Deeper Than Money

Get answers to one of Chloe's most frequently asked about topics.

Self reflection is a great way to see how far you've come and acknowledge the lessons you've learned.

On today's podcast, Angela K. Holliday is the President of Frost Brokerage Services, Inc. and Frost Investment Services, LLC, where she oversees the firm’s 45 experienced financial advisors, as well as the sales management, operations, and compliance teams. Angela first began her career at Frost in 1996 as a sales assistant and worked her way up through various positions to her current job as President. We're excited to introduce you to Angela and the wisdom she shares about saving for retirement, investing, and her own personal success in the corporate world.

Relevant links: https://www.amazon.com/Broke-Millennial-Takes-Investing-Beginners/dp/0143133640/ref=sr_1_1?crid=28YAE5F1W2BEW&dchild=1&keywords=broke+millennial+takes+on+investing&qid=1607473829&sprefix=broke+mi%2Caps%2C179&sr=8-1

Some people may support your dreams right away and others may not, and that's okay. But this is why you need to have a strong, positive, and sometimes independent, mindset when you start a small business. 

11 tangible tips to maximize your payoff on Black Friday while still spending in alignment. 

Meet our next guest,  Matt Linski who is the Market President of Bank of America, Kansas City, MO Market.

As Market President, Matt Linski is Bank of America’s leader in the Kansas City, MO Market. He connects businesses, families and individuals to the banking and investment teams that will help improve their financial lives. He also leads the work to deploy Bank of America’s resources across the market and the region to address social and economic concerns and build strong communities. 

In addition to being Market President, Matt is Middle Market Banking Market Executive for Global Commercial Banking. Matt is based in Kansas City and is responsible for the entire Great Plains Market including offices in Wichita, Kansas and Omaha, Nebraska. Matt also served in the additional leadership role of Kansas City Market Integration Executive for two years before being named Market President.

Matt has been with Bank of America for more than 14 years after starting his career as an intern in Dealer Financial Services. For the past 13 years Matt has worked in Global Commercial Banking, in credit products and as a Relationship Manager the last six years.  He holds Series 7, 24 and 63 FINRA designations.  Matt was also part of the team that developed PeerProfiler®, which is used every day as an advisory tool to help deliver strategic ideas to Global Commercial Banking clients.  

Locally, Matt serves on the Board of Directors for the Children’s Center of the Visually Impaired and is a Board Ambassador for Big Brothers Big Sisters of Greater Kansas City.  Matt lives in Olathe, Kansas with his wife, Theresa, and their sons, Carter and Tate.  

Relevant Links

• Website: https://www.bankofamerica.com/
• Instagram: https://www.instagram.com/bankofamerica/ 

Learn how to better handle situations in which you are shamed and be more cognizant of the times that you may be shaming others. Tired of communities that shame your financial past or your money goals? Join the DTM community of people supporting others where they are at. 

Is travel okay during a pandemic? What are the best ways to save money and stay safe while on vacation? Chloe gives her take.

After reading through hundreds of applications for DTM's new positions, Chloe offers some feedback on the biggest mistake that people, and especially women, make when applying for jobs.