Sage Money Conversations with Barbara Norman CFP®

Sage Money Conversations with Barbara Norman CFP®

By Barbara Norman, CFP®BusinessEducationInvestingHow To
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Sage Money Conversations with Barbara Norman CFP® episodes

  • Ep 029: Money, Romance, and Reality

    One of the leading causes of divorce is money. In the episode Barbara and Dena talk about how to redefine life after divorce, the importance of having conversations about money while dating, and how to handle money in 2nd and 3rd marriages. The conversations may not be easy – but they are so worth it!

    Dena Silliman Nielson, J.D. is the author of Common Sense Divorce: Ten Steps to Save You Time, Money, and Worry. A retired family law attorney who practiced law for almost 25 years, Ms. Nielson's mission is to help those in divorce know how to survive the process and thrive in their new normal. To further this effort, Ms. Nielson has developed an online course, Common Sense Divorce: Divorce with Dignity and Regain Your Happiness and Self-Worth. Ms. Nielson currently resides in Whitney, Texas with her husband, Bill, and their little dog, Buddy. The Nielson's have 5 children and 5 grandchildren all of whom reside in Colorado.

    Connect with Dena:

    WEBSITE: www.DenaNielson.com

    FACEBOOK: https://www.facebook.com/theunlikelylawyer

    INSTAGRAM: https://www.instagram.com/denasnielson/

    LINKEDIN: https://www.linkedin.com/in/dena-nielson-b351431b8/

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    37 min
  • Ep 028: Creating Your Ideal Life

    Recovering from the loss of a spouse in not easy. We may feel sad, lonely, resentful, or any other vast array of emotions. In this episode Robin gives us practical steps for re-discovering (or maybe discovering for the first time) who we are, and how to create new friendships and relationships that will keep us whole and happy. When you're done listening, make sure you go onto to her website and play with the free tools she offers.

    Dr. Robin Buckley helps high-achieving clients thrive in their careers and relationships. She is an author, professional speaker, and cognitive-behavioral coach who works with executives and high-performance couples. Her proprietary coaching model uses a business framework and cognitive-behavioral strategies to support clients in creating and executing concrete, strategic plans for developing their careers and relationships. The owner of Insights Group Psychological & Coaching Services, Dr. Buckley has a Ph.D. in clinical psychology and served as a doctoral professor and dissertation chair for students in business, leadership, education, and healthcare. She has published two books, including Voices From the Village: Advice for girls on the verge of adulthood. Dr. Buckley is a columnist for Entrepreneur.com and has been featured as an expert on multiple media platforms, including Thrive Global, Authority Magazine, Nike, various podcasts, News Radio 96.7, and WGN Radio 720, and will be a TEDx speaker in May 2022

    Connect with Robin:

    WEBSITE: http://www.drrobinbuckley.com/

    FACEBOOK: https://www.facebook.com/findingthepowerwithin/

    TWITTER: https://twitter.com/DrRobinInsights

    INSTAGRAM: https://www.instagram.com/drrobinbuckley/

    LINKEDIN: https://www.linkedin.com/in/dr-robin-buckley-8257277/

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    26 min
  • Ep 027: Family, Taxes, & Estate Planning- It's a Rubik's Cube

    Families come in all sizes and shapes. Married, unmarried, registered domestic partners, LGBTQ+, kids, step kids…. The planning issues and options are endless, and each carries its own tax, legal, and emotional ramifications. It's complicated. In this episode, Danielle breaks out of the norm and encourages us to start talking about the business issues of relationships.

    Danielle P. Barger is a Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization), a designation reserved for those attorneys who are able to meet California's comprehensive education and experience requirements in the field of Estate Planning, Trust and Probate Law. Danielle is committed to providing valuable legal services to families and helping them make important life decisions for their family which can impact them for years to come. A large part of her estate practice includes advising non-traditional families, including LGBTQ+ clients, in their estate planning needs. In addition to crafting exceptional estate plans for her clients, Danielle provides business planning services. She firmly believes that for the business person, business planning and estate planning go hand in hand to protect their assets and provide for a smooth succession to his or her heirs. Having owned and operated her own law firm for eight years, and then re-launching a new law firm in 2020, Danielle understands first-hand the issues and problems facing business owners. As a result of her real world experience, she is able to better advise her business clients. Danielle is a San Diego native who holds degrees from the University of Southern California, the University of California Los Angeles, and Thomas Jefferson School of Law. Danielle is affiliated with the San Diego County Bar Association, the California State Bar Association, the Nevada State Bar Association, Wealth Counsel and ProVisors.

