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Money Tales

Business & Economics Podcasts

In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us. Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters. Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.

Location:

United States

Description:

In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us. Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters. Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.

Language:

English


Episodes
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How It’s Supposed to Be, with AJ Schneider

5/16/2024
In this episode of Money Tales, our guest is AJ Schneider. At just four years old, AJ's world was forever altered when her sister was diagnosed with a brain tumor the size of a golf ball. The family found themselves facing a nightmare. In the face of adversity, AJ's family fractured. As AJ tells us, there was no unity, only separation. For her, this pivotal moment solidified every negative belief she held about the world - fear of abandonment, the need to flee, a pervasive sense of insecurity. As AJ watched her sister's illness unfold, she couldn't ignore the disproportionate role finances played in her family's story. AJ believes that money should have never been a factor, that they should have instead focused solely on healing and supporting one another. AJ is a budget coach, business strategist and money mindset expert. She is passionate about showing people that budgeting is the most radical form of $elf-care you can do. AJ started as a starving yogi who was always struggling to get by, formally known as "poor friend" in her upper eastside dwellings in constant fear around her debt and struggled to pay her bills. While she was waiting for all her problems to go away, she figured out she was the answer she was looking for. By changing her mindset around debt, money management and manifestation, AJ discovered beyond the material that she manifested the love of her life, now husband, by using the magic of money to heal. Her relationship with money was the key to understanding her relationship with herself. She has helped over 300 clients get out of debt and build wealth through personal accountability, vulnerability and strategic financial planning. Along with her team of five coaches, AJ teaches clients how to heal their relationship with money so they can show up in the world authentically and live a life of choice. AJ’s mission is to help women, couples and small business owners who were never taught to care about personal finance but feel completely overwhelmed and anxious and are under chronic stress when it comes to money get out of debt, increase wealth, gain financial freedom and grow their independence, so they can harness and use their innate power to take control over their destiny and build a brighter future.

Duration:00:35:17

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More Than Cash, with Julia Cancro

5/9/2024
In this episode of Money Tales, our guest is Julia Cancro. Years back, Julia was dining with a friend at restaurant in New York City. Amidst bites of food, her friend shared that she started to accumulate savings, but she was unsure of what to do with the money beyond keeping it in a standard checking and savings accounts. Julia went into action, offering to point her friend toward resources that delve deeper into financial choices. In that moment, Julia became acutely aware of a gap in financial literacy. On one side of the spectrum, there's a lot of support for financial beginners, teaching fundamental skills like budgeting. On the other side, there's a plethora of resources for those diving into complex financial instruments. But what about the middle ground? For those progressing in their financial journey but not yet advanced, there's a notable absence of guidance. Julia realized there's a chasm of financial information waiting to be addressed. This inspired her to write "More Than Cash: What To Do With Your Money Now That You’re Finally Making Some". During Julia's ten plus years living and working at Fortune 500 companies in New York, she has watched successful colleagues and friends struggle to understand how to manage the money they work so hard to earn. This inspired her to write "More Than Cash: What To Do With Your Money Now That You’re Finally Making Some". Julia earned her BA in Psychology and Spanish from Notre Dame in 2012. When she's not reading or writing about personal finance, she can be found skiing and playing tennis. "More Than Cash" is a short, conversational guidebook for people without a finance background who want to answer the question: what should I do with my money besides keep it in cash? It is an approachable beginners’ guide to getting started with the right accounts and investments to build a financially secure and lucrative future. This is the only consolidated guidebook under 50 pages that arms you with the vocabulary and the thought process to get started on your own so you can feel confident managing your hard-earned money.

Duration:00:33:33

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Life is a Journey, with Mirela Sula

