Watch for Frogs When Negotiating Episode 132 The sixth episode of the Breaking Money Silence® Podcast Series on Negotiating has just been published. This week I interviewed Julian Portilla, Associate Professor and Director of Mediation & Dialogue Center at Champlain College. He shares his insights into consensus building with large groups around complex issues and gives advice on how to be an effective negotiator.  Here are 5 things you will learn by listening to this episode: How the prisoner’s dilemma can be applied to the negotiating process The importance of “frogs” when consensus-building in groups Simple rules for more successful negotiation conversations Three traits every good negotiator must possess The value of flexibility in landing a good deal Want to connect with Julian? Here’s how:  Meet Julian Portilla Mediation Center Website Social: Twitter, Facebook, Instagram, LinkedIn Here are some resources that were mentioned during the podcast:  The Evolution of Cooperation by Robert Axelrod  The Prisoner's Dilemma on YouTube   A special thank you to our episode sponsor, Plan Well. Be Well. Plan well. Be well is a place that connects your financial well-being to your personal well-being. It's a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com  Apply for the Master Class on Negotiating: Join me for this small group coaching experience and learn how to remove psychological roadblocks to earning your true worth. Space is limited so register today. Click HERE to register! .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST:

Breaking Money Silence®

Look for Frogs When Negotiating | Episode 132

Stuck in the Middle: Mediating with Negotiating Partners Episode 131 The fifth episode of the Breaking Money Silence® Podcast Series on Negotiating has just been published. This week I interviewed Shirley George Frazier, best-selling author and President of Sweet Survival LLC. Shirley is full of positive energy and committed to helping people succeed in business. She uses her superpowers to help her consulting clients negotiate with their suppliers and acts as a middle person in the negotiation process. Here are 5 things you will learn by listening to this episode: What a bracketologist does and how to know if you need one  Tips for negotiating when you are the third person in the negotiation How to work with a wholesaler and save money by buying in bulk Why you should stand up and move around when negotiating The value of transferable skills when negotiating in business Want to connect with Shirley? Here’s how:  Meet Shirley Website: Gift Basket Business Social: LinkedIn, Twitter, Facebook   A special thank you to our episode sponsor, Plan Well. Be Well.   Plan well. Be well is a place that connects your financial well-being to your personal well-being. It's a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com  Apply for the Master Class on Negotiating: Join me for this small group coaching experience and learn how to remove psychological roadblocks to earning your true worth. Space is limited so register today. Click HERE to register! .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google

Stuck in the Middle: Mediating with Negotiating Partners | Episode 131

3 Tips for Negotiating Your Divorce Episode 130 The fourth episode of the Breaking Money Silence® Podcast Series on Negotiating has just been published. This week I interviewed Lauren Hawekotte, a financial planner, coach, and friend, about why women need to negotiate and advocate for themselves during a divorce. Here are 5 things you will learn by listening to this episode: How the pandemic has impacted the divorce rate The pros and cons of mediating your divorce Common mistakes women make when divorcing  How patience is truly a virtue when divorcing - even if it’s not your strong suit!  Resources available for women going through this life transition including TheGracefulExit.com. Want to connect with Lauren? Here’s how:  Meet Lauren Website: Hawekotte Financial Group  Podcast: Life Rebalanced  Social: Facebook, Instagram, LinkedIn   A special thank you to our episode sponsor, Plan Well. Be Well.   Plan well. Be well is a place that connects your financial well-being to your personal well-being. It's a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com  Apply for the Master Class on Negotiating: Join me for this small group coaching experience and learn how to remove psychological roadblocks to earning your true worth. Space is limited so register today. Click HERE to register! .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify

3 Tips for Negotiating Your Divorce | Episode 130

Why Wealthy Women Need Negotiation Skills Too Episode 129 The third episode of the Breaking Money Silence® Podcast Series on Negotiating has just been published. This week I interviewed Ella Chase Hyland, the co-founder of Wellth Works, about the myth that people who inherit wealth don’t need to learn negotiation skills. Here are 5 things you will learn by listening to this episode: Why our society believes that affluent people don’t need to negotiate The downside to being born rich - especially when you are a woman Tips for advocating for yourself no matter what your socioeconomic status  How Gen Z is changing the paradigm around equity  My dad’s nickname was for me growing up (Sorry DAD!)   Essentialism: The Disciplined Pursuit of Less, Greg McKeown Special offer: Take a complimentary “Self Advocacy Audit” to help you identify the areas in your life where you can better advocate for yourself.  Want to connect with Ella? Here’s how:  Meet Ella Website: Wellth-Works Blog: Wellth-Works Blog Social: Instagram, LinkedIn, Twitter     A special thank you to our episode sponsor, Plan Well. Be Well.   Plan well. Be well is a place that connects your financial well-being to your personal well-being. It's a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com  .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify

