Money Tales

In this episode of Money Tales, our guest is Thomasina Williams. From watching the Voting Rights Act debated on TV as a five-year-old in the segregated South, to becoming the first Black girl to integrate her school, Thomasina Williams’ life has been shaped by powerful lessons about courage, opportunity, and money. In this episode, Thomasina shares how financial choices can be deeply connected to love, sacrifice and legacy. Thomasina Willliams serves as a strategic thought partner, coach and consultant to financially successful families. She helps her clients do what their wealth alone cannot do: have difficult conversations, manage relationship tensions and navigate generational transitions. As the first in-house “Family Dynamics Consultant” at one of the nation’s largest private banks, Thomasina guided ultra-high net worth families through the emotional undercurrents of generational transitions. One client described her as their “high beams lighting the pathway” through unfamiliar and uncomfortable territory. Thomasina’s work at the bank also included training wealth advisors to better understand family systems, so they could be even more valuable resources for their ultra-high net worth clients navigating family challenges. Thomasina is a third-generation member of a family that lost its wealth during her parents’ generation. Learning about the shirtsleeves-to-shirtsleeves-in-three-generations proverb ignited her personal passion to course-correct for her own family and her professional mission to help other families avoid that fate. Thomasina is the founder of Sankofa Legacy Advisors and convener of The FEW: Family Enterprise Women™, an emergent community for women in business-owning families. Prior to her work with families, Thomasina was a nationally recognized philanthropy strategist at one of the largest private foundations in the country. Her first career was as an award-winning attorney. During the time that one of her younger brothers was a member of her law firm, Thomasina gained personal experience with the complexities of working with family. That lived experience continues today in her role as the manager of her family’s small real estate development company. Thomasina serves on the boards of the Purposeful Planning Institute, a community of multi-disciplinary professionals who work with financially successful families, and SIY Global, whose pioneering emotional intelligence trainings originated inside of Google.

Behind every family is a money story. The way we learn about it, talk about it and pass it down shapes both our family wealth identity and our relationships. In this episode of Money Tales, our guest is Josh Gentine, a third-generation member of the family behind Sargento Foods and an advisor to enterprising families. Josh is a family business advisor, helping multi-generational families and their leaders navigate the complexities of family enterprise ownership. Josh is accredited as both a Hogan and Gallup Strengths coach. His background as an investor, advisor, corporate director, and third-generation family business owner gives him a range of perspectives to draw from when advising clients. Josh focuses his time on helping family owners transition ownership and leadership from one generation to the next, coaching family members and senior leaders, building boards of directors, and supporting operating strategies across family organizations. Josh sits on the board of directors at his family’s company, Sargento Foods Inc., as well as a $700 million ESOP auto dealership group. Josh runs family executive round table groups for middle-market and large-cap family run companies, and he is currently a part-time instructor with the UNC Kenan-Flagler Business School Family Enterprise Center. Prior to starting Bench, Josh served as a Manager at Deloitte Consulting, where he focused on mergers & acquisitions as well as supporting the design of Deloitte Consulting’s global talent operations. Josh earned his undergraduate degree in Finance from the University of Notre Dame and his MBA from the University of North Carolina, Chapel Hill. Josh returned to Notre Dame following his MBA to study philosophy and theology in the seminary with the intent of becoming a Catholic priest. Josh and his wife, Meredith, have two young children, Henry and Juliette, and live in Charlottesville, VA.

In this episode of Money Tales, our guest is Anne Bauer. Anne once believed she was “bad with money” because she struggled with math. Now, as the CEO of her family business, she proves just how sharp she is with both money and numbers. For her, money is energy. Anne Bauer is a Family Business Coach, the President & CEO of Racket Merchandise Company, her family’s 6th-generation business, and the host of the Legacy: Navigating Family Business Podcast. Anne is also the editor-in-chief of Legacy Magazine. With an educational background in psychology, coaching, and energy work, coupled with over 25 years of firsthand experience in not just one, but three multi-generational family businesses, Anne brings a deep understanding of the unique challenges family businesses face. She works alongside her husband, parents, and two siblings, making her perspective both personal and professional. In 2020, Anne founded Legacy to offer holistic support for family businesses navigating generational transitions. She helps her clients through these changes in a way that is truly unique and invaluable to multi-generational businesses worldwide. Her approach is grounded in the three Legacy Family Business Pillars -- Clear Communication, Healthy Boundaries, and Energetic Awareness -- ensuring businesses thrive while preserving their legacies for future generations. Learn more at www.thelegacyevolution.com.