5/2/2024
In this episode of Money Tales, our guest is Mirela Sula. At the age of 16, Mirela found herself in her home country of Albania, engaged to be married. Not because of a teenage romance or a whirlwind courtship, but because of something much darker – the risk of being sold into prostitution. Upon accepting the proposal, Mirela made her fiancé promise that he would allow her to continue her studies. If he didn’t, she vowed to disappear from his life. That promise was Mirela’s lifeline. She was married by the age of 18, trading her freedom for safety. Mirela lived with a large family in a small village, where there was no money to even discuss. Her role was clear – to wash, to clean, and to serve the family. At the same time, she continued to pursue her education, gaining knowledge, and with that, came confidence and exposure to the world outside. As Mirela progressed in her studies, she began to understand the importance of financial independence and worked aggressively toward it. Mirela is a British journalist, author, and CEO and Founder of Global Woman Magazine and Global Woman Club. She is an internationally recognized leader in the fields of media, education, and women's empowerment. With a dynamic career spanning over two decades, Mirela has left a mark on the world by transformative initiatives and fostering a global community of over 30,000 female founders in her Global Woman platform. Mirela is the owner of five magazines, author of 15 books, leader of 27 club chapters around the world and the organizer of more than 500 events. She has been speaking in more than 300 stages around the world and has reached over 1 million people with her message. Mirela has been honored with awards such as the 'Inspirational Award for Women 2015' for Human Rights, the 'Best Inspirational Influencer' Award from The Best You in 2017, and the Universum Donna Award 2017 from the Universum Academy of Switzerland. “The Businesswoman of the Year Award” from Wealth Dragons in 2019. "The Icon 2023" Award among top celebrities in the UK, and recently she received the “Peace Award” from Universal Peace of Federation on the United Nations International Day of Peace. Mirela is also the organizer of the Global Woman Summit and Global Woman Awards. She has appeared on London Live TV, BBC Radio 4 Woman’s Hour, Sky TV and has also been featured in the ‘Evening Standard’, Forbes Magazine and ‘The Guardian’. Her last self-help book ‘Don’t Let Your Mind Go’ was a best seller and also published in America and Turkey.

Duration:00:36:37

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Money Doesn’t Have to be Hard, with Nina Israel

4/25/2024
In this episode of Money Tales, our guest is Nina Israel. Earlier in her career, Nina found herself juggling two roles at a company, accounting and human resources. As she tells us, her salary seemed fair, until the company brought on a new hire to take on the HR function. Nina was astonished to discover that he was being paid twice Nina’s salary for doing half the job she had been doing. Nina became aware of the new hire’s salary because she was the person managing payroll. Nina confronted the CEO head-on. As a result, the company did a thorough analysis of everyone's salaries, uncovering disparities that had gone unchecked between longer tenured employees and newer hires. As a result of Nina’s bravery, fairness prevailed. The company rectified the pay inequities, and employees received the compensation they deserved. From that moment on, Nina vowed never to remain silent in the face of injustice. Nina Israel is an advocate for financial wellness. She is a financial educator, business strategist, and money mentor. She is also a 25-year veteran of making your books make sense to you. She believes that finance should be easy and, more importantly, fun. Fueled by a passion for wellness, a love of numbers, and an intense desire to help those around her succeed, Nina’s strength throughout her career has been empowering business owners to manage their cash flow better, improve efficiency, grow sales, and reduce costs. As the founder of Taryn Financial, Nina is deeply dedicated to financial education and uses a holistic approach to help small business owners gain financial clarity, increase their financial knowledge, and develop new confidence in their numbers. Based on her work with hundreds of business owners, Nina created her innovative program, Strength in Numbers, to help her clients reduce anxiety, achieve financial wellness, and make sense of their money through laughter, learning and a proven financial system.

Duration:00:32:47

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The Vulnerability Hangover, with Allison Kinnear

4/18/2024
In this episode of Money Tales, our guest is Allison Kinnear. In 2007, Allison found herself in Silicon Valley, working at Google, the epicenter of innovation. She was part of a team providing early childhood education to families of Google employees. While Allison was surrounded by the creation of immense wealth, her pay wasn’t anywhere close to the tech professionals at the company. As those coworkers enjoyed high salaries and stock options, Allison couldn't help but question her own worth. She knew that her contribution to society, nurturing and educating young minds, was invaluable. At the same time, in the shadow of Silicon Valley's affluence, she couldn't shake the feeling of being undervalued. Reflecting on her position, Allison realized that her sense of entitlement was rooted in perspective. Relative to her own field Allison was at the top. She came to understand that comparison was a futile exercise – a "losing game," as she put it. For over 20 years, Allison has worked with parents, employees, and leaders as they navigate their vulnerabilities in the workplace and in life. She loves working with those in the high-stakes professional world, helping them have less stress and more effectiveness in their work. Allison frequently gives talks on managing stress, overcoming Impostor Syndrome, and creating healthy team dynamics. Allison has a Master’s in Human Development and is a certified life coach. She currently lives with her husband and two kids. To learn more, visit her at www.allisonkinnear.com.

