Breaking Money Silence®

Tune in to learn how woman business owners, entrepreneurs, and advisors can bust through money talk taboos and live a richer life.

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Episodes

Sunday Nov 03, 2019

Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves.  Kate Healy is Managing Director, Generation Next, focusing on advocacy for sustainability issues facing the Registered Investment Advisors (RIA) industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide the professional development of the next generation of advisors. Follow Kate on Twitter at https://twitter.com/KateHealy_TDA and ping her if you have any questions.  Special Announcement: Kate Healy will be honored on 11/21/2019 by Savvy Ladies, a non-profit dedicated to empowering women to be financially fit, at their annual gala. KBK Wealth Connection is a proud supporter of this great organization. Buy your ticket to the gala or donate to this good cause at https://www.savvyladies.org/gala.  Important Links: Want to learn more about the profession? Check out Kate’s recommended organizations:  Certified Financial Planning (CFP) Board: https://www.cfp.net/ Financial Planning Association: http://www.onefpa.org The National Association of Personal Financial Advisors: https://www.napfa.org/community/napfa-genesis XY Planning Network: https://www.xyplanningnetwork.com/

Tuesday Oct 22, 2019

Do women still get married to pay off their debt and achieve financial stability? Tune in and find out what the research by Student Loan Planner tells us about gender and student loan debt, and how Travis Hornsby, the founder, helps professionals become more savvy about their payment options.  Bio: Travis Hornsby founded Student Loan Planner after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, Student Loan Planner has consulted on over half a billion in student debt. Travis is a Chartered Financial Analyst and brings his background as a former bond trader trading billions of dollars. For more information, visit https://www.studentloanplanner.com/.

Tuesday Sep 24, 2019

Do men build bigger businesses than women? Are they more profit-motivated or entrepreneurial? Find out when Kathleen interviews Jenneth (Jen) Fleckenstein, Co-Owner, Clear Water Filtration, Inc. and Partner, Collaborative Brewing. Two women business owners discussing the pros and cons of working in male-dominated industries. Listen in as we bust this myth wide open! Jen is a passionate small businesswoman who has great care and concern for water quality and how it impacts people and the environment. She uses her passion as Co-Owner of Clear Water Filtration, a water treatment company located in Waitsfield, VT, providing residential and commercial water treatment installation and service to Vermont and areas of NH and NY. More recently, she co-founded a Collaborative Brewing with her brother and an award-winning brewer. Special Announcement Collaborative Brewing is opening a new tasting room in the Fall of 2019. Check out the website (https://www.vermontbrewers.com) and stop by the taproom if you come to the Mad River Valley. Ping me as I would be happy to have a Valarie Porter beverage with you!

Wednesday Sep 11, 2019

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.

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