneurship—where dreams and reality collide in the most unexpected ways. Mike Shannon is the CEO and co-founder of Impruve, an AI-native operating system built for financial advisors. Before launching Impruve, he co-founded Packback, an AIpowered education platform used by millions of students and recognized by TIME as a Top EdTech Company and by Fast Company as one of the 10 Most Innovative Companies.  Over 12 years, he scaled the business from scrappy startup to $20M ARR and a $50M+ acquisition. Earlier in his career, Mike appeared on Shark Tank and secured a deal with Mark Cuban. His entrepreneurial journey began—uniquely—while living a double life as an NBA ball boy and evolved through years navigating the highs and lows of startup life. Those stories are captured in his upcoming book, Sweaty Equity: A Ball Boy, a Billionaire, and the Bonkers Startup Tale You've Never Heard. Mike holds a B.S. in Finance from Illinois State University and sits on the board of directors for Future Founders, a nonprofit supporting thousands of aspiring young entrepreneurs nationwide. He lives in Chicago with his wife and two young boys.

In this episode of Money Tales, our guest is Dana Garnett. What happens when a privileged life built on international corporate success suddenly implodes? Dana discovered the high cost of poor communication during conflict when she and her ex-husband burned through $270,000 in legal fees to get through their divorce. That was equivalent to the money they had saved for their daughters' college educations. But Dana's story doesn't end there. As a former Coca-Cola executive turned mediator, she transformed her painful divorce experience into a mission to help others navigate life's most challenging conversations with greater ease. Her story reveals powerful insights about how we can preserve not just our financial wealth, but our health and our relationships during times of crisis. Dana Garnett, Mediator & Conflict Resolution Strategist, helps you resolve conflict preventing you from successfully living and running your personal or professional life – like clashes over business strategy or operating values, C-suite or team confrontations, succession rivalries, generational and family fallouts, divorce, and disputes over trusts and estates. Anything where conflict poses a risk to your professional or personal well-being. From years of experience as a Mediator for the State of Texas for civil and family cases, Dana has developed and refined a unique conflict resolution coaching process outside of mediation where you get to the heart of and clear complex conflict fast with lasting change, without needing everyone around the table. It takes two or more to tangle, but it only takes you to achieve real resolution so you can focus freely on matters most in your life. Founder of The Mindful Strategy, Dana merges CPA Big 8 Accounting and her international career with The Coca-Cola Company with vast global life lessons from working and living for 22 years across diverse cultures on six continents – including seven years in Bangkok, Thailand where she learned mindfulness directly from Eastern philosophical teachings. First-hand experience as a party to litigation that resulted in personal and financial loss prompted Dana's deep dive into relationship dynamics and her passion for helping you avoid the pitfalls of unnecessary conflict. Dana is a national speaker, certified trainer, and holds a Master of Arts in Dispute Resolution and Graduate Certificate in Executive Coaching from Southern Methodist University, and a Master of Science in Accountancy and a Bachelor of Music in Voice Performance from the University of North Texas. She sits on the Board of Fulfilling the Vision, a nonprofit that supports the arts in Dallas, Texas and beyond through books and media that publicizes Dallas artists who are successful around the world.

We want to hear from you. If you're open to a quick chat with our producer, it only takes a few seconds to sign up: https://forms.gle/TTdgZ9R6HykpPaEh6Closing a client isn't about luck—it's about process. In this episode, I break down why sales cycles vary depending on project size, client needs, and how well you handle the budget conversation. Many creatives avoid discussing money upfront, leading to wasted time and ghosting. I share why transparency is key, how to gauge client readiness, and a simple framework to talk about pricing without discomfort. Plus, I give real-world examples, from my own experience to the way high-value projects are evaluated. Whether you're closing five-figure deals or negotiating seven-figure contracts, this episode will help you take control of the sales process.Timestamps:(00:00) - Understanding Client Closing Timelines(01:50) - Understanding Client Engagement and Money Conversations(02:23) - The Dilemma of Decision-Making in Financial Situations(05:18) - Discussing Budget Upfront(06:16) - Understanding Body Language in CommunicationCheck out The Futur:Website: https://www.thefutur.com/Courses: https://www.thefutur.com/shopLinkedin: https://www.linkedin.com/company/the-futur/Podcasts: https://thefutur.com/podcastInstagram: https://www.instagram.com/thefuturishere/Facebook: https://www.facebook.com/theFuturisHere/Twitter: https://x.com/thefuturishereTikTok: https://www.tiktok.com/@thefuturishereYoutube:https://www.youtube.com/thefuturishereCheck out Chris Do:Website: https://zaap.bio/thechrisdoLinkedIn:https://www.linkedin.com/in/thechrisdo/Facebook:https://www.facebook.com/BizOfDesignInstagram:https://www.instagram.com/thechrisdo/Twitter:https://x.com/thechrisdoTikTok:https://www.tiktok.com/@thechrisdoThreads:https://www.threads.net/@thechrisdoZaap: https://zaap.bio/thechrisdoClubhouse:https://www.clubhouse.com/@thechrisdoBehance: https://www.behance.net/chrisdo