Duration:00:31:58

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Ask Questions, with Laura Moreno Lucas

4/11/2024
In this episode of Money Tales, our guest is Laura Moreno Lucas. Laura arrived in the United States from Mexico when she was seven years old, unable to speak a word of English. With her parents tirelessly working to make ends meet and facing their own language barriers, Laura found an unexpected mentor in the form of a janitor at her elementary school. Day after day, this janitor stayed behind after school to help Laura navigate the complexities of her new language, instilling in her not only the ability to communicate but also the courage to ask questions – a skill that would shape her future in profound ways. Fast forward to her first job in the financial sector, where Laura found herself surrounded by the dizzying flow of money that defines Wall Street. She couldn't help but wonder: Where did all this money come from? How did fortunes change hands so effortlessly? Laura stuck with that curiosity as she advanced her career and ultimately headed to the venture capital world. Laura is General Partner at L'ATTITUDE Ventures, leveraging her exceptional network and expertise to support the firm’s deal flow and outreach strategy. She is the Founder & CEO of Pandocap, which provides strategic advisory and media services that help early and growth-stage companies access capital markets, implement and measure ESG strategies and accelerate towards an initial public offering (IPO). Prior to Pandocap, Laura was a Managing Director at Nasdaq, leading the IPOs of Beyond Meat, Lyft, The RealReal, Airbnb, and other high-profile listings. Laura is also a successful Latina entrepreneur having found and exited Ladada, one of the first fashion subscription startups to feature emerging new designers. Laura is an advisor to 500 Startups, Fulcrum Ventures, and a board member at Pangea Legal and California Lutheran University.

Duration:00:33:40

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Heart Work, with Rena DeLevie

4/4/2024
In this episode of Money Tales, our guest is Rena DeLevie. As Rena looks back on the early days of her career, she regrets her harsh leadership style at the time, which she attributes to learning from those around her. To quote Rena, “I was an asshole. I learned from the best and I really threatened and intimidated. It did not feel good.” By the time she hit her mid-thirties, Rena was done. The asshole persona was a ruse that took too much energy to keep up. Rena realized that, at her core, she’s sensitive, empathetic, and intense. She couldn’t keep herself bottled up any longer. She needed to be herself. Making a move likely meant stepping away from the corporate ladder that was paying her handsomely. However, Rena knew in hear heart, at that moment, she needed authenticity more than money. Rena is dedicated to using compassion and accountability to help humans increase their connection within, and with others, to radically change leadership culture and how we treat one another. In 2001, she had a post-9/11 epiphany and created Compassionate Management, a management methodology that connects compassion and accountability to help leaders deliver the bottom line with integrity. Rena combines over 25 years with Fortune 500 companies and 22 years as a practitioner of mindfulness/meditation to show us the path to eliminate the fear-based culture so prevalent in corporate America. Her book, Compassionate Management, How Ambitious Creatives Become Kick-Ass Leaders, and her TEDxTalk, Compassionate Management -- using compassion as a business tool, have been used in businesses around the globe as a model to radically change leadership culture and how we treat one another.

Duration:00:32:24

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Pebble Tossers, with Jennifer Guynn

3/28/2024
In this episode of Money Tales, our guest is Jennifer Guynn. After years of career success as a real estate developer, Jen decided to step away to raise her three children. She describes this as a scary jump for her and her husband because she was making good money, and it would be an adjustment to live on one income. Fast forward to when their youngest child went off to Kindergarten, Jen was ready to head back to work. But she knew that whatever she decided to do next, it had to be worth it to take her away from the kids. She landed on taking a leap of faith by creating a non-profit with a friend, called Pebble Tossers. They were passionate about their mission to equip and empower youth to lead through service. So much so that they decided not to take salaries for a while. And, even when they eventually did, Jen’s priority was to put the money back into building her team and the business. Together they have evolved Pebble Tossers into a successful and award-winning organization. As Co-founder and Executive Director of Pebble Tossers, Jen lives a life of servant leadership. She serves as a State Commissioner for Georgia Serves, the State Commission for Service and Volunteerism, and is Chair of the Service and Development Committee. Jen is a 21/64 Certified Philanthropic Advisor, a mentor at Cristo Rey Atlanta Jesuit High School, and has been named a Titan CEO as one of the 2023 and 2024 Georgia Titan 100 award winners. She is an Atlanta native, serves on various boards and committees throughout Atlanta, and is married with three adult children and three rescue dogs (and two rescue grand dogs and a grand bunny).

