Podcasts Business Women and Wealth

Women and Wealth

65 episodes

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Podcasts

Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland

Published: March 17, 2021, 7 a.m.
Duration: 34 minutes 3 seconds

Listed in: Business

02/24/2021 – Episode 63: How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury

Published: Feb. 24, 2021, noon
Duration: 42 minutes 49 seconds

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02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury

Published: Feb. 10, 2021, 11 a.m.
Duration: 34 minutes 13 seconds

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01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel

Published: Jan. 27, 2021, 7 a.m.
Duration: 34 minutes 39 seconds

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01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel

Published: Jan. 13, 2021, 7 a.m.
Duration: 36 minutes 41 seconds

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12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape

Published: Dec. 30, 2020, 6 a.m.
Duration: 37 minutes 29 seconds

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12/18/2020 – Episode 58 – Planning With Persistence

Published: Dec. 18, 2020, 5:50 p.m.
Duration: 36 minutes 50 seconds

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12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021

Published: Dec. 2, 2020, 8:05 p.m.
Duration: 21 minutes 54 seconds

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11/18/2020 – Episode 56 – Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun

Published: Nov. 18, 2020, 10 p.m.
Duration: 32 minutes 45 seconds

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11/04/2020 – Episode‌ ‌55‌ ‌-‌ ‌How‌ ‌to‌ ‌Navigate‌ ‌the‌ ‌Medicare‌ ‌Maze‌ ‌—‌ ‌With‌ ‌Marcia‌ ‌Mantell‌ ‌

Published: Nov. 5, 2020, 12:21 a.m.
Duration: 36 minutes 40 seconds

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10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

Published: Oct. 21, 2020, 6 a.m.
Duration: 36 minutes 4 seconds

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10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning

Published: Oct. 7, 2020, 4:41 p.m.
Duration: 35 minutes 57 seconds

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9/24/2020 – Episode 52 – 5 Tips for Managing the Loss of a Loved One

Published: Sept. 24, 2020, 6:03 p.m.
Duration: 40 minutes 2 seconds

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8/26/2020 – Episode 51- How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow

Published: Aug. 26, 2020, 6 a.m.
Duration: 30 minutes 26 seconds

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8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement

Published: Aug. 7, 2020, 12:22 p.m.
Duration: 29 minutes 33 seconds

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7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs

Published: July 22, 2020, 3:35 p.m.
Duration: 32 minutes 59 seconds

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7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do

Published: July 9, 2020, 8:43 p.m.
Duration: 29 minutes 54 seconds

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6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In

Published: June 25, 2020, 8:30 p.m.
Duration: 31 minutes 19 seconds

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6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood

Published: June 10, 2020, 2:58 p.m.
Duration: 31 minutes 21 seconds

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5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations

Published: May 27, 2020, 7:55 p.m.
Duration: 34 minutes 3 seconds

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5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis

Published: May 13, 2020, 9 a.m.
Duration: 31 minutes 55 seconds

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05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?

Published: May 1, 2020, 7:30 p.m.
Duration: 31 minutes 48 seconds

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04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times

Published: April 17, 2020, 12:52 p.m.
Duration: 28 minutes 14 seconds

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04/01/2020 – Episode 41- Decision Making In Difficult Times

Published: April 1, 2020, 4:57 p.m.
Duration: 28 minutes 44 seconds

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SPECIAL UPDATE: COVID-19

Published: March 25, 2020, 7:17 p.m.
Duration: 10 minutes 36 seconds

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03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein

Published: March 20, 2020, 1:19 p.m.
Duration: 28 minutes 54 seconds

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03/04/20 – Episode 39 — What to Keep in Mind This Tax Season

Published: March 4, 2020, 4:27 p.m.
Duration: 28 minutes 31 seconds

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02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?

Published: Feb. 19, 2020, 9 a.m.
Duration: 29 minutes 30 seconds

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02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020

Published: Feb. 5, 2020, 10:48 p.m.
Duration: 36 minutes 7 seconds

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01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present

Published: Jan. 22, 2020, 9 a.m.
Duration: 33 minutes 25 seconds

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01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision

Published: Jan. 8, 2020, 9 a.m.
Duration: 30 minutes 44 seconds

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12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!