In this episode of Money Tales, our guest is Serene Lewis Lyles. What if retiring early isn't just about having enough money, but about designing a life where time becomes your most valuable asset? Serene, a former Meta executive, shares how she planned her exit from a billion-dollar ad business to retire at age 52 and move to Portugal. Serene Lewis Lyles is a designer. Over her nearly 30-year career, she designed digital products and marketing experiences for some of the world’s leading brands and organizations. Today, as founder of Ready to Retire Coaching, she helps people design their ideal retirement, with a focus on purpose, finances, and community. After graduating from Northwestern University with a BS in Journalism, Serene started her career doing public relations for some of the world’s leading brands, including Nike, Procter & Gamble, and eBay. During this time, she helped launch Luna Bars, NikeTown SF and TiVo digital recording, which is the foundation for streaming programming. Serene’s career has spanned products and services around the world. While living in England, she led communications for standardized education products for the University of Cambridge. After returning to the Bay Area, she drove 60% of client engagement as marketing lead for a biotech company. And, after taking a senior director role at Epsilon (now a part of Publicis Groupe), Serene grew their small content strategy service into a core offering that generated millions of dollars annually. In 2019, Serene joined Facebook (now Meta). As a senior director, she led the 100-person content design team behind Facebook and Instagram’s $1billion ads business. At Meta, she was also a leader of the employee resource group Black@ Design and founder of the Black@ Content Design Leads group. After retiring from Meta, Serene founded Ready to Retire coaching. When not coaching, Serene can be found on a vineyard in Portugal, where she moved in 2024 with her husband and their Rhodesian Ridgeback. Serene’s retirement plans include learning Portuguese, long lunches with friends and making leather goods for pets and people.

In this episode of Money Tales, our guest is Annelise Bauer. What if a rubber band ball that sold for 25 cents could hold more meaning than any other quarter you've ever seen? Annelise shares how her family of origin’s creative approach to frugality and giving shaped her journey from lawyer to nonprofit CEO. Annelise Bauer is the CEO of SHE-CAN, which stands for Supporting Her Education Changes A Nation - a non profit organization that supports young women from post-conflict countries in accessing U.S. college education, mentorship, and leadership training so they can return home to transform their communities. A passionate advocate for education and women’s leadership, Annelise practiced law for 21 years—18 of those at the Myers-Briggs Company—before moving into nonprofit leadership and education governance. She is the Founder and former Executive Director of Children for Change, where she led the organization for 10 years and now serves on its board. She also serves on the boards of The Bay School and Women for Womenin Sierra Leone, is a member of the Leadership Council atRise Up, and is a member of and co-chair of the Community Committee of the International Women’s Forum. Additionally, Annelise served as an elected member of the Ross Valley School Board for 10 years, shaping educational policy and championing public education in her community. Born on the Navajo Reservation in Gallup, New Mexico, Annelise grew up with a deep sense of service before earning degrees in sociology and education from Princeton University and a law degree from Boston University. Her career—spanning law, education, and nonprofits—reflects her unwavering belief that when young people and women are given the right tools and support, they can change the world.

In this episode of Money Tales, our guest is Lisa Merlo-Booth. Lisa grew up in a patriarchal household where money was power and control. In this conversation, she shares how that experience shaped her early beliefs—and what it took to build financial equality and true partnership in her own life. Lisa isn’t your typical relationship coach. With over 20 years of experience as a relationship coach and trained therapist, she cuts through the fluff and gets straight to the heart of the matter. Lisa tackles complex issues head-on with clarity, humor and a no-nonsense approach that drives real, lasting change. Her mission is to help individuals, couples, teams and organizations create radically new relationships and cultures that don’t just survive—they thrive. The old relationship rules are broken, and Lisa is here to rewrite them. Through her Radically New Relationships™ Paradigm, she challenges outdated norms and replaces them with a bold, transformative framework. Her approach ensures relationships are deeply supportive, powerfully connected and built to last.

