Breaking Money Silence

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. 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)]  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.  Special Offer: Free e-book "So You've Made Good Money...Now What?"

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.  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) 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.  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.  

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.    

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.

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! Guest: 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.

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.  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.   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.

Sam X Renick, Founder Sammy Rabbit If couples have problems talking about money, just imagine how hard it is for them to teach their kids about money. As a parent, you may avoid money conversations because they can be an emotional or uncomfortable. If you are a teacher, you may not feel qualified to teach about money. But in today’s society of instant gratification, teaching our kids about money, money habits, and attitudes is vital if we want the next generation to have sound financial habits and a secure future. Listen to this episode as Kathleen interviews Sam about how to bust open money myths such as “I can’t save money.” and become involved in empowering the next generation to be financially savvy savers. Special Offer: FREE download of Sammy Slogans on Money, a set of 15 printable activities that introduce students in grades K through 3 to eight of Sammy’ favorite slogans. (http://sammyrabbit.com/free-resources/) Sam X Renick is the driving force behind the "It's a Habit" Company and Sammy Rabbit. They are dedicated to improving children’s financial literacy and empowering kids through development of great habits and strategic life skills. Sam has read and sung off key with over a quarter million children around the world, encouraging them to get in the habits of saving money and reading! He has won numerous honors throughout his career including the New Jersey Coalition for Financial Education's Lifetime Achievement Award! You can contact Sam at savingsammy@gmail.com Website: www.SammyRabbit.com LinkedIn: https://www.linkedin.com/in/samxrenick Twitter: @SammyRabbit1 Facebook: https://www.facebook.com/itsahabit/  

Rianka R. Dorsainvil, CFP®, Founder and President, Your Greatest Contribution (YGC) When do you, or should you, stop taking care of your family financially and does this myth affect women and wealth more than men? The idea that you should let your family deal with the consequences of their financial choices may be harder for women to handle than men. In today’s episode, Kathleen and Rianka explore this money mindset and how it negatively affects having financially responsible family members. Rianka R. Dorsainvil, CFP® is the Founder and President of Your Greatest Contribution (YGC), a virtual fee-only comprehensive financial planning firm dedicated to serving professionals in their 20’s, 30’s and 40’s. A strong advocate for young professionals, she served as 2016 National President of Financial Planning Association’s NexGen community, and currently sits on CNBC’s Financial Advisors Council. Rianka has been recognized by Investment News 2015 list of top “40 Under 40” financial services professionals, and in Wealth Management and Financial Advisor Magazine’s 2016 list of top 10 CFP holders in the country. For more information, visit Rianka’s website at www.ygcplanning.com. Twitter: @Rianka_D  and  @YGCPlanning  LinkedIn: https://www.linkedin.com/in/riankad Facebook: https://www.facebook.com/YGCPlanning/  Special Offer: Breaking Money Silence™ listeners will receive a free e-book, Five Steps to Keep More Money in Your Pocket, when you visit the Your Greatest Contribution home page and click on the DOWNLOAD NOW button.  

Rianka R. Dorsainvil, CFP®, Founder and President, Your Greatest Contribution (YGC) When do you, or should you, stop taking care of your family financially and does this myth affect women and wealth more than men? The idea that you should let your family deal with the consequences of their financial choices may be harder for women to handle than men. In today’s episode, Kathleen and Rianka explore this money mindset and how it negatively affects having financially responsible family members. Rianka R. Dorsainvil, CFP® is the Founder and President of Your Greatest Contribution (YGC), a virtual fee-only comprehensive financial planning firm dedicated to serving professionals in their 20’s, 30’s and 40’s. A strong advocate for young professionals, she served as 2016 National President of Financial Planning Association’s NexGen community, and currently sits on CNBC’s Financial Advisors Council. Rianka has been recognized by Investment News 2015 list of top “40 Under 40” financial services professionals, and in Wealth Management and Financial Advisor Magazine’s 2016 list of top 10 CFP holders in the country. For more information, visit Rianka’s website at www.ygcplanning.com. Twitter: @Rianka_D  and  @YGCPlanning  LinkedIn: https://www.linkedin.com/in/riankad Facebook: https://www.facebook.com/YGCPlanning/  Special Offer: Breaking Money Silence™ listeners will receive a free e-book, Five Steps to Keep More Money in Your Pocket, when you visit the Your Greatest Contribution home page and click on the DOWNLOAD NOW button.  

