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Latest Episodes:

Is there a high financial cost of selling your company stock? | Episode 74 Aug 21, 2019

Show notes

Kim Gaxiola, CFP® and Victor Gaxiola, TechGirl Financial
In this episode, Kathleen speaks with Kim and Victor Gaxiola about behavioral finance and how you may be tempted to hold onto a stock longer than it makes sense financially for you to do – especially if you feel loyal to the firm. Learn the value of diversification and how working with an advisor can help you be more objective about your investments and your financial future.
Special Announcement: Kim and Victor subscribe to the Breaking Money Silence® Workshop in a Box Program and act as Revolutionaries every day to bust the money talk taboo with their clients. Check out the TechGirl Financial Podcast at http://www.techgirlfinancialpodcast.com/ to hear more about their great work.
Bios:
TechGirl Financial, empowers women in technology to make confident financial decisions to create and live their best life. Founded by Kim and Victor Gaxiola, the team advises tech professionals and their families who aspire to a “Work-Optional” lifestyle. Work because you like it, not because you need it.
With over 20 years of experience, the TechGirl Financial team manages client assets from trusts, retirement plans, IRAs, 401(k)s, and offers insurance services.
Kim frequently contributes to industry white papers and speaks at Women in Tech events. With a background in Financial Technology and Digital Marketing, Victor provides insights on evolving client communications and engagement. They live in California with their two teen kids and loyal dog.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

How much should you invest to grow your business? | Episode 73 Aug 07, 2019

Show notes

Matt Halloran, CEO | Top Advisor Marketing
How much should you invest in marketing? Listen in as Kathleen interviews Matt Halloran, a marketing and podcasting guru, to find out the answer. Learn the difference between sales and marketing, the best digital platforms for diverse businesses, and why old-fashion, in person networking is still vital to any business owner’s success.
Matt has had a long standing love affair with radio. At the age of 13, he discovered his high school radio station, and quickly found a joy from sitting behind the mic that could not be replicated.
Following a brief stint in the U.S.A. Navy, he went straight back for his first love as the news director and host of multiple shows for his college radio station. Throughout his younger days he was constantly reminded that he would never make a good living being on the radio.
Now over 500 podcasts later, Matt is the CEO of the fastest growing podcasting company in financial services. Through the power of podcasting and LinkedIn, Matt and his business partner have unlocked a door that flooded them with new opportunities and an ability to gain trust and build relationships in an effective and powerful way.
When he is not interviewing amazing people, Matt loves to hike, build metal art, watch his kids swim, and play trivia and board games with his wife. You might even see him at a Comic-Con too!
Contact Matt at matt@topadvisorm.com
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Do men manage the majority of the wealth in this country? | Episode 72 Jul 24, 2019

Show notes

Jeffery Tobias Halter, President of YWomen
Do men really control the majority of the wealth? What is the best way to empower women and couples to be more financially fit? Listen in as Kathleen interviews Jeffery on his advocacy work with corporate male leaders aimed at improving gender parity. Notice how these two experts have different philosophies but share a common goal – equality for all.
What do you think? Post your thoughts in the comment section below or e-mail me at kbk@kbkwealthconnection.com. Let’s keep the conversation going.
Jeffery Tobias Halter is a gender strategist and the President of YWomen, a strategic consulting company focused on engaging men in women’s leadership advancement. A two-time TEDx speaker and the author of two books, WHY WOMEN, The Leadership Imperative to Advancing Women and Engaging Men and Selling to Men, Selling to Women, Jeffery is a passionate advocate for the development of women in leadership. He currently is on the Board of Directors for Miss America 2.0 and has previously held positions on National Advisory Boards for Women’s Food Service Forum, The Network of Executive Women and Simmons Business School’s Business Advisory Board. For more information about his work, visit https://ywomen.biz/.
Special Offer: The first five listeners of this episode who e-mail Kathleen (kbk@kbkwealthconnection.com) will receive a copy of Selling to Men, Selling to Women.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is it true that it is impossible to save money when you don’t make a lot? | Episode 71 Jul 10, 2019

Show notes

Jim Parker, President, iDry and Cure Systems
Is it possible to save for the future and grow a business when your income is ‘too low’? Find out the answer when Kathleen interviews Jim Parker, entrepreneur and father of two, about how he has busted this money myth open in his personal and professional life. Listen and learn how Jim’s early family money messages impacted his savings behavior, how meeting a partner with a different money mindset influenced his financial habits, and how he went from inheriting a business that was losing money to being a profitable endeavor on the cutting edge of the cannabis and drying business.
Jim Parker is the father of two sweet boys, Skyler and Dawson, and the husband of Kristin, a beautiful and brilliant top-level consultant. He is the President of iDRY and Cure Systems, Vacutherm, Green Mountain Mechanical Design, Parker Aero Space and Granite Intersection. When not at work, he loves spending time with his family, flying airplanes, skiing, and sailing. For more information, visit www.iDrySystems.com.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Can pursuing your passion be profitable? | Episode 70 Jun 26, 2019

Show notes

Sean Lawson, Owner – Lawson’s Finest Liquids
Sean’s journey to becoming a brewer began when he was introduced to the hobby of home brewing 29 years ago. Today, he owns a profitable business and recently opened a retail shop and brewhouse in Waitsfield, Vermont. If you have a passion project and are considering making it your full-time job, this podcast is for you. Just love craft beer? Trust me, you are going to want to hear the story of the award-winning Sip-of-Sunshine and what is in store for Lawson’s Finest Liquids going forward.
Sean Lawson is the co-owner of Lawson’s Finest Liquids, a critically acclaimed craft brewery with an enthusiastic fan following. His specialty maple beers and IPA’s have garnered awards at the World Beer Cup, Great American Beer Festival, and at two National IPA championships. The company started as a 1bbl system in a small sugarhouse style shed next to their home and has grown to a 7bbl system. In 2018, Sean and his wife and co-owner, Karen, opened the Waitsfield brewery, taproom, and retail store.
For more information on Lawson’s Finest Liquids, check out their website.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Are wealthy people miserable? | Episode 69 May 08, 2019