In this episode of Money Tales, our guest is Tanaha Hairston. Tahana always had a curiosity about money. But when life threw her an unexpected curve, she found herself at a financial crossroads. A former computer engineer who had stepped away from her tech career to raise three children, Tahana realized she needed to take control of her financial future. So, she made a bold move to enroll in graduate school and study finance. That decision opened a surprising door; 100 investors, all men, urged Tahana to run their investor network. What began as a personal hedge turned into a powerful mission. Tanaha Hairston supports investors in building portfolios that reflect their values, deliver passive income, and drive measurable impact. As the founder of IIC Capital, she curates and shares private investment deals across real estate, sustainable ventures and tax-optimized private offerings that deliver both returns and purpose. She also leads RISE, a nonprofit organization that educates private investors—especially women—across all asset classes. RISE empowers its members with community, education, and access to vetted opportunities that build both profit and purpose. A published author (Changing the Game of Venture Capital – The Journal of Private Equity), MBA focused on Finance graduate from Thunderbird School of Global Management and a Bachelor of Science in Computer Science and Engineering. Tanaha brings decades of experience as an entrepreneur, impact investor, and impact strategist. She’s also a successful founder who built and exited a company before shifting her focus to building legacy through capital.

In this episode of Money Tales, our guest is John Dinsmore, PhD. Fear of failure can be a powerful motivator. John never intended to become a marketing expert. During college and beyond John was in a rock band called "Fried Moose." He tells us that, at the time, he was so afraid of letting his bandmates and family members down as he pursued a career in music that he threw himself into band promotion and merchandising. That fear-driven hustle accidentally built the exact skills that would later land John his first marketing job and eventually make him a professor who is focused on financial decision-making. John Dinsmore is a Professor of Marketing at Wright State University in Dayton, Ohio and author of The Marketing of Debt: How They Get You. He is regularly featured in publications such as Forbes, CIO, CBS Marketwatch and US News & World Report for his market commentary and is a frequent conference speaker at organizations such as the American Marketing Association and the Association for Consumer Research. At Wright State, Professor Dinsmore teaches a variety of courses including Digital Marketing, Strategy and Creativity & Problem-Solving, garnering multiple teaching awards. He has provided executive training services to the United States Air Force and Speedway Corporation. His academic research primarily focuses on financial decision-making, methods of payment, and mobile applications, having been published in academic journals including Psychology & Marketing, Journal of Business Research and International Journal of Research in Marketing. He also recently wrote a chapter for the Handbook of Experimental Finance. Dinsmore has published business cases designated at “Best Sellers” by Harvard Publishing focusing on strategy and analytics. These cases are taught in MBA programs across North America, Europe, Asia, and South America at institutions such as University of Chicago, Peking University, and King’s College. This Fall, he will be a featured speaker at TEDx-Dayton to discuss his research on financial decision-making. Prior to earning his PhD, John Dinsmore worked in the marketing industry for 14 years in various roles. Dinsmore holds a BA in Political Science from James Madison University, an MBA in Marketing & Finance from University of Georgia, and a PhD in Marketing from University of Cincinnati. He lives in Dayton, Ohio with his wife, two sons, and a gigantic bulldog named Creed.

In this episode of Money Tales, our guest is Leisa Peterson. What happens when financial chaos becomes your childhood normal—when repossessed cars and lost homes are a typical week, and your grandmother is the only thing standing between your family and complete collapse? For Leisa, this wasn't a cautionary tale but the foundation of her life's work. Instead of letting scarcity define her, she became obsessed with understanding it. What makes some people live in fear of never having enough, while others thrive with less? Leisa shares her journey from financial survival to soulful abundance, and how she's now helping others rewrite their money stories, one mindset shift at a time. Leisa Peterson is an author, financial educator, and money coach who helps entrepreneurs revolutionize their relationship with money. Author of “The Money Catalyst” and “The Mindful Millionaire,” Leisa was recognized by Forbes as one of the pioneering “10 Women Driving Growth in Wealth Management and Investing.”

