- 12/27/2013: Financial Coaching in Action Listen Now
- 12/20/2013: Affluence Intelligence - take the quiz! Listen Now
- 12/13/2013: Financial Intelligence - at work and at home Listen Now
- 12/6/2013: What IS the New American Dream? Listen Now
Sarah Baird is Director of Outreach and Communication at the Center for the New American Dream. She is a long-time communications strategist who has served as Deputy Chief-of-Staff for the Lieutenant Governor of Kentucky and Press Secretary to the Governor of Kentucky, where she also created the first-ever New Media Director position, in addition to advising elected officials and candidates nationwide through her consulting firm, Bread and Circuses Media. As a fellow in the Propeller New Venture Accelerator, Sarah founded the non-profit Takeashine, a crowdfunding platform for low-income students, while running advocacy and communications for charter schools statewide as Communications Director for the Louisiana Association of Public Charter Schools. Named one of The Gambit's 40 under 40 in 2011, her work has appeared in local and national publications, including GQ, Huffington Post, and Matchbook Magazine, in addition to her role as a columnist/contributor to Serious Eats. She serves on the board of the United Negro College Fund Young Leaders Council and Andrew H. Wilson Charter School. View Guest page
Maggie Baker is a licensed psychologist specializing in money and wealth issues, financial therapy, relationships, ADD/ADHD and group therapy. She has counseled individuals, couples, families and groups for over 30 years. Dr. Baker has written a book about money beliefs and emotions, published in 2011. CRAZY ABOUT MONEY tells the stories of people who attempt to act rationally about money but end up sabotaging their own efforts. The book also describes how we can overcome our own patterns and become Money Masters. http://www.maggiebakerphd.com/the-book-crazy-about-money/ View Guest page
Dr. Robert Biswas-Diener
Dr. Robert Biswas-Diener is widely known as the “Indiana Jones of Positive Psychology”. His research on happiness has taken him to such far-flung places as Greenland, India, Kenya and Israel. Dr. Biswas-Diener is a leading authority on strengths, culture, courage, and happiness. He has published dozens of scholarly articles and multiple books on diverse psychological topics. He is best known for his pioneering work in the application of positive psychology. Dr. Biswas-Diener has consulted with a wide range of international organizations on performance management and leadership development. Dr. Biswas-Diener is the foremost authority on positive psychology coaching and has consulted with a wide range of international organizations on performance management and leadership development. - See more at: http://positiveacorn.com/who-we-are#sthash.c5ceGvC0.dpuf View Guest page
MMCI Co-founder Joan DiFuria’s considerable experience in both business and psychology give her a unique ability to provide balanced guidance as she addresses the issues of wealth, philanthropy, meaningful careers, and family legacy, with sensitivity and insight. She is a recognized speaker on topics such as the psychological opportunities and pitfalls of wealth, “Sudden Wealth Syndrome,” children and money, purposeful work, and a meaningful life. Ms. DiFuria completed the Harvard Business School Program for Management Development. She received her undergraduate degree in education from Northeastern University and later a masters degree in clinical psychology. Prior to her work as a psychotherapist, she had 18 years of experience as Director of Long-term Strategic Operations and National Marketing Director for one of the largest multinational corporations in the industrial metals distribution and commodities industry. Her clients included companies such as Westinghouse, General Electric and Reynolds Aluminum. She was responsible for directing and developing people, systems and products. Ms. DiFuria holds a license in Marriage, Family and Child Counseling and has offices in Marin and Berkeley, California. (Lic. No. MFT 28995) View Guest page
Dr. Lee Hausner
Dr. Lee Hausner is a Senior Managing Director at First Foundation Advisors in Los Angeles. Dr. Hausner is a frequent guest on national media and has been a quoted expert in national publications such as The Wall Street Journal, Time, Forbes, Fortune, Town and Country, Privilege, The Robb Report and a contributing writer for Worth magazine. She has been a presenter at the World Economic Forum in Davos, and high net wealth/private client conferences. In addition, she has established a reputation as a well-regarded keynote speaker and seminar leader. She has been a highly-rated resource to YPO, WPO. She has authored seminal work regarding wealth and the family, including “Children of Paradise...Successful Parenting for Prosperous Families”, “Hats Off to You 2...Balancing Roles and Creating Success in Family Business Succession.” Her most recent book, which she co-authored with Douglas K. Freeman, JD, LLM is “Legacy Families...The Definitive Guide to Creating a Successful Multi-generational Family.” View Guest page