Show notes

Lisa Schermerhorn, Certified Hypnotist and Coach
Does money buy happiness? Research says no, but still this myth prevails. Listen in to Kathleen’s conversation with Lisa about how money mindsets impact your perception of wealth and how changing your mindset can increase financial health.
Lisa Shermerhorn received her B.A. in Management from Simmons College. She is certified in NLP, a Certified Hypnotherapist, Clarity Coach and a professional speaker. Lisa founded Indigo Wellness Center in Duxbury, MA, and has spoken for the Depression and Bipolar Alliance at McLean Hospital, Peoples Bank, Plymouth State University, Dental Group of NH, Women Inspiring Women, NH Charitable Foundation and NH Council on Aging. She lives in Vermont and currently is the VP Business Development of a virtual reality health and wellness company Meditainment VR™. You can contact her at lisaschermerhorn1@gmail.com.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is it true musicians don’t make any money? | Episode 68 Apr 24, 2019

Show notes

Clint Bierman, Owner, LionTone Studio and Founding member of The Grift
The Grift is a Vermont band with a cult-like following. As a fan, I wanted to know what made the band so successful and how Clint, one of the front men of the band, seemed to bust through the money myth that musicians make no money. I invited him for a candid conversation about money, music, and his dedication to teaching the next generation of musicians the art of songwriting.
SPECIAL ANNOUNCEMENTS: American Idiot - May 2-4, 2019, at Middlebury College
The Grift - August 3, 2019, at Mad River Glen (20 Year Anniversary Party)
Clint Bierman is a bandleader, studio engineer, songwriter, producer, and composer out of LionTone studios in Middlebury, VT. He has produced dozens of full-length albums, released nine original albums with his band The Grift, played guitar for the NBC show, Smash, and co-wrote the song “I'm on My Way” featured on the Shrek 2 soundtrack. Clint also runs a bi-annual Rock Camp for kids called Rock-It Science.
You can learn more about Clint at www.TheGrift.com, or at LionTone Studio on Facebook.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Are financial advisors experts at giving advice? | Episode 67 Apr 10, 2019

Show notes

A financial advisor can save you time and help you remain disciplined about reaching your financial goals. But are they an expert at giving advice? And should you always follow their recommendations? Listen in as Kathleen and Moira discuss the human side of finance and how advisors may need a little more training to become proficient in advice giving.
SPECIAL ANNOUNCEMENTS: Dr. Somers published a book for financial professionals in 2018 called Advice that Sticks: How to Give Financial Advice that People Will Follow. KBK Wealth Connection highly recommends it to all advisors and related disciplines.
Dr. Moira Somers is a clinical neuropsychologist, executive coach, author, and owner of Money Mind and Meaning. Her work focuses on helping people make lasting behavior change, particularly in the domain of money. Areas of interest include the psychological factors at play during major life transitions, the reasons why good clients may fail to follow good advice, and the particular challenges faced by women in leadership roles. For more information, visit http://moneymindandmeaning.com
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.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Do female breadwinners have unhappy marriages? | Episode 66 Mar 20, 2019

Show notes

While the audio quality of this episode is less than ideal, the information is valuable, so we decided to publish it. Thank you for your patience with the sound.
Melanie Mendiola, Farm to Table Guam, Project Director
Risha Aguon, MA, Risha Aguon Counseling Services, Licensed Professional Counselor
Do female breadwinners and their partners have unhappy marriages? As the number of women who primarily earn the money for the family rises, more people are wondering what toll this takes on the family. Listen in as Kathleen interviews Melanie and Risha about this belief and find out if it is fact or fiction.
Bios:
Melanie Mendiola, a Guam native, was practically born into the local food scene. Her grandfather opened one of Guam’s oldest restaurants – Kinney’s Café – in 1947, which survived into this decade. She currently is the CEO/Administrator of the Guam Economic Development Authority, works at Farm to Table Guam as the project Director and is a doctoral student at Kansas State University.
Risha Aguon is a Licensed Profession Counselor, currently operating her own private practice where she sees individuals and couples, with a subspecialty in financial stress in marriage.
To access their research paper, “Does She Think It Matters Who Earns More?” click here.
Show Note: From 1974-1976, Kathleen lived on Guam with her family. Her father, a Captain in the Navy, oversaw the Seabees, Civil Engineering Corp, in the Pacific Ocean. She has many fond memories of Guam as a 9- and 10-year-old kid and encourages you to check it out some day.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Are women-owned businesses lifestyle businesses? | Episode 65 Mar 05, 2019

Show notes

Gwen Pokalo, Director, Center for Women & Enterprise
In honor of Women’s History Month, Gwen and Kathleen discuss stereotypes surrounding female entrepreneurs and how these fallacies negatively impact access to funding and gender parity. Listen in and learn tips for busting this myth wide open and how and why you should take women business owners seriously.
Check out cweonline.org and sba.gov for more information and support in starting and growing a business.
Gwen is the Director of the Center for Women & Enterprise Vermont, an economic development nonprofit that helps people start and grow their businesses. She got started as an entrepreneur when she developed one of the first student-run retail incubators in the country featuring products from emerging Vermont entrepreneurs. Gwen holds a Master’s in Applied Economics and Community Development from the University of Vermont and teaches at the college level. She serves on the boards of LaunchVT, the Vermont Community Loan Fund, and the Women’s Business Owners Network.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

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