Sage Money Conversations with Barbara Norman CFP®
Business & Economics Podcasts
The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.
Location:
United States
Description:
The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.
Language:
English
Episodes
The 5 F Words of Financial Planning
12/6/2022
We all make mistakes. The 5 F Words of Financial Planning are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are.
Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting...
Duration:00:12:48
How to Create Positive Change with Charitable Donations with Radha Friedman
11/29/2022
Navigating the needs of the world can be daunting. How can we be sure our chartable giving has the greatest impact? Radha Friedman, a Philanthropic Advisor, helps us create thoughtful and effective strategies for planned giving, and she offers tools we can access to help us evaluate charities.
Radha Friedman is a philanthropy and social impact advisor on a mission to encourage investing in women and girls, especially women of color, women who are LGBTQ and women with disabilities. She has...
Duration:00:34:05
From Fear to Success with Dr. Izdihar Jamil - How a Computer Scientist Became a Sought After Media Expert
11/22/2022
This episode of sage Money Conversations takes you on the incredible journey of Dr. Izdihar, as she shares her inspiring and touching story about powering through adversity and discrimination to become one of the leading female inspirational leaders and a best-selling authors.
Dr. Izdihar Jamil is an immigrant, Asian, hijab-wearing, Muslim computer scientist turned media expert. She has been a coach and entrepreneur for over 15 years. In 2021, Izdihar was inducted into the prestigious...
Duration:00:20:50
Getting Back On The Horse - Leadership Lessons from Zach Arend, Former Rodeo Cowboy
11/16/2022
Zach Arend is a former rodeo cowboy, and a master at captivating audiences with powerful stories. As a professionally trained leadership coach he gives us hands-on tools for how to live more creatively and powerfully. Zach brings his stories and tools to stages and organizations across the US to produce transformations in personal development, leadership team performance, and greater productivity in the workplace.
Saddle-up and take ownership of your life and happiness on this information...
Duration:00:19:27
Ep50: Cyber Monsters: All Tricks and No Treats
10/26/2022
Sandra Estok became the victim of identity theft. Not only did it change her life, but the fall-out affected her work and almost destroyed her marriage.
In this episode she shares her horrifying tale and teaches us how to protect yourself against hackers, scammers, and cybermonsters .
Sandra Estok is the founder of Way2Protect™, author of the international bestselling and award-winning Happily Ever Cyber!™ book, and the Cyber Literacy series for children. She is a Keynote Speaker and...
Duration:00:35:58
Ep49: Finding Joy in Minimalism
10/19/2022
Less really does means more! More money, more time, more peace of mind, more freedom to be who really are and to do the things that bring us joy. Stephanie Seferian is the best-selling author of Sustainable Minimalism and host of the top-rated podcast by the same name. Join us as we explore how to get to an unencumbered and happier life.
Stephanie Seferian is a former teacher-turned full-time podcast host of The Sustainable Minimalists podcast. She’s also the author of the non-fiction book...
Duration:00:22:40
Ep48: The Car Girl
10/12/2022
Do you feel vulnerable when it’s time to get your car repaired? Meet Erika. She was taken advantage of by a car repair shop, and then made it her life’s mission to learn everything about cars and become a great service manager. Tune in as she tells her story and gives us some great tips.
Erika Lara has been in the automotive repair business for 6 years and wouldn’t change it for the world. Erika’s parents are both retired from the medical field and hoped she would follow in their footsteps....
Duration:00:22:53
Ep47: Fire Up Your Life
10/5/2022
Fire Up Your Life
Sage Money Conversations with Barbara Norman
Episode 47 Fire Up Your Life with Kate Butler
What kind of life do you want to have and how do you want to be remembered? Kate Butler is an international bestselling author and producer of the weekly TV show, Where All Things Are Possible. Join us, as she tells us how to create meaning and live our best life.
Kate Butler is the TV Host of the wildly popular show Where All Things Are Possible that streams on the RVN Channel...
Duration:00:26:54
Ep46: Year End Tax Tips
9/28/2022
Do you want to reduce your tax bill? In this episode, Tiffany Heritage talks about how to be proactive as the IRS is winding down the tax credits and forgiveness programs that helped businesses during Covid. New tax laws and new tax brackets are taking effect in 2023. The time to plan is now. Find out why.
Tiffany Heritage is the founder of Heritage Tax and Accounting in Poway, California. Since opening her doors, she has expanded into different emerging markets with her knowledge in...
Duration:00:42:28
Ep45: Navigating Grief
9/21/2022
Grief is inevitable. The dilemma is how to deal with loss and move forward. Ligia Houben, a well published and sought-after grief expert, teaches us how to transform grief and turn it into meaning and personal growth. If you or a loved one is moving through a loss, please tune in!
Ligia M. Houben MA, FT, FAAGC, CP is a whole-hearted educator who has reached thousands of people with her message about grief transformation, meaning, and personal growth. She is a Former Board Member of ADEC...