Megan McAvoy, President of Aspire to Retire Rich How many times have you heard that money is the root of all evil? Actually, the true phrase is “for the love of money is a root of all kinds of evil.” Quite a different meaning, isn’t it? Listen to Megan and Kathleen discuss how believing that money is the root of all evil affects your financial health and how you can change that mindset by shifting your understanding that there is nothing wrong with money or the possession of money. It is only when money begins to control us that the trouble starts.  Megan McAvoy inspires and impacts successful women in business to achieve personal wellbeing, business freedom, and financial security so that they may have everlasting fulfillment. She is the President of Aspire to Retire Rich and believes that there has never been a better time for women to understand their relationship to wealth. For more information visit her new site: www.aspiretoretirerich.com or e-mail her at megan@meganmcavoy.com Twitter: @Megan_McAvoy LinkedIn: https://www.linkedin.com/in/megmcavoy Special Offer for Breaking Money Silence Podcast Listeners:  Sign up for Megan’s e-mail list and receive a free, 5-Day Women's Wealth & Wellbeing Master Class.  Also check out the Aspire to Retire Rich Facebook group community at https://www.facebook.com/aspiretoretirerich/ and interact with Megan regularly.

Megan McAvoy, President of Aspire to Retire Rich How many times have you heard that money is the root of all evil? Actually, the true phrase is “for the love of money is a root of all kinds of evil.” Quite a different meaning, isn’t it? Listen to Megan and Kathleen discuss how believing that money is the root of all evil affects your financial health and how you can change that mindset by shifting your understanding that there is nothing wrong with money or the possession of money. It is only when money begins to control us that the trouble starts.  Megan McAvoy inspires and impacts successful women in business to achieve personal wellbeing, business freedom, and financial security so that they may have everlasting fulfillment. She is the President of Aspire to Retire Rich and believes that there has never been a better time for women to understand their relationship to wealth. For more information visit her new site: www.aspiretoretirerich.com or e-mail her at megan@meganmcavoy.com Twitter: @Megan_McAvoy LinkedIn: https://www.linkedin.com/in/megmcavoy Special Offer for Breaking Money Silence Podcast Listeners:  Sign up for Megan’s e-mail list and receive a free, 5-Day Women's Wealth & Wellbeing Master Class.  Also check out the Aspire to Retire Rich Facebook group community at https://www.facebook.com/aspiretoretirerich/ and interact with Megan regularly.

Kelly Pelissier, Creative Director and owner of Sage Hill Design Does talking to your parents about money make you feel like a child? As our parents age, we may find ourselves in the position of parent in many aspects. Kelly and Kathleen delve into this money myth in today’s episode. Listen and learn how to approach your parents for this difficult conversation. Key take aways include: 1. Starting the conversation with loving intent. 2. Acknowledging your parents’ difficult feelings about the topic. 3. Introducing the idea and then letting them set up a time later on to discuss the topic in more detail. 4. Know that it is a journey not a one time conversation. 5. Give your parents control over what financial information to share and when. 6. Know that breaking money silence with your aging parents allows you to learn more about your family history and more about them as people, not just parents. Kelly Pelissier - Having more than 15 years in the creative industry, Kelly decided to put the long commutes behind her and begin her own firm, Sage Hill Design in 2008. Her prior experience as both Art Director and Adjunct Design Professor have given her advantages in both corporate and educational realms. Her irrational fear of boredom and sense of global responsibility have led her to start a small organic farm with her husband.  Kelly has worked with KBK Wealth Connection since its inception and continues to be an important part of the team. Special Offer: For Breaking Money Silence(TM) podcast listeners:  Complimentary 30 minute consultation with Kelly to discuss your branding and creative needs. Just mention that you hear about Sage Hill Design from this broadcast. For more information: Website:  http://www.sagehilldesign.net  LinkedIn: https://www.linkedin.com/in/kelly-pelissier-049b336  Facebook: https://www.facebook.com/pages/Sage-Hill-Design 

