Unleash Your True Value®

Latest Episodes:

Is skiing is too expensive? | Episode 64 Feb 27, 2019

Show notes

Eric Friedman, Mad River Glen, Marketing Director
When you look for an activity to do as a family – with your kids, your grandkids – does skiing enter the picture or is it immediately rejected because of the cost? Kathleen and Eric discuss the myth that skiing is too expensive and offer you tips for saving money when you do hit the slopes.
Eric Friedman comes from a long line of great, Jewish skiers from New Jersey and didn’t realize until he was an adult that it wasn’t normal for kids to ski 4 days a week. After attending New England College, training as a high school social studies teacher, he fell into the ski business at Mad River Glen in Vermont. For the past 24 years, he has been the Marketing Director of the iconic ski area and is proud of his contribution to resuscitating the legendary ski area as America’s only cooperative owned, not-for-profit ski area. He raised two children in Vermont’s Mad River Valley and still resides in town with his cat. He is excited to soon be moving in with his new wife in the next few months.
SPECIAL ANNOUNCEMENT: Check out Mad River Glen’s kids programs at www.madriverglen.com and sign up for the newsletter to receive special deals on lift tickets. If you visit the mountain, ping Kathleen and Eric as they would love to ski a run with you and your family!
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is stock selection is the best predictor of wealth creation? | Episode 63 Feb 20, 2019

Show notes

Daniel Crosby, Ph.D., Chief Behavioral Officer, Brinker Capital
Are you tempted to fill your portfolio with the latest, greatest hot stocks, predicting that they will continue to increase in value and create more wealth for you? If so, then you should listen in as Kathleen interviews Daniel Crosby, New York Times Bestselling author and behavioral psychologist, about the psychology around stock selection and how human error blocks many investors from realizing the best returns.
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 5 languages.
His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making.
When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.
Daniel can be contacted at dcrosby@brinkercapital.com and you can listen to his podcast, Money Mind and Meaning by clicking here.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is it true women don’t ask for help or more money? | Episode 62 Feb 06, 2019

Show notes

Ashley Paré, Founder and CEO of Own Your Worth LLC
Is it true that women don’t ask for help at home or more money at work? In this episode, Kathleen interviews Ashley Pare, about this myth and together they discuss the skills you need to ask for what you want and empower others around you to do the same.
Listen and discover….
Negotiations are about more than money
To be successful you need to know your value and be able to discuss numbers
Explore and overcome your fears about money and conflict
Ashley Paré is the Founder and CEO of Own Your Worth LLC, an organization on a mission to break glass ceilings through career negotiation. As a Leadership Coach, Negotiation Expert, and Speaker, Ashley works with women who want to feel confident when they ask for what they want in life and career. Ashley leverages over 12 years' experience in global Human Resources and she consults with start-ups to create inclusive cultures. Ashley is a certified facilitator for the AAUW Work Smart program in the Boston city initiative to close the gender pay gap. Her work has been featured in The New York Times, PBS News Hour, CNN Money, and Boston Voyager Magazine.
Special Announcement: Check out her website at OwnYourWorth.com and when signing up for her individual or group coaching be sure to mention Breaking Money Silence® podcast.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is budgeting too hard and a waste of time? | Episode 61 Jan 30, 2019

Show notes

Carol Craigie, MA, CHFC®, CFP®, Managing Partner & Chief Compliance Officer, Fiscal Fitness Clubs
We spend 33% of our life energy on money and then we ignore it. Listen in as Carol and Kathleen discuss how to make peace with making a budget and tips for making the process easier using technology.
Carol is a psychologist turned financial planner. She knows first-hand what it is like to face a financial crisis as her husband’s total disability at a young age resulted in a career change. When she retired from the corporate world, she authored a textbook on developing a financial plan and became a professor with the College for Financial Planning. She has authored several textbooks and courses.
Now Carol brings her passion for helping individuals improve their financial life and her skills in financial planning curriculum development to Fiscal Fitness Clubs. She currently serves on the national board of the Financial Planning Association (FPA).
SPECIAL ANNOUNCEMENT: Fiscal Fitness Clubs helps people get what they really want from their money by helping them master the critical financial tasks. Membership is only $24 per month. Listeners to this podcast get a 10% discount. Learn more at our website: www.fiscalfitnessclubs.com
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Are financial advisors hired only for investment advice? | Episode 60 Jan 09, 2019