In this episode of Money Tales, our guest is Filipa Lancastre, PhD. Filipa is someone who has never been afraid to do things differently. While most young adults in Portugal stay under their parents' roof until their 30s, Filipa took a different route. As a rising McKinsey consultant, she bought her own place, got her parents to guarantee the loan, and walked away five years later with a 50% return. But that was just the beginning. Filipa is an Assistant Professor (adjunct) of Strategy at Universidade Católica Portuguesa. She holds her PhD in Management from NOVA SBE. Filipa was a senior researcher and faculty at Nova SBE and Universidade Europeia. Prior to her academic activities, Filipa worked in telecom, serving as advisor to the board at ZON and leading the customer relationship management department at TV Cabo. She was also a strategy consultant at McKinsey & Company. Filipa is an Industrial Engineer from Instituto Superior Técnico (Universidade de Lisboa) and holds an MBA from INSEAD.

In this episode of Money Tales, our guest is Gregory Roll. What happens when parents tell their two children they can afford to send only one of them to college—so they aren’t going to send either? Greg shares how this pivotal family moment became a guiding lesson for his future money conversations and decisions, especially within his own family. This milestone 250th episode of Money Tales is all about fairness and family dynamics. Greg is, above all else, curious. An optimistic agent of change, he is a champion of the principle “Show, don’t tell,” and a firm believer in the power of creativity and clarity to drive transformation. Whether summiting mountains or navigating complex business terrain, Greg approaches challenges with a spirit of exploration—always seeking new paths to insight and innovation. A passionate brand strategist, Greg believes that in today’s crowded and often commoditized investment and wealth management landscape, differentiation is not a luxury—it’s a necessity. As the needs of high-net-worth individuals and families grow in sophistication and complexity, so too must the strategies that serve them. Greg is dedicated to helping entrepreneurs, founders, and business leaders define and execute brand and growth strategies that set them apart and support purposeful, sustained growth. Greg’s career has been devoted to crafting growth strategies for many of the nation’s most prestigious multi-family offices and leading RIA firms. He brings deep experience working with multi-generational families, focusing on the complex dynamics at the intersection of family, enterprise and wealth. His work often involves direct engagement with high-net-worth families to understand the key factors influencing their decisions around wealth management, investment strategy and family office services. He has developed particular expertise in data aggregation and consolidated wealth reporting and keeps a close eye on emerging technologies and platforms reshaping the industry. As a management consultant, Greg has partnered closely with a wide range of trusted advisors, including estate attorneys, CPAs, philanthropic strategists and family governance consultants. Greg is a frequent presenter at industry events hosted by Family Office Exchange, Family Wealth Alliance, and Worthy Circles. He also plays a behind-the-scenes role in shaping thought leadership initiatives for MFO and RIA firms launching their own events for families and advisors. He serves as an Advisory Board Member to StoryKeep and Tapestry, two specialized providers supporting high-net-worth families and is a longtime judge for the Annual Family Wealth Report Awards.

In this episode of Money Tales, our guest is Nancy Davis. At age 8, Nancy watched her mother make what she instinctively knew was a terrible financial decision—buying an excessive number of Persian carpets from a traveling merchant parked in a semi-truck on the side of the road. While most kids would have stayed quiet, Nancy spoke up. She not only convinced her mother that the purchase was reckless, but she also successfully negotiated a return of the carpets her family couldn't afford and didn't have room for. That early lesson in financial prudence shaped much of what followed, from Nancy’s decade at Goldman Sachs to founding her own investment firm, Quadratic Capital, in 2013. Nancy Davis founded Quadratic Capital in 2013. Nancy is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL) and The Quadratic Deflation ETF (NYSE Ticker: BNDD). Prior to founding Quadratic, Nancy spent nearly a decade at Goldman Sachs primarily with the proprietary trading group (Goldman Sachs Principal Strategies) where she rose to become the Head of Credit, Derivatives and OTC Trading and headed the team for about 5 years for the prop desk. She also served as a portfolio manager at JP Morgan’s hedge fund and in a senior executive role at AllianceBernstein. Nancy has been the recipient of numerous industry recognitions. Barron’s named her to their inaugural list of the "100 Most Influential Women in U.S. Finance." Institutional Investor called her a "Rising Star of Hedge Funds." The Hedge Fund Journal tapped her as one of "Tomorrow's Titans." Nancy has been profiled by Forbes, and interviewed by The Economist, The Wall Street Journal, and The Financial Times. Nancy is a frequent guest on financial television including CNBC, Bloomberg, and Fox Business. She is a sought-after speaker for industry events.

