Breaking Money Silence®

Financial Success is the same as Financial Health. | Episode 15

Julie Fortin, MSF, CFP®, Wealth Manager and Money Coach at Northstar Financial Planning Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money. Julie Fortin, MSF, CFP®, is a Wealth M...

Myth: Financial Success is the same as Financial Health

Julie Fortin, MSF, CFP®, Wealth Manager and Money Coach at Northstar Financial Planning Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.   Julie Fortin, MSF, CFP™, is a W...

Myth: Charging higher fees makes it harder to get clients.

Stephen Wershing, CFP® ,President, The Client Driven Practice   If you raise your fees will your clients disappear? Steve and Kathleen discuss the myth that charging higher fees makes it harder to get clients. Whether you are a financial advisor or a small business owner, the struggle to set and ask for money can be challenging. Listen in and discover how to bust this myth wide open and work with more of your ideal clients. Stephen Wershing, CFP®is President of The Client Driven Practice,...

Charging higher fees makes it harder to get clients. | Episode 14

Stephen Wershing, CFP® ,President, The Client Driven Practice If you raise your fees will your clients disappear? Steve and Kathleen discuss the myth that charging higher fees makes it harder to get clients. Whether you are a financial advisor or a small business owner, the struggle to set and ask for money can be challenging. Listen in and discover how to bust this myth wide open and work with more of your ideal clients. Stephen Wershing, CFP®is President of The Client Driven Practice, a fir...

Does charging higher fees make it harder to get clients? | Episode 14

Myth: If my adult children are college educated then I don’t need to talk to them about family finances.

Jim Silbernagel, CFP® LUTCF, Real Wealth®, Registered Advisor with Woodbury Financial Services, Inc.   Jim was motivated to discuss this myth because it can be heartbreaking to see situations when the parents pass away and fights over the will resulted in their children not speaking to each other again. Estate planning is a crucial conversation parents need to have with their adult children. However, some parents believe that if their kids are smarter than they were, then they don’t need t...

If my adult children are college educated, do I need to talk to them about family finances? | Episode 13

If my adult children are college educated then I don’t need to talk to them about family finances. | Episode 13

Jim Silbernagel, CFP® LUTCF, Real Wealth®, Registered Advisor with Woodbury Financial Services, Inc. Jim was motivated to discuss this myth because it can be heartbreaking to see situations when the parents pass away and fights over the will resulted in their children not speaking to each other again. Estate planning is a crucial conversation parents need to have with their adult children. However, some parents believe that if their kids are smarter than they were, then they don’t need to tal...

Myth: I don’t need to save for retirement because I have Social Security.

Michelle McKinnon,Financial Advisor, Payne Capital Management   Michelle discusses how through her relationships with her clients she has discovered how many people buy into the myth that Social Security will provide for them in retirement. In this podcast, she warns listeners about how Social Security can lead you into a false sense of security and how important it is to be proactive about retirement savings. Listen in and learn how to start tracking your expenses and realistically planni...

I don’t need to save for retirement because I have Social Security. | Episode 12

Michelle McKinnon, Financial Advisor, Payne Capital Management Michelle discusses how through her relationships with her clients she has discovered how many people buy into the myth that Social Security will provide for them in retirement. In this podcast, she warns listeners about how Social Security can lead you into a false sense of security and how important it is to be proactive about retirement savings. Listen in and learn how to start tracking your expenses and realistically planning f...

Is it true that I don’t need to save for retirement because I have Social Security? | Episode 12

Myth: Whoever said money can't buy happiness just didn't know where to shop.

April Lane Benson, Ph.D,  ShopaholicNoMore.com   More than 18 million Americans are shopaholics and the myth that shopping can buy happiness permeates our society. Join Dr. Benson and Kathleen as they talk about compulsive buying and how your mindset about shopping can be part of the problem, and part of the solution. Dr. Benson explains how shopping is actually a process of searching (for a life partner, a travel experience, or an adventure) and how she uses this concept to help clients r...

Whoever said money can’t buy happiness just didn’t know where to shop. | Episode 11

April Lane Benson, Ph.D,  ShopaholicNoMore.com More than 18 million Americans are shopaholics and the myth that shopping can buy happiness permeates our society. Join Dr. Benson and Kathleen as they talk about compulsive buying and how your mindset about shopping can be part of the problem, and part of the solution. Dr. Benson explains how shopping is actually a process of searching (for a life partner, a travel experience, or an adventure) and how she uses this concept to help clients recove...

Who said money and knowing where to shop can’t buy happiness? | Episode 11

Why won’t making more money make you happy? | Episode 10

Myth: Why making more money won't make you happy

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 ha...

Why making more money won’t make you happy. | Episode 10

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 happ...

Myth: Financial Literacy is only for those in poverty.

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 t...

Is financial literacy only for those in poverty?

Myth: Women Entrepreneurs aren’t interested in growing their business.

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 workin...

Is it true that women entrepreneurs aren’t interested in growing their business? | Episode 9

Women Entrepreneurs aren’t interested in growing their business. | Episode 9

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...

Money is a Sign of How Many People You’ve Helped. | Episode 8

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 ...

Can money be a sign of how many people you’ve helped? | Episode 8

Myth: Money is a Sign of How Many People You've Helped

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 fo...