Show notes

Ben Jones, President & Chief Operating Officer, BMO Global Wealth Management and Host of Better Conversations podcast
Do you believe that financial advisors only provide investment advice? If so, you are not alone. In this podcast, learn the truth about the services and value a trusted advisor provides to you and your family. In this episode, listen to Kathleen as she interviews Ben Jones about this myth and how an emotionally intelligent advisor addressed the human side of finance.
Listen and discover…
A good advisor explores the connection between money and emotions.
Advisors empower clients to examine and change money behaviors and habits.
Advisors help facilitate difficult financial conversations.
3 questions to help you and your advisor to understand your relationship with money.
Ben Jones is responsible for leading the U.S. distribution of BMO Global Asset Management’s investment capabilities through financial intermediaries. His responsibilities include leading and coordinating the client experience for advisers, home offices, strategic partners and sub-advised clients. He is the host of an award-winning podcast, Better Conversations and a thought leader in the field.
Ben lives with his wife and two daughters in Utah, where they enjoy sharing their passions for skiing, hiking, mountain biking, and gardening.
Ben also interviewed Kathleen on a Better Conversations podcast, The delicacy of dialogue: Helping clients talk openly about money.
This podcast was recorded September 2018.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Does a spouse come with a house? | Episode 59 Dec 19, 2018

Show notes

Growing up, I was taught that “A Spouse Comes with a House.” Not a very feminist notion, but one that was woven into the fabric of our societal beliefs about money and home ownership.
In this NPR, Nothing Funny About Money segment, I bust open the myth, “A Spouse Comes with a House,” and discuss some interesting statistics, including the fact that 24% of homebuyers in the United States are single and 17% of these homebuyers are single women.
Why is it that more than twice as many single women are purchasing a home compared to single men? Tune in and find out.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is retirement is wonderful? | Episode 58 Dec 12, 2018

Show notes

Patti Black, CFP®, Bridgeworth, LLC, Partner https://bridgeworthfinancial.com/
Are you looking forward to the day you retire and sail off into the horizon without any cares? Did you know that planning for the non-financial side of retirement is just as important as the financial side? Patti and Kathleen talk about how to determine your retirement vision and how doing so along with number crunching is vital to when preparing for this next phase of life.
Key Take-Aways:
Don’t just focus on the day you are to retire. You actually need to think about what life is going to be like the days after you retire. For example, what are you going to be doing on the first Monday of your retirement? Better yet – what are you going to be doing six months into your retirement?
Spend time working on your health and relationships. These are two things that everyone can work on. Take care of yourself now, so you can enjoy your retirement fully. Also, spend time creating and maintaining friendships as social interactions are a key to well-being as you age. If you are married, have conversations with your spouse about your expectations for your social life when one or both of you decide to retire.
Decide on your purpose in retirement. Ask yourself, are you retiring from something or to something? If you find your answer too big, then break it into smaller steps. Determine what you are excited to do and how this will make you feel a sense of purpose when you no longer have your career as your identity.
Patti Black has more than 20 years of experience helping affluent clients align their goals and their money. This work is especially important in times of transition such as starting a family, sending children to college, changing jobs, or retiring. For more information, visit https://bridgeworthfinancial.com/
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