Why Wealthy Women Need Negotiation Skills Too | Episode 129

How to Negotiate Retirement as a Couple Episode 128 The second episode of the Breaking Money Silence® Podcast Series on Negotiating has just been published. Listen now to hear my interview with my friend and colleague Marcia Mantell, a retirement consultant, on how to negotiate this phase of life with your romantic partner. For nearly 30 years, Marcia Mantell has helped the country’s foremost financial services firms and advisors increase their knowledge of complex retirement concepts and regulations, then turn the technical into the tangible. Her remarkable ability to translate challenging retirement concepts into everyday language educates and motivates real people to take the right steps to achieve the retirement they desire. Read more about Marcia here. Here are 5 things you will learn by listening to this episode:   Why couples often find talking about retirement a taboo topic  How to balance both partners’ need for time together and time apart  Conversation starters for couples anticipating retirement vs. in retirement  Why you periodically should renegotiate the terms of your retirement  Where to get help engaging in these meaningful dialogues    Meet Marcia:  Website: Mantell Retirement Consulting Blog – Boomer Retirement Briefs™   LinkedIn  Twitter   Facebook    Special offer: Receive a free copy of her book, What’s the Deal with Social Security for Women, if you are one of the first five people to sign up for her blog, Boomer Retirement Briefs™. Be sure to mention you heard it here!  NEW Course: Do you want to feel more confident asking for money? Sign up for my new Master Class on Negotiating today!   A special thank you to our episode sponsor, Plan Well. Be Well.   Plan well. Be well is a place that connects your financial well-being to your personal well-being. It's a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com  .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast!

How to Negotiate Retirement as a Couple | Episode 128

The Inside Scoop on Negotiating Your Next Job Episode 127 My guest is Sandi Molettieri, MBA, PHR, a Senior Human Resources professional with demonstrated accomplishments and hands-on experience in managing organizations through major change initiatives, business ramps and downturns, and organizational changes. Sandi shares her insight into what candidates can do to negotiate more effectively and how to avoid common mistakes in the job interviewing process.   Show Notes:  Meet Sandi Molettieri - LinkedIn  Here are 5 things you will learn by listening to this episode: Why corporate recruiters ask about your salary requirements upfront   How to tie your ask to your qualifications and the firm’s job description   What your new manager might think about you if you don’t negotiate  The importance of looking for a good cultural fit, not just the right salary    6 things you should be negotiating besides money   A special thank you to our episode sponsor, Plan Well. Be Well.   Plan well. Be well is a place that connects your financial well-being to your personal well-being. It's a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com  .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc.,

The Inside Scoop on Negotiating Your Next Job | Episode 127

Saying No When Your Kids Ask You for Money Encore Episode Here is Kyle’s staff pick! She is my long-time awesome virtual assistant who helps me with all my speaking and podcast logistics. When she is not helping me out, she is juggling caregiving for her mother, camping with her husband, and keeping all her adult children in line.  It is not a surprise that her favorite Breaking Money Silence podcast pick was my interview with Carrie Rattle on how to set limits with your kids.  “I’ve always had a hard time saying ‘no’ to my kids when they ask for money. When they ask to borrow money, my mind goes to the extreme, picturing one of them homeless and destitute. Of course this is not what will happen, and this episode reminded me that you can help your kids more when you don’t give them money. Instead you need to help them find their own solutions by asking open-ended questions and believing in their ability to persevere.”  Here are the original show notes and description. I hope you enjoy this encore episode as much as I enjoyed recording it. Happy Listening! kbk Saying ‘no’ is difficult and saying ‘no’ to your children’s financial requests can be heart wrenching. In this episode, learn how setting clear financial boundaries is vital for your health and your family’s wellbeing. Carrie Rattle, a Financial Coach and the CEO of Behavioral Cents and Stopping Overshopping, joins me to offer tips for setting financial limits with your adult children, viewing a ‘no’ as giving something to your child, not taking it away, and how having clear boundaries boosts financial confidence. Show Notes: Meet Carrie Rattle Weekly Linked In Videos: Behavioral Cents If you feel like you over shop, visit Shopaholicnomore .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify

Encore – Saying No When Your Kids Ask You for Money

Advocate for Yourself and Thrive in Business Encore Episode Here is Carla’s staff pick! She is a member of my social media team that helps me stay on top of my social media marketing. When she is not helping me out, Carla likes to go camping, bike riding, and kayaking. Her favorite Breaking Money Silence® podcast episode was my interview with Marguerita Cheng on how to “Advocate for Yourself and Thrive in Business.“  “I found Marguerita to be such an inspiration! I think her journey encourages women to ask for help when they need it and to learn from others. And it’s okay to be different and own who you are.”  Here are the original show notes and description. I hope you enjoy this encore episode as much as I enjoyed recording it. Happy Listening! kbk Early on Marguerita M. Cheng (Rita), an award-winning certified financial planner and CEO of Blue Ocean Global Wealth had to advocate for herself in a high-pressure, predominately white male industry. Rita shares her story and offers tips for how to embrace and celebrate your differences, overcome adversity, and get the support you deserve in reaching your goals. Also learn about Rita’s contribution to a new book, Asian Women Who BossUp: 18 Asian Women that Broke the Mold. Show Notes: Meet Marguerita Cheng Blue Ocean Global Wealth Management website Asian Women Who BossUp Breaking Money Silence Learning Lab Special Offer: Get a FREE Risk Assessment here. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amaz...

Encore – Advocate for Yourself and Thrive in Business

Celebrating Women Who Live to 100 and Beyond Encore Episode As we approach the end of the summer, I wanted to revisit some of my staff’s favorite podcast episodes of all time. This week we start with my favorite episode with Dr. Amy D’Prix to celebrate our 100th episode. Dr. Amy and I discuss women’s longevity and two special women in my life - my maternal grandmother, Nana Mo, and my paternal great aunt, Aunt Alice. While I love being a podcast host and enjoy all my interviewing experiences, I love this one because it highlights two special women in my life that taught me at a very young age that women could change the world.  Here are the original show notes and description. I hope you enjoy this encore episode as much as I enjoyed recording it. Happy Listening! kbk In this 100th podcast episode, I celebrate two women in my life who have lived to 100 years old and beyond with Dr. Amy, a life transitions expert. My Nana Mo and my Great Aunt Alice, each from different sides of my family lived to be 103 and 104 respectively. These women role modeled what it meant to be a feminist before it was fashionable. Dr. Amy shares her insights as to how to live a long, rewarding life and how having essential conversations with family members helps you share your legacy of stories, memories, and values. The first of a 3-part series on Breaking Money Silence® on Longevity, this episode is not to be missed!  Dr. Amy’s Plan B Question: If there was a shift in my health or mobility, or the health and mobility of someone I love, what might I do differently? Dr. Amy S. D’Aprix, MSW, PhD, CPCA, is a life transitions expert and an internationally renowned authority on lifestyle issues relating to retirement, estate planning, aging, caregiving, and family dynamics.  “Dr. Amy,” as she is affectionately known, has worked with the financial services industry for more than twenty years, both with advisors and as a keynote speaker at client events. She has authored the book From Surviving to Thriving: Transforming Your Caregiving Journey and co-recorded a CD with an accompanying workbook titled, Building the Bonds of Friendship in Midlife and Beyond. She is also the creator of the Life Memories Journal and Caring Cards to inspire more meaningful inter-generational conversations. Dr. Amy is a frequent guest on radio and TV shows and has written numerous articles for print and online publications.  For more information, visit dramy.life. Show Notes: Books mentioned: Living to 100 Authors: Dr. Tom Perls, Dr. Margery H. Silver, with John Lauerman  Aging with Grace: What the Nun Study Teaches Us About Leading Longer, Healthier, and More Meaningful Lives  Author: David Snowden .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .

Encore – Celebrating Women Who Live to 100 and Beyond

Is it Wise to Trust Your Gut When it Comes to Money? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Is it wise to trust your gut when it comes to money? Listen in to my interview with New York Times best-selling author, Ellen Rogin, to learn how to use your money intuition to make better financial decisions, especially during challenging times. If you were taught that managing your money is strictly an intellectual pursuit, you will leave this episode inspired to tap into your emotions around finance and walk away with practical tools for doing so. Ellen Rogin, CPA, CFP® and Abundance Activist® has made her life’s work educating, counseling, and guiding people to grow their prosperity and to use it as a force for good in their lives and in the world. She is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen is a TEDx presenter, and her work has been quoted in such national publications as the New York Times, Money, Time.com, Forbes.com, and the Huffington Post. For more information, visit Ellen Rogin. Show Notes: Special offer: www.ellenrogin.com/goodies .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com Recent Posts Encore – Is it Wise to Trust Your Gut When it Comes to Money?

Encore – Is it Wise to Trust Your Gut When it Comes to Money?

Will More Money Make Life Better? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Join me as I interview Manisha Thakor, a nationally renowned financial literacy advocate for women and author, about the myth that having more money will make life better. The first in our Breaking Money Silence® on Women, Money, and Power Series, Manisha shares her personal struggle to balance her health with her quest for money and power. Listen in and learn the importance of finding true wealth, or as Manisha likes to say, “True WELLth.” Manisha mentioned a few books and her podcast during her interview. Here is more information on these resources: Michael F. Kay, CFP® is President Financial Life Focus, The Feel Rich Project. Listen to my Breaking Money Silence® interview with Michael here.Julia Cameron, author of The Artist’s Way at WorkTrue WELLth podcast – click here to listen. Manisha Thakor is Vice President of Financial Wellbeing at the Seattle-based wealth management firm, Brighton Jones and host of the True WELLth podcast. Her mission is to help clients “Live A Richer Life” – literally and figuratively. Manisha is the co-author of two critically acclaimed personal finance books: On My Own Two Feet: A Modern Girl’s Guide to Personal Finance and Get Financially Naked: How to Talk Money with Your Honey. She serves on the board of The National Endowment for Financial Education, sits on Faculty at The Omega Institute, and her works have appeared on The Today Show, Rachel Ray, The New York Times, The Boston Globe, The Los Angeles Times, Real Simple, Women’s Day, Glamour, Marie Claire, Cosmopolitan and Women’s Health, to name just a few. Manisha Thakor, CFA, CFP®, is a nationally renowned financial literacy advocate for women and the founder of the financial education consultancy, MoneyZen, LLC.  Manisha earned her MBA from Harvard Business School and her BA from Wellesley College.  She is also a CFA charterholder and CFP® practitioner. She currently lives in Portland, OR, where she revels in the Third Wave Coffee scene and the stunning beauty of the Pacific Northwest. Show Notes: Learn more about Manisha Thakor Twitter LinkedIn Facebook  Instagram Financial Well-Being course .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast!

Encore – Will More Money Make Life Better?

Are women of color onedimensional? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Have you ever felt like you were labeled and put in a box? If so, this podcast interview with Lauryn Williams is for you! Lauryn is known as a gold and silver Olympic medalist, but like most powerful women that is only one dimension of her true self. Listen in to hear her story, why I was blown away by her keynote presentation, and how you can recognize and overcome stereotypical thinking about women of color and money. Lauryn Williams is a financial planner, author, podcaster, motivational speaker, and volunteer. But that’s not why most people recognize her name. Over a period of twelve years, she competed at the elite level in two Olympic sports. Lauryn secured a spot on four US Olympic teams earning one gold and two silver medals. She is also the first American woman to earn medals in both the Summer and Winter Olympic Games. While the sports journey has been amazing, Lauryn always wanted to be prepared for a life off  the field of play. To prepare, she earned a BA and an MBA in Finance and Business while competing. After retiring, she was struck with a passion for empowering others with financial literacy and became a Certified Financial PlannerTM. Lauryn now runs her own financial planning company, Worth Winning, and hosts the podcast Worth Listening. Show Notes: For more information, visit her site Worth Winning. Worth Winning on Instagram Worth Winning on  Twitter .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program,

Encore – Are women of color one dimensional?