Duration:00:31:28

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Be Open to Change, with Mariana Saddakni

3/21/2024
In this episode of Money Tales, our guest is Mariana Saddakni. Mariana is a Latina trailblazer in technology innovation. Her cross-cultural money journey started in Argentina where her family considered their wealth to be their intellect and capacity to learn. That was their status, not the money in the bank. Mariana’s ambition to learn more took her to the United States for graduate school. Her goal was to be at the top of her game in design and technology. Mariana talks about the financial hurdles and achievements she has encountered as an immigrant woman in a male-dominated industry. As you’ll hear, Mariana has navigated societal expectations and cultural shifts as she’s worked to achieve financial independence on her own terms. Mariana is a trailblazer in digital transformation and artificial intelligence, fearlessly leading organizations into the future of technology. Her extensive experience is unparalleled, orchestrating digital transformations at industry giants like AT&T, American Express, and Unilever. Mariana masterfully crafts AI strategies that don't just innovate – they inspire awe. A visionary leader with profound expertise, Mariana empowers global teams to transcend expectations, cultivating environments where innovation and talent flourish. Her leadership ethos revolves around fostering cultures of trust and unwavering commitment to ethical AI practices, ensuring technology serves as a force for positive change. One of Mariana’s crowning achievements was spearheading a groundbreaking AI project at AT&T that revolutionized customer service interactions, significantly elevating user satisfaction and operational efficiency. This milestone exemplifies her ability to translate complex AI concepts into tangible, business-driving outcomes. At the core of her distinguished journey is an unwavering belief in AI's power to elevate human experiences and solve real-world challenges. This conviction fuels her current venture, Saddakni & Co., where she demystifies AI adoption for organizations and guides them toward a future where technology and humanity converge for the greater good. Mariana is shaping industries and cultivating the next generation of AI innovators through mentorship. She invites leaders and thinkers to join her mission of realizing the transformative potential of ethical, impactful AI integration, crafting a legacy that transcends technology itself.

Duration:00:31:53

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Time, Talent, and Money, with Jodi Morris

3/14/2024
In this episode of Money Tales, our guest is Jodi Morris. Jodi is a fierce advocate for education and empowerment, especially for girls around the globe. From her own struggles navigating the financial aid system when she applied to college, Jodi recognizes the immense challenges faced by girls in less privileged parts of the world. She shares with us her passion for leveling the playing field and making education accessible to all, regardless of location or circumstance. Jodi's commitment doesn't stop there. Through impact investing, she's aligning her goals and her values by channeling resources into initiatives that support female entrepreneurship and education in Africa and beyond. Jodi believes that each of us has a story to tell and an impact to make. She curates immersive small-group Venture Travels that challenge participants to think more purposefully. As a Success Coach, she helps people define their story and success on their terms, and how to invest their time, talent and money towards it. Leading by example, Jodi invests in impactful companies and girls’ education non-profits. An active writer, speaker, investor and traveler, her passion is connecting people and ideas across the U.S. and globally. Prior to this entrepreneurial career, Jodi spent over two decades in the investment management industry, leading strategic U.S. business-building initiatives at a start-up and notable firms like JP Morgan and Matthews Asia. Combining an analytical mindset, educational communication style and natural ease for connecting people and ideas, Jodi led teams that raised billions of dollars in assets in innovative investment strategies from institutional clients and financial advisors. Having traveled to 65+ countries with a particular emphasis on developing Asia and Africa, Jodi is inspired by individuals with ideas, passion, grit and goals. She invests in entrepreneurs globally, credits travel for opening her eyes to the critical role of women globally, believes that girls’ education is the best investment of our lifetime, and shares her global insights to inspire others. Jodi served as President of the IWF Northern California Legacy Foundation and on the International Women’s Forum (IWF) of Northern California Board. She is a Renew Capital and Portfolia investor and CFA Charterholder. She invests in women’s empowerment and girls’ education through global non-profits Room to Read, U-Go, Rise Up, Nurturing Minds/SEGA and SHE-CAN. Jodi graduated with honors from Northwestern University with a degree in Mathematical Methods in the Social Sciences and Economics. Raised in the Midwest, Jodi spent three decades living in New York City and San Francisco before recently settling in Santa Fe, New Mexico.