This episode of Money Tales is about the balancing act between time and money. Our guest, Lauren DiCerbo, watched her mom pause a career to raise kids—then start over as a temp to rebuild it. That experience shaped Lauren’s approach when she faced the same fork in the road as a new mom during the pandemic. Instead of choosing between work and parenting, she built a consulting business that values flexibility over income. Lauren DiCerbo is the founder of Magenta Mountain, a consulting practice focused on fractional investor relations for fund managers and strategic operations for founders. She brings a thoughtful and pragmatic lens to her work, shaped by a career spanning alternative investments, institutional asset management, and early-stage fund operations. Lauren began her career in finance at a fund of funds investing in hedge funds and private equity, giving her foundational exposure to a wide range of managers, strategies, and investor expectations. Most recently, she served as Head of Investor Relations at a quantitative global equities fund, where she was a strategic partner to clients including family offices, foundations, pensions, and other institutional investors. She works with emerging and established managers across private equity, venture capital, and hedge funds—bringing a cross-functional perspective to investor relations and fund infrastructure. Earlier in her career, Lauren held client service and human resources roles at global firms, deepening her understanding of how organizations scale and operate effectively. Motivated by the challenge of building clarity, efficiency, and long-term relationships, she enjoys partnering with funds and founders to drive operational and strategic decision-making that enables growth. Lauren holds a BS in Human and Organizational Development from Vanderbilt University and currently serves as Co-Chair of 100 Women in Finance, Northern California—where she leads programming and community-building for women in the financial sector. Lauren lives in the Bay Area and enjoys hiking in the redwoods with her family.

In this episode of Money Tales, our guest is Brenda Campbell. Imagine receiving a hysterical phone call from your college-bound daughter: five small purchases under $5 each have just triggered $195 in overdraft fees—$39 per transaction for what seemed like innocent mistakes. For Brenda, this became an opportunity to calmly help her daughter learn an invaluable financial lesson. Brenda takes us from her childhood in a family of seven where mac and cheese was stretched into soup to feed everyone, through her journey as the first in her family to attend college, to becoming Wisconsin's leading advocate for teen financial literacy. Her story reveals how well-timed money conversations paired with financial literacy can transform someone's entire financial future. Brenda Campbell is the President and CEO of SecureFutures, a nonprofit she has led since its inception in 2006. Under her leadership, the organization has grown into a leading force for teen financial empowerment, impacting more than 126,000 teens and young adults through innovative programs and community partnerships. Brenda drives SecureFutures' strategic vision while overseeing daily operations, program development, board engagement, and fundraising. She also serves as the organization’s spokesperson, sharing her insights widely as a writer and speaker. With a professional background spanning financial education, workforce development, and child welfare, Brenda brings decades of experience in program design, management, and evaluation. She was appointed to the Governor’s Council on Financial Literacy and Capability in 2021 and currently serves as Chairperson. A passionate advocate for women in leadership, she also serves on the boards of Milwaukee Women Inc. and TEMPO Milwaukee. Brenda was named a Milwaukee Business Journal Woman of Influence in 2010 and received the Governor’s Financial Literacy Award in 2017.

What do flying Navy helicopters in the Philippines, founding an investment company and steering unmanned ocean drones have in common? They're all part of one woman's incredible journey. Today's guest, Julie Cane, takes us on a remarkable journey from Navy pilot to entrepreneur to startup mission manager. She reveals how the absence of money talk in her childhood led to some of her most powerful financial discoveries as an adult. Julie Cane is an impact-driven defender of democracy, in both financial markets and on the high seas. Her adventurous career began as a US Navy helicopter pilot conducting combat search and rescue training exercises and torpedo recovery in the Philippines and Coronado. After serving, Julie spent 20 years in financial services developing market leading innovations at Wells Fargo, Charles Schwab, SEI Investments and Autodesk Ventures. Five years ago, Julie became the CEO and co-founder of Democracy Investments, a registered investment advisory firm focused on promoting democracy in international markets. The firm serves as the advisor to the Democracy International Fund, an ETF listed on the New York Stock Exchange (ticker DMCY). She has presented the firm's democracy weighted international (ex-US) strategy on Bloomberg, The Economist Magazine’s Summit and at the 7th Annual Copenhagen Democracy Summit, alongside pro-democracy politicians and diplomats focused on the global fight for freedom. This year, Julie took on an additional role of Mission Manager at Saildrone, a Bay Area startup that designs and deploys autonomous surface vehicles to be the eyes and ears for maritime safety and freedom on oceans around the world. She grew up sailing, racing both dinghies and large yachts and has enjoyed bringing this expertise along with her Naval Operations background to the day-to-day mission management of Saildrones for domestic and international customers. For the last 10 years, Julie has been Chairman and served on the Board of Swords to Plowshares, a nonprofit helping 3,000 military veterans in the San Francisco Bay Area. She holds a BA from the University of Virginia and an MBA from the Anderson School of UCLA. In her spare time, she enjoys mountain biking, trail running and protecting the future of democracy.