Nathan invites Chris Magaña, a private wealth manager, to chat about the complexities of money. Chris wears many hats as a father (his favorite), husband, son, uncle, lawyer, investor, professor, author, financial management guru, and community leader, and many, many more, which is why Nathan wanted him on the show. Chris shares the impact of AI on the financial industry to using artificial intelligence on a daily basis, the state of college, the cultural stigmas surrounding money conversations, and how to build wealth beyond financial literacy. Enjoy him drop those diamonds on Let's Talk Marketing! Subscribe to our YouTube Channel  Guest Name: Chris Magaña Title: Private Wealth Manager Company: IMS Capital Website: ‪https://imscapital.com/ LinkedIn: https://www.linkedin.com/in/chrismagana/

In this episode Brian and Danielle Meister discuss money conversations that women can't afford to skip and an open Q&A segment for women on retirement. 

Ever had someone demand a refund out of the blue? Or had a client just… stop paying? This week on Chill & Prosper, we're diving into the messy middle of running a business—those awkward money convos we all face eventually.  I'm answering questions about refunds, payment defaults, and how to protect your boundaries without losing your mind (or your income).

In this episode of Picking Daisies, Mary sits down with financial therapist Lindsey Konchar to unpack the emotional side of money. Together, they dive into how our early money stories shape our adult habits, the shame that often surrounds finances, and why open conversations—especially within families—are essential.Lindsey blends behavioral therapy with practical financial tools to help families, especially stay-at-home parents, rethink their relationship with money. They discuss everything from financial infidelity and money dynamics in relationships to teaching kids how to spend with intention (and yes, even how TikTok Shop fits into it all).This is more than a budgeting chat—it's a fresh, honest take on financial self-care, how to spend in a way that feels good, and how to raise financially aware kids without fear or scarcity.Takeaways:Over 90% of Americans experience financial stress—you're not alone.Your money story is learned young (by age 10!) but can be changed.Intentional spending should create joy and reduce chaos—not shame.Stay-at-home parents contribute in ways that deserve recognition and partnership.Avoiding money conversations only adds to the stress—especially in relationships.Kids can sense financial tension, even if it's unspoken—so include them.Family meetings and honest conversations build trust and confidence.Use resources like podcasts to support your journey toward financial peace.Whether you're in a relationship, parenting little ones, or just trying to break the cycle of paycheck-to-paycheck living, this episode offers thoughtful, doable steps for anyone ready to shift their money mindset.Join Mary everyday for a real look into life with 3 crazy ass kids, surviving, thriving, and whatever the F else you might consider over at www.instagram.com/theverymarylife. Or if you're a Tik Tok fan, find me at https://www.tiktok.com/@theverymarylife. And of course, explore more on Theverymarylife.com