Published: Dec. 23, 2019, 9 a.m.
Duration: 39 minutes 37 seconds

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12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season

Published: Dec. 13, 2019, 11:29 p.m.
Duration: 30 minutes 14 seconds

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11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

Published: Nov. 27, 2019, 9 a.m.
Duration: 31 minutes 9 seconds

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11/13/19 Episode 31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

Published: Nov. 13, 2019, 9 a.m.
Duration: 30 minutes 46 seconds

Listed in: Business

10/30/19 Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

Published: Oct. 30, 2019, 9 a.m.
Duration: 29 minutes 47 seconds

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10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

Published: Oct. 16, 2019, 9 a.m.
Duration: 30 minutes 31 seconds

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10/02/19 Episode 28 — How to Master Risk: From Economic to Personal

Published: Oct. 2, 2019, 9 a.m.
Duration: 30 minutes 7 seconds

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09/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)

Published: Sept. 18, 2019, 9 a.m.
Duration: 31 minutes 24 seconds

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09/04/19 Episode 26 — Breaking Down Your Planning Barriers

Published: Sept. 4, 2019, 2:28 p.m.
Duration: 30 minutes 46 seconds

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08/21/19 Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

Published: Aug. 21, 2019, 9 a.m.
Duration: 28 minutes 1 second

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08/07/19 Episode 24 —Contemplating Divorce? This is a must listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.

Published: Aug. 7, 2019, 9 a.m.
Duration: 33 minutes 47 seconds

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07/24/19 Episode 23 —Gates Pass is Growing!  Providing what Women Need to Find Clarity During Transitions — With Erik Schei

Published: July 24, 2019, 9 a.m.
Duration: 32 minutes 12 seconds

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07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty

Published: July 10, 2019, 9 a.m.
Duration: 33 minutes 57 seconds

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06/26/19 Episode 21 — Transitions with Your Aging Parent

Published: June 26, 2019, 9 a.m.
Duration: 35 minutes 7 seconds

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06/12/19 Episode 20 — Esther’s in Transition – she’s getting married!

Published: June 12, 2019, 9 a.m.
Duration: 29 minutes 2 seconds

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05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes

Published: May 29, 2019, 9 a.m.
Duration: 27 minutes 55 seconds

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05/15/19 Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

Published: May 15, 2019, 9 a.m.
Duration: 31 minutes 24 seconds

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05/01/19 Episode 17 — What Investors Need to Know About Global Economic Conditions

Published: May 1, 2019, 9 a.m.
Duration: 29 minutes 2 seconds

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04/17/19 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

Published: April 17, 2019, 9 a.m.
Duration: 29 minutes 5 seconds

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04/03/19 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

Published: April 3, 2019, 9 a.m.
Duration: 29 minutes 35 seconds

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03/27/19 Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

Published: March 27, 2019, 9 a.m.
Duration: 32 minutes 23 seconds

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03/13/19 Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

Published: March 13, 2019, 9 a.m.
Duration: 26 minutes 1 second

Listed in: Business

02/17/19 Episode 12 – Five Ways to Navigate the Post-Divorce Transition

Published: Feb. 27, 2019, 9 a.m.
Duration: 28 minutes 32 seconds

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02/13/19 Episode 11 – Life Changes Brought About by Transition

Published: Feb. 13, 2019, 9 a.m.
Duration: 28 minutes 31 seconds

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01/30/19 Episode 10 – So You Want to Be Self-Employed?

Published: Jan. 30, 2019, 5:36 p.m.
Duration: 27 minutes 56 seconds

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01/16/19 Episode 9 – A Six-Letter Dirty Word

Published: Jan. 16, 2019, 9 a.m.
Duration: 26 minutes 34 seconds

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01/02/19 Episode 8 – How to Navigate Uncertainty: Part 2

Published: Jan. 2, 2019, 9 a.m.
Duration: 30 minutes 55 seconds

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12/19/18 Episode 7 – How to Navigate Uncertainty: Part 1

Published: Dec. 19, 2018, 9 a.m.
Duration: 24 minutes 15 seconds

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12/12/18 Episode 6 – Top Five Year-End Planning Considerations

Published: Dec. 12, 2018, 1:46 p.m.
Duration: 27 minutes 7 seconds

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11/21/18 Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

Published: Nov. 21, 2018, 1:10 a.m.
Duration: 23 minutes 31 seconds

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11/07/18 Episode 4 – Are You Overlooking These Financial Termites? Part 1

Published: Nov. 7, 2018, 9:01 a.m.
Duration: 26 minutes 3 seconds

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10/24/18 Episode 3 – Proper Prior Planning Prevents Poor Performance

Published: Oct. 24, 2018, 9 a.m.
Duration: 28 minutes 52 seconds

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10/10/18 Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner

Published: Oct. 10, 2018, 9 a.m.
Duration: 20 minutes 6 seconds

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09/26/18 Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors 9/26/18

Published: Sept. 26, 2018, 5:39 p.m.
Duration: 29 minutes 19 seconds

Listed in: Business