In this episode of Money Tales, our guest is Mike Shannon. Picture this: On a Friday night, you're 22 years old, standing in front of 8 million viewers on Shark Tank, shaking hands with Mark Cuban after closing a deal for your startup. The next morning? You're back in the Chicago Bulls locker room, folding towels and doing laundry like nothing happened. This is the extraordinary double life that our guest Mike Shannon lived while building his first company. By day, he was pitching investors and building a start-up. By night, he was mopping floors during Bulls games and running errands for NBA superstars. It's a story that perfectly captures the wild contradictions of entrepreneurship—where dreams and reality collide in the most unexpected ways. Mike Shannon is the CEO and co-founder of Impruve, an AI-native operating system built for financial advisors. Before launching Impruve, he co-founded Packback, an AIpowered education platform used by millions of students and recognized by TIME as a Top EdTech Company and by Fast Company as one of the 10 Most Innovative Companies. Over 12 years, he scaled the business from scrappy startup to $20M ARR and a $50M+ acquisition. Earlier in his career, Mike appeared on Shark Tank and secured a deal with Mark Cuban. His entrepreneurial journey began—uniquely—while living a double life as an NBA ball boy and evolved through years navigating the highs and lows of startup life. Those stories are captured in his upcoming book, Sweaty Equity: A Ball Boy, a Billionaire, and the Bonkers Startup Tale You’ve Never Heard. Mike holds a B.S. in Finance from Illinois State University and sits on the board of directors for Future Founders, a nonprofit supporting thousands of aspiring young entrepreneurs nationwide. He lives in Chicago with his wife and two young boys.

In this episode of Money Tales, our guest is Dana Garnett. What happens when a privileged life built on international corporate success suddenly implodes? Dana discovered the high cost of poor communication during conflict when she and her ex-husband burned through $270,000 in legal fees to get through their divorce. That was equivalent to the money they had saved for their daughters' college educations. But Dana's story doesn't end there. As a former Coca-Cola executive turned mediator, she transformed her painful divorce experience into a mission to help others navigate life's most challenging conversations with greater ease. Her story reveals powerful insights about how we can preserve not just our financial wealth, but our health and our relationships during times of crisis. Dana Garnett, Mediator & Conflict Resolution Strategist, helps you resolve conflict preventing you from successfully living and running your personal or professional life – like clashes over business strategy or operating values, C-suite or team confrontations, succession rivalries, generational and family fallouts, divorce, and disputes over trusts and estates. Anything where conflict poses a risk to your professional or personal well-being. From years of experience as a Mediator for the State of Texas for civil and family cases, Dana has developed and refined a unique conflict resolution coaching process outside of mediation where you get to the heart of and clear complex conflict fast with lasting change, without needing everyone around the table. It takes two or more to tangle, but it only takes you to achieve real resolution so you can focus freely on matters most in your life. Founder of The Mindful Strategy, Dana merges CPA Big 8 Accounting and her international career with The Coca-Cola Company with vast global life lessons from working and living for 22 years across diverse cultures on six continents – including seven years in Bangkok, Thailand where she learned mindfulness directly from Eastern philosophical teachings. First-hand experience as a party to litigation that resulted in personal and financial loss prompted Dana’s deep dive into relationship dynamics and her passion for helping you avoid the pitfalls of unnecessary conflict. Dana is a national speaker, certified trainer, and holds a Master of Arts in Dispute Resolution and Graduate Certificate in Executive Coaching from Southern Methodist University, and a Master of Science in Accountancy and a Bachelor of Music in Voice Performance from the University of North Texas. She sits on the Board of Fulfilling the Vision, a nonprofit that supports the arts in Dallas, Texas and beyond through books and media that publicizes Dallas artists who are successful around the world.