Let's face it—most of us would rather do anything than talk about death. But avoiding the conversation doesn't make it go away—it just leaves your loved ones drowning in decisions, grief, and sometimes financial chaos. In this episode of Everyone's Talkin' Money, I sit down with Dr. Kimberly Harms, a grief counselor, death doula, mediator, author, and former national spokesperson for the American Dental Association, who has lived through more loss and reinvention than most of us can imagine. From losing her son to suicide, her husband to a broken heart, and her career to injury, Kim rebuilt her life by embracing the hardest conversations—and now she teaches others how to prepare emotionally and financially for the inevitable. We talk about: Why open conversations about death and money reduce family conflict and emotional trauma The importance of legacy planning, estate organization, and writing a “love letter” binder Common financial regrets people share at the end of life—and how to avoid them What every member of the sandwich generation needs to know about long-term care and expectations How to talk to your kids (and grandkids! and parents!) about death without fear or shame Why grief + money = explosive—and how to avoid drama by planning ahead The surprising role of hospice, and why dying on your terms can be the greatest gift you give Kim's wisdom will leave you inspired to tackle your own plans, have those long-overdue conversations, and rethink what a “wealthy” life really means. You're going to walk away knowing: Financial planning is crucial for emotional preparedness in end-of-life scenarios. Hospice care focuses on comfort rather than prolonging life. Many families experience conflict after a death due to lack of communication. Leaving a legacy of love is the most important aspect of life. Planning for retirement and end-of-life care can alleviate burdens on family members. Kim encourages writing love letters to family members as a lasting legacy. Conversations about death should be normalized to reduce fear and discomfort. Joy and resilience are essential themes in navigating life's challenges. If you just want to make life easier for your loved one, or yourself - this is your must-listen episode. Connect with Dr. Kimberly Harms: https://drkimberlyharms.com Learn more about her book Are you Ready? How to Build a Legacy to Die For  Rethinking Death.Life podcast Connect with me (Shari!) on Instagram: @everyonestalkinmoney Subscribe to Everyone's Talkin' Money and leave a review if this episode moved you Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Latifat is a physician, money coach, and the host of MoneyFitMD, a podcast created for women physicians who are ready to take control of their finances, break free from limiting beliefs, and build wealth with purpose. She combines real talk, mindset mastery, and financial education to help women doctors live lives of abundance—on their own terms.In this episode, she dives deep into the power of letting go of shame when it comes to money, career shifts, and personal growth. Through relatable stories and powerful mindset shifts, she unpacks how shame often holds women physicians back from the wealth and freedom they deserve.Key Takeaways:Strengths are transferable.Shame blocks growth.Money is a tool.Timestamps: 14:53 — Why waiting for certainty is a sneaky form of procrastination16:20 — How guilt and fear trick women physicians into staying small18:22 — The importance of being proactive about tax-advantaged accounts19:44 — Why cash flow challenges shouldn't scare you away from investing21:03 — The deeper purpose behind earning more and building wealth24:20 — Sticking with your wealth plan through market fluctuations26:56 — Embracing your identity as anti-fragile and ready for uncertainty28:14 — The media's role in creating distraction and anxietyConnect with Dr. Latifat:☎️ Book A Call: www.moneyfitmd.com/call

We hosted a special live event at the Jack and Jill of America Eastern Region Children's and Middle School Cluster at American Dream Mall in NJ.  The initial plan was to lead a conversation with mothers around navigating wealth inequities.  However, with tariffs announced, and a historic sell-off in the stock market, we pivoted to take questions on protecting and preserving wealth in times of uncertainty.

In this episode, we're talking about 4 must-have money talks with your partner or family. You know, the kind that can feel a bit awkward but are totally crucial if you want to keep things smooth in the finance department.If you've ever felt nervous about bringing up the budget or debt with your loved ones, or if you're just not sure how to start that kind of conversation, this one's for you. I'm pulling from my own life (yep, all the messy and successful bits) to help you see you're not alone in this.You Will Learn:Dreaming Together: How to talk about saving up for big dreams without making it feel like a math test.Debt Doesn't Have to be Scary: How to share your debt stories without shame and tackle them as a team.Spending Habits: I'll share how my husband and I learned to handle our very different spending styles without arguments.Emergency Funds: Because life throws curveballs, and I'll tell you why having a safety net is a game-changer.Grab your favorite drink, get comfy, and let's break down these conversations into simple, doable steps. Check out Axos ONE's savings and checking bundle: http://axosbank.com/allison Save money on your electric bill with TriEagle Energy: https://trieagle.com/inspired You Might Like: Get the BRAND NEW FREE Goodbye Debt Tracker! Grab my FREE Budgeting Cheat Sheet. Get the Budget My Paycheck Spreadsheet. Follow Allison on Instagram! @inspiredbudget Check out Inspired Budget's blog. Take my FREE class on How to Budget to Build Wealth!