If I get any money, will I just lose it? | Episode 57 Nov 28, 2018

Show notes

Paulette Perhach, Author, Host of Can We Talk About Money podcast
Why bother saving money because you’ll either just spend it or give it away. Kathleen and Paulette discuss this myth and the psychology behind saving money and roadblocks to being financially healthy.
Key Take-Aways:
Understand your money history. Understanding your money history is crucial to understanding your mindset about money, savings, spending, and investing. It is the first step toward changing an unhealthy financial habit.
Be compassionate to yourself. Knowing who you are and how you relate to money can help you deal with feelings about wealth and ambivalence about taking financial responsibility. Compassion is key in removing money shame and being more at peace with your finances.
Find accountability partners. Make yourself accountable to your financial goals by finding an accountability partner (could be friends, family, or an advisor). We all struggle from time to time and need support.
Paulette Perhach’s writing has been published in the New York Times, Vice, ELLE, Slate, Cosmopolitan, and Marie Claire. She was honored as one of the 2016 BlogHer Voices of the Year award for her essay, “Fuck Off Fund,” which has been included in several anthologies. Her book, Welcome to the Writer's Life, is out now from Sasquatch Books, part of the Penguin Random House family of publishers. She lives in Seattle, where she writes from a tiny place and tries to keep her bank account positive.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC
Please note that some of the links above are 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.

As a stay-at-home parent, am I financially protected once I’m married? | Episode 56 Nov 14, 2018

Show notes

Lisa Zeiderman, Managing Partner, Miller Zeiderman & Wiederkehr, LLP
https://mzwnylaw.com/
Lisa and Kathleen delve into the myth that as a stay-at-home parent, you don’t have to worry about finances. Getting married can offer many benefits, including financial ones. It can also bring some devastating financial consequences. Couples who don’t talk about money before they get married might find themselves in a situation where they feel they are shouldering more of the financial burden than their partner. Having these hard conversations before getting married sets financial expectations from the beginning, helps build trust, and reduces financial conflict.
Key Take Aways:
Believe and understand marriage is a financial partnership. Once you understand your marriage is a financial partnership, each partner has the ability to negotiate a better outcome for themselves, if things start to fall apart. Negotiations can be done before or during marriage with pre- or post-nuptials. Honesty and understanding finances actually build a stronger relationship.
Understand your finances and budget. If you are in the process of getting a divorce, it’s important to understand your finances. This includes expenses and all sources of income – salaries, child support, alimony, etc. Once you know this information, you will know what your expenses are and how much income you will need to meet those expenses.
Identify all of your assets. Another important step in the divorce process is to identify your assets. This can be harder to do if you aren’t involved in financial decisions. Working with professionals can ease the difficulty in locating assets – both personal and business for either stay-at-home moms or dads to help them understand what their whole financial picture actually is.
Lisa Zeiderman, a Managing Partner of the law firm of Miller Zeiderman & Wiederkehr, LLP, is both a matrimonial attorney, a Certified Divorce Financial Analyst and a Certified Financial Litigator. It was during her own divorce that Lisa’s path to a career in matrimonial law was forged. Lisa, a businesswoman in the fashion industry, was dismayed at being a bystander in court as complex issues relating to her finances were contested by a disorganized attorney. It was then she decided that she would go to law school herself and help clients navigate the stressful, and sometimes traumatic, process of divorce by becoming a responsive attorney who would protect her clients’ assets as though they were her own hard-earned dollars. Lisa can be reached at lz@mzw-law.com for more information about her firm’s services.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Should you do estate planning for your pets? | Episode 55 Oct 17, 2018

Show notes

We all know estate planning is an important part of being financially responsible and leaving things in order for our family so they don’t have to worry about when we die. But, did you know that estate planning for our pets (or our furry kids) is equally important?
Did you know:
68% of the households in the United States have at least one pet.
Less than 40% of dog and cat owners have named a pet caretaker upon their death.
Only 12% of dog and cat owners have made financial provisions for their pets in their will.
According to the legal world, pets are property, so they can’t inherit money, but you can assign a guardian and set aside funds to cover the cost of their care after your death.
In this Nothing Funny About Money segment, I talk about the importance of estate planning for our pets and offer some tips on how to break money silence and get the conversation started with friends and family about taking care of our furry kids.
Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

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