Duration:00:32:38

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Resilience is my Currency, with Sarah Harkness

3/7/2024
In this episode of Money Tales, our guest is Sarah “Sharky” Harkness. We dive into Sharky’s extraordinary journey where she narrowly escaped death not once, not twice, but three times. Sharky shares the raw moments of facing mortality, finding strength in the depths of despair, and embracing a no quit mindset. From battling through over two dozen surgeries within four years to shedding layers of shame, Sharky's story is a testament to the power of resilience and the courage to defy the odds. She emerged from this health disaster as a believer that resilience is the secret ingredient, abundance is the goal, collaboration is the default, and being a giant is the strategy. Sharky has been on a mission ever since to surround herself with others who share her mindset. Having overcome serious personal health challenges including 26 surgeries in four years 2019-2023, three of them brain surgeries, and surviving a stroke and once being in a coma, Sarah emerged stronger than ever. She is a living testament to the transformational ability to apply abundance theory to resilience and belief that challenges or adversity can be turned into opportunities. Sarah once even met Obama! Sarah didn’t let her suffering or diagnosis, or the medical death sentence, change her mind. She knew she had to believe, and find others who would believe in her too. Sarah’s story is not anymore just one of survival; it's now all about thriving. She has worked for industry giants like Salesforce, Marketo, Gitlab, and Dropbox, contributing to their success through RevOps (sales and marketing). And she shares her journey and the lessons learned along the way through project Lotus and The Giants Podcast. Sarah’s passion for impact extends beyond business and she proudly support initiatives with Virgin Unite, 100% Human at Work, Ai4Diversity Council in NSW and she recently joined Megan and the women changing the world at Women Rising. Sarah not only navigated the corporate world but also faced the daunting task of rebuilding her life after divorce and many setbacks. Her journey has been a holistic one, embracing lots of healing practices to recover and thrive. As a speaker, marketer and creator, Sarah brings more than just ValueOps for profit and non-profits. She’s a marketing executive and offers her skills to impact organizations. Sarah embraces the philosophy of abundance theory and believes that by unlocking the full potential within ourselves and our businesses, we can create a ripple effect of prosperity and positive impact.

Duration:00:31:36

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Return on Good, with Ann Oleson

2/29/2024
In this episode of Money Tales, our guest is Ann Oleson. Ann embarked on her entrepreneurial journey in 2011. When she started her first business, Ann found herself navigating uncharted territory as a female entrepreneur. She craved role models and networks to guide her along the way. She was specifically looking for women founders of companies generating over a million dollars a year in revenue. Ann got there through creativity and persistence. Today, Ann and her network are breaking barriers and defying expectations. As a founding partner at Return on Good, Ann is a passionate advocate for using time, talent and treasure to make the world a truly better place. Return on Good, a strategic philanthropy company focused on helping its clients do the most good in the world, centers on her deep experience with her own family’s family office, leading investment and philanthropy, and drives her dedication for her work. Her love rests firmly in the dynamics of the family office, the complexities of organizational structure and design, an alignment for decision-making and the ability to make exceptional opportunities toward a return on good to the world. Ann’s interest in impact investment, philanthropic strategy and her savvy with streamlining it all lead her to start Return on Good with her husband, Jay Kelly. ROG uniquely partners with phenomenal clients to develop engagement strategies for philanthropic investment, working with family offices across the globe. Through impact investing, sustainable investing, Venture Funds and strategic giving, ROG is the ideal connector to bring high-impact family offices into meaningful relationships with deserving nonprofits and innovative organizations. As a frequent presenter at Family Office events in the U.S. and abroad, she speaks on current trends in philanthropy, impact investment strategy, healthcare and the inner workings of the family office. Ann’s entrepreneurial journey further strengthens Return on Good; her startup digital marketing agency supported higher education and was named to Inc. 500 and 5000 four years in a row. Within seven years, this thriving business was acquired by private equity investors. Ann then served as Chief Marketing Officer for Ruffalo Noel Levitz, before being named Chief Executive Officer at Via-TRM, which specializes in international education and study abroad software. Under her leadership, the company rebuilt the marketing and sales infrastructure, turned the first profitable quarter ever and exceeded revenue goals. The ability to take 30+ years of marketing/communications/sales/fundraising and business experience to focus on helping rising social good companies find funds and nonprofits build marketing and fundraising expertise was the dream she has always been looking for. EVERY day is filled with challenge, learning, experience, passion and a chance to make one thing better than it was yesterday. Return on Good helps: family offices with philanthropic alignment and strategy, social good companies to find impact investors focused on results and good, and non-profits to build marketing and fundraising strategy long term. Her awards include Women of Influence, 40 under 40, Inc.5000, HER Woman of Achievement, and CBJ Fastest Growing Company’s Award. She has served on boards and committees for Junior League, United Way, Waypoint, ISU College of Business and others.

