Unleash Your True Value®

Unleash Your True Value®

By Kathleen Burns KingsburyBusinessEducationSelf-ImprovementCareers
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Unleash Your True Value® episodes

  • Is it true couples don’t need to talk about money? | Episode 29
    Dr. Dorian Mintzer, Revolution Retirement 

    As a child, Dori grew up recognizing different money mindsets by watching her parents’ financial habits. Couples may have a division of labor when it comes to finances; but, it is important they talk about them so they know what questions should be asked in times of crisis. Dori and Kathleen explore this myth and why it is important that couples need to talk about money and that is actually an act of love.

    Key Take Aways:

    Use “I” statements when talking about money
    Ask a third person (financial advisor, banker, estate attorney, relationship or money coach) to help facilitate these conversations
    Appreciate your partner in a money conversation (share what it was like growing up, was money talked about, what does money mean to you, etc.)

    How do you honestly and openly talk about money as a couple?  (Click to Tweet)

    Special Offer: Virtual: The 4th Tuesday Revolutionize your Retirement Interview with Expert's Series is at 12:00 noon eastern time and open to professionals and the public. Sign-up begins the week before each call at www.revolutionizeretirement.com.

    Dr. Dori Mintzer - With over 40 years of experience as a psychologist, Dr. Dorian Mintzer (Dori) is an experienced therapist, executive coach, consultant, speaker, and writer. She is the co-author of The Couples Retirement Puzzle: The 10 Must-Have Conversations for Creating an Amazing New Life Together, and co-producer of “The Career Playbook: Second Half Plays. Dori has been featured in a variety of media such as the NY Times, Wall Street Journal, NPR, ABC Evening News, and the Today Show. For more information visit www.revolutionizeretirement.com.
    To sign up for the Breaking Money Silence Podcast, click here.
    28 min
  • Is a man a plan? | Episode 28
    Paula Harris, Co-Founder, WH Cornerstone Investments

    A man is a plan is a myth many women, unfortunately, use to avoid dealing with their finances. In this podcast, listen to Kathleen interview Paula about how to break this myth down so you can start to make simple decisions every day to reach financial security.

    Listen in and discover:

    Why it is important to take care of yourself financially and not wait until you are married to let your partner do it for you.
    How to practice the “set it and forget” method of saving.
    Ways to set realistic financial goals.
    Why delaying gratification today is part of any sound financial plan.
    How a certified financial planner can help.

    WH Cornerstone’s co-founder, Paula Harris is part financial therapist and part dream architect. She takes great pride in helping her clients, particularly women, obtain financial peace of mind and independence. In addition to her role as co-founder, Paula is very actively involved in the community. In the past, she has served on several boards including serving as the Past President of the Plymouth Philharmonic Orchestra and the 2012 Chairman of the Board for the South Shore Chamber of Commerce. She currently is an advisory board member of empowerHER.

    Paula is a graduate of Providence College and now lives in Plymouth, MA and the Berkshires with her husband and co-founder, Bill Harris.
    To sign up for the Breaking Money Silence Podcast, click here.
    24 min
  • Is it okay to ignore your finances? | Episode 27
    Anne Dickinson, Eye on Your Business

    When business owners buy into the myth that it is okay to ignore your finances, their bottom line probably suffers. In this episode, Kathleen interviews Anne about how not knowing “your numbers” negatively affects your business and how more female business owners than men may suffer from this myth.

    Listen and learn:

    Why financial knowledge is power, and how learning more about your business finances boosts confidence.
    How to take one small step at a time to get organized and how working with a bookkeeper can help.
    What it takes to be more financially savvy and how taking action reduces your stress and improves your decision-making.

    Special Offer for Breaking Money Silence Podcast Listeners: FREE Webinar, 5 Ways to Keep More of the Money You Make on June 14, 2017, at 3:00 p.m. Eastern. Click here to learn more.

    Million Dollar Message Retreat, May 26 – 28, 2017, Toronto

    Anne Dickinson is the cash flow and profits optimizer. She uses her profit leaks x-ray vision to help overwhelmed business leaders take back control of their business finances, stop money from falling through the cracks, and make moves that result in more money, more time, and more freedom.

    Creator of the Stop the Profit L.E.A.K.S. Formula™, Anne isn’t afraid to get her hands dirty as she works side-by-side with business leaders to identify and eliminate money leaks, ignite profits and improve cash flow and liquidity to create a strong, healthy business.

    Anne has an MBA from Babson College, worked in the Defense and High Tech industries, packaged and sold assets, dissected and improved operations, set up Treasury departments, and owned successful entrepreneurial ventures.
    27 min
  • Because you only live once, isn’t planning unnecessary? | Episode 26
    Kelly Shikany, CFP® CDFA™, Lakeside Wealth Management

    In this episode, Kathleen talks to Kelly about the myth, “Planning is unnecessary because you only live once.” When people buy into this myth they often wait too long to seek the help of an advisor. Kelly busts this myth open and discusses the importance of financially planning for the future so you can enjoy today.

