MONEY WITHOUT MATH

Part 1:  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. In her search for resources to support this endeavor, she ended up conducting a hefty amount of research and ultimately, creating her own resources and discovering something much larger. She shares how she was able to move forward from a state of shock to a place of financial and personal well-being.

Schools are closed, businesses are shuttered, and people aren’t paying rent. But young entrepreneur, architect and landlord Aaron Peteranecz is not only calm, he is looking to grow.  No stranger to the ins and outs of business, Aaron grew up in an entrepreneurial family and started his first business as a kid detailing cars.  As Founder and President of Design Method Group and COO of Studio Novum, Aaron shares with Karen where he sees opportunity and how he pursues it.

Retirement is not what it used to be. Some slow down, others speed up. For many, it’s a time to switch gears, change lanes, or totally reset the course. Lorie Dixon, co-owner and winemaker of Stone House Urban Winery, has taken a few unexpected turns after working in the medical field for 40 years. She’s living out an unconventional “retirement,” but one that is full of purpose and passion. She shares how she did it and how you can, too.

Do you ever wonder if your gifts are making a difference? Whether you are already engaged in philanthropy or just getting started, defining your own individual philosophy for giving will help you focus and ultimately create a greater impact. Guest Laurie Wallace shares how to be better informed and inspired as a donor and look at your giving in a fresh new ways.

Now more than ever, we thank our physicians and medical professionals who are on the frontlines as the world responds to COVID-19. Will this bring more attention to the additional risks and “costs” that exist for female physicians? Dr. Heather Furnas, Plastic Surgeon and owner of Plastic Surgery Associates of Santa Rosa & Allegro MedSpa, has written and spoken about this issue. She joins us to discuss the challenges that female surgeons are faced with when it comes to having children and raising a family.

Are you ready to get Gutsy? If you haven’t evaluated your branding in recent years, now is the time. Laura Wallace, CEO & Creative Director of Worx & Co, dishes on branding and the role it plays in your business. Hint: it’s more than just a logo.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law in December 2019 with the intention of helping individuals save more for a secure retirement.  The Act brings forth some good news, some bad news, and has caused confusion as well.  Lead accountant Bill Fritts of SEK, CPAs & Advisors joins us to help sort out the new tax and retirement rules and how they may impact you.

When most people start to think about their estate planning, they think about wills, trusts, beneficiaries, and making sure that affairs are in order after death. But what if something goes wrong while you are still living, and you can’t direct your own affairs? Who will do it for you? Naming a Power of Attorney (POA) is one of the most critical yet unsung elements of a solid estate plan.

 Nancy Meyers, Esquire Attorney/Shareholder at Salzmann Hughes discusses how and when to use a POA and some key considerations in naming the right agent.

Addiction is a difficult but very real issue for too many families. While many people may be aware of the emotional & physical toll, the strain it puts on families, relationships and careers, there is also an enormous financial toll. Erin Tack, Clinical Director of Lasting Change Recovery Solutions for Women, joins us to open up the issue of addiction.

Bernadette Wagner is all about getting better with time! As the founder of Prime Time for Women, a social enterprise created to celebrate, connect and empower women in the second half of life, Bernadette shares insights about aging –or rather, living-- well.  In this episode, we discuss how women can better engage in their finances in the second half of life and so much more.