Duration:00:34:37

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Rising From the Shadows, with Rob Rao

2/22/2024
In this episode of Money Tales, our guest is Robert Rao. Rob describes being raised by immigrant parents who came to this country with limited resources, as living in the shadows. It was easy to blend in and not be recognized for his potential. Rob had a key ally helping him persevere. He describes his mother as an incredible dreamer who thought bigger of her children. Rob did not disappoint. He’s come to realize that you need to have people in your life that give you hope. And he’s leveraged hope his whole life. Robert comes from the worlds of material science, physics and bio-mechanical engineering with patents in all these spaces. He is currently working on merging Artificial Intelligence into the space of medical analytics focusing specifically on computer vision. In the past, Robert led a pioneering team of highly skilled engineers in the joining of Shape Memory Alloys (SMA) that will be the platform for designing future stents, guide wires and ablation wires and other implantable devices.

Duration:00:31:32

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Money Zen, with Manisha Thakor

2/15/2024
Manisha Thakor is our guest in this episode of Money Tales. Early in her career, Manisha earned big year-end bonuses at work. That caused her to begin to equate her self-worth with her net worth. As Manisha looks back, she sees that her identity was wrapped up in her work, and bonuses were an indication of how well she was doing. She kept her head down, kept working hard, and tried to meet society’s money expectations. Then, as Manisha was nearing age 50, she experienced the second of two near-death illnesses. She was on bedrest for months. Through this experience, Manisha came to see that regardless of all of her accomplishments, she never seemed to achieve “enough”. Manisha changed her mission and focus by deciding to step away from the work she was doing and pour into what matters most to her. Manisha has worked in financial services for over 30-years. She spent the first 15 years of her career working as a buy-side equity analyst and institutional portfolio manager. She's spent the last 15 years focused on advising individuals. She has written two personal finance books for women in their 20s and 30s. Her latest book is "MoneyZen: The Secret to Finding Your “Enough”". Manisha earned her MBA from Harvard Business School, her BA from Wellesley College and holds the CFA and CFP designations.

Duration:00:35:01

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Curious, with Karen Mangia

2/8/2024
In this episode of Money Tales, our guest is Karen Mangia. Once, when navigating an unstable job, Karen faced job loss panic. Her rational mind could not control her wild imagination that she might not work again and wouldn’t have enough money for food. This shook Karen to her core because it wasn’t true. She had already created a financial safety net and her financial advisor demonstrated that she had plenty of funds available to get her through this period. As Karen shares in this episode, she learned a very important lesson from this experience about the difference between her head and her heart when it comes to money. Karen is an internationally recognized thought leader whose TEDx appearance, keynotes, blogs, and books reach hundreds of thousands of business leaders each year. She is a catalyst, creator, connector and coach who uses curiosity and diversified creativity to empower individuals, teams, and organizations to ignite innovation and sustain success. With over 20 years of experience in communications, customer relationship management, sales leadership and everything to do with “the business of people,” Karen is a change champion who inspires and empowers others to move from limited to limitless. She provides actionable frameworks to move from ideas to impact that result in personal and professional growth.

Duration:00:36:14

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The College Investor, with Robert Farrington

2/1/2024
In this episode of Money Tales, our guest is Robert Farrington. When he was 16, Robert got a job at Target. As he headed off to college, he kept that job and continued to work his way up the store’s leadership ladder. Robert decided to stick around after he graduated because the work was easy, fun and paid well as he ultimately became store manager. Meanwhile, on the side, he created an online platform to help college students. Life was good until things took a turn when Robert’s family values clashed with his job's demands, requiring him to work weekends and holidays-- including every Black Friday! Missing out on time with his young children wasn't aligning with what mattered most to him. That's when Robert made the unexpected move to turn his side hustle, initially meant to stay just that, into his full-time gig. Robert is a Millennial Money Expert and Founder of The College Investor. He is on a mission to help millennials get out of student loan debt and start building wealth for their future. He also helps parents make smart choices about college financing options and navigating the complex world of paying for school.

