Does money buy happiness? Research says no, but still this myth prevails. Listen in to Kathleen’s conversation with Lisa about how money mindsets impact your perception of wealth and how changing your mindset can increase financial health.
Lisa Shermerhorn received her B.A. in Management from Simmons College. She is certified in NLP, a Certified Hypnotherapist, Clarity Coach and a professional speaker. Lisa founded Indigo Wellness Center in Duxbury, MA, and has spoken for the Depression and Bipolar Alliance at McLean Hospital, Peoples Bank, Plymouth State University, Dental Group of NH, Women Inspiring Women, NH Charitable Foundation and NH Council on Aging. She lives in Vermont and currently is the VP Business Development of a virtual reality health and wellness company Meditainment VR™. You can contact her at email@example.com.
Clint Bierman, Owner, LionTone Studio and Founding member of The Grift
The Grift is a Vermont band with a cult-like following. As a fan, I wanted to know what made the band so successful and how Clint, one of the front men of the band, seemed to bust through the money myth that musicians make no money. I invited him for a candid conversation about money, music, and his dedication to teaching the next generation of musicians the art of songwriting.
SPECIAL ANNOUNCEMENTS: American Idiot - May 2-4, 2019, at Middlebury College
Bio: Clint Bierman is a bandleader, studio engineer, songwriter, producer, and composer out of LionTone studios in Middlebury, VT. He has produced dozens of full-length albums, released nine original albums with his band The Grift, played guitar for the NBC show, Smash, and co-wrote the song “I'm on My Way” featured on the Shrek 2 soundtrack. Clint also runs a bi-annual Rock Camp for kids called Rock-It Science.
A financial advisor can save you time and help you remain disciplined about reaching your financial goals. But are they an expert at giving advice? And should you always follow their recommendations? Listen in as Kathleen and Moira discuss the human side of finance and how advisors may need a little more training to become proficient in advice giving.
Dr. Moira Somers is a clinical neuropsychologist, executive coach, author, and owner of Money Mind and Meaning. Her work focuses on helping people make lasting behavior change, particularly in the domain of money. Areas of interest include the psychological factors at play during major life transitions, the reasons why good clients may fail to follow good advice, and the particular challenges faced by women in leadership roles. For more information, visit http://moneymindandmeaning.com
Disclosure: Please note that the links above may be 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.
Do female breadwinners and their partners have unhappy marriages? As the number of women who primarily earn the money for the family rises, more people are wondering what toll this takes on the family. Listen in as Kathleen interviews Melanie and Risha about this belief and find out if it is fact or fiction.
Melanie Mendiola, a Guam native, was practically born into the local food scene. Her grandfather opened one of Guam’s oldest restaurants – Kinney’s Café – in 1947, which survived into this decade. She currently is the CEO/Administrator of the Guam Economic Development Authority, works at Farm to Table Guam as the project Director and is a doctoral student at Kansas State University.
Risha Aguon is a Licensed Profession Counselor, currently operating her own private practice where she sees individuals and couples, with a subspecialty in financial stress in marriage.
To access their research paper, “Does She Think It Matters Who Earns More?” click here.
Show Note: From 1974-1976, Kathleen lived on Guam with her family. Her father, a Captain in the Navy, oversaw the Seabees, Civil Engineering Corp, in the Pacific Ocean. She has many fond memories of Guam as a 9- and 10-year-old kid and encourages you to check it out some day.
Gwen Pokalo, Director, Center for Women & Enterprise
In honor of Women’s History Month, Gwen and Kathleen discuss stereotypes surrounding female entrepreneurs and how these fallacies negatively impact access to funding and gender parity. Listen in and learn tips for busting this myth wide open and how and why you should take women business owners seriously.
Check out cweonline.org and sba.gov for more information and support in starting and growing a business.
Gwen is the Director of the Center for Women & Enterprise Vermont, an economic development nonprofit that helps people start and grow their businesses. She got started as an entrepreneur when she developed one of the first student-run retail incubators in the country featuring products from emerging Vermont entrepreneurs. Gwen holds a Master’s in Applied Economics and Community Development from the University of Vermont and teaches at the college level. She serves on the boards of LaunchVT, the Vermont Community Loan Fund, and the Women’s Business Owners Network.
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!
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.
Ashley Paré, Founder and CEO of Own Your Worth LLC http://ownyourworth.com/
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.
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.
Bio: 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
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.