Myth: You Are a Prisoner of Your Money History

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 ...

Are you a prisoner of your money history? | Episode 7

You Are a Prisoner of Your Money History. | Episode 7

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 f...

Is selling undignified? | Episode 6

Selling is Undignified. | Episode 6

Eleanor Beaton, Founder of Fierce Feminine Leadership Join Kathleen and Eleanor for an enlightening conversation as they explore this myth.  Eleanor discusses how most women entrepreneurs fall into this false belief and fail to invest enough time into the marketing and sales part of their businesses. Listen and discover how to defy this way of thinking and start clearly asking or the sale. Eleanor Beaton is the founder of Fierce Feminine Leadership. She is an award-winning journalist, speaker...

Myth: Selling is Undignified

Join Kathleen and Eleanor for an enlightening conversation as they explore this myth.  Eleanor discusses how most women entrepreneurs fall into this false belief and fail to invest enough time into the marketing and sales part of their businesses. Listen and discover how to defy this way of thinking and start clearly asking or the sale.   Eleanor Beaton is the founder of Fierce Feminine Leadership. She is an award-winning journalist, speaker and women's leadership coach. Eleanor helps eme...

I have to know everything about money to feel safe. | Episode 5

Shell Tain, Certified Money Coach Kathleen interviews Shell Tain, a certified money coach and friend, about one of her favorite money myths. Shell discusses how this unhealthy money script can give a person a false sense of control and get in the way of true intimacy between partners.  By the end of their time together, they both agree a healthier belief is to allow others to “engage in money with me” and share this part of our lives. Shell Tain is a credentialed certified coach, a money coac...

Do I have to know everything about money to feel safe? | Episode 5

Myth: I have to know everything about money to feel safe.

Kathleen interviews Shell Tain, a certified money coach and friend, about one of her favorite money myths. Shell discusses how this unhealthy money script can give a person a false sense of control and get in the way of true intimacy between partners.  By the end of their time together, they both agree a healthier belief is to allow others to “engage in money with me” and share this part of our lives.   Shell Tain is a credentialed certified coach, a money coach who knows how to help peopl...

I Don’t Have to be Involved in the Family Finances. | Episode 4

Louis Tranquilli, Owner - Tranquilli Financial Advisor. In today’s episode, Kathleen interviews Lou Tranquilli, owner of Tranquilli Financial Advisor. Together they explore the unhealthy money script that only one partner needs to be involved with the family finances.  Lou often sees this belief in his clients and how this negatively impacts one or both partners. Lou also offers some personal and professional insights into how to become more involved in the family finances, even if it’s not y...

Myth: I Don't Have to be Involved in the Family Finances

In today’s episode, Kathleen interviews Lou Tranquilli, owner of Tranquilli Financial Advisor. Together they explore the unhealthy money script that only one partner needs to be involved with the family finances.  Lou often sees this belief in his clients and how this negatively impacts one or both partners. Lou also offers some personal and professional insights into how to become more involved in the family finances, even if it’s not your passion.     Lou Tranquilli is the owner of Tran...

Do I have to be involved in the family finances? | Episode 4

Is it true that money will not buy happiness? | Episode 3

Money Will Not Buy Happiness. | Episode 3

Ellen Rogin, CPA, CFP and author of the New York Bestseller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. In this interview, Ellen discusses how we live in a society that fuels the belief that buying “stuff” makes you happy.  However, research and personal experience reveals this not to be true.  Listen to the podcast and learn more about how you can shift your money mindset and how giving money actually can make you happy and fulfilled. Want to know more ? Cli...

Myth: Money Will Not Buy Happiness

Ellen Rogin, CPA, CFP and author of the New York Bestseller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. In this interview, Ellen discusses how we live in a society that fuels the belief that buying “stuff” makes you happy.  However, research and personal experience reveals this not to be true.  Listen to the podcast and learn more about how you can shift your money mindset and how giving money actually can make you happy and fulfilled.  Want to know more ?...

Money Has to be a Struggle. | Episode 2

Sheri Fitts, President, ShoeFitts Marketing Host of The Women Rocking Wall Street Show Today, Kathleen explores Sheri's money myth that "Money has to be a Struggle" and helps her bust it wide open.   Sheri Fitts is a creative force in financials services marketing infusing educational programs, marketing packages, and speaking engagements with solutions and strategies.

Myth: Money Has to be a Struggle

Sheri Fitts, President, ShoeFitts Marketing Host of The Women Rocking Wall Street Show Today, Kathleen explores Sheri's money myth that "Money has to be a Struggle" and helps her bust it wide open.   Sheri Fitts is a creative force in financials services marketing infusing educational programs, marketing packages, and speaking engagements with solutions and strategies.

Does money have to be a struggle? | Episode 2

Men Should be the Primary Breadwinners in the Family. | Episode 1

Lauran Star, CEO of LS Consulting Author of Your Power Pivot Today, Kathleen explores Lauran's money myth that "Men should be the primary breadwinners in a family" and helps her bust it wide open.

Myth: Men Should be the Primary Breadwinners in the Family

Lauran Star, CEO of LS Consulting Author of Your Power Pivot       Today, Kathleen explores Lauran's money myth that "Men should be the primary breadwinners in a family" and helps her bust it wide open.       

Should men be the primary breadwinners in the family? | Episode 1