Decision Dialogues-logo

Decision Dialogues

Business & Economics Podcasts

Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own. You have the power to write your own story. Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.

Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own. You have the power to write your own story. Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.

Location:

United States

Description:

Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own. You have the power to write your own story. Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.

Language:

English


Episodes

Ferociously Independent-Minded

3/8/2021
On episode 6 of Decision Dialogues, Mark Willoughby speaks to Karen Keatley. Karen talks about her experiences in the asset management world, and how she found that Wall Street was both male-dominated and outwardly hostile to women trying to establish a career. Karen eventually transitioned to starting her own firm. Her decisions led to outstanding growth and her firm's eventual merger with Modera in 2019. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.

Duration:00:29:05

Maxing Out Savings Decisions

2/22/2021
On episode 5 of Decision Dialogues, Mark Willoughby and Jennifer Faherty talk to Gary Zimmerman, who founded MaxMyInterest.com, an intelligent cash management solution. They discuss Gary's decision to leave his career as an investment advisor to found Max My Interest—from noticing the problem, to “de-risking” his business plan, figuring out the technological and security challenges, and the support he had from his wife. Get the full show notes and more resources at...

Duration:00:33:45

The Importance of Flexibility

2/8/2021
For episode 4 of Decision Dialogues, Mark Willoughby and Laurie Kane Burkhardt speak with Tracey Spruce, founding member of Spruce Law, LLC. Tracey’s decision to start her own law practice, in the midst of her second pregnancy, was a rousing success thanks to a great deal of flexibility. Tracey has stuck to that philosophy ever since, and says she has “no regrets” about any of the decisions she’s made with that in mind. Get the full show notes and more resources at...

Duration:00:35:24

Agile Adaptation

1/26/2021
On episode 3 of Decision Dialogues, Brian Shoemaker, Founder and Principal Consultant at ShoeBar Associates, talks with Mark Willoughby and Laurie Kane Burkhart about feeling unfulfilled and yearning for more, which drove him to start his own consultancy. Brian discusses the decisions he faced, the importance of having a supportive partner and the role of Agile Methodology in his work and decision making. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.

Duration:00:34:59

Keeping Ahead of Changing Trends

1/11/2021
On episode 2 of Decision Dialogues, Mark Willoughby and Jennifer Faherty of Modera are joined by Chieh Huang, Co-Founder and CEO of online bulk grocery supplier Boxed.com. Chieh talks about how dissatisfaction with his life as he saw it unfolding at a big law firm, coupled with an enterpreneurial spirit and his group of “a bunch of tech geeks,” led him to start looking at the cutting edge of retail trends in the modern world. Get the full show notes and more resources at...

Duration:00:33:17

Hard Work and Personal Responsibility

1/11/2021
On the inaugural episode of Decision Dialogues, Mark Willoughby and Jennifer Faherty of Modera are joined by Monique de Maio, CEO of ondemand CMO. Monique talks about her family's “immigrant-itis” and its effect on the decisions she made as she started to mold her career path from a young age, and then the inflection point she faced in corporate America which led to her decision to start her own full service marketing firm. Get the full show notes and more resources at...

Duration:00:36:01

Decision Dialogues Trailer

11/12/2020
Coming soon, Decision Dialogues brought to you by Modera Wealth Management.

Duration:00:00:53