Unleash Your True Value®

Eric Roberge, CFP®, Founder of Beyond Your Hammock

In today’s episode, Eric and Kathleen talk about the myth “Why making more money won't make you happy.” This myth is personal to Eric as he learned that money doesn’t make you happy or sad, but work/life balance does. Interestingly enough, finding this work/life balance may be easier for the Millennial generation than others. Listen in to hear Eric and Kathleen delve into how to reframe this myth, and how to focus on what truly makes you happy.

Eric Roberge, CFP®, Founder of Beyond Your Hammock is one of Investment News’ 40 Under 40 for 2016 and he was named one of the top 10 CFPs under 36 by Wealth Management Magazine. He’s also been named to Financial Advisor Magazine’s list of Top 10 Young Advisors to Watch. He frequently speaks to professional financial associations and groups, including the FPA, NAPFA, and fi360 about how financial advisors can work with next generation clients.

Eric can be reached at 978.273.3135 or [email protected].

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Rhonda Noordyk, Founder & CEO, The Women’s Financial Wellness Center, LLC

Rhonda Noordyk, Founder & CEO of The Women’s Financial Wellness Center, LLC and Certified Women’s Leadership Coach, joined Kathleen on this episode. Together they discussed the false belief that only those without money need financial literacy training. Rhonda shares her experience starting a for-profit center focused on educating and supporting women in transition such as death of a spouse or divorce. She provides tips on how to bust through this myth (Hint: Become aware, tolerate uncomfortable feelings and then decide what, if anything, to change.)

Rhonda ends the program with a special offer for Breaking Money Silence™ listeners:  Mention you listened to this podcast and receive 10% off on the next New Beginnings™ facilitator training. This course is designed for financial advisors, insurance agents, attorneys, and therapists. To register, call 262.522.1502 or visit the website.

Rhonda Noordyk brings over a decade of financial industry and higher education experience to the marketplace. In 2014, she opened The Women’s Financial Wellness Center. Its mission is to alleviate the financial vulnerability of women in transition by providing a safe environment for them to acquire financial knowledge and learn practical tools. The center also offers access to a team of financial wellness experts and holistic collaborative partners. In addition, Rhonda developed and facilitates New Beginnings™ workshops to help women challenge money attitudes and guide them step-by-step through the change process, whether it be divorce or widowhood. Her work has been featured on Fox6 News, Studio A, and Morning Blend. For more information, click here.

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Sherri Munro, Munro Consulting Services, Inc.

Women business owners are diverse as they don't all think, act, and plan the same way. The majority do want to grow their businesses, but what motivates them to do so can be different than what motivates their male counterparts. Listen to today's episode as Kathleen and Sherri talk about women entrepreneurs, how they view risk and business growth differently, and discover tips for more successfully working with this segment of clients. Hint: Start by letting go of this myth!

After working for more than 20 years at a major Canadian bank, primarily in Commercial Banking, Sherri Munro founded Munro Consulting Services, (http:www.munroeconsulting.ca), specializing in working with women entrepreneurs. She helps these clients feel more prepared, knowledgeable, and confident to grow their businesses. Through one-on-one coaching,skill-building sessions, and comprehensive discussions about their business, finances and market, Sherri collaborates with established business owners to formulate the right approach to raise capital for their businesses, and to have deep and meaningful conversations and relationships with their Business Bankers. For more information, follow Sherri on Twitter @MunroC3 or e-mail her directly at [email protected].

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Chris Venn, Partner –  The Legacy Companies

As most myths, the myth ‘Money is a sign of how many people you’ve helped’ is a blend of truth and story. Chris and Kathleen talk about the upside and downside of giving or helping people and how it impacts our relationship with money. The upside of this myth is that the more you help people, the more money can flow to you. Money flows to purpose. The downside is that if you help too much (perhaps by ‘helping’ good people and not invoicing them for your time because you believe karma will work it out), that helping gets in the way of prosperity.

Chris Venn is one of the Partners at The Legacy Companies, a Boston-based consulting and training firm that helps top financial advisors evolve their businesses by transforming how they engage with wealth holders. Although Chris has been an entrepreneur for his entire business career, he started by being trained to protect royalty,heads of state, and business leaders by former members of the British SAS. He brings the same precision, discipline and clarity to his work in business and with his clients. You can contact Chris at 519.902.2082.

Twitter: @chrisvenn

LinkedIn: https://www.linkedin.com/in/chrisvenn

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Michael F. Kay, CFP® is President of Financial Life Focus

Our money history affects how we relate to money throughout our life. These childhood experiences leave both positive and negative impressions and impact our financial behavior in adulthood. Listen in as Kathleen and Michael discuss how you can break free from being a prisoner of your money history and live a “rich” life no matter what your net worth.

Michael F. Kay, CFP® is President of Financial Life Focus, a fee-only multi-advisor financial life planning firm and the author of The Feel Rich Project (Career Press, June 2016) and The Business of Life. He and his financial advice have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes and Psychology Today.Through his books, workshops, speeches and client base, he’s helped thousands of women, men and families master their financial lives.

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