Money Tales

Money Tales

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Money Tales episodes

  • That will Never be Me, with Julie Castro Abrams
    In this episode of Money Tales, our guest is Julie Castro Abrams. Julie is a hard charging activist who very early on knew what she did not want to be– and that was a trophy wife. This is because when she was young, Julie saw her mother’s friends navigating divorces and ending up destitute as a result. Julie wanted to have a family and a career, and she also wanted to protect herself from the financial risk that her mom’s friends experienced. Julie successfully crafted the life she wanted, including finding a spouse who has had a strong enough ego to be an ally and support her role as the family’s breadwinner.
    Julie is the founder and Managing Partner of How Women Invest, an early-stage venture firm focused on high growth, tech enabled women-founded enterprises. The firm is a culmination of her lifetime of work propelling women founders to launch and find success with training, capital and networks. Julie brings her extensive experience identifying and supporting early-stage entrepreneurs and twenty years as a CEO and board director. She is bringing her extensive networks, leadership and entrepreneurship experience to disruption of the venture landscape.
    An active investor and advisor to start-ups, and as the leader of the nation's largest microenterprise and microfinance organization for 11 years, Julie has helped launch over 6,000 women into successful businesses. In her role as CEO of Women’s Initiative for Self Employment, an SBA Certified Development Financial Institution, Julie drove innovation in the US microenterprise and finance space. Investing in extensive research about the indicators of long-term success for women entrepreneurs, Julie brings deep intellectual prowess, extensive networks and experience to this transformative venture firm.
    Today she is advising the SBA, White House and Congress on national legislative initiatives to address economic opportunities for women. She serves on the California First Partners Project as an advisor regarding corporate board diversity. In her role as Founder and CEO of How Women Lead, she has been a driver of legislative initiatives and transformation in the US and California. Julie serves as an Advisor to financial services firms including the fin-tech start-up LENDonate and Nia Capital. She previously served as an advisor to Beneficial Bank and as the Governance Chair for the Association for Enterprise Opportunity and the Women’s Funding Network.
    As the CEO of How Women Lead, she is at the center of the movement to disrupt antiquated, unequal systems by propelling women into even greater leadership roles and increasing opportunities for all women. Julie has been an essential driver of the ecosystem for women on corporate boards in California. Julie has been a national leader in the movement and drove the successful passage of the groundbreaking Senate Bill 826, requiring public companies to have women on their boards.
    The recipient of many accolades, she has been awarded the More Jobs Genius Award, the Morgan Stanley Innovation Award, Cisco’s Innovation in Technology Award, the League of Women Voters’ Women Who Could Be President Award, the Stevie Award for Best Non-Profit Executive, and the Commission on the Status of Women’s Human Rights Award. She has also been featured in six books, including “Scrappy Women in Business”, “Women of Courage”, and “The Missing Mentor”, and she has been featured in Fast Company’s video series “30 Second MBA.”
    35 min
  • That will Never be Me, with Julie Castro Abrams

    In this episode of Money Tales, our guest is Julie Castro Abrams. Julie is a hard charging activist who very early on knew what she did not want to be– and that was a trophy wife. This is because when she was young, Julie saw her mother’s friends navigating divorces and ending up destitute as a result. Julie wanted to have a family and a career, and she also wanted to protect herself from the financial risk that her mom’s friends experienced. Julie successfully crafted the life she wanted, including finding a spouse who has had a strong enough ego to be an ally and support her role as the family’s breadwinner.

    Julie is the founder and Managing Partner of How Women Invest, an early-stage venture firm focused on high growth, tech enabled women-founded enterprises. The firm is a culmination of her lifetime of work propelling women founders to launch and find success with training, capital and networks. Julie brings her extensive experience identifying and supporting early-stage entrepreneurs and twenty years as a CEO and board director. She is bringing her extensive networks, leadership and entrepreneurship experience to disruption of the venture landscape.

    An active investor and advisor to start-ups, and as the leader of the nation’s largest microenterprise and microfinance organization for 11 years, Julie has helped launch over 6,000 women into successful businesses. In her role as CEO of Women’s Initiative for Self Employment, an SBA Certified Development Financial Institution, Julie drove innovation in the US microenterprise and finance space. Investing in extensive research about the indicators of long-term success for women entrepreneurs, Julie brings deep intellectual prowess, extensive networks and experience to this transformative venture firm.

    Today she is advising the SBA, White House and Congress on national legislative initiatives to address economic opportunities for women. She serves on the California First Partners Project as an advisor regarding corporate board diversity. In her role as Founder and CEO of How Women Lead, she has been a driver of legislative initiatives and transformation in the US and California. Julie serves as an Advisor to financial services firms including the fin-tech start-up LENDonate and Nia Capital. She previously served as an advisor to Beneficial Bank and as the Governance Chair for the Association for Enterprise Opportunity and the Women’s Funding Network.

