MONEY WITHOUT MATH

Financial services often seems off-limits to someone with a liberal arts degree, let alone a degree in Theatre Studies. Gillian Matteson is an M.B.A. candidate at Emory University with a fairly non-traditional background for someone heading into investment banking, having studied education, theatre, and working in the non-profit world. In this episode, we discuss the value of taking an atypical path to working in financial services, and considerations for women and minorities who are interested in joining this male-dominated field. We also discuss the evil image of investment banking and how that might be changing for the better. If you are interested in switching gears to work in financial services but have a non-financial background, this episode is for you!

Your primary concern is taking care of your patients. But how dialed in are you to the blind spots in your practice that can threaten your license and your livelihood? Board investigations and disciplinary sanctions are not typically covered by professional liability insurance and can end in license suspension or even revocation. When you think about your assets, don’t overlook ways that you can protect your license and ultimately your practice. Natasha Wesker, Esquire of Natasha Wesker Law, LLC  has 30 years of experience in healthcare and has seen both sides as both a defense attorney and as a prosecutor. With this perspective, she shares an inside look on how to keep your license and your livelihood safe.

Making the decision to end your marriage is incredibly difficult. And once that decision is made, there are many more big decisions to follow, especially if you have children. One of the first is determining how to go about the divorce process. Do you hire a “pit bull” attorney, or can you move forward amicably?

The typical divorce narrative is toxic, destructive, litigious, expensive, and results in a lose-lose situation. There’s another, lesser-known narrative, which avoids the courtroom. This narrative puts the family first.  Through mediation and collaborative divorce, you work together to make decisions that are best for your family.

Kandace Carpenter of The Law Office of Carpenter & Deisher, LLC explains how mediation and the collaborative divorce process can save time, money, and create a better outcome for all involved.

Divorce is a traumatic event. It’s a financial, legal and interpersonal process with high stakes. It’s emotionally exhausting, and it can be financially and personally devastating. Divorce may be the end of a chapter, but it’s not the end of the story…and it could be beginning of a new and better one. Nikki Bruno, graduate of Princeton and Harvard Universities and founder of The Epic Comeback, helps people do just that that by “finding the treasure in trauma.” After a high-conflict divorce nearly destroyed her, she was able to rediscover herself and bounce back stronger, and now she helps others do the same. She shares some of her methodology so that you can stage your own epic comeback after a traumatic event like divorce or other form of loss.

Using an ESG (Environmental, Social and Governance) strategy in your portfolio is a way to invest your money to match your values.  Money is power if you choose to direct it towards change.  And as more and more companies are considering all of their stakeholders—not just their shareholders—in  how they make decisions, you can do just that. Sheila L. King, CFA, Vice President & Portfolio Co-Manager at Eagle Asset Management, Inc. explains how investing in companies and municipalities that are focused on being resilient and sustainable for the long haul is not only meaningful for you as an investor, but for our world at large. If you are interested in putting your money where your values are, take a listen to how this portfolio manager identifies corporations that are being good stewards to the environment and their communities.

Borders are closed, venues are closed, and flights are iffy. But travel itself is not cancelled! Travel in the time of COVID19 however may require the help of a professional. How do you know where you can go, and what is safe? Enter our guest today, Sarah Groen, Owner and Luxury Travel Advisor of Bell & Bly Travel. On this episode we discuss how the travel industry is responding to the covid challenge, how to create an “ungoogleable” experience, and why now is a great time to consider working with a travel advisor.

As businesses start to open back up, employers and employees have a lot of questions. Today’s guest is Lisa Shuster, Founder and President of PeopleWorks, which specializes in small business HR. From opening up safely to addressing employee leave benefits, Lisa shares her expertise and resources so businesses and employees can get back to work.

Tensions are running HIGH. In the pandemic, we’re not only dealing with a health crisis and economic fallout, we’re also facing an emotional and mental crisis that can strain relationships. Those strains can then further exacerbate health and financial issues, so it’s critical to tune in to how we are communicating right now.  Whether it’s with your family or your clients, Kristie Van Leeuwen, President of PeopleReader explains how to be a better communicator during the crisis.

Steve Chiavarone, portfolio manager and equity strategist for Federated Hermes brings his expertise to the table as he tackles 5 key questions from inflation to bringing production back to the US and why now is still the time to stay invested. 

Part 2 of 2. Guest Nancy Phillips, creator of “The Wela Way” and author of the Zela Wela kids series, was a corporate executive before a series of traumatic events altered the course of her life. Because her life situation had changed so dramatically, she wanted her children to learn from the experience and to have a firm introduction to financial literacy. Few us are taught early on about basic financial concepts, tools, or how to manage our financial affairs.  In this episode, Nancy discusses how to teach and talk to children about finances.