Entrepreneurial from a young age, Luna Jaffe created a wearable art company, LunaSilks, at the age of 23. Twelve years later, she turned her interest in Jungian sand play therapy into a second business, Dreamtime Designs, which funded her graduate education as a depth psychologist. Luna was recruited into the financial services industry over a decade ago, and managed $45M in client assets while working for a major broker/dealer. In 2010, she left the corporate world to open her own financial planning firm, Lunaria Financial, Ltd. Luna is the author of Wild Money: A Creative Journey to Financial Wisdom. View Guest page
Dr. Tim Kasser
Dr. Tim Kasser is Professor of Psychology at Knox College in Galesburg, IL. Dr. Kasser’s primary scholarly interest concerns people’s values and goals - and how they relate to quality of life. This interest has led him, over the past two decades, to focus on studying materialist values. Dr. Kasser holds an MA and PhD in Psychology from the University of Rochester, and a BA with honors from Vanderbilt University. For a list of his extensive honors and publications, please see http://www.knox.edu/academics/faculty/kasser-tim.html View Guest page
Kathleen Burns Kingsbury
Kathleen Burns Kingsbury is a wealth psychology expert, behavioral change specialist and author of several books including How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients (McGraw-Hill, 2013). She is the founder of KBK Wealth Connection, a company dedicated to training, coaching, and consulting with financial services professionals to improve client communication, retention and profitability. As an expert on financial psychology, Kathleen has been quoted by The Wall Street Journal, MSNBC’s Today Money, Forbes’s ForbesWoman, Thomson Reuters’s Reuters Wealth, and Financial Planning Magazine. A member of the CNBC Digital Financial Advisor Council, Kathleen also serves as a faculty member of the Investment Management Consultants Association’s Certified Private Wealth Advisor (CPWA) program and an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches Psychology in Financial Planning. View Guest page
Joe is coauthor of Financial Intelligence, a smart, no-nonsense business finance handbook for managers. Many clients have considered the book an appropriate complement to one of Joe’s keynotes or training sessions and a valuable addition to any work desk library. As CFO of Setpoint Companies, he spearheaded the financial education of engineers in this automation and roller coaster company. Joe’s background also includes finance at Ford Motor Company, Bell & Howell, and Arrow Dynamics, as well as consulting in the fields of finance and project management. Joe has served as a professor at University of Phoenix and Westminster College and is a frequent guest lecturer at Brigham Young University. Joe received a bachelor’s degree in economics from Brigham Young University and an MBA from University of California, Berkeley. View Guest page
Kiva’s12-year career in the investment management industry (where she gave the “big boys” a run for their money) set the groundwork for what has become “Wise Workshops” and her personal mission to ensure that women are in charge of their own money, their own time and the decisions that they make regarding their nutrition and health. She teaches women to create a framework for success which gives them the power and freedom to live well and to stop living vicariously through others. Today, Kiva inspires tens of thousands of women each week through her website, blog and radio show, “A Woman’s Worth.” Kiva inspires women to find fulfillment and gratification, while happily embracing an authentic, honest and real approach to the challenges that all of us face. View Guest page
Dr. Kate Levinson
A psychotherapist in private practice in Oakland and San Rafael, California. Dr. Kate Levinson specializes in helping individuals and couples deal with money from a psychological perspective. Kate currently offers Emotional Currency workshops in the San Francisco Bay Area and in Santa Fe, New Mexico. www.emotionalcurrency.com Kate is a licensed Marriage and Family Therapist (#MFC 15955) and holds a Ph.D. in Clinical Psychology. She is a member of the teaching and supervising faculty at The Psychotherapy Institute, and has also taught and supervised students at J.F.K. University’s Graduate School of Clinical Psychology. View Guest page