    Listen and discover:

    How planning for the future now, gives you many more choices when it comes to how you want to live in retirement.
    Why working with an advisor can help you define your core values so you can build a retirement plan that honors these ideals.
    That you are never too young to plan for your future because you only live once!

    Kelly Shikany, CFP® is a member of the Financial Planning Association serving clients at Lakeside Wealth Management in Chesterton, IN, and the surrounding communities. Kelly has 20 years of investment management experience, is a strong advocate for women investors who may be managing life’s milestones, and a supporter of gender equality since 7th grade. She volunteers on the CFP® Boards Pilot program, "Each One Reach Three,” mentors women financial advisors and hosts a quarterly gathering for them to enhance financial confidence and engagement. You can contact Kelly at [email protected], or visit her website at http://www.lakesidewealth.com.
    To sign up for the Breaking Money Silence Podcast, click here.
    24 min
  • Myth: Planning is unnecessary because you only live once.

    Kelly Shikany, CFP® CDFA™, Lakeside Wealth Management


    In this episode, Kathleen talks to Kelly about the myth, “Planning is unnecessary because you only live once.” When people buy into this myth they often wait too long to seek the help of an advisor. Kelly busts this myth open and discusses the importance of financially planning for the future so you can enjoy today.


    Listen and discover: 


    • How planning for the future now, gives you many more choices when it comes to how you want to live in retirement.

  • Why working with an advisor can help you define your core values so you can build a retirement plan that honors these ideals.

  • That you are never too young to plan for your future because you only live once!

    • Guest:


    Kelly Shikany, CFP® is a member of the Financial Planning Association serving clients at Lakeside Wealth Management in Chesterton, IN, and the surrounding communities. Kelly has 20 years of investment management experience, is a strong advocate for women investors who may be managing life’s milestones, and a supporter of gender equality since 7th grade. She volunteers on the CFP® Boards Pilot program, "Each One Reach Three,” mentors women financial advisors and hosts a quarterly gathering for them to enhance financial confidence and engagement. You can contact Kelly at [email protected], or visit her website at http://www.lakesidewealth.com.


    To sign up for the Breaking Money Silence Podcast, click here.

    24 min
  • Do couples need to be equally involved in managing money? | Episode 25
    Julie Littlechild, Founder, Absolute Engagement

    The idea that couples don’t need to be equally involved in managing money sounds contrary to popular financial planning mindsets. Kathleen and Julie discuss what happens when both individuals in a couple are not equally involved in finances, how to handle expectations, and improve effective communications around money. Listeners walk away with tips on how to reframe the money conversation, decide who is better equipped to take the lead on execution vs. vision for finances, and how advisors can help draw both individuals into the discussion.

    Special Announcement for Breaking Money Silence Podcast Listeners: Julie's first book, 'The Pursuit of Absolute Engagement' was released in January 2017. More information is available at www.absoluteengagement.com/book where listeners can download the first chapter free.

    Julie Littlechild is a speaker, writer, and researcher. Her firm, Absolute Engagement, conducts on-going research into the drivers of personal, client and team engagement.

    Julie has worked with and studied top performing financial advisors, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth, the author of a popular blog. Her book, The Pursuit of Absolute Engagement, was released in January 2107. For more information, contact Julie at [email protected].  

    25 min
  • Is it true that I can’t save money? | Episode 24
    Sam X Renick, Founder Sammy Rabbit

    If couples have problems talking about money, just imagine how hard it is for them to teach their kids about money. As a parent, you may avoid money conversations because they can be an emotional or uncomfortable. If you are a teacher, you may not feel qualified to teach about money. But in today’s society of instant gratification, teaching our kids about money, money habits, and attitudes is vital if we want the next generation to have sound financial habits and a secure future. Listen to this episode as Kathleen interviews Sam about how to bust open money myths such as “I can’t save money” and become involved in empowering the next generation to be financially savvy savers.

