Breaking Money Silence

The last episode in our series, Breaking Money Silence® on Longevity, focuses on elder financial abuse and fraud. Between $2.9 Billion to $36.5 Billion is lost due to the abuse of seniors and 60% of the perpetrators are members of the victim’s family. Listen in as Hayden McCoy, CFP®, Founder of Synergy Wealthcare Solutions, shares her personal story and how this experience led to a career in fighting financial crimes as a financial planner. She shares data regarding the financial and human cost of these crimes, the psychology of the fraudster, and most importantly, how to talk to a loved one about this issue when you are concerned.   This episode is sponsored by AgeUp. Did you know that one in three 65-year-olds live into their 90’s, but few can afford it? AgeUp provides supplemental income to help fill in the financial gaps that come with a long life. To find out more, visit Age-Up.com.     Show Notes: Finding a trustworthy advisor: SEC Broker Check website https://www.sec.gov/investor/broker

In this episode*, I interview Dr. Louise Aronson, the author the New York Times bestseller, Elderhood: Redefining Aging, Transforming Medicine, and Reimagining Life. Listen in as we discuss how society’s negative views about aging impacts how we care for seniors and approach the third stage of life. The cost to individuals, especially women, is high but all of us can take steps to treat ourselves and our aging parents better. It starts by shifting your age mindset, planning for a long life, and embracing all the good that comes with elderhood.     This episode is sponsored by AgeUp. Did you know that one in three 65-year-olds live into their 90’s, but few can afford it? AgeUp provides supplemental income to help fill in the financial gaps that come with a long life. To find out more, visit Age-Up.com. (*Dr. Aronson’s was gracious enough to fit this podcast interview into during her extremely busy COVID-19 healthcare responsibilities. Please be patient with the audio as its less than ideal gi

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!  This episode is sponsored by AgeUp. Did you know that one in three 65-year-olds live into their 90’s, but few can afford it? AgeUp provides supplemental income to help fill in the financial gaps that come with a long life. To find out more, visit Age-Up.com. Show Notes: Books mentioned: Living to 100 Authors: Dr. Tom Perls, Dr. Margery H. Silver, with John Lauerman  Aging with Grac

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. Special offer: www.ellenrogin.com/goodies 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 R

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 i

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

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. Ma

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, M

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

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 podcas

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

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!   

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!

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

As part of the Women, Money, and Power series, Kassandra Dasent, consultant and financial wellness engineer, joins the podcast today to discuss underearning, and shares her personal story. Learn how taking a risk allowed Kassandra to break free and earn her worth, and about the challenges immigrants and women of color face accumulating wealth. Discover how an abundance mindset is a great way to support women in their quest to progress in their careers and earn what they truly deserve. Show Notes: Here are a few resources to continue to learn about this topic. The Secrets of Six Figure Women, written by Barbara Stanny. This book shares the strategies successful women used to achieve wealth and happiness in their lives. Breaking Money Silence® podcast with Barbara Stanny. Listen to Kathleen’s interview with Barbara Stanny about women waiting for Prince Charming to rescue them financially instead of empowering themselves to learn about investments and money management. Click here. "Women Need to Break M

In this Behind the Scenes, Diane Abruzzini and I chat about her experience being on a podcast for the very first time and her new house purchase. Diane had the goal of purchasing her own home since she started working and moved into her new home in August 2019. Listen to her Breaking Money Silence® podcast episode, Are millennials entitled? here. 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  

Whether you were born into the millennial generation or not, you will enjoy this episode as I bust open the myth that millennials are entitled with my guest, Diane Abruzzini. A millennial herself, tune in and hear her perspective on the financial services industry’s approach to attracting next gen clients and employees, and how she turned a career in agriculture into a sweet marketing job doing what she loves – helping people invest in things that matter most to them. Diane Abruzzini is the Director of Marketing for VENTURE.co, a broker-dealer working with diversified private capital investment opportunities in energy, real estate, and corporate securities. Having spent the first decade of her career building food and agriculture businesses, she had an outsider perspective on the finance industry. In her current role, Diane enjoys merging seemingly disparate industries through an emphasis on impact investing, and financial education for millennials. What to learn more? Ask Kathleen about MamaVA by e-mail -

Powerful women work hard, take risks, and make great friends. In this episode, Kathleen interviews Suzanne Siracuse, former CEO and Publisher of InvestmentNews turned consultant, about her professional journey. Learn the key factors that Suzanne attributes to her success in a male-dominated industry, the advantages of being a woman leader, and why she recently decided to become an entrepreneur. Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting Services, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next gen talent. As the former CEO and Publisher of InvestmentNews, she oversaw the vision and strategic direction for all their platforms including print, digital, events and research. Suzanne is the Chair of the Board for the Invest in Others Charitable Foundation, a Board member and strategic advisor for Whealthcare Planning LLC, a board member at

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. Special Breaking Money Silence® Offer: Lauryn has a new course that includes three topics Money Mindset, Budgeting and Debt Management, and Other Financial Topics (estate planning, insurance, taxes, investing). She has offered a 20% discount for Breaking Money Silence® podcast listeners with the code BMS2020 when you sign up. The discount code is good through June 2020. 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 Olympi

Do men find it easier to ask for a raise than women? Research supports the notion that gender determines how you are perceived when negotiating salary and women tend to be offered less money than their male counterparts. But is that really true? Listen in to this episode as part of our Breaking Money Silence® podcast series on Women, Money and Power as I interview Rei Lemashov, an advocate for the LGBTQIA+ community, about his experience negotiating a salary as a woman, then as a man. Rei Lemashov is a Practice Management Consultant for a regional wealth advisory firm. He works with financial advisors to maximize productivity, leverage technology, and uncover new business opportunities. When he first entered the financial services industry, Rei was living as a woman. At 25, he came out as a transgender man and underwent medical gender confirmation. He now uses his experience to promote intersectional diversity and inclusion, and advocates on behalf of the LGBTQIA+ community. Rei completed his studies in Rh