    As the CEO of How Women Lead, she is at the center of the movement to disrupt antiquated, unequal systems by propelling women into even greater leadership roles and increasing opportunities for all women. Julie has been an essential driver of the ecosystem for women on corporate boards in California. Julie has been a national leader in the movement and drove the successful passage of the groundbreaking Senate Bill 826, requiring public companies to have women on their boards.

    The recipient of many accolades, she has been awarded the More Jobs Genius Award, the Morgan Stanley Innovation Award, Cisco’s Innovation in Technology Award, the League of Women Voters’ Women Who Could Be President Award, the Stevie Award for Best Non-Profit Executive, and the Commission on the Status of Women’s Human Rights Award. She has also been featured in six books, including “Scrappy Women in Business”, “Women of Courage”, and “The Missing Mentor”, and she has been featured in Fast Company’s video series “30 Second MBA.”

    35 min
  • Launching Financial Grownups, with Bobbi Rebell
    In this episode of Money Tales, our guest is Bobbi Rebell, CFP®. Bobbi is a former business news anchor and globally syndicated personal finance columnist. Bobbi is also an author and her most recent book is titled, Launching Financial Grownups. Live Your Richest Life by Helping Your (Almost) Adults Become Everyday Money Smart. This topic is very dear to her heart because Bobbi has two twenty-something children and struggled with getting them started on their financial grownup journey. For her, this means living the everyday money related life that we encounter that no one seems to prepare us for.
    34 min
  • Turning Trash into Treasure, with Tom Brickman

    In this episode of Money Tales, our guest is Tom Brickman. Tom’s forty and he hit F.I.R.E within the past year, meaning he’s achieved financial independence and can retire early. This was not by accident. Tom was a hustler from the very beginning, helping neighbors with garage sales, taking out trash, mowing lawns, doing whatever he could do to earn a buck. He ultimately put his attention toward real estate, scooping up homes that no one else wanted and turning them into desirable rental properties. Tom shares that he needed to be creative along the way to support the cash needs so his hustling experience came in handy. At one point Tom even supplemented his income by buying bras and purses on the cheap and reselling them over eBay.

    Today, Tom is a married dog dad living in Dallas, Texas. He owns twenty-two rental properties, runs a resale business, and provides one on one coaching and covers financial literacy and real estate for building wealth through TheFrugalGay.com.

