Heather Eacker shares her experience as a geriatric care manager.  She tells us about what it was like to be the person who got to witness death for 10 years of her career.  If you are entering retirement and need to plan for the time you will need to ask for help or you are concerned about your aging parents, this episode is a must listen. Jenifer Sapel is a registered representative and financial advisor of park Avenue securities LLC. Her OSJ is 333 N Indian Hill Blvd., Claremont, CA 91711 Ph: 909-399-1100. Security products and advisory services are offered through park Avenue securities, member of FINRA and SIPC. Jenifer is a financial representative, guardian life insurance company of America, New York, New York. Park Avenue Securities is a wholly-owned subsidiary of Guardian. Utor wealth is not an affiliate or subsidiary of park Avenue securities or guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by park Avenue securities or guardian or Utor wealth and opinions stated are their own.  Individual situations may vary and information is to be relied upon only when coordinated with professional advice. 2020-105507 Exp. 7/22.

Money UN-Tabooed

Navigating the Senior Years

Daniela Tudor, Founder of We Connect Health, learned through her recovery from substance abuse how to heal her relationship with money.  Hear how they are utilizing technology to create better outcomes and save lives as well as what steps she took to be on a better path to financial health. https://www.weconnectrecovery.com/ #donoradvisedfunds #qualitygoals #recovery #financialliteracy #enjoywealth #selfworth

Substance Use Disorder & Money

Yes!  Estate planning attorney Laura Latta walks us through basic estate planning documents, what they are and how they work.  These are critical documents for everyone, but particularly critical for those of us who have minor children and ex-spouses.  Listen to this super practical episode and be inspired to check it off the list or dust off your documents to review.   https://www.lauralatta.com/

Do I Need a Will?

What I thought was going to be a nerd out session about technology ended up being a whole lot more. Hear perspective from brilliant CSO and professor Kristina Libby on what it means to be human. This timely conversation turned very philosophical as Kristina challenged us to be truly engaged in every aspect of life and build a world that we are proud to talk to our grandchildren about. https://www.amazon.com/Possible-Minds-Twenty-Five-Ways-Looking/dp/0525557997 https://www.kristinalibby.com/

AI, Crisis, Space, Morality, & Humanity - Real light stuff

Dive into money topics with host, Jen Sapel.

Practical Money Series: Part 3

Practical Money Series: Part 2

Practical Money Series: Part 1

Tricia Bolender, Leadership and strategy coach and consultant chats about Imposter Syndrome and folded underwear. Tricia’s resume includes an MBA from Columbia and large international assignments but she brings some fun and lightheartedness into the conversation around money and purpose. Listen until the end, there’s a potential nugget in it for you!   https://www.triciabolender.com/

Fun & Practical Tips from an Executive Coach

Guest Larry Snyder talks about how he’s created the life he wants by constantly seeking ways to add value.  His two secrets to success, entrepreneurism and relationship cultivation, Larry shares with us some perspective and tips that will be sure to get you thinking.

Multiple Income Streams

Kelli Bielema, founder of AirScream and Shindig Events shares some of the good and challenging aspects of business ownership.  She gives us a few brilliant nuggets of advice for accelerating business growth and reveals that her journey with money is ongoing where, even today, she is learning new skills.

A Creative Entrepreneurs Journey

Jill Angelo, Founder of Gennev, tackles a problem that 100% of women have or will go through:  Menopause.  Hear how this femtech pioneer is changing the game and how her journey with money has changed with transition from employee to entrepreneur.   Also, check out some of the amazing resources Gennev has created in support of women: https://health.gennev.com/covid-19 https://health.gennev.com/guide-to-menopause https://gennev.com/initial-assessment/

Money & Menopause

A powerhouse story, Dona Sarkar breaks all the molds and lives boldy.  In this episode she shares her story which includes how she, a successful software engineer with a thriving career, failed her first computer science class.  Dona talks about why it's important to tackle money matters and gives a few tips on how she’s successfully navigated her financial life.   We also discuss unconscious biases, side gigs, and whether or not careers are optional.  Turns out about 45% of Americans have side gigs and a third of them need the income to make ends meet.  See this survey by bankrate:  https://www.bankrate.com/personal-finance/side-hustles-survey-june-2019/

Part Fashion Designer, Part Computer Scientist, All Awesome

Join us as bankruptcy attorney Latife Neu shares some insights to two financial tools.  Learn what assets are protected from bankruptcy as well as what liabilities are not allowed to be discharged through the process.   She also is an expert on student loan strategies, if you have any student loan balance, give this a listen! https://neulegal.com/ https://www.facebook.com/LatifeNeuAtt

Bankruptcy and Student Loans

Seasoned Career Coach and HR professional Lora Plum shares her decades of experience on negotiating a job offer, both salary and other leverage points.  If this is an area where you don’t feel super comfortable, Lora gives us the actual language to use.  She also shares a few key elements to consider for those looking to transition from employee to entrepreneur. 

Get Paid What You're Worth

Did you know that 43% of women pause their career to care for others?  Erika Parker Price is an expert in this career pause and shares her journey through navigating it successfully.  She also has amazing advice that has suited her well in avoiding some of the biggest financial pitfalls & achieving a few big financial feats.

Navigating a Career Pause

Host and Financial Advisor Jenifer Sapel interviews real people to chat about life and money, most importantly where the two intersect. This is a judgement free zone with the intention of helping you get comfortable talking about money with people in your life. Ultimately so you can learn to use money to live a life you enjoy.

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Money UN-Tabooed

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