Dear Mom and Dad, please don’trun out of money! Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. If you want your mom and dad to live a long, healthy life but fear they may outlive their financial resources, you are not alone. Sixty-two percent of millennials and Gen Xers worry their parents haven’t saved enough, yet over half find this money talk taboo. In this episode, I interview Blair Baldwin, founder of AgeUp about inter-generational money conversations and why his team decided to develop an innovative insurance product to address longevity risk (aka living into your 90s or 100s!).  Discover why talking to your parents about their finances can be so uncomfortable and how AgeUp might be able to help bridge the gap.  Blair Baldwin is the founder and general manager of AgeUp, a new financial product that fundamentally reimagines how annuities can both materially help the lives of middle class Americans and solve a looming financial crisis facing our country: how to close the gap between life expectancy and retirement savings. Blair and his team developed AgeUp as a new business unit inside Haven Life, MassMutual’s in-house startup. Show Notes: Here are the resources that were mentioned during this podcast. AgeUp Research can be found on PR Newswire and Yahoo Finance Breaking Money Silence® Podcast with Marcia Mantell, Is Social Security Really Different for Women? XY Planning Network For more information, visit AgeUp. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program,

Encore – Dear Mom and Dad, please don’t run out of money!

Why Women Entrepreneurs Should Go Big! Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. In this episode, I interview Dave Bruno, venture capitalist, ex-ski racer, and male ally, about why he thinks women entrepreneurs should go big or go home. He believes women should embrace more risk and dare to fail. Dave’s mother demonstrated female resilience and perseverance and fueled his belief that women make great business leaders.  Dave Bruno is an entrepreneur, finance industry expert, and influencer with over 15 years at Credit Suisse and UBS in front office and operational roles. Dave was Head of Innovation at UBS Wealth Management globally, responsible for releasing multiple new business models and products in the UK, Singapore, Hong Kong, Germany, and Switzerland. He also built the Swiss stock exchange’s new digital and innovation unit and investment fund and its F10 FinTech Accelerator, which has taken 10+ companies successfully through their first $2.5m seed investment rounds. David holds his Bachelor’s of Business Administration from the University of Massachusetts Isenberg School of Management, and is a U.S. Certified Public Accountant. Show Notes: Book Recommendation: Yes, You Can Do This! How Women Start Up, Scale Up, and Build The Life They Want (Techstars) by Claudia Reuter Gen Y Rising Stars: Sheena Allen, Entrepreneur. Founder of CapWay (Fintech) Carey Anne Nadeau, CEO & Founder Ometry You can connect with Dave and learn more about Red Planet Ventures (@redplanetventures) on LinkedIn. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc.,

Encore – Why Women Entrepreneurs Should Go Big!

Is the key to happiness achievingwork-life balance? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Do you struggle with work-life balance? If so, you are not alone as many busy professional women do. In this episode, Kathleen welcomes Donna Sowa Allard and Lauren Hawekotte, two powerful women in the financial services industry, to explore the concept of balance and to look at how this goal can fuel unnecessary shame and guilt. The latest in our Women, Money and Power series, this episode is not to be missed! Donna Sowa Allard and Lauren Hawekotte are Certified Financial Planners and co-hosts of the Life Rebalanced Podcast. Donna lives and works in Rhode Island at Sowa Financial Group and co-hosts the weekly “Back to Basics” edition of the MoneyTalk Radio program. She is an active member of the Financial Planning Association and when not working, Donna, a proud parent, can be found cheering on the sidelines of whatever sport is in season. For more information, visit Sowa Financial. Lauren lives and works in Southern California at Hawekotte Financial Group. In addition to traditional investment management, for clients who are interested in integrating the technical, behavorial, and emotional aspects of financial planning she has developed a program called Plan Well Be Well. When not working, Lauren can be found spending time outdoors hiking, traveling, and enjoys sharing experiences with her two children. For more information, visit Hawekotte Financial Group and Plan Well Be Well.  Show Notes: The Life Rebalanced Podcast is available on Apple Podcasts, Spotify, Google Podcasts, and YouTube. For more information about Donna Sowa Allard, visit Sowa Financial Group. For more information about Lauren Hawekotte, visit Hawekotte Financial Group and Plan Well Be Well. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher

Encore – Is the key to happiness achieving work-life balance?

A podcast series aimed at helping all of us talk more openly about money.

hubhopper

Breaking Money Silence®

hubhopper