Unleash Your True Value®

Is it true that women are not good with numbers? Find out in this episode as Kathleen interviews Stacy Francis, Founder of Savvy Ladies, about this myth and how her grandmother paid a high price for not being financially literate. To honor her grandmother’s memory, Stacy founded Savvy Ladies to empower women to take control of their finances and their lives.

Special Announcement: The Savvy Ladies Annual Benefit Gala will take place on Thursday, November 21st at the Princeton Club of New York. Stacy and Kathleen will be in attendance and would love you to join them. Visit http://www.savvyladies.org/gala for more information.

Stacy is a nationally-recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Is it true that women are not good with numbers? Find out in this episode as Kathleen interviews Stacy Francis, Founder of Savvy Ladies, about this myth and how her grandmother paid a high price for not being financially literate. To honor her grandmother’s memory, Stacy founded Savvy Ladies to empower women to take control of their finances and their lives.

Special Announcement: The Savvy Ladies Annual Benefit Gala will take place on Thursday, November 21st at the Princeton Club of New York. Stacy and Kathleen will be in attendance and would love you to join them. Visit http://www.savvyladies.org/gala for more information.

Stacy is a nationally-recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.

Kim Gaxiola, CFP® and Victor Gaxiola, TechGirl Financial

In this episode, Kathleen speaks with Kim and Victor Gaxiola about behavioral finance and how you may be tempted to hold onto a stock longer than it makes sense financially for you to do – especially if you feel loyal to the firm. Learn the value of diversification and how working with an advisor can help you be more objective about your investments and your financial future.

Special Announcement: Kim and Victor subscribe to the Breaking Money Silence® Workshop in a Box Program and act as Revolutionaries every day to bust the money talk taboo with their clients. Check out the TechGirl Financial Podcast at http://www.techgirlfinancialpodcast.com/ to hear more about their great work.

Bios:

TechGirl Financial, empowers women in technology to make confident financial decisions to create and live their best life. Founded by Kim and Victor Gaxiola, the team advises tech professionals and their families who aspire to a “Work-Optional” lifestyle. Work because you like it, not because you need it.

With over 20 years of experience, the TechGirl Financial team manages client assets from trusts, retirement plans, IRAs, 401(k)s, and offers insurance services.

Kim frequently contributes to industry white papers and speaks at Women in Tech events. With a background in Financial Technology and Digital Marketing, Victor provides insights on evolving client communications and engagement. They live in California with their two teen kids and loyal dog.

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Kim Gaxiola, CFP® and Victor Gaxiola, TechGirl Financial

In this episode, Kathleen speaks with Kim and Victor Gaxiola about behavioral finance and how you may be tempted to hold onto a stock longer than it makes sense financially for you to do – especially if you feel loyal to the firm. Learn the value of diversification and how working with an advisor can help you be more objective about your investments and your financial future.                           

Special Announcement: Kim and Victor subscribe to the Breaking Money Silence® Workshop in a Box Program and act as Revolutionaries every day to bust the money talk taboo with their clients. Check out the TechGirl Financial Podcast at http://www.techgirlfinancialpodcast.com/ to hear more about their great work. 

Bios: 

      

TechGirl Financial, empowers women in technology to make confident financial decisions to create and live their best life. Founded by Kim and Victor Gaxiola, the team advises tech professionals and their families who aspire to a “Work-Optional” lifestyle. Work because you like it, not because you need it. 

With over 20 years of experience, the TechGirl Financial team manages client assets from trusts, retirement plans, IRAs, 401(k)s, and offers insurance services. 

Kim frequently contributes to industry white papers and speaks at Women in Tech events. With a background in Financial Technology and Digital Marketing, Victor provides insights on evolving client communications and engagement. They live in California with their two teen kids and loyal dog.

Matt Halloran, CEO | Top Advisor Marketing

How much should you invest in marketing? Listen in as Kathleen interviews Matt Halloran, a marketing and podcasting guru, to find out the answer. Learn the difference between sales and marketing, the best digital platforms for diverse businesses, and why old-fashion, in person networking is still vital to any business owner’s success.

Matt has had a long standing love affair with radio. At the age of 13, he discovered his high school radio station, and quickly found a joy from sitting behind the mic that could not be replicated.

Following a brief stint in the U.S.A. Navy, he went straight back for his first love as the news director and host of multiple shows for his college radio station. Throughout his younger days he was constantly reminded that he would never make a good living being on the radio.

Now over 500 podcasts later, Matt is the CEO of the fastest growing podcasting company in financial services. Through the power of podcasting and LinkedIn, Matt and his business partner have unlocked a door that flooded them with new opportunities and an ability to gain trust and build relationships in an effective and powerful way.

When he is not interviewing amazing people, Matt loves to hike, build metal art, watch his kids swim, and play trivia and board games with his wife. You might even see him at a Comic-Con too!

Contact Matt at [email protected]

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Matt Halloran, CEO | Top Advisor Marketing

How much should you invest in marketing? Listen in as Kathleen interviews Matt Halloran, a marketing and podcasting guru, to find out the answer. Learn the difference between sales and marketing, the best digital platforms for diverse businesses, and why old-fashion, in person networking is still vital to any business owner’s success. 