LaShelle Lowe-Charde, MA, has been a trainer with couples, organizations and businesses for the past fifteen years, and previously worked for nine years as a school psychologist. She offers classes, workshops, and private sessions for couples seeking to deepen their relationship through mindfulness and compassionate communication. www.wiseheartpdx.org LaShelle holds a master’s degree in psychology, is a certified trainer in Nonviolent Communication (NVC), and has completed training in Hakomi-Body Centered Therapy. View Guest page
Tim Maurer is a financial planner, educator and author of The Ultimate Financial Plan: Balancing Your Money and Life (Wiley, 2011). He is a Vice President at Financial Consulate, a Registered Investment Adviser serving clients in 25 states and multiple foreign countries (www.financialconsulate.com). Tim has appeared on CNBC and ABC’s Nightline, and is the co-host of Money, Riches & Wealth, a financial radio program on WCBM 680 AM in Baltimore. Learn more at TimMaurer.com. View Guest page
Detroit News Finance Editor Brian O'Connor joined The News in 2005. He is the winner of the inaugural Christopher H. Welles Memorial Prize for business writing from Columbia University, as well as a winner of the Best in Business award from the Society of American Business Editors and Writers. O'Connor also is a two-time winner of the award for humor writing from the National Society of Newspaper columnists. A native Detroiter, he is a graduate of The Roeper School in Bloomfield Hills, Sarah Lawrence College and Columbia University's Graduate School of Journalism, where he was a 2001 Knight-Bagehot Fellow in business and economics View Guest page
Helaine Olsen is a regular contributor to Reuters and Pacific Standard.. Her work on personal finance, parenting, families, books, feminism, politics, and career strategy (yes, she sometimes merges them all!) has been published in numerous print and on-line publications, including The Guardian, The New York Times, The Wall Street Journal, The Washington Post, The Atlantic, Slate.com, Salon.com, BusinessWeek, AlterNet.org, Babble.com and The Los Angeles Times, where she wrote and edited the popular “Money Makeover” feature. She is the co-author, with Stephanie Losee, of Office Mate: The Employee Manual for Finding and Managing Romance on the Job, a book the The New York Times called “The Rules for the office” and Time Magazine described as ”thoughtful” and “persuasive.” Most important: she wrote a book with a close friend and they remain pals to this day. Helaine is a passionate bibliophile, a fan of 1970s pop music and a lover of rummage sales. She lives in New York City. View Guest page
Michael Pompian is a Partner at Mercer Hammond Investment Consulting where he consults to the firm’s largest family office clients. Prior to joining Mercer Hammond Associates, Michael was a Wealth Management Advisor with Merrill Lynch and a Private Banker with PNC Private Bank. He earned an MBA in Finance from Tulane University and graduated from the University of New Hampshire with a BS degree in Management. Michael is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner. Michael has published numerous articles and has written three books: Behavioral Finance and Wealth Management (Wiley 2006 and 2011 2nd Edition), Advising Ultra Affluent Clients and Family Offices (Wiley 2009) and Behavioral Finance and Investor Types (Wiley 2012). He is a regular speaker at investment conferences View Guest page
Meridith Elliott Powell
Meridith Elliott Powell began her career in sales and marketing and grew into leadership and executive positions in finance and commercial banking. That exceptional background affords her the knowledge and experience to bring the numbers side and the people side of a business together, aligning goals and moving companies to profitability. Her combination of business coaching certification, strategic planning, human behavior and EQ certification allows Meridith to support her clients in their efforts to master the technical and the relational skills needed to be successful in today’s competitive environment. Meridith has also authored two books, Winning in The Trust & Value Economy, published in spring 2013, and the very popular 42 Rules To Turn Prospects Into Customers, now in its second printing. http://www.meridithelliottpowell.com View Guest page
Kevin was a reporter, columnist and editor at The Wall Street Journal from 1981 to 2000. At the nation’s largest newspaper, Kevin helped cover two presidential administrations, wrote two columns and launched two publications. Since leaving the paper in 2000, Kevin has built several media ventures and works with organizations such as the U.S. Olympic Committee and Yahoo! A graduate of Northwestern University, Kevin serves on the boards of Habitat for Humanity in Atlanta, Year Up Atlanta, and the Indiana University School of Philanthropy. View Guest page