Kelly Pelissier, Creative Director and owner of Sage Hill Design Does talking to your parents about money make you feel like a child? As our parents age, we may find ourselves in the position of parent in many aspects. Kelly and Kathleen delve into this money myth in today’s episode. Listen and learn how to approach your parents for this difficult conversation. Key take aways include: 1. Starting the conversation with loving intent. 2. Acknowledging your parents’ difficult feelings about the topic. 3. Introducing the idea and then letting them set up a time later on to discuss the topic in more detail. 4. Know that it is a journey not a one time conversation. 5. Give your parents control over what financial information to share and when. 6. Know that breaking money silence with your aging parents allows you to learn more about your family history and more about them as people, not just parents. Kelly Pelissier - Having more than 15 years in the creative industry, Kelly decided to put the long commutes behind her and begin her own firm, Sage Hill Design in 2008. Her prior experience as both Art Director and Adjunct Design Professor have given her advantages in both corporate and educational realms. Her irrational fear of boredom and sense of global responsibility have led her to start a small organic farm with her husband.  Kelly has worked with KBK Wealth Connection since its inception and continues to be an important part of the team. Special Offer: For Breaking Money Silence(TM) podcast listeners:  Complimentary 30 minute consultation with Kelly to discuss your branding and creative needs. Just mention that you hear about Sage Hill Design from this broadcast. For more information: Website:  http://www.sagehilldesign.net  LinkedIn: https://www.linkedin.com/in/kelly-pelissier-049b336  Facebook: https://www.facebook.com/pages/Sage-Hill-Design 

Nancy Nelson, CFP®, Owner Beyond Enough Do you ever think that once you have enough money, you will have more time, energy, and no more problems? It’s not that simple! The myth, with enough money - life will be perfect, can be a great motivator but may lead to a letdown if you don’t have a clear idea about how retirement will look for you. Listen to Kathleen and Nancy talk about how resources are limited and we still have to make choices. Retirement takes work! Nancy C. Nelson, CFP®, is the owner of Beyond Enough, a firm that helps boomers transition to a fulfilling retirement. Previously, Nancy was a fee-only planner for more than 30 years. In 2012, she sold her practice and started her encore career where she mentors fellow retirees, and their advisors, on how to ease the transition from meaningful work to a meaningful retirement. She shares her insights by speaking to professional groups and working one-on-one with clients. You can find more information at her website: www.beyondenough.org . Twitter: @BeyondEnough Facebook: https://www.facebook.com/beyondenough.org/ LinkedIn:https://www.linkedin.com/in/nancy-c-nelson-cfp  

Elaine King Family Business Advisor™ and a Certified Financial Planner®  Should family finances handled or controlled by only one person in the family? Elaine and Kathleen delve into this myth and examine how getting the entire family involved in financial discussions and decisions can actually strengthen the family. It also will prepare and educate kids to be able to make responsible financial decisions as they leave home and start their own careers. Their advice is to not give up, it may not always be easy but it can be very rewarding. Special Offers: Elaine offers Breaking Money Silence™ podcast listeners a free download of Chapter One of her book, Family & Money Matters. Visit her web site Family and Money Matters here to download the chapter. She is also offering 40% off a financial plan to our listeners through December 31, 2016. When you schedule a consultation with Elaine here, please add KBK to the Comments. Elaine King is a Family Business Advisor™ and a Certified Financial Planner™. Elaine is considered an expert in international family financial planning and ambassador for the CFP Board of Standards. Founder and president of Family and Money Matters™ whose mission is to empower the family’s human and financial capital to achieve financial well-being together. Elaine is the author of the international bestselling book “La Familia y El Dinero Hecho Facil” winner of Best Latino Award (Penguin Random House 2013). She also wrote the first book in Latin America to teach children about the value of planning; “Saltarin y las cuatro palabras clave para una familia unida” (Santillana 2014). Twitter: elainekingfp LinkedIn: Elaine King, MBA, CFP® Facebook: Elaine King FP YouTube: Elaine King Fuentes