Money Tales
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Money Tales episodes

  • Rising From the Shadows, with Rob Rao
    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.
    32 min
  • Money Zen, with Manisha Thakor
    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 quate 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.
    36 min
  • Curious, with Karen Mangia
    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.
    37 min
  • The College Investor, with Robert Farrington
    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 TheCollegeInvestor.com. 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.
    34 min
  • Think Big and Things Happen, with Dr. Rene Caissie
    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.
    32 min
  • Money and I Are in Therapy, with Diane O’Connell
    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.
    33 min
  • Money for Progress, Not Oppression, with Alicia Castillo Holley, Ph.D.
    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.
    34 min
  • The Soul of Money, with Lynne Twist and Sara Vetter

    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.

    40 min
  • Sandwiched, with Celeste Villalobos Tahamont

    In this episode of Money Tales, our guest is Celeste Villalobos Tahamont. Celeste is navigating the intricate tapestry of both motherhood and daughterhood. She shares how she’s juggling her responsibilities that range from managing a bustling household with her own young family, building out her business as a solopreneur and helping her aging parents. As she grapples with decisions that shape her present and also impact her future, Celeste leans on the strength of family bonds, especially her confidante and partner-in-crime, her sister.

    With an eye toward social justice, Celeste started her career as a public-school educator working with at-risk youth to help them be the first in their families to attend college. From 2006-2016, she designed, facilitated and managed various leadership programs for executives and their teams at Google.

    In 2016, Celeste launched Little Owl Consulting and continues to help clients around the globe and in a variety of environments ranging from nonprofit to corporate. She is an expert at holding space for fear, pain and complexity, so that courage and clarity can emerge, and folks can get back to working productively.

    Celeste received her B.A. in Gender & Multicultural Studies from University of California, Santa Cruz and her Ed.M. in Gender & Education from the Harvard Graduate School of Education. She now lives in San Francisco, where she enjoys adventuring around the city with her two sons and husband.

    29 min
  • No Matter Whatness, with Nancy Colier

    In this episode of Money Tales, our guest is Nancy Colier. Growing up, Nancy’s love for equestrian sports clashed with her father’s belief that it was reserved for the privileged. But Nancy’s determination prevailed; she became a top-level equestrian and rode on the national circuit. She tells us that when she finally won, she realized the success wasn’t about the winning; it was about the strength and resilience it revealed within her. No matter what obstacles Nancy would face in life, she now knew she could conquer the most challenging paths.

    A longtime practitioner of mindfulness and eastern spirituality, Nancy Colier is a psychotherapist, interfaith minister, and author of “The Emotionally Exhausted Woman: Why You’re Feeling Depleted and How to Get What You Need” (New Harbinger, 2022), “Can’t Stop Thinking” (New Harbinger 2021), as well as numerous other books. She is a thought leader and national speaker on mindfulness, women’s empowerment, wellbeing and ethical technology, and has been featured on Good Morning America, The New York Times and countless other media. She is also a regular blogger for Psychology Today. She teaches workshops at Kripalu, Omega Institute, and 92Y (and many other venues). In addition, Nancy spent 25 years as a nationally top-ranked equestrian and serves as a performance consultant to professional athletes and artists.

    32 min

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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…