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Latest Episodes:

Is all spending bad? | Episode 34 Sep 25, 2017

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Are only male entrepreneurs interested in growing their businesses? | Episode 33 Sep 13, 2017

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Ann Bradt, Capital Ready, Co-Founder
There are many myths about entrepreneurship that can reinforce stereotypes, one of which is that only men want to grow their businesses. Kathleen and Ann bust open this myth and teach listeners the facts about female entrepreneurs and their desire to compete with the big boys. Listen in to their discussion about how women entrepreneurs can position themselves for growth, obtain venture capital, and overcome roadblocks they may face in the process.
Key Take Aways:
Women entrepreneurs are interested in growing their businesses but typically approach the growth process differently than their male counterparts.
Research shows that venture capitalists and bankers ask business owners different questions based on gender and these inquiries influence how funding is provided.
Both women entrepreneurs and the financial services professional who work with them need to learn how to communicate in a more gender savvy manner and how doing so is a win for both their businesses and their clients.
Ann Bradt, co-founder of Capital Ready is an accomplished expert in the financial services industry, implementing progressive people strategies for over two decades as a human resources professional at a major Canadian bank. Her extensive experience includes talent planning, leadership development, executive succession, and developing learning strategies. Ann’s passion and drive have equipped her with a broad knowledge of the industry, with her career spanning Canada, the United Kingdom, and the United States.
Capital Ready work with established businesses to help them grow and offer strategic blueprints and action plans to assess barriers and identify opportunities to optimize human and financial capital. To learn more about Capital Ready, visit www.capitalready.ca. Follow us on twitter @CapitalReadyInc

Is it true I don’t need to talk about finances before getting married? | Episode 32 Aug 30, 2017

Show notes

Julie Lawrence, CFP®, Lawrence Financial Planning, LLC
Not talking about money is the number two reason couples divorce according to Marriage.com. But couples who discuss money matters regularly act as a team and report greater levels of satisfaction with their partners. In today’s episode, Kathleen and Julie Lawrence, CFP®, examine the myth that couples don’t need to talk about finances before getting married. Listen in and learn some tips for talking about money with your honey!
Key Take Aways:
Julie shares how she facilitates the telling of each partner’s money biography (consisting of a list of open-ended questions) and how this strategy helps the couple she works with discover their respective money mindsets.
Communicating honestly about your saving and spending behaviors can be challenging. But doing so can really help partners understand each other. You may not change your money behaviors, but together you can commit and work toward shared couple goals.
Different strategies work for different money personalities. For example, if you are a spender, setting up an automatic savings withdrawal each month makes sense. If you don’t see the money, you won’t spend it!
Julie Lawrence, CFP® opened Lawrence Financial Planning in 2009. She has more than 28 years of experience in finance and management and holds a B.A. in Management from National Louis University.
Julie has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com. She serves as a mentor for new ACP financial planners and is an active member of NAPFA.
Julie has lived in Florida since 1977. She has three children. In her spare time she practices yoga, walks, and goes kayaking.

Does keeping business costs as low as possible maximize profits? | Episode 31 Aug 23, 2017

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Why should I worry about money if some day my prince will come? | Episode 30 Jul 05, 2017

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Barbara Stanny, Author Prince Charming Isn't Coming
Women can have a love/hate relationship with money. Even in today’s society, some women feel they are not going to be attractive to a mate if they are financially put together. Barbara Stanny and Kathleen delve into the notion that women are still waiting for Prince Charming to rescue them financially instead of empowering themselves to learn about investments and money management. Listen in as they discuss the importance of busting this myth wide open so that women of all ages can be more financially intelligent and set a good example for the next generation.
Key Take Aways:
Barbara explains that getting smart about money involves a three-pronged process – the outer work (education), the inner work (money mindsets), and the higher work (your life purpose).
You need to take small steps consistently and you will see remarkable results.
Money doesn’t come from what you earn, it comes from what you do with what you earn. (Click to Tweet)]
Special Offer: Free e-book "So You've Made Good Money...Now What?"
Barbara Stanny is the best-selling author of Prince Charming Isn't Coming, Secrets of Six-Figure Women, and Overcoming Underearning®. She has been teaching women how to take charge of their money and take charge of their lives for 20 plus years. An experienced mentor, wealth coach, and sought-after speaker, Barbara can help you create the wealth you desire and the life you deserve.

Is it true couples don’t need to talk about money? | Episode 29 Jun 21, 2017

Show notes

Dr. Dorian Mintzer, Revolution Retirement
As a child, Dori grew up recognizing different money mindsets by watching her parents’ financial habits. Couples may have a division of labor when it comes to finances; but, it is important they talk about them so they know what questions should be asked in times of crisis. Dori and Kathleen explore this myth and why it is important that couples need to talk about money and that is actually an act of love.
Key Take Aways:
Use “I” statements when talking about money
Ask a third person (financial advisor, banker, estate attorney, relationship or money coach) to help facilitate these conversations
Appreciate your partner in a money conversation (share what it was like growing up, was money talked about, what does money mean to you, etc.)
How do you honestly and openly talk about money as a couple? (Click to Tweet)
Special Offer: Virtual: The 4th Tuesday Revolutionize your Retirement Interview with Expert's Series is at 12:00 noon eastern time and open to professionals and the public. Sign-up begins the week before each call at www.revolutionizeretirement.com.
Dr. Dori Mintzer - With over 40 years of experience as a psychologist, Dr. Dorian Mintzer (Dori) is an experienced therapist, executive coach, consultant, speaker, and writer. She is the co-author of The Couples Retirement Puzzle: The 10 Must-Have Conversations for Creating an Amazing New Life Together, and co-producer of “The Career Playbook: Second Half Plays. Dori has been featured in a variety of media such as the NY Times, Wall Street Journal, NPR, ABC Evening News, and the Today Show. For more information visit www.revolutionizeretirement.com.
To sign up for the Breaking Money Silence Podcast, click here.

