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    Business

    Unleash Your True Value®

    Discover Financial Confidence on the Unleash Your True Value Podcast!

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    Copyright: © Copyright 2016 - 2019 KBK Wealth Connection. All rights reserved.

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    Latest Episodes:
    Why Women Entrepreneurs Should Go Big! | Episode 98 Aug 17, 2020
    Show notes

    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.
    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
    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. You can connect with Dave on LinkedIn.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!
    Disclosure: Please note that the links above may be affiliate links, and at no additional cost to you, I will earn a commission if you decide to make a purchase after clicking through the link.


    Dear Mom and Dad, please don’t run out of money! | Episode 96 Jul 20, 2020
    Show notes

    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.
    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
    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. For more information, visit AgeUp.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    Are Millennials smarter than their parents when it comes to money? | Episode 95 Jul 06, 2020
    Show notes

    Discover what Millennials are doing right when it comes to money in this interview with Louis Wray, Founder, Investing You. Louis discusses how positive psychology influenced his company, and how happiness is not connected to money, but how you use it to live a good life. Listen to this podcast, share it with your kids or parents, and start a money conversation about money, values, and living an intentional life.
    Louis Wray, Founder of Investing You, pioneered a forward-thinking approach for helping financial professionals better align money around client life goals, ultimately creating better outcomes for the person and stronger loyalty toward the advisor. Louis has over 30 years of experience in the financial industry, which includes serving as a financial advisor, executive for a large investment firm and entrepreneur. He is a graduate of the prestigious Masters in Applied Positive Psychology program at the University of Pennsylvania and was part of the founding class led by renowned psychologist, Dr. Martin Seligman. Investing You focuses on the connection between money and happiness in all life stages. For more information, visit http://investingyou.com.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    Millennials and Money Series Jun 29, 2020
    Show notes

    We are doing a new series called Millennials and Money. So, you want to make sure that you've subscribed to the Breaking Money Silence® podcast to not miss any episodes. Our guests will be talking specifically about Millennials and money. Here are some examples of upcoming topics:
    What are some of the misconceptions about Millennials' relationship with money?
    Are they indeed better at talking about money than the generations before them?
    And what are the different financial challenges that they are facing?
    So, make sure you subscribe to the Breaking Money Silence® podcast and you take the time to listen in and learn more about Millennials and money. And, if you are a Millennial out there, please submit some questions to me here, because we definitely will do an audience Q and A segment to answer the questions that you have about this topic, or to just hear from you about what you like or don't like about how Millennials are viewed when it comes to finances. I really am excited about this new series, Millennials and Money.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    Is Social Security Really Different for Women? | Episode 94 Jun 22, 2020
    Show notes

    Listen in to my interview with Marcia Mantell, a retirement consultant, for the final episode of our Women, Money, and Powers series. Marcia's latest book, What's the Deal with Social Security for Women? makes learning about this sometimes dry topic interesting. Discover the history of Social Security and how that has changed as the role of women in the workplace has evolved. Walk away with an understanding of why millennial women should contribute to Social Security in their 20s and 30s and key questions to ask yourself to make sure you are saving enough for retirement.
    Check out your Social Security info at the Social Security website.
    Special Offer: Book Give Away: The first five listeners to email me at kbk@breakingmoneysilence.com will win a free copy of Marcia’s new book, What’s the Deal with Social Security for Women? (Published September 2019).
    Marcia Mantell, President of Retirement Consulting, Inc. and the author of two books including What’s the Deal with Retirement Planning for Women? and What’s the Deal with Social Security for Women? She also has a long-running blog, BoomerRetirementBriefs.com that showcases Baby Boomers and their creative approaches to retirement. Marcia is an active member of the Investments & Wealth Institute (formerly IMCA) and has earned a Bachelor of Arts degree from the University of Rochester and holds the Retirement Management Advisor (RMA®) and National Social Security Advisor (NSSA®) certifications. For more information, visit Mantell Retirement Consulting.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!
    Disclosure: Please note that the links above may be affiliate links, and at no additional cost to you, I will earn a commission if you decide to make a purchase after clicking through the link.


    Behind the Scenes: The Biggest Take-Aways as a Host Jun 08, 2020
    Show notes

    In today’s Behind the Scenes of the Breaking Money Silence® podcast, host Kathleen Burns Kingsbury answers listeners’ questions about her biggest take-aways as a host and some of her favorite guests. Also learn the story of how Kathleen first realized she needed to break her own money silence. Again, she is joined by a friend of the show, Lisa Danforth, a coach, speaker, and owner of Lisa Danforth Consulting. Tune in and find out what listeners are curious about and what hosting almost 100 episodes of this podcast has taught Kathleen. Don’t worry – if your question was not answered, there will be a Part 3 coming soon. Questions should be submitted via email at kbk@breakingmoneysilence.com, or by tagging me on Twitter @kbkspeaks, or Instagram @kathleenburnskingsbury. If you enjoyed this episode, please subscribe to the Breaking Money Silence® Podcast here. You will receive 52 weekly money talk tips as a special gift for supporting the Breaking Money Silence® Revolution. Prefer to subscribe on your own podcast app? No problem! Subscribe away. Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    How do you inspire the next generation to fight for gender equality? | Episode 93 May 25, 2020
    Show notes