Duration:00:32:01
Ep44: Memory Loss and Keeping Control of Finances
9/14/2022
Dealing with Dementia, Alzheimer’s, or just general aging and slowing down is stressful. Adding on to that, is the worry and the legal complexities for how bills and finances are handled. This has the potential for high drama!
Amy Burfitt walks us through the conversations and nuances we need to be aware of. Learn to navigate the process and protect your loved ones – before you get there!
Amy Burfitt is the Executive Sales and Marketing Director at Monarch Cottage located in the village of...
Duration:00:28:43
Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families
9/7/2022
How are assets protected and preserved when a new spouse (and maybe their kids) join the family? “It depends.” The inter-personal dynamics and the laws can be complex. Anne Wenger of McLaughlin Legal digs into the complexities of blended families and offers great strategies for passing assets.
Anne is committed to providing hands-on legal services to the McLaughlin Legal clients and families she works with, assisting them in making important legal and life decisions for themselves and the...
Duration:00:44:31
Ep42: My Second Chapter: Life After Widowhood
8/31/2022
Sharon Herrick is a widow, and she is living the life she always wanted to live. It’s never too soon or too late to re-make ourselves. She inspires us to be open, wild and a bit crazy. Tune-in, as Sharon challenges us to do the same.
Sharon Herrick grew up in Texas and attended St Mary’s University in San Antonio. She has worked in an array of professions, including banking, office management and life insurance. She even spent nine months with Maryknoll missionary nuns
Sharon Herrick has...
Duration:00:21:29
Ep 041: What To Do When Someone Dies
8/24/2022
The person who unwinds an estate has many time-consuming and complex tasks. The devil is in the details. Do they know what they must do, when to do it, and the liabilities they are assuming? Roberta walks us through the tasks of an executor.
Roberta j. Robinson, attorney-at-law, is a California Board of Legal Specialization Certified Specialist in Estate Planning, Trust and Probate Law. Now in her 44th year of practice, Roberta’s works with her son and partner, Attorney Daniel J. Wilson....
Duration:00:42:27
Ep 040: What Advisors Don’t Tell You About Social Security
8/17/2022
The average household loses over $110K of Social Security benefits over their lifetime. Why? Social Security has 2700 rules, and their agents are not allowed to offer advice. Martha Shedden, a Chartered Retirement Planning Counselor, talks about some of the loopholes, what the mean to you, and where to get help. This episode is a great learning opportunity – even if you think you don’t qualify!
Martha Shedden is President and Co-founder of the National Association of Registered Social...
Duration:00:41:07
Ep 039: How To Keep Your House In A Divorce
8/10/2022
Refinancing a home after a divorce is challenging. It may be do-able if you understand the critical steps and the nuances of the mortgage lending process. Zach Taylor has over 30 years in the mortgage business, and he specializes in divorce lending. Zach shows us how you may be able to keep your home in the divorce.
Zach has 30 years of experience with a specialty in divorce related lending.
He has been speaker and panelist at many conferences and workshops put on my various organizations...
Duration:00:37:04
Ep 38: Taxes and The Sale of Real Estate
8/3/2022
Alan Baskin, CPA, EA of Baskin of Baskin & Associates in Poway, CA
Real estate taxes are complex. Taxes can vary by age, marital status, and personal circumstances. Don’t be surprised by an un-anticipated tax bill or overlook a tax code that could benefit you. Al Baskin CPA, EA, un-wraps some of the rules and nuances of the tax code, and more specifically, the California codes.
#RealEstate #Taxes #CapitalGainsTaxes #RealEstateTaxes #PropertyTax
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Duration:00:20:28
Ep 037: Income Taxes Demystified
7/27/2022
Taxes may be stressful, but they don’t have to be complex. In this episode, Anne Burns, CPA gives us ‘tax primer’ and offers a few tax tips you may like. If you a person who never reads a tax return, but wants to be more pro-active, then this is your episode!
Anne Burns provide high quality tax preparation, planning, and related consulting services. Her primary focus is providing such services to individuals who are business owners/executives or real estate owners and their related entities...
Duration:00:20:18
Ep 036: Time to Escape
7/20/2022
Life is short. Rather than thinking and dreaming about travel, it’s time to do it! Michelle Barth, owner of Just Escape Travel, gives us lots of tips for how to plan, reduce travel stress, and create lasting memories. I’m sending her bonus travel hugs for the list of apps she reveals in our podcast.
Chief Escape Organizer Michelle Barth – has 11 years of experiences being a Travel Specialist, having explored 45 countries over 6 continents.
Michelle received a Travel and Tourism Degree...
Duration:00:31:01
Ep 035: Traveling on Points
7/13/2022
Traveling on points takes a little bit of know-how but has huge rewards! Learn how Mike, a ‘points-chaser,’ earns and maximizes travel points on his credit card, and how he trades them in for amazing trips and vacations.
#Travel #TravelPoints #Points #Credit #CreditCard #HowToPlanYourTrip
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Duration:00:24:13