Is a man a plan? | Episode 28 Jun 07, 2017

Show notes

Paula Harris, Co-Founder, WH Cornerstone Investments
A man is a plan is a myth many women, unfortunately, use to avoid dealing with their finances. In this podcast, listen to Kathleen interview Paula about how to break this myth down so you can start to make simple decisions every day to reach financial security.
Listen in and discover:
Why it is important to take care of yourself financially and not wait until you are married to let your partner do it for you.
How to practice the “set it and forget” method of saving.
Ways to set realistic financial goals.
Why delaying gratification today is part of any sound financial plan.
How a certified financial planner can help.
WH Cornerstone’s co-founder, Paula Harris is part financial therapist and part dream architect. She takes great pride in helping her clients, particularly women, obtain financial peace of mind and independence. In addition to her role as co-founder, Paula is very actively involved in the community. In the past, she has served on several boards including serving as the Past President of the Plymouth Philharmonic Orchestra and the 2012 Chairman of the Board for the South Shore Chamber of Commerce. She currently is an advisory board member of empowerHER.
Paula is a graduate of Providence College and now lives in Plymouth, MA and the Berkshires with her husband and co-founder, Bill Harris.
To sign up for the Breaking Money Silence Podcast, click here.

Is it okay to ignore your finances? | Episode 27 May 24, 2017

Show notes

Anne Dickinson, Eye on Your Business
When business owners buy into the myth that it is okay to ignore your finances, their bottom line probably suffers. In this episode, Kathleen interviews Anne about how not knowing “your numbers” negatively affects your business and how more female business owners than men may suffer from this myth.
Listen and learn:
Why financial knowledge is power, and how learning more about your business finances boosts confidence.
How to take one small step at a time to get organized and how working with a bookkeeper can help.
What it takes to be more financially savvy and how taking action reduces your stress and improves your decision-making.
Special Offer for Breaking Money Silence Podcast Listeners: FREE Webinar, 5 Ways to Keep More of the Money You Make on June 14, 2017, at 3:00 p.m. Eastern. Click here to learn more.
Million Dollar Message Retreat, May 26 – 28, 2017, Toronto
Anne Dickinson is the cash flow and profits optimizer. She uses her profit leaks x-ray vision to help overwhelmed business leaders take back control of their business finances, stop money from falling through the cracks, and make moves that result in more money, more time, and more freedom.
Creator of the Stop the Profit L.E.A.K.S. Formula™, Anne isn’t afraid to get her hands dirty as she works side-by-side with business leaders to identify and eliminate money leaks, ignite profits and improve cash flow and liquidity to create a strong, healthy business.
Anne has an MBA from Babson College, worked in the Defense and High Tech industries, packaged and sold assets, dissected and improved operations, set up Treasury departments, and owned successful entrepreneurial ventures.

Because you only live once, isn’t planning unnecessary? | Episode 26 May 10, 2017

Show notes

Kelly Shikany, CFP® CDFA™, Lakeside Wealth Management
In this episode, Kathleen talks to Kelly about the myth, “Planning is unnecessary because you only live once.” When people buy into this myth they often wait too long to seek the help of an advisor. Kelly busts this myth open and discusses the importance of financially planning for the future so you can enjoy today.
Listen and discover:
How planning for the future now, gives you many more choices when it comes to how you want to live in retirement.
Why working with an advisor can help you define your core values so you can build a retirement plan that honors these ideals.
That you are never too young to plan for your future because you only live once!
Kelly Shikany, CFP® is a member of the Financial Planning Association serving clients at Lakeside Wealth Management in Chesterton, IN, and the surrounding communities. Kelly has 20 years of investment management experience, is a strong advocate for women investors who may be managing life’s milestones, and a supporter of gender equality since 7th grade. She volunteers on the CFP® Boards Pilot program, "Each One Reach Three,” mentors women financial advisors and hosts a quarterly gathering for them to enhance financial confidence and engagement. You can contact Kelly at kellys@lakesidewealth.com, or visit her website at http://www.lakesidewealth.com.
To sign up for the Breaking Money Silence Podcast, click here.

Do couples need to be equally involved in managing money? | Episode 25 Apr 12, 2017

Show notes

Julie Littlechild, Founder, Absolute Engagement
The idea that couples don’t need to be equally involved in managing money sounds contrary to popular financial planning mindsets. Kathleen and Julie discuss what happens when both individuals in a couple are not equally involved in finances, how to handle expectations, and improve effective communications around money. Listeners walk away with tips on how to reframe the money conversation, decide who is better equipped to take the lead on execution vs. vision for finances, and how advisors can help draw both individuals into the discussion.
Special Announcement for Breaking Money Silence Podcast Listeners: Julie's first book, 'The Pursuit of Absolute Engagement' was released in January 2017. More information is available at www.absoluteengagement.com/book where listeners can download the first chapter free.
Julie Littlechild is a speaker, writer, and researcher. Her firm, Absolute Engagement, conducts on-going research into the drivers of personal, client and team engagement.
Julie has worked with and studied top performing financial advisors, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth, the author of a popular blog. Her book, The Pursuit of Absolute Engagement, was released in January 2107. For more information, contact Julie at jlittlechild@absoluteengagement.com.

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