    Connect with Danielle:

    WEBSITE: https://dbsquaredlaw.com/about/danielle-p-barger-esq/

    LINKEDIN: https://www.linkedin.com/in/daniellebarger/

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    34 min
  • Ep 026: When Life Says NO, Say YES Anyhow

    Anuschka was given a devastating prognosis about her health. She made up her mind that the news was not going to define her or her life. Faith and determination gave her back her health. We hope you enjoy this episode and make the decision to say YES to life like Anuschka did.

    Anuschka Alborzian graduated with her Computer Science and Engineering degree in 2003 and began her career as a Software Engineer turned IT Consultant for 14+ years ending her career in the computer world in 2017 upon hearing a diagnosis and prognosis that would change her life forever. She scheduled an MRI for a peace of mind on 8/23/2017, and instead of leaving with a peace of mind, an avocado-sized Stage 4 Glioblastoma (GBM) Brain Tumor was discovered. This was an awakening to her soul's purpose as a Healer! For the first time ever, she felt so much gratitude for being alive after looking the prognosis of death in 3-5 years (later to be escalated to 6-18 months) in the face and undeniably stating to the brain surgeon: "This is not my time to go! Watch me." Anuschka was clear she was meant to go through this experience to heal herself in order to be that for other souls: to provide a safe and healing space for them to release, shift, transform, and heal from within as well! After receiving a prognosis she refused to believe, a passion ignited within Anuschka that had her leap into a year long Coach Training program halfway through chemotherapy and directly after start another year long Energetic Healing Mastery Program, which has provided her to opportunity to combine her life altering experiences, gifts, talents, & skills to bring about a unique coaching and healing experience for those desiring to level up their health and healing to the next level! As she continues to witness astonishing shifts, transformations, & healings in the clients she's been working with, Anuschka is ready to share her vision of shifting the health and healing paradigm for many others that are ready, whether they have recently been diagnosed of a life altering medical condition and not sure how to navigate through their fears, or have been blocked and struggling to achieve their ideal healthy lifestyle! Through her awakening and rebirth, Anuschka discovered her Soul's purpose and now she empowers committed souls dealing with health struggles to heal their mind, body, and spirit so that they can live life to the fullest in the face of any circumstance!

    Connect with Anushka:

    FACEBOOK:

    Personal: https://www.facebook.com/Anuschka23

    Business: https://www.facebook.com/HealingWithAnuschka

    Private FB Community (High Vibe Support Tribe): http://bit.ly/highvibesupporttribe

    INSTAGRAM: https://www.instagram.com/healing.with.anuschka

    LINKEDIN: https://www.linkedin.com/in/anuschka

    TWITTER: https://twitter.com/AnuschkaHealing

    LINKTREE: https://linktr.ee/healingwithanuschka

    WEBSITE:https://healingwithanuschka.com

    WEBSITE: https://radicalremission.com/profile/anuschka-alborzian

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    28 min
  • Ep 025: Can We Talk About Money?

    Money can be a stressful and heated topic for couples, especially if they have different backgrounds and values systems. When the conversations get tough, Dana teaches us how we can reignite empathy and compassion. The ultimate outcome is that we can still dream and feel heard and valued - even if we don't agree. Checkout this podcast and then check-in with how you're doing in your relationship.

    Dr. Dana McNeil is a Licensed Marriage and Family Therapist and is the founder The Relationship Place, a group practice with locations in her home town of San Diego, California. Dr. Dana's practice specializes in couples' therapy and utilizes an evidence-based type of couples' therapy known as the Gottman Method. Dr. Dana is a certified Gottman Method therapist and Bringing Home Baby instructor. She also leads trainings at the Gottman Institute to help clinicians master the art of couples therapy. Dr. Dana works with all types of relationship issues from pre-marital counseling, dealing with the aftermath of extramarital affairs, partners working through addiction recovery, military deployed families, parents of special needs children, LGBTQ+ partners, and polyamorous/ethical non-monogamy clients. Dr. Dana makes presentations about her work with couples at conferences such as Therapy Reimagined and CAMFT. She is often featured on relationship podcasts such as the Practice of the Practice, the Practice of Therapy, Modern Therapists Survival Guide, and Relationship Advice, to name a few. Dr. Dana regularly contributes to media publications and television appearances for outlets such as the Business Insider, MSN, Yahoo, Bustle, Parade, Oprah Living, Martha Stewart Living, Reader's Digest, and AARP. Dr Dana is the resident relationship expert on the Cox Communications show "I Do" and will be featured in an upcoming documentary on the art of couples therapy.