Duration:00:33:21

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Think Big and Things Happen, with Dr. Rene Caissie

1/25/2024
In this episode of Money Tales, our guest is Dr. Rene Caissie. Rene is a visionary in the realm of technology, Artificial Intelligence, and big data within the medical field. His journey took an unexpected turn when his daughter was diagnosed with a rare disease, CRPS. At that moment Rene found himself uniquely positioned, having built a platform for clinical research that intersected with his daughter's condition. It was a fortuitous alignment of passion and purpose that led to his daughter’s treatment and recovery. The outcome was priceless, and Rene is now leveraging the platform he built to solve other medical mysteries. Rene’s philosophy is simple. Build something of value and the money will follow. There's no limit. With a distinguished 15-year career in healthcare, Rene is a surgeon, researcher, innovator, and entrepreneur. As the CEO and Co-Founder of Medeloop.ai, and an Adjunct Professor at the Stanford University School of Medicine, he teaches healthcare entrepreneurship while contributing to the development of the next healthcare prize as part of the XPRIZE Brain Trust Team. In addition to serving as a Venture Partner at OVO Fund and a recent Sloan Fellow at the Stanford University Graduate School of Business, Rene has held prestigious positions at the University of Montreal and McGill University. As the former Chief of Maxillofacial Surgery at Montreal's HSC, he is a National Board Examiner and a Fellow of the Royal College in his specialty. His research includes publications on nerve regeneration and clinical maxillofacial surgery. Rene’s medical expertise has spurred the creation of several healthcare ventures, such as Medesync EMR, which was acquired by the $37 billion telecommunications giant, Telus. Amid the Covid-19 crisis, he played a crucial role in developing a powered Full Head Protective Hood with an air-purifying respirator and co-founding Dorma Filtration, which introduced Canada's first reusable N95 mask. Beyond his professional pursuits, Rene is an avid mountain climber, sailboat trans-oceanic racer, SR22 Turbo aircraft pilot, and Ironman World Championship qualifier. His dedication to humanitarian work is evident through his NGO, Volte-Face, which has provided over $1 million in free medical care for life-changing surgeries to underprivileged patients. As a board member for Sprouts, a California-based non-profit, Rene supports disadvantaged youths through skills coaching and internships.

Duration:00:31:54

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Money and I Are in Therapy, with Diane O’Connell

1/18/2024
In this episode of Money Tales, our guest is Diane O’Connell. Diane had a successful career as an attorney for nearly two decades and then she began struggling with a silent culprit—generalized anxiety disorder. It wasn't a tangible injury with a straightforward recovery plan. Diane's journey to healing was like navigating an uncharted path where the source of her anxiety was elusive. Through treatment, Diane came to realize the condition was rooted in her deep-seated fear of financial scarcity. This led her to unravel the complex layers of her relationship with money. Diane is an author, speaker, coach, workplace culture reinvention strategist, attorney and mediator. After being diagnosed with Generalized Anxiety Disorder (GAD), Diane left the practice of law to focus on why creating a workplace culture of wellbeing is so elusive, and how workplace wellbeing initiatives are generally inadequate, as they don’t address the core issue of how to create a culture of wellbeing that is effective for individual staff and has measurable results for the business. Diane is on a mission to annihilate the belief that mental health, wellbeing and belonging are “soft” topics by demonstrating the business case that will empower business leaders to realize measurable successes that reduce risk, improve profitability, and provide results that can be clearly reported for ESG, CSR and DEI purposes. By combining her experience as an attorney and leader in international business development risk management, and an individual who has endured toxic work environments, Diane’s commercial and practical approach to workplace wellbeing generates results for businesses while making employees more productive and happier.

Duration:00:32:25

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Money for Progress, Not Oppression, with Alicia Castillo Holley, Ph.D.

1/11/2024
In this episode of Money Tales, our guest is Dr. Alicia Castillo Holley, Ph.D., MBA, MSci. Alicia's upbringing in Venezuela was rooted in socialist ideals during stable times. However, the financial crisis there changed everything. With $600 and two kids in tow, she embarked on a new chapter in the US, eventually earning an MBA and becoming a venture capitalist. Alicia's unique perspective sees wealth creation as a gateway to socioeconomic development. Alicia has given a lot of thought to socioeconomic systems like capitalism, socialism, and communism. She believes money should be used for progress, not oppression. Alicia is a dynamic professional who has seamlessly transitioned from the world of science into the realms of finance and entrepreneurship. She is the General Partner of the Wealthing VC Fund, a venture capital firm that's gaining recognition for its strategic investments in companies with high growth potential, that also champion diversity & inclusion. The fund's sweet spots are in Life Sciences and Climate tech. Alicia’s passion lies in supporting innovative solutions that promise to revolutionize these critical sectors, making a positive impact on our world. Alicia is also the driving force behind the Wealthing VC Club, a private investment group designed for accredited investors. Her extensive network of 56 VC partners, her experienced team, and her deep expertise in venture capital, angel investing, and funding, which spans over three decades, have played pivotal roles in the development and success of this exclusive club. It's a place where members gain access to handpicked post-seed deals alongside established VC funds. Beyond her professional roles, Alicia is an advocate for women's progress in entrepreneurship. She makes a real difference through her global training program, Women Get Funded, which equips female entrepreneurs with the tools and knowledge needed to secure funding for their ventures. Alicia's diverse portfolio includes investments in over 50 companies, and she's had a hand in founding or co-founding more than 15 companies and three non-profits. Notably, she was the visionary behind Chile's very first seed capital fund during her stay in the country from 1996 to 2002. Before venturing into the worlds of entrepreneurship and investing, Alicia was a researcher in plant genetics. She then transitioned to a role leading the Product Development department at a joint venture between Bayer and Shell. This unique background has given her a well-rounded perspective that's proved invaluable in her current roles. Academically, Alicia holds a Ph.D. in Finance and Entrepreneurship, with a focus on Research Commercialization from the University of Western Australia. She's a graduate of the Australian Institute of Company Directors, holds an MBA from Babson College, and earned a Master of Science in Seed and Biotech, as well as an Engineering degree from the Universidad Central de Venezuela. Alicia's journey exemplifies the power of diverse experiences and her commitment to positive change in the world. She's not just a business leader; she's a catalyst for innovation and empowerment.