In this episode of Money Tales, our guest is Jamie Yuenger. At 17, Jamie explicitly told her mother not to buy her a car because the family couldn't afford it—yet came home to find one in the garage anyway. When she pressed about insurance, her mother assured her it was covered, but after the car was totaled in an accident, Jamie discovered the insurance had been canceled. Next, Jamie was told she'd have to stay home from school to pay back the damages. In that pivotal moment, just two months before starting college, Jamie made a defining choice: despite her fear of confronting her mother, her fear of not escaping the cycle of financial chaos was greater. As the first person in her family to attend college, she refused to let her mother's financial decisions derail her future, demonstrating how breaking free from inherited patterns sometimes requires the courage to choose your own path. Jamie Yuenger is the founder and CEO of StoryKeep, the premier legacy media company serving ultra-high-net-worth families globally. With a background in folklore and a deep passion for human stories, Jamie leads a creative team that produces bespoke films and private podcasts to preserve family history, values, and legacy. Her work is rooted in the belief that storytelling is a powerful bridge across generations, fostering connection, belonging, and meaning. Jamie speaks internationally on the role of narrative in wealth transfer and family resilience. She and her partner, Piet Hurkmans, run StoryKeep together and live with their daughter in the Netherlands. Prior to launching the company, Jamie worked in public media and studied Scandinavian culture and oral tradition. She’s known for her grounded style, her curiosity, and her ability to help families reflect on who they are, where they come from, and what truly matters.

In this episode of Money Tales, our guest is Margaret Katz Cann. Most of us carry our family systems into adulthood without even realizing it, from how we parent, to how we think about success, to how we handle money. But what happens when those inherited patterns stop working - when life hands us something so unexpected, we’re forced to question it? Margaret calls it the 'family force field', that invisible pull to repeat what we grew up with, even when it no longer serves us. Margaret shares how her son’s crisis shattered that force field and pushed her into deep self-examination, revealing just how hard, and necessary, it can be to break the script and forge your own path. Fundraising coach Margaret Katz Cann spends all day long talking about money. The founder of MKC Coach, Margaret helps people who need to raise money to do the work they want to see happen in the world. She specializes in executive fundraising and leadership coaching, working with nonprofit and startup executives to stop tripping over their ask, to connect to passion and leadership – and step into the world of compelling fundraising. After growing up with her own money story, Margaret became an experienced and joyful fundraiser herself, spending 22 years at the Community Foundation Boulder County, where she helped raise over $160 million for the community. She is passionate about helping clients address their own money stories, step away from anxiety and dread, so they can raise the money they need to do their work. Margaret is passionate about drawing from our own lives, about growth and healing, and about storytelling. She is the author of I Used To Be Good: How I Found My Voice by Losing My Pleaser, due out later in 2025. The raw and vulnerable story is about her personal journey, through a wealthy and chaotic childhood that looked great from the outside, to find her own voice. She lives in Boulder, Colorado.

In this episode of Money Tales, our guest is Caroline Lewis. Caroline was checking all the boxes for her career: climbing the corporate ladder, leading big teams at Nike, and chasing the next promotion. Then, suddenly, she was off the ladder entirely. Caroline shares the moment her fast-moving, say-it-like-it-is style clashed with corporate politics, and how that unexpected exit became the launchpad for a more purpose-driven, powerful relationship with money. Caroline is the MP and founder of Rogue Women. She is also a Partner at Rogue Ventures and Kauffman Fellow. Before entering venture capital, she was Senior Director of Global Strategy and Operations at Nike where she managed a portfolio of strategic programs focused on consumer experience, digitization, and big data. Her love for start-ups comes from her early career experience as a founder of an e-commerce business and as a leader at a consumer health product company. Caroline holds an MBA from Portland State University and a B.S. in Behavioral Psychology from Davidson College where she played D1 Field Hockey.