    Connect with Dr. Dana:

    WEBSITE: https://danamcneil.com/

    INSTAGRAM: https://www.instagram.com/drdanamcneil/

    FACEBOOK: https://www.facebook.com/DrDanaMcNeil

    LINKEDIN: https://www.linkedin.com/in/dana-mcneil-shutt-77b44415

    THE RELATIONSHIP PLACE WEBSITE: www.sdrelationshipplace.com

    THE RELATIONSHIP PLACE INSTAGRAM: https://www.instagram.com/sdrelationshipplace/

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    24 min
  • Ep 024: Charitable Giving and the Various Tax Breaks

    Ollie Benn and Barbara Norman talk about the gratification of giving, the impact of charitable donations, and the various tax breaks that a person may not know about – and should! Enjoy this feel-good episode as Ollie shares the successes that the Jewish Community Foundation has had with their quick response to the humanitarian crisis in Ukraine, their service to San Diego's homeless population, and to other pressing community needs

    Ollie Benn is the Director of Philanthropy and Social Impact and the Jewish Community Foundation San Diego. In that role, he led the giv4 homelessness in san diego fund, an initiative designed to engage all San Diegans in effective philanthropic solutions to homelessness. Before joining JCF, Ollie was Executive Director of San Francisco Hillel. He was formerly an attorney for an international law firm, and also has experience in the Bay Area startup community. Ollie received his J.D. from UC Hastings College of the Law and a B.A. in History from the University of Pennsylvania. He lives in San Diego with his wife and young son. Ollie's interests reflect him having lived equal amounts of his life in England and California, as he can seamlessly transition from being a yoga practitioner to a tea-sipping fan of English Premier League team Tottenham Hotspur.

    Connect with Ollie, and the Jewish Community Foundation of San Diego:

    JCF SAN DIEGO WEBSITE: https://jcfsandiego.org/

    LINKEDIN: https://www.linkedin.com/company/jewish-community-foundation-san-diego/

    YOUTUBE: https://www.youtube.com/user/jcfsandiego/

    TWITTER: https://twitter.com/jcfsandiego

    FACEBOOK: https://www.facebook.com/jcfsandiego

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    32 min
  • Ep 023: Wait! What? A Procrastination Expert?!?

    Talia's superpower is her ability to play and be creative. In this delightful episode, she teaches us the underlying traits of procrastination and what they tell us. In her own unique and wonderful way, Talia shows us how we can play with the "procrastination gremlin" and grow past the barriers that keep us stuck in life.

    Talia Dashow coaches people on ending procrastination, and on using creativity as a means to grow. She has been coaching since 2001, using creativity to help people learn, heal, and love themselves. Talia has earned a BA in English at UC Berkeley, a certificate as a mediator, and a certificate to facilitate Lego Serious Play.

    Connect with Talia:

    LINKEDIN: https://www.linkedin.com/in/taliadashow/

    FACEBOOK BUSINESS PAGE: https://www.facebook.com/taliadashowcoaching

    FACEBOOK GROUP: https://www.facebook.com/groups/creativityasaspiritualpractice

    CREATIVITY CLUB (meets Thursdays 4:00-5:00 pm PST): https://us02web.zoom.us/j/81950411129?pwd=ME5zRjZXZmF5UTBEek5ndzFnQ2M0dz09

    SCHEDULE A "BREAKFREE OF PROCRASTINATION SESSION": https://app.acuityscheduling.com/schedule.php?owner=13644361

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    27 min
  • Ep 022: Aging 1-2-3

    Julie Derry -

    Sage Money Conversations with Barbara Norman -

    Episode 022: Aging 1-2-3 -

    "How did this happen?" One morning we wake up and realize that we (or our parents) are 95 and need help. What now? Julie Derry walks us through the steps and the essentials of planning for Assisted Living.

    Julie Derry is a former Senior Marketing Executive and E-Commerce pioneer with over 25 years of experience leading the Digital Experience for large retailers such as Harry & David, REI, Guitar Center and See's Candies.