Bio: 

Matt has had a long standing love affair with radio. At the age of 13, he discovered his high school radio station, and quickly found a joy from sitting behind the mic that could not be replicated. 

Following a brief stint in the U.S.A. Navy, he went straight back for his first love as the news director and host of multiple shows for his college radio station. Throughout his younger days he was constantly reminded that he would never make a good living being on the radio.

Now over 500 podcasts later, Matt is the CEO of the fastest growing podcasting company in financial services. Through the power of podcasting and LinkedIn, Matt and his business partner have unlocked a door that flooded them with new opportunities and an ability to gain trust and build relationships in an effective and powerful way. 

When he is not interviewing amazing people, Matt loves to hike, build metal art, watch his kids swim, and play trivia and board games with his wife. You might even see him at a Comic-Con too! 

Contact Matt at [email protected]

Jeffery Tobias Halter, President of YWomen

Do men really control the majority of the wealth? What is the best way to empower women and couples to be more financially fit? Listen in as Kathleen interviews Jeffery on his advocacy work with corporate male leaders aimed at improving gender parity. Notice how these two experts have different philosophies but share a common goal – equality for all.

What do you think? Post your thoughts in the comment section below or e-mail me at [email protected]. Let’s keep the conversation going.

Jeffery Tobias Halter is a gender strategist and the President of YWomen, a strategic consulting company focused on engaging men in women’s leadership advancement. A two-time TEDx speaker and the author of two books, WHY WOMEN, The Leadership Imperative to Advancing Women and Engaging Men and Selling to Men, Selling to Women, Jeffery is a passionate advocate for the development of women in leadership. He currently is on the Board of Directors for Miss America 2.0 and has previously held positions on National Advisory Boards for Women’s Food Service Forum, The Network of Executive Women and Simmons Business School’s Business Advisory Board. For more information about his work, visit https://ywomen.biz/.

Special Offer: The first five listeners of this episode who e-mail Kathleen ([email protected]) will receive a copy of Selling to Men, Selling to Women.

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Jeffery Tobias Halter, President of YWomen

Do men really control the majority of the wealth? What is the best way to empower women and couples to be more financially fit? Listen in as Kathleen interviews Jeffery on his advocacy work with corporate male leaders aimed at improving gender parity. Notice how these two experts have different philosophies but share a common goal – equality for all.   

What do you think? Post your thoughts in the comment section below or e-mail me at [email protected]. Let’s keep the conversation going. 

Bio:

Jeffery Tobias Halter is a gender strategist and the President of YWomen, a strategic consulting company focused on engaging men in women’s leadership advancement. A two-time TEDx speaker and the author of two books, WHY WOMEN, The Leadership Imperative to Advancing Women and Engaging Men and Selling to Men, Selling to Women, Jeffery is a passionate advocate for the development of women in leadership. He currently is on the Board of Directors for Miss America 2.0 and has previously held positions on National Advisory Boards for Women’s Food Service Forum, The Network of Executive Women and Simmons Business School’s Business Advisory Board. For more information about his work, visit https://ywomen.biz/. 

Special Offer: The first five listeners of this episode who e-mail Kathleen ([email protected]) will receive a copy of Selling to Men, Selling to Women.

Jim Parker, President, iDry and Cure Systems

Is it possible to save for the future and grow a business when your income is ‘too low’? Find out the answer when Kathleen interviews Jim Parker, entrepreneur and father of two, about how he has busted this money myth open in his personal and professional life. Listen and learn how Jim’s early family money messages impacted his savings behavior, how meeting a partner with a different money mindset influenced his financial habits, and how he went from inheriting a business that was losing money to being a profitable endeavor on the cutting edge of the cannabis and drying business.

Jim Parker is the father of two sweet boys, Skyler and Dawson, and the husband of Kristin, a beautiful and brilliant top-level consultant. He is the President of iDRY and Cure Systems, Vacutherm, Green Mountain Mechanical Design, Parker Aero Space and Granite Intersection. When not at work, he loves spending time with his family, flying airplanes, skiing, and sailing. For more information, visit www.iDrySystems.com.

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Sean Lawson, Owner – Lawson’s Finest Liquids

Sean’s journey to becoming a brewer began when he was introduced to the hobby of home brewing 29 years ago. Today, he owns a profitable business and recently opened a retail shop and brewhouse in Waitsfield, Vermont. If you have a passion project and are considering making it your full-time job, this podcast is for you. Just love craft beer? Trust me, you are going to want to hear the story of the award-winning Sip-of-Sunshine and what is in store for Lawson’s Finest Liquids going forward.

Sean Lawson is the co-owner of Lawson’s Finest Liquids, a critically acclaimed craft brewery with an enthusiastic fan following. His specialty maple beers and IPA’s have garnered awards at the World Beer Cup, Great American Beer Festival, and at two National IPA championships. The company started as a 1bbl system in a small sugarhouse style shed next to their home and has grown to a 7bbl system. In 2018, Sean and his wife and co-owner, Karen, opened the Waitsfield brewery, taproom, and retail store.

For more information on Lawson’s Finest Liquids, check out their website.

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC