Breaking Money Silence

Being a mom, entrepreneur, and a powerful woman can be tricky. Listen in to this episode of our Women, Money, and Power series as Natalie Taylor shares a pivotal teachable moment with her young son that helped him change his relationship with spending. Learn how you can examine your money mistakes and be compassionate to yourself and your children when it comes to talking about finances and changing habits. Hint: Discussing feelings really helps! Natalie Taylor is a Certified Financial Planner™ professional and Behavioral Financial Advisor™ who is passionate about helping people cultivate a plan for their finances based on their values and goals. She helps people not only make progress, but find confidence, balance, and peace along the way. Frequently quoted in major publications such as the Huffington Post, Forbes, Business Insider, and Lifehacker, Natalie draws on over 15 years of comprehensive financial planning experience, 7 years in fintech, and a decade of professional speaking to share advice that wo

Do you struggle with work-life balance? If so, you are not alone as many busy professional women do. In this episode, Kathleen welcomes Donna Sowa Allard and Lauren Robbins, two powerful women in the financial services industry, to explore the concept of balance and to look at how this goal can fuel unnecessary shame and guilt. The latest in our Women, Money and Power series, this episode is not to be missed! Special Announcement: The Life Rebalanced Podcast launches in the first quarter of 2020. Please email Lauren to receive notification when the first episode airs. Donna Sowa Allard and Lauren Robbins are Certified Financial Planners and co-hosts of the Life Rebalanced Podcast. Donna lives and works in Rhode Island at Sowa Financial Group and co-hosts the weekly "Back to Basics" edition of the MoneyTalk Radio program. She is an active member of the Financial Planning Association and when not working, Donna, a proud parent, can be found cheering on the sidelines of whatever sport is in season. For more i

Join me as I interview Manisha Thakor, a nationally renowned financial literacy advocate for women and author, about the myth that having more money will make life better. The first in our Breaking Money Silence® on Women, Money, and Power Series, Manisha shares her personal struggle to balance her health with her quest for money and power. Listen in and learn the importance of finding true wealth, or as Manisha likes to say, “True WELLth.” Show Notes: Manisha mentioned a few books and her podcast during her interview. Here is more information on these resources: Michael F. Kay, CFP® is President Financial Life Focus, The Feel Rich Project. Listen to my Breaking Money Silence® interview with Michael here. Julia Cameron, author of The Artist's Way at Work True WELLth podcast - click here to listen. Manisha Thakor is Vice President of Financial Wellbeing at the Seattle-based wealth management firm, Brighton Jones and host of the True WELLth podcast. Her mission is to help clients “Live A Richer Life” – lite

In this Behind the Scenes episode, Pam Andrews and I talk more about we met at #FinCon. Pam is the author of Scholarship Search Secrets, the host of The Scholarship Shark Podcast and the creator of the board game, In Pursuit of College.

Breaking money silence with your teen about the cost of college and how to apply for scholarships can be challenging. Especially if you or your high schooler believes that scholarships are only for talented athletes and A+ students. Listen in and hear how Pam Andrews, host of the Scholarship Shark Podcast, helped her son win over $700,000 in scholarship money that paid for his undergraduate and graduate school. Discover tips for starting a college money talk in your family and how to navigate the complex world of scholarships. Pam Andrews is the author of Scholarship Search Secrets, the host of The Scholarship Shark Podcast and the creator of the board game, In Pursuit of College. She is a college admissions coach and scholarship strategist that helps high school students get into their dream college and secure scholarships that will pay for it.  Pam has helped her clients win over $1,000,000 in scholarships to date and is passionate about empowering more families to educate their children and save money. P

Emily turns the tables on me and starts asking questions about my career path and my super power of getting people to open up and talk about taboo topics. Listen to Emily's Breaking Money Silence® episode, Is the cannabis industry unbanked? here. Be sure to share the episode with your family, friends, and colleagues. To make sure you don't miss an episode, subscribe today! Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC  

Have you ever wondered who makes Breaking Money Silence® podcast sound so great? Listen to me interview Roger Stauss, co-owner of the Sugarhouse Soundworks studio and my very gifted audio engineer. Be sure to share the episode with your family, friends, and colleagues. To make sure you don't miss an episode, subscribe today! Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC  

Are men more financially literate than women? Whether you are a single woman, in a committed relationship, or an advisor that works with couples, you need to listen to this episode. I interview the co-author the of the book, Why Every Women Should Plan Financially to be Single, Event if She is Not, Leslie McCormick. Tune in a learn what action steps you can take to be more involved in your finances, and the call to action for advisors to do a better job communicating with all clients.  Leslie McCormick is a Senior Wealth Advisor with one of Canada’s leading wealth management firms, where she has been advising clients for over fifteen years. She is the co-author of the book, Why Every Woman Should Plan Financially to be Single, Even if She's Not, and is the Founder of Plan Single, a financial information center seeking to improve women's confidence in their financial knowledge.  If you are interested in learning more about Leslie and her book, visit Plan Single. Let me know what you think  about the myth, "A

Lisa and I goof around while we waiting for Roger, the sound engineer, to test our sound levels for our podcast recordings.  We discuss cooking and empowering women. Listen to Lisa's Breaking Money Silence® episode,  Is there a ceiling to the amount of money I can make? here. Be sure to share the episode with your family, friends, and colleagues. To make sure you don't miss an episode, subscribe today! Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC  

Listen in on this thought-provoking conversation about women, money, and self-limiting beliefs that can sabotage business growth. Kathleen interviews Lisa Danforth, a business coach, speaker, and serial entrepreneur, on how to shift mindsets to achieve the next level of success. If you are a woman in business or work with one, this episode is for you. Special announcement: Lisa has generously offered a complimentary consultation to any Breaking Money Silence® podcast listener. Subscribe to the Breaking Money Silence® podcast and mention the podcast when you sign up for a consultation here: Success Session.  Lisa Danforth is a Business Strategist, Coach, and Speaker. She helps women business owners and leaders identify and create the boundaries that build a bridge to creating true work-life integration, aka Balance & Fulfillment. In the process, her clients learn to flip the self-sabotaging stories they’re wired to tell themselves so they can create more impact and income with less overwhelm and more joy. Fo

Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves. Kate Healy is Managing Director, Generation Next, focusing on advocacy for sustainability issues facing the Registered Investment Advisors (RIA) industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide the professional development of the next generation of advisors. Follow Kate on Twitter at https://twitter.com/KateHealy_TDA and ping her if you have any questions. Special Announ

Do women still get married to pay off their debt and achieve financial stability? Tune in and find out what the research by Student Loan Planner tells us about gender and student loan debt, and how Travis Hornsby, the founder, helps professionals become more savvy about their payment options. Travis Hornsby founded Student Loan Planner after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, Student Loan Planner has consulted on over half a billion in student debt. Travis is a Chartered Financial Analyst and brings his background as a former bond trader trading billions of dollars. For more information, visit https://www.studentloanplanner.com/.   Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Are you curious about the cannabis industry? Interested in investing in the “Green Rush?” Listen to this interview with Emily Tuttle, Director of Marketing for iDry Systems and hear how the industry is rapidly changing and how complex it can be for businesses to get their banking needs met. To find out more about iDrySystems and their work in the cannabis drying industry, go to iDrySystems.com or email Emily directly at Emily@iDrySystems.com. If you enjoyed this episode, check out my interview with Jim Parker, founder of iDry Systems here. Better yet, subscribe on iTunes or your favorite podcast app and break money silence just by listening! Emily Tuttle is the Director of Marketing for iDry Systems, a firm specializing in providing the cannabis and wood industry drying equipment to speed up the production process. Emily has traveled extensively, is fluent in two languages, and loves to hike in Vermont and around the world.   Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC  

Do men build bigger businesses than women? Are they more profit-motivated or entrepreneurial? Find out when Kathleen interviews Jenneth (Jen) Fleckenstein, Co-Owner, Clear Water Filtration, Inc. and Partner, Collaborative Brewing. Two women business owners discussing the pros and cons of working in male-dominated industries. Listen in as we bust this myth wide open! Jen is a passionate small businesswoman who has great care and concern for water quality and how it impacts people and the environment. She uses her passion as Co-Owner of Clear Water Filtration, a water treatment company located in Waitsfield, VT, providing residential and commercial water treatment installation and service to Vermont and areas of NH and NY. More recently, she co-founded a Collaborative Brewing with her brother and an award-winning brewer. Special Announcement: Collaborative Brewing is opening a new tasting room in the Fall of 2019. Check out the website (https://www.vermontbrewers.com) and stop by the taproom if you come to th

Is it true that women are not good with numbers? Find out in this episode as Kathleen interviews Stacy Francis, Founder of Savvy Ladies, about this myth and how her grandmother paid a high price for not being financially literate. To honor her grandmother’s memory, Stacy founded Savvy Ladies to empower women to take control of their finances and their lives. Special Announcement: The Savvy Ladies Annual Benefit Gala will take place on Thursday, November 21st at the Princeton Club of New York. Stacy and Kathleen will be in attendance and would love you to join them. Visit http://www.savvyladies.org/gala for more information. Stacy is a nationally-recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce

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 beca

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

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 pr

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 informatio

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, tapr