    In 2015, Julie left the corporate world and spent a year searching for a career opportunity where she could make a real difference in people's lives. This pursuit led her to obtain a national accreditation as a Certified Senior Advisor (CSA) and begin working with the aging population. Julie consults with aging adult clients and their loved ones to educate and guide them in planning for their aging experience. Julie's passion for serving the aging population is only exceeded by the satisfaction she experiences upon successfully helping her clients achieve peace of mind.

    Julie is a founding member and past President of the San Diego Chapter of the National Placement and Referral Alliance. She is on the Board of Directors and serves as the Vice Chair for Oasis Lifelong Adventure and sits on the Board of Directors for Glenner Center.

    -

    Connect with Julie:

    WEBSITE: https://agingwellpartners.com/

    LINKEDIN: https://www.linkedin.com/in/juliederry/

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    29 min
  • Ep 021: Elevate Your Energy, Elevate Your Life

    Joe Nunziata

    Sage Money Conversations with Barbara Norman

    Episode 021: Elevate Your Energy, Elevate Your Life

    None of us come into this life as a perfect person. In this enlightening episode Joe teaches us how identify our self-limiting beliefs and break negative patterns. When we heal and bring more peace and love into our lives, our lives change for the better. Joe's approach is simple, accessible and does not require years of talk therapy on a couch. What's not to love?

    Joe Nunziata is a best-selling author, spiritual life and business coach, and professional speaker who teaches that to make permanent changes you must clear your negative energy and break destructive patterns of behavior at the core level. The transformational process Joe developed enables people to create new energy and beliefs designed to achieve sustained, positive growth in all areas of life. He has appeared on many television and radio programs including Good Day New York and Street Talk on Fox TV, Gaiam TV, Cablevision News 12, Better TV, The Braveheart Network and various radio shows, podcasts and summits worldwide. His books include: Heal the Deal, Chasing Your Life, Karma Buster, Spiritual Selling, Finding Your Purpose, and No More 9 to 5. His other programs include: Elevate Your Energy Elevate Your Life, No More Mental Barriers, Connecting to Your Spirit and The 7 Keys to Transformation

    Connect with Joe:

    WEBSITE: https://www.joenunz.com/

    WEBSITE: http://HighEnergySelling.com

    FACEBOOK: https://www.facebook.com/JoeyNunziata

    INSTAGRAM: https://www.instagram.com/joenunziata/

    LINKEDIN: https://www.linkedin.com/in/joenunziata/

    YOUTUBE: https://AShotofJoe.com

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    31 min
  • Ep 020: From Fear to Success

    Izdihar Jamil -

    Sage Money Conversations with Barbara Norman -

    Episode 020: From Fear to Success -

    Get ready to be delighted and motivated. This episode of sage Money Conversations takes you on the incredible journey of Dr. Izdihar, as she shares her inspiring and touching story about powering through adversity and discrimination to become one of the leading female inspirational leaders and a best-selling authors.

    Dr. Izdihar Jamil is an immigrant, Asian, hijab-wearing, Muslim computer scientist turned media expert. She has been a coach and entrepreneur for over 15 years. In 2021, Izdihar was inducted into the prestigious Marquis Who's Who biography in recognizing her contribution as the top 5% in the industry with Warren Buffet and Oprah. She is also an upcoming TEDx presenter sharing her idea about to inspire marginalized women to be confident with their heritage and roots. She is an influential trailblazer and inspirational leader in helping female entrepreneurs to be the #1 go-to experts in their field with her simple, no-fuss methods. She has helped over 100 people to be a #1 international best-selling author, get in the media, magazines, high-profile interviews and publications. Izdihar lives in California with her husband and three kids and in her spare time she loves reading and baking for her family. -

    Connect with Izdihar:

    WEBSITE: https://www.izdiharjamil.com/

    FACEBOOK: https://www.facebook.com/iamdrizdiharjamil

    INSTAGRAM: https://www.instagram.com/iamdrizdiharjamil

    LINKEDIN: https://www.linkedin.com/in/iamdrizdiharjamil

    YOUTUBE: https://www.youtube.com/channel/UCEWb8eXBvihwMr6AkDeKyMQ

    TWITTER: https://twitter.com/IzdiharJamil

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    21 min

About Sage Money Conversations with Barbara Norman CFP®

From the publisher's feed

The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.