Sr. Loan Advisor Maggie Richter gives us some ideas on how to make your mortgage work for you and fit into your overall financial goals.  She also dispels a few myths and gives us a few very practical tips on how to impact your credit score.

Money UN-Tabooed

Purchasing a home

Eileen Rice gives us an amazing history lesson on estate taxes which includes the origin of algebra!  She also gives a few real scenarios of planning she has witnessed over her 30 year career and examples of inheritances put to tremendous use. Jennifer Sapel and Eileen Rice are registered representatives and financial advisors of Park Avenue Securities, LLC. Their OSJ is 333 North Indian Hill Boulevard, Claremont, California 91711 (909) 399-1100. Security products and advisory services are offered through Park Avenue Securities, member FINRA and SIPC. Jennifer and Eileen are financial representatives of 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. Eileen Rice CA Insurance License # 0816167. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by Park Avenue Securities, 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. Tracking 2020-94939, expiration 03/2022.

Where Death & Taxes Meet

Ken shares about a super sweet dog that never left the homeowners property, yet still was the reason for a homeowners insurance claim.  Learn why “good” insurance is so important and how he defines it.

Deeper Dive Into Insurance

Sociologist Sarah Meadows shares how our relationship with money is generational and how major shifts change as different generations live different experiences.  She's a car nut and wine enthusiast who gives us some sage advice about using credit and using whatever system works for you.

Generational Relationships with Money

From Financial Services Professional on the rise to landlord, full time mom and entrepreneur.  Kelly shares some stories about real estate investing, combining finances with her husband and how money was a matter-of-fact kind of topic growing up in her home.  She's also about to embark on a luxury home hack journey where she gets much more house for less mortgage!

One Mom, Many Hats

Hear from Erin Papworth, Founder of Nav.it, a company whose mission is to elevate the way women live.  Erin shares experiences abroad that helped shape her perspectives on the opportunities for wealth creation in the United States.  She also points out some less obvious ways a woman’s financial journey is different from men’s.

The Feminine Financial Journey

According to Vanessa Loughlin, founder of Banister Advisors, embracing our mortality can bring fulfillment and joy.  She also gives us a few super practical pieces of advice around navigating some of life’s most challenging times.  Hear how the financial and cultural intersection in her home led to a healthy relationship with money and how she continues to use that foundation today.

Lessons From a Lifespan Navigator

In this episode, we hear from Sara Sanford, founder of Gender Equity Now, the first and only data driven gender certification organization for businesses. Sara busts the myth that achieving gender equity is a difficult or nebulous task. She also shares a few stories of her upbringing that reminds us why setting a good example for your children is so important.

Gender Equity: Is it simpler than we think?

Grace Kim is making a financial impact on Veterinarians through her personal finance blog and online course.  Having practiced as a Vet and then making the transformation through a career pause, she's determined to decrease the stress and burden carried by those professionals today.  Her inspiration comes partly through her own journey to financial literacy and she shares a few great lessons she has learned along the way.  Vet or not, Grace shares some valuable tips that anyone can use!

From Vet to Personal Finance Blogger

In this episode you will be introduced to host Jen Sapel and hear what inspired a podcast to un-taboo money.  Interestingly it includes a visit to the OBGYN office.   

Why Un-Taboo Money?

In this episode you will meet your host, Jenifer Sapel, hear about her money story and why she's on a mission to UN-Taboo the topic of money.  Part of which includes an interesting antidote where she wonders why women will talk to their girlfriends about their gynaecological appointments but not their investment accounts?   

Money Un-Tabooed: Intro

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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