    Can young girls make a difference in the fight for gender equality? In Vermont, they did! Listen in as Jessica Nordhaus and Lindsey Lathrop, co-founders of Genclusive, a gender equity consulting firm, share this heartwarming story. Learn what you can do to be more inclusive, no matter where you work or what gender you identify as. And leave inspired to make a difference in your community.
    Special Announcement: Visit Genclusive and download your free Starter Checklist for Inclusive Messaging.
    Watch the video, “Yellow Cards for Equal Pay”
    Check out these helpful websites:
    Change the Story
    The Business Peer Exchange
    Vermont Women’s Fund
    Jessica Nordhaus (she/her) is passionate about putting gender equity front and center in every workplace conversation. Her day job is Director of Strategy + Partnerships for Change The Story VT, an initiative to advance women's economic status in the state of Vermont. Her other day job, as co-founder of Genclusive @Work and co-facilitator of the Business Peer Exchange, is to help employers apply a gender lens to ...well...everything. Immediately after graduating with a degree in American Studies from Yale, Jessica set out on an entrepreneurial path, founding Horny Toad Activewear (now Toad & Co). She then swerved into education, community organizing, school reform, political consulting, public policy, non-profit development, and equity work. When she isn't traveling the state speaking and presenting, she is a managing partner at a mid-sized, rapidly growing family firm in Burlington, Vermont, that specializes in noisy dinners, bad jokes, and lots of laundry.
    Lindsey Lathrop (she/her) is a Gender Equity Consultant and ICF Certified Coach. Lindsey co-founded the Business Peer Exchange and Genclusive @Work to engage businesses and their leaders in shifting workplace culture towards gender equity and inclusivity. She partners with Change The Story VT, an initiative to fast-track women’s economic security in Vermont. As a passionate advocate for women and girls, Lindsey frequently teaches salary negotiation workshops and coaches women on managing money, time, and decision making. In her previous life, Lindsey co-led a non-profit that helped students develop career and life skills through work-based learning. She was recognized as one of Vermont’s 40 under 40 and loves finding new ways to lead with her strengths. Follow Lindsey at Lindsey Lathrop or @coach_lins.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    Gender Bias: A discussion with Beth Milkovits, CFP® | Episode 92 May 11, 2020
    Show notes

    Listen in as Kathleen discusses gender bias with Beth Milkovits, CFP®, an ambassador for Brown Brothers Harriman’s Center for Women and Wealth. Kathleen and Beth share personal stories of discrimination, how women can be their own worst enemies, and what needs to be done to achieve gender parity in the long run.
    Check out this funny video by McKinsey & Company that Beth mentions in the interview, Addressing Unconscious Bias at https://youtu.be/JFW2cfzevio.
    Beth Milkovits, CFP®, is a relationship manager in the Private Wealth Management Group at Brown Brothers Harriman (BBH) in Boston, MA. She oversees clients' investments and ensures that their asset allocation is in line with their personal goals. She also serves as the New England ambassador for BBH's Center for Women and Wealth where she engages and manages wealth for women CEOs, entrepreneurs, and executives. For more information, visit Brown Brothers Harriman.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    Behind the Scenes: Listeners’ Questions Answered Apr 27, 2020
    Show notes

    In today’s Behind the Scenes of the Breaking Money Silence® podcast, host Kathleen Burns Kingsbury answers listeners’ questions. A friend of the show, Lisa Danforth, a coach, speaker, and owner of Lisa Danforth Consulting joined the episode. Tune in and find out what listeners are curious about, how Kathleen answers, and how much fun Lisa has serving as MC.
    Don’t worry – if your question was not answered, there will be a Behind the Scenes: Listeners' Questions Answered Part 2 coming soon. Questions should be submitted via email at kbk@breakingmoneysilence.com, or by tagging me on Twitter @kbkspeaks, or Instagram @kathleenburnskingsbury.
    If you enjoyed this episode, please subscribe at podcast.breakingmoneysilence.com. You will receive 52 weekly money talk tips as a special gift for supporting the Breaking Money Silence® Revolution. Prefer to subscribe on your own podcast app, no problem! Subscribe away.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!


    Do all family businesses have succession planning? | Episode 91 Apr 13, 2020
    Show notes

    Ninety percent of the wealth in the United States owned by family-owned businesses and women-owned family businesses has increased by 37% in the past five years. Listen in as I interview Dr. Travis G. Parry, the founder of the Make Time Institute, about his personal experience in a family business and his professional work empowering families to talk about money and succession planning.
    Dr. Travis G. Parry is the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand goal achievement and family relationships. He helps business owners and financial professionals be more productive at work so they can make more time for their own goals and family relationships.
    Special Announcement: I had the pleasure of being a guest on this episode of Travis' Make Time podcast to talk about how to make time and live life on purpose through breaking money silence. This podcast is designed to help business owners and financial professionals who struggle to make time for anything other than their business.
    Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode! The Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC


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