    34 min
  • The Myth of the Silver Spoon, with Kristin Keffeler
    In this episode of Money Tales, our guest is Kristin Keffeler. Kristin’s family’s money story launched when she was in her twenties. Her parents and oldest brother started a company, grew it, took it public and sold it, all within five years. In other words, during the period between starting and graduating from college, her family experienced a series of significant wealth events. As a result, Kristin’s money narrative got more complex. She was trying to sort out many things like how did she want to define success? Was her current career path good enough? How should she be allocating time learning to be a steward of the family wealth? Kristin was in a big soup of confusion around identity as she sought to understand who she was as an individual, separate from her family contribution.
    Kristin, MSM and MAPP, is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She works with affluent and enterprising families, rising gen, and the professionals who support them. As the founder of the consulting firm illumination360 and the Chief Learning Officer for the Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration.
    Drawing upon her research and years of private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world and uses a lens of strengths to help them—and those who guide them—to ignite their potential. Her recent book, The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life, captures this approach.
    35 min
  • The Myth of the Silver Spoon, with Kristin Keffeler
    In this episode of Money Tales, our guest is Kristin Keffeler. Kristin’s family’s money story launched when she was in her twenties. Her parents and oldest brother started a company, grew it, took it public and sold it, all within five years. In other words, during the period between starting and graduating from college, her family experienced a series of significant wealth events. As a result, Kristin’s money narrative got more complex. She was trying to sort out many things like how did she want to define success? Was her current career path good enough? How should she be allocating time learning to be a steward of the family wealth? Kristin was in a big soup of confusion around identity as she sought to understand who she was as an individual, separate from her family contribution.
    35 min
  • Not in a Deli, with Izzy Gesell
    In this episode of Money Tales, our guest is Izzy Gesell. Izzy is a former special education teacher, restaurant owner and stand-up comedian. He knows some great money jokes. Here are a few he shared with us:
    Why did the robber take a bath before he stole from the bank? He wanted to make a clean getaway.
    Why can’t you borrow money from a leprechaun? Because they’re always a little short.
    Why is money called dough? Because we all knead it.
    Years ago, someone Izzy knew approached him about buying a deli. The person described it as a goldmine. Izzy thought to himself, “I've eaten deli food all my life. How hard could it be?” Izzy quickly learned that all mines have shafts. Unfortunately, the deli didn’t make it. As Izzy tells us, he walked away from this business experience with important money insights and takeaways.
    Today, Izzy is an “organizational alchemist” who helps people navigate their internal logjams and emerge more confident, spontaneous and effective. Through keynotes, workshops and coaching sessions, Izzy delivers meaningful material in an enjoyable way. His unique approach to personal and organizational development is rooted at the intersection of improv, facilitation and coaching.
    Among the first to use improv theater concepts as tools for personal and organizational learning, Izzy is the author of “Playing Along: Group Learning Activities Borrowed from Improvisation Theater,” “Instructional Moments: Facilitating with Applied Improv,” “The Resilient Caregiver: A Path to Managing Stress & Change Through Humor & Play” & a coauthor of “Humor Me: America’s Funniest Humorists on the Power of Laughter”.
    Izzy’s video course for LinkedIn Learning, “Leading with Applied Improv,” was their first on the topic and their first shot as a live-action workshop. His other LinkedIn courses are “Humor in the Workplace” and “Building Your Team.”
    Izzy has earned the CSP (Certified Speaking Professional) designation from National Speakers Association. Less than 15% of NSA 4,000 members are CSPs. Izzy also has a BA in Psychology, an MS in Education and a P…. that’s 1/3 of a PhD.
    31 min
  • Ask for the Money, with Heather Rader
    In this episode of Money Tales, our guest is Heather Rader. Heather almost fell out of her chair one night when she was out with a friend and she found out what he was making. The friend, who was also a coworker on their sales team, was telling Heather about how he and his wife were about to buy a new house. This caused Heather to ask her colleague about his compensation. She learned he was earning almost double of what she was. This was a big shock because Heather was consistently the top salesperson in the organization. Heather shares what actions the conversation triggered her to take for herself and other high performing women on her team.
    As founder of a 100% woman-owned winery in the famed Napa Valley, Heather is all about making beautiful wine that empowers authentic community, connection, and inspirational travel experiences while giving back. In that spirit, her winery Spirit Horse Vineyards helps support a rescue horse ranch in Napa, where they support a leadership program for foster children to help the next generation THRIVE.
    Offering unique access at the highest levels of tennis and wine, Heather has created luxury travel experiences for world-class individuals and corporations at the top of their game through her company Tennis & Vine. She has led groups to the storied courts of Wimbledon, where her father-in-law played Rod Laver in the '62 finals, as well as the sizzling Italian Open, which he won 3 times. Prior to her career in luxury wine and travel, Heather garnered 25+ years of experience in digital marketing and sales for multiple Fortune 500 companies and start-ups, including the National Football League.
    Heather is passionate about food, wine, tennis and travel, and using them as a catalyst for inspiration and connection.
    30 min
  • Multigenerational Abundance, with Taylor Adams
    In this episode of Money Tales, our guest is Taylor Adams. Taylor is a 5th generation member of an entrepreneurial, enterprising family. The first chapter of his life was about reconciling his own personal ambition within the context of business and his family. Taylor talks to us about the professional anxiety that he felt at that time. He thought to be loved and respected, he had to be as successful, or more successful, than his father even though that mandate was never communicated to him. This led Taylor down a pathway of equating the idea of success with achievement and the acquisition of property, power, and prestige. After much self-reflection and work, Taylor realized that success and money are simply byproducts of value creation. For him, value creation is generated by being of service to others. The current chapter of Taylor’s life is all about where he can find purpose beyond himself.
    Taylor is an investment entrepreneur and multigenerational innovator who discovered a passion for human transformation while working within his own multigenerational family office. As a family office executive, Taylor leverages a principle based operating philosophy that combines investment management and philanthropic strategies with entrepreneurship and talent development to promote a culture of multigenerational value creation over multigenerational value consumption. His overarching purpose is to accelerate human progress by catalyzing a movement that transitions enterprising families away from the commonly embraced preservation paradigm, and toward an empowerment paradigm that prioritizes integrated strategies for multigenerational self-actualization and perpetual family flourishing.
    30 min
  • Multigenerational Abundance, with Taylor Adams
    Taylor is an investment entrepreneur and multigenerational innovator who discovered a passion for human transformation while working within his own multigenerational family office. As a family office executive, Taylor leverages a principle based operating philosophy that combines investment management and philanthropic strategies with entrepreneurship and talent development to promote a culture of multigenerational value creation over multigenerational value consumption. His overarching purpose is to accelerate human progress by catalyzing a movement that transitions enterprising families away from the commonly embraced preservation paradigm, and toward an empowerment paradigm that prioritizes integrated strategies for multigenerational self-actualization and perpetual family flourishing.
    30 min

About Money Tales

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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…