Sage Money Conversations with Barbara Norman CFP®

Ann Chamberlin -

Sage Money Conversations with Barbara Norman -

Episode 009 -

Whether you are negotiating a pay raise, moving to a new company, or re-entering the work force, this episode is a great resource.

Our guest, Ann Chamberlin, is a leader in early-stage technology companies and a key executive for successful mergers and acquisitions. Over the course of her career Ann spent considerable time on both sides of the table in salary negotiations. She tells us how to position our value as employees, build trust with the employer, and develop a partnership attitude during the interview phase. She is a big believer in win-win scenarios and her techniques lead to happier outcomes for both employers and employees.

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Listen to this valuable episode of Sage Money Conversations, for tips on re-entering the workplace, and getting the most out of your contract negotiations.

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Here is what to expect on this week's show:

● Tips for women who are negotiating re-entering the workforce.

● How and when to give push back during contract negotiations.

● Certifications and recruitment programs to look for when considering re-entering the workplace as a new mom.

● Ways that the wage gap between men and women has (and has not) changed over the years.

● Tips on how to carry yourself in a job interview.

Connect with Ann:

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

TWITTER: https://twitter.com/AnnChamberlin3

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Linda Jahnke -

Sage Money Conversations with Barbara Norman, CFP® -

Episode 008: The Hardships of Paying for Long-Term Care -

Long Term Care is a difficult topic. None of us want to think about losing our independence. We don't want to admit to losing capacity and we don't want to be told what to do. Further, the conversations can be embarrassing. Yet, these are the conversations we may need to have with our parents or a spouse. In this tender episode about navigating long term care, Linda tells us how to talk with our loved ones and navigate the difficulties of Long Term Care Insurance. .

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For over 30 years, Linda Jahnke has been a well-known and trusted elder care resource in San Diego. After graduating from the University of Iowa, she began her career working in a skilled nursing facility. Seeing the need to plan for care expenses, Linda quickly built a career as an insurance broker. The mission of Jahnke Consulting is to advocate for their clients and manage long term care claims. She works closely with families to assess the needs of elders as they navigate the complexities of the health care system and their long-term care insurance claims. Her company has filed hundreds of successful LTCi claims, where claims have been denied.

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During the early years in her practice, she volunteered as an Ombudsman with the Area Agency on Aging and has served as Secretary and Vice Chair for the George G. Glenner Alzheimer's Family Care Centers.

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This episode of Sage Money Conversations focuses on how to talk with loved ones and navigate the complexities of long-term care insurance.

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Here is what to expect on this week's show:

How Linda got involved in long-term care, and the tragic event that turned her into a patient advocate.

The frustrations of long-term care insurance, and how to navigate rate hikes.

How to get the most out of a long term care insurance policy.

What to do when a loved one resists sensible care solutions.

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Connect with Linda:

WEBSITE: https://www.jcltca.com/

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

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John Henberger

Sage Money Conversations with Barbara Norman. CFP® -

Episode 007: Making Your Business More Saleable -

Your business is an expression of your life's passion, your dreams, and your hard work. You want to get the greatest value you can from the sale, and in many cases, protect the financial security of your management team and employees. John Henberger, the founded the Henberger Group, shares his IntelligentExit® process where he talks about the processes and essentials for selling a business. Learn from the successes and mistakes of other's businesses as we walk through the delicate process of selling your most valuable asset – your business - to the right successor.

John has been a successful business owner in the Southern California area for over 35 years. In 2002, he founded the Henberger Group to assist owners of privately held, middle market businesses ($10M to $200+ million) with exit planning and transition solutions. John has founded, acquired, ran, and sold a variety of businesses in the wine, manufacturing, distribution, and high-tech industries. He is the creator of the IntelligentExit® process and the author "How To Make Your Business More Saleable."

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Listen to this information-packed episode of Sage Money Conversations about how to prepare your business for the most optimal transaction.

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Here is what to expect on this week's show:

John advice for when and how to prepare your business for sale.

Some of John's favorite success stories.

Risk factors involved when selling a business.

How to best ease the transition of ownership for clients and employees after making the sale.

Why owning a business is a great way to cement a family legacy.

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Connect with John:

WEBSITE: http://www.henberger.com/

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

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Rod Hatley -

Sage Money Conversations with Barbara Norman, CFP® -

Episode 006 Estate Planning Essentials -

Rod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers' estate. When Rod's father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and the planning that needs to take place to avoid estate taxes and the costs and delays of probate.