Duration:00:33:28

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The Soul of Money, with Lynne Twist and Sara Vetter

1/4/2024
In this episode of Money Tales, our guests are Lynne Twist and Sara Vetter. Lynne and Sara call themselves “work wives” who run the Soul of Money Institute and the Pachamama Alliance. They observe that society perpetuates the myth of scarcity—insisting there's never enough time, money, love, or fulfillment. Lynne and Sara work each day to challenge that automatic and unconscious assumption. In our conversation, they unpack the implications of living in a society where the economy often takes precedence over ecology. Lynne Twist is the founder of the Soul of Money Institute and author of the best-selling, award winning book "The Soul of Money: Transforming Your Relationship with Money and Life”, and her newest book, “Living a Committed Life: Finding Freedom and Fulfillment in a Purpose Larger Than Yourself”. Over the past 40 years Lynne has worked with over 100,000 people in 50 countries in the arenas of fundraising with integrity, conscious philanthropy, strategic visioning and having a healthy relationship with money. Her clients include Microsoft, Proctor & Gamble, the International Unity Church, Charles Schwab, United Way, The National Black theater of Harlem, Harvard University and others. A sought-after speaker, she has presented for the United Nations Beijing Women’s Conference, State of the World Forum, Synthesis Dialogues with His Holiness the Dalai Lama and the Governor’s Conference on California Women, among others. A recognized global visionary, Lynne has been an advisor to the Desmond Tutu Foundation, and The Nobel Women’s Initiative. Lynne is the recipient of numerous prestigious honors, including the "Woman of Distinction" award from the United Nations. Lynne is a co-founder of The Pachamama Alliance — a nonprofit organization whose mission is to empower indigenous people of the Amazon rainforest to preserve their lands and culture. In addition, Lynne serves on a number of nonprofit boards including the Fetzer Institute, The Institute of Noetic Sciences, Bioneers, Conscious Capitalism and Women’s Earth Alliance. From working with Mother Teresa in Calcutta to the refugee camps in Ethiopia and the threatened rainforests of the Amazon, Lynne’s on-the-ground work has brought her a deep understanding of the social tapestry of the world and the historical landscape of the times we are living in. Sara Vetter is the Business Development Director of the Soul of Money Institute and is a coach, consultant, workshop leader, keynote speaker and strategist. She is also the Major Gift Fundraiser for the Pachamama Alliance. Sara has had experience in advertising, marketing and sales with several magazines including LA Magazine and the Disney Channel. Sara has been coaching, consulting and leading workshops with SOMI Author and Founder Lynne Twist since 2001. She has become a key player in all the initiatives of the institute. Her leadership doubled business revenues in recent years and also significantly expanded revenue for Pachamama Alliance. Sara is an experienced SOMI facilitator of workshops, fundraisers, journeys and retreats. She also leads several of the Pachamama Alliance Transformational Educational programs. Sara has played a leadership role with the Nobel Women's Initiative, she has co-led delegations to Dharamsala, India, the Democratic Republic of Congo, and Liberia. As the major gift fundraiser for the Pachamama Alliance, Sara has led and participated in more than 19 delegations and immersion trips to the Amazon Rainforest. She has raised millions of dollars for the Pachamama Alliance and the Nobel Women's Initiative and is a consummate fundraiser.

Duration:00:39:03