    Special Offer: FREE download of Sammy Slogans on Money, a set of 15 printable activities that introduce students in grades K through 3 to eight of Sammy’ favorite slogans. (http://sammyrabbit.com/free-resources/)

    Sam X Renick is the driving force behind the "It's a Habit" Company and Sammy Rabbit. They are dedicated to improving children’s financial literacy and empowering kids through development of great habits and strategic life skills. Sam has read and sung off key with over a quarter million children around the world, encouraging them to get in the habits of saving money and reading! He has won numerous honors throughout his career including the New Jersey Coalition for Financial Education's Lifetime Achievement Award! You can contact Sam at [email protected]

    Website: www.SammyRabbit.com
    LinkedIn: https://www.linkedin.com/in/samxrenick
    Twitter: @SammyRabbit1
    Facebook: https://www.facebook.com/itsahabit/
    To sign up for the Breaking Money Silence Podcast, click here.
    26 min
  • Should you always financially take care of your family? | Episode 23
    Rianka R. Dorsainvil, CFP®, Founder and President, Your Greatest Contribution (YGC)

    When do you, or should you, stop taking care of your family financially and does this myth affect women and wealth more than men? The idea that you should let your family deal with the consequences of their financial choices may be harder for women to handle than men. In today’s episode, Kathleen and Rianka explore this money mindset and how it negatively affects having financially responsible family members.

    Special Offer: Breaking Money Silence™ listeners will receive a free e-book, Five Steps to Keep More Money in Your Pocket, when you visit the Your Greatest Contribution home page and click on the DOWNLOAD NOW button.

    Rianka R. Dorsainvil, CFP® is the Founder and President of Your Greatest Contribution (YGC), a virtual fee-only comprehensive financial planning firm dedicated to serving professionals in their 20’s, 30’s and 40’s. A strong advocate for young professionals, she served as 2016 National President of Financial Planning Association’s NexGen community, and currently sits on CNBC’s Financial Advisors Council. Rianka has been recognized by Investment News 2015 list of top “40 Under 40” financial services professionals, and in Wealth Management and Financial Advisor Magazine’s 2016 list of top 10 CFP holders in the country. For more information, visit Rianka’s website at www.ygcplanning.com.

    Twitter: @Rianka_D  and  @YGCPlanning
    LinkedIn: https://www.linkedin.com/in/riankad
    Facebook: https://www.facebook.com/YGCPlanning/
    To sign up for the Breaking Money Silence Podcast, click here.
    23 min
  • Is money the root of all evil? | Episode 22
    Megan McAvoy, President of Aspire to Retire Rich

    How many times have you heard that money is the root of all evil? Actually, the true phrase is “for the love of money is a root of all kinds of evil.” Quite a different meaning, isn’t it? Listen to Megan and Kathleen discuss how believing that money is the root of all evil affects your financial health and how you can change that mindset by shifting your understanding that there is nothing wrong with money or the possession of money. It is only when money begins to control us that the trouble starts.

    Special Offer for Breaking Money Silence Podcast Listeners:
    Sign up for Megan’s e-mail list and receive a free, 5-Day Women's Wealth & Wellbeing Master Class.

    Also check out the Aspire to Retire Rich Facebook group community at https://www.facebook.com/aspiretoretirerich/ and interact with Megan regularly.

    Megan McAvoy inspires and impacts successful women in business to achieve personal well-being, business freedom, and financial security so that they may have everlasting fulfillment. She is the President of Aspire to Retire Rich and believes that there has never been a better time for women to understand their relationship to wealth. For more information visit her new site: www.aspiretoretirerich.com or e-mail her at [email protected] 

    Twitter: @Megan_McAvoy
    LinkedIn: https://www.linkedin.com/in/megmcavoy
    To sign up for the Breaking Money Silence Podcast, click here.
    23 min
  • Will aging parents communicate with you about money? | Episode 21
    Kelly Pelissier, Creative Director and owner of Sage Hill Design

    Does talking to your parents about money make you feel like a child? As our parents age, we may find ourselves in the position of parent in many aspects. Kelly and Kathleen delve into this money myth in today’s episode. Listen and learn how to approach your parents for this difficult conversation.

    Key Take Aways:

    Starting the conversation with loving intent.
    Acknowledging your parents’ difficult feelings about the topic.
    Introducing the idea and then letting them set up a time later on to discuss the topic in more detail.
    Know that it is a journey not a one time conversation.
    Give your parents control over what financial information to share and when.
    Know that breaking money silence with your aging parents allows you to learn more about your family history and more about them as people, not just parents.

    Special Offer: For Breaking Money Silence® podcast listeners a complimentary 30 minute consultation with Kelly to discuss your branding and creative needs. Just mention that you hear about Sage Hill Design from this broadcast.

    Kelly Pelissier - Having more than 15 years in the creative industry, Kelly decided to put the long commutes behind her and begin her own firm, Sage Hill Design in 2008. Her prior experience as both Art Director and Adjunct Design Professor have given her advantages in both corporate and educational realms. Her irrational fear of boredom and sense of global responsibility have led her to start a small organic farm with her husband.

    Kelly has worked with KBK Wealth Connection since its inception and continues to be an important part of the team.

    Website:  http://www.sagehilldesign.net 
    LinkedIn: https://www.linkedin.com/in/kelly-pelissier-049b336
    Facebook: https://www.facebook.com/pages/Sage-Hill-Design
    25 min

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