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Rodney J. ("Rod") Hatley has his J.D., and LL.M in Taxation and he is the founder of Hatley Law Group AP.C.. Rod began his legal career working in personal injury litigation and then for the U.S. Navy Judge Advocate General's (JAG) Corps, first as a Criminal Defense Counsel and Legal Assistance Attorney and then as a Staff Judge Advocate and Special Assistant U.S. Attorney. During this time he twice received the Navy and Marine Corps Commendation Medal. After coming off of active duty in the JAG Corps, Rod pursued a Master of Laws from the University of San Diego School of Law's acclaimed graduate tax program and shifted into estate planning, trust, and probate law. Rod is licensed to practice in California and his home state of Tennessee. When he isn't busy with his practice, Rod enjoys scuba diving (he is open water certified), snorkeling, and surfing (which he does very badly) in San Diego. He is a fan of MidCentury Modern architecture and volunteers his time to the Rotary Club (he is a Paul Harris Fellow) and the Nice Guys San Diego charity.

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Here is what to expect on this week's show: -

Hear Rod's story.

Disaster stories that show what happens when a person doesn't plan.

Basic Essential Estate Planning documents, explained in layman's terms.

Know the responsibilities of your agents, so you can appoint the right person to unwind your estate and help you if you are incapacitated.

What happens in Probate Court, and how planning can help you avoid it.

How to talk to your children and loved ones about estate planning issues.

Connect with Rod:

WEBSITE: https://hatleylawgroup.com/

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

LINKEDIN: https://www.linkedin.com/company/hatley-law-group-a.p.c./

TWITTER: https://twitter.com/rodneyhatley

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Jeffrey Bornman

Sage Money Conversations with Barbara Norman CFP® -

Episode 005 - Finding Your Life Passion

Finding happiness and meaning in life can be difficult to identify. In this enlightening episode, Jeffrey Bornman, a mind/body trainer and personal coach, reveals exercises for helping us to identify what gives us joy and purpose. Listen to the end and then click on his exercises. You may be surprised and delighted at what you find.

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When Jeffrey started his career over 30 years ago, 'Mind-Body Training' had not yet been defined. He quickly discovered that permanent body change only comes when one changes their mind, thoughts, attitudes, and ideas about how life is lived. The answers for joy and health are in all of us. We just need the right training and tools to discover our passions.

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Listen to this transcendental episode of Sage Money Conversations. It is full of tips for mind/body wellness and finding your passion in life. Learn to discover and live "your cosmic occupation."

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Here is what to expect on this week's show:

● How Jeffrey found his purpose in life, and what gives him a sense of gratitude at the end of the day.

● How finding happiness and meaning is your decision.

● What a "cosmic occupation" is, and how one can determine what theirs is for themselves.

● Introspective and meditative questions for anyone needing direction in life.

● Tips on pursuing what makes you happy.

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Want to learn more about finding your passion in life? Get your free your cosmic occupation worksheet and connect with Jeffrey:

EMAIL: [email protected]

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Colleen Warren -

Sage Money Conversations with Barbara Norman CFP® -

Episode 004 -

Make no assumptions about what you will receive in your divorce. You may be shocked! Colleen Warren, a Certified Family Law Specialist, helps us break down the myths and misconceptions of spousal support – are there are a lot of them! The choices you make may affect your financial security for life. It's important that the family law attorney you choose to defend your interests before, during and after a divorce should be someone with years of valuable experience, a track record of favorable outcomes, and the ability to relate to your frustrations.

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Ms. Warren was admitted to the State Bar of California in 2006, became a CFLS in 2012, and she opened the Law Offices of Colleen A. Warren, APC in January 2016. Ms. Warren has also achieved an "AV Preeminent" rating by Martindale-Hubbell, the highest rating available to practicing attorneys. Colleen handles complex and high conflict cases involving property and custody.

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Listen to this information-packed episode of Sage Money Conversations as Barbara and Colleen talk about alimony expectations and common mistakes in a divorce.

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Here is what to expect on this week's show:

● Dispelling pervasive myths about alimony.

● Know what a "Gavron Warning" and how it can affect your spousal support payments.

● What you should expect from your Family Law attorney.

● Tips for hanging on to certain assets in a divorce.