Barbara is a Certified Individual, Organizational and Executive Coach through The Hudson Institute of Santa Barbara and is a Certified Coach through the International Coaching Federation. She holds Masters Degrees in both Public Administration and Gerontology and completed a Wexner Heritage Foundation Fellowship. Working both virtually and face to face, people from across the country and abroad find Barbara offers a comprehensive and versatile skill set and easy rapport to fit their particular goal. An inveterate globetrotter, Barbara’s extensive travel experience adds value when working with diverse clients and international cultures. She is sought out for individual coaching sessions, customized group retreats, or to attend conferences where she is a highly popular workshop leader and speaker. View Guest page
Richard C. Wilson
Richard C. Wilson, Founder and CEO of The Family Offices Group as we talk about what to think about when you are choosing advisors. Richard works to educate wealthy families and family office professionals in the responsibilities of wealth, and to connect them to resources that will support effective and efficient management, investing and capital raising efforts. He is a tireless connector - through conferences around the world, speeches and social media, he works to demystify and improve the multigenerational view of wealth in families. Richard has a Bachelors of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and he has completed masters level research and coursework on the psychology of influence at Harvard University within their ALM department. Richard is author of The Hedge Fund Book: A Training Manual for Professionals & Capital-Raising Executives and The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance Series). View Guest page
What IS the New American Dream?
December 6, 2013
Hosted by Brian Farr and Ann Hutchins
|[View Guest Page ]|
Join us - hot on the heels of Black Friday and Cyber Monday to talk about a New American Dream. Sarah Baird will join us to talk about the Center for a New American Dream, whose programs have worked, since 1997, to cultivate a new American dream—one that emphasizes community, ecological sustainability, and a celebration of non-material values, while upholding the spirit of the traditional American dream of life, liberty, and the pursuit of happiness. The Center’s focus on the connection between consumption, quality of life and the environment makes New Dream a unique group
Money in Your Life
Archives Available on VoiceAmerica Business Channel
The goal of Money in Your Life is to give you the insight and motivation to be more effective and successful with all aspects of your personal finance. We believe money is a tool that can support deeper values of individuals, couples and families. We also know that too many options, too little time and the blizzard of modern money choices make it easy to opt-out of the whole conversation. We want you to opt-in. Money in Your Life will provoke thoughtful discussions that bring knowledge, curiosity and humor to the reality of money. Each week we will engage you with intriguing conversations to help you understand and assess how money actually operates in your life. We will present a wide variety of individuals and resources to increase clarity and expand awareness on multiple levels. Our intention is to introduce you to new ways money can serve you rather than just drive you.
Brian Farr and Ann Hutchins
Brian Farr is a Financial Therapist, Licensed Professional Counselor and Certified Hudson Institute Coach. Since 2002, Brian has helped hundreds of individuals and couples significantly improve their relationship with money. He uses a wide variety of financial and therapeutic techniques to guide clients toward a deeper understanding of the patterns in their financial choices, and then develop more effective strategies for the future.
In the years prior to becoming a Financial Therapist, Brian was a founding partner of an investment management firm, owner/manager of a personnel agency and member of the Chicago Board of Trade. He has an MA in Counseling Psychology from Lewis & Clark College and a BA in History from Stanford University.
Ann Hutchins is a Certified Financial Coach and a Certified Hudson Institute Coach. In her engagements with clients, she combines professionalism with integrity and approachability. Ann works to demystify personal finances and help people create sustainability in their financial lives. She frequently coaches people from the financial services and nonprofit sectors, and also works with families and children in the area of financial literacy.
Ann has 30 years of investment industry experience, holds an MBA in Finance from Babson College and a BA in American Studies from Hamilton College. She has been on the Board of Trustees of both Babson and Hamilton Colleges, and currently serves as Board member and Treasurer of The Eleos Foundation.