● Advice that Colleen would give to people going through a divorce.

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Connect with Colleen:

WEBSITE: https://www.warrenfamilylawfirm.com/

TWITTER: https://twitter.com/cawfamilylaw

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

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

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Jenn Gunsaullus -

Sage Money Conversations with Barbara Norman CFP® -

Episode 002 -

Our guest today, Jenn Gunsaullus, PhD, is a sociologist, intimacy speaker, and relationship & communication coach, and the author of From Madness to Mindfulness: Reinventing Sex for Women. Dr. Jenn has presented two TEDx Talks, co-hosts the podcast Sex Talk with Clint & the Doc, and has over 1.7 million views on her In the Den with Dr. Jenn YouTube video series. She lives in San Diego where she strums her ukulele and plays 2-on-2 beach volleyball every weekend.

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Listen to this information-packed episode of Sage Money Conversations about those two big conversational taboos, sex and money.

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Here is what to expect on this week's show:

● What makes sex and money such difficult conversational topics to breach, even for intimately connected partners

● Methods for couples to reduce anxiety surrounding those topics, and a new paradigm for honest, open communication

● Benefits of open and honest communication in a relationship, and how to work through the initial awkwardness

● Lessons from the world of business that can be applied to the world of both sex and money

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Connect with Jenn:

WEBSITE: https://www.drjennsden.com/

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

TWITTER: https://twitter.com/drjennsden

BOOKS: https://www.amazon.com/Jennifer-Gunsaullus/e/B009JXH40I%3Fref=dbs_a_mng_rwt_scns_share

YOUTUBE: https://www.youtube.com/channel/UCXGhEDhetWqB20fBvGSqgGA

FACEBOOK: https://www.facebook.com/jennifer.gunsaullus

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

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Colleen Hauk -

Sage Money Conversations with Barbara Norman CFP® -

Episode 001 -

Burn-out is real. Colleen Hauk, a bestselling author and professional speaker, tells us how to overcome the feelings of being overwhelmed and wanting to quit. She offers tips for communicating with your employer and spouse, and to prioritize life events so you can be your happiest and best self. Her goal is to teach you how to live "The And Life."

Colleen spent 15 years in the corporate world specializing in training and leading sales teams. Her leadership and personal development skills were honed when she experienced, first-hand, the negative effects of poor leadership and lack of self-care. She transformed the workplace culture from toxic to thriving and, after suffering her own breaking point, she altered her circumstances and developed successful methods to become a sustained, elite leader.

Colleen is now a speaker, trainer and co-author of two books, including the bestseller, Women Who Ignite. She shows organizations and leaders how to take burned-out female executives and turn them into top-tier women leaders. Colleen has appeared in Forbes and delivered her keynotes and trainings to Fortune 500 companies and organizations such as Dell, Pfizer, Panasonic, Merck, New York Life, and US Foods.

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Listen to this information-packed episode of Sage Money Conversations about how to avoid burnout as a modern, professional woman.

Here is what to expect on this week's show:

● How Colleen changed her life to bounce back from career burnout.

● Know how to recognize and control burnout and make changes.

● Ways to effectively communicate your needs at home and in the workplace.

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Connect with Colleen:

WEBSITE: https://colleenhauk.com/

LINKEDIN: https://www.linkedin.com/in/colleen-hauk/

TWITTER: https://twitter.com/colleen_hauk?lang=en

INSTAGRAM: https://www.instagram.com/colleenhaukspeaker/?hl=en

THE COST OF LEAVING YOUR CAREER CALCULATOR:

https://interactives.americanprogress.org/childcarecosts/

TEXT "burnout" TO 33777 FOR A FREE DOWNLOAD OF COLLEEN'S "FIVE MISTAKES THAT ARE FLAMING YOUR BURNOUT"

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We have this one precious life. How do you define happiness and how can you make your money work for you? Certified Financial Planner Barbara Norman has over 3 decades of experience helping her clients define success. Gain wisdom from this exposé on life and the make-or-break stories of others. Don't miss these vital conversations, as Barbara and her guests reveal common financial mistakes, success stories, and uncover the emotional vulnerabilities of money. Get the information that you need right here, every week on the Sage Money Conversations podcast with life-empowerment professionals, advisors, CPAs, attorneys, and more. It's your money; you deserve happiness and you deserve financial confidence. Make sage choices! Have a Sage Money Conversation.

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