Money in Your Life: Recent Episodes
Brian Farr and Ann Hutchins
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.
Speaking plainly about money can be difficult for couples. Competing spending priorities, concerns about future finances, memories of past difficulties and only vague understanding of the current financial picture can all contribute to the difficulties. Does it have to be that way? Is it possible for two people in a committed partnership to be happy, even joyful about their personal finances? We believe the answer is YES. And we have some excellent, simple tools to help you and your partner create a positive relationship with money in your household. Join us!
As our economy slowly comes out of the Great Recession, how are YOU doing? Many people feel less optimistic about their future opportunities. Some people are fearful they will not be successful in the new, more competitive workforce. Maybe you’re asking yourself: How can I make this economy work for me? Our guest today, Meridith Elliott Powell, is an expert on success in today’s economy. (http://www.meridithelliottpowell.com) Meridith has an exceptional business background that gives her the knowledge and experience to provide timely, realistic guidance to both individuals and organizations. She is a coach, consultant, author and nationally recognized speaker. Join us for an informative and engaging discussion about success in the new economy...
For our guest Barbara Waxman, change is a constant. As an executive and life coach, Barbara effectively works with those experiencing personal changes in family dynamics, career transition, health status and more. According to Barbara, understanding your financial situation in a practical sense while also examining your personal relationship with money is always part of the discourse. Join us in an engaging conversation about those essential things you must know about money--and your relationship to it—in order to successfully navigate any change.
When you make investment decisions, do you act like Warren Buffet or Chicken Little? When financial markets are gyrating wildly, it can certainly feel like the sky is falling. Why do some people make decisions calmly in times of difficulty, while others are running for the exits? Our guest, Michael Pompian, has spent his career studying, practicing and writing about behavioral finance and wealth management. His insights and understanding might help you and your financial advisor navigate the markets more effectively. Join us!
What does the phrase Personal Finance mean to you? Is the emphasis on numbers and dollars and future projections? Or do your personal finances represent deeply held values and your authentic self? Our guest Tim Maurer believes that personal finance is more personal than it is finance, and that money has no value other than the value we give it. Tim is an intelligent and informative author, educator, and financial planner. He will talk with us about connecting who you are to what you do through the commodity you interact with almost constantly ... your money. Join us!
Do you ever talk about money? Do financial conversations with your spouse, your kids, your parents or your financial advisor ever go sideways or upside down? Talking about money can be difficult for all of us - and it doesn’t have to be. Would you like to upgrade your toolkit for financial discussions? These might be simple discussions like figuring out an allowance, or difficult conversations like talking with your siblings about an aging parent. Join us as we describe time-tested strategies for relieving stress and reducing difficult emotions in money conversations. These are not magic - but they are worth their weight in gold. Email us your questions and sticky situations - or listen live and give us a call!
RADICAL TRUTH TELLING + MEANINGFUL WORK + DEDICATED SELF-CARE ______________________________ ONE WISE WOMAN
Join us with our guest, Kiva Leatherman, as she takes us through her “One Wise Woman” equation. We will focus on part of Kiva’s personal mission - ensuring that women are in charge of their own money - and talk about the tools she gives her clients to start - and sustain - them on this path.
How would you meet a downsizing challenge?
Join us as we talk to Brian O’Connor, author of “The $1,000 Challenge” to talk about how he and his family did just that: cut $100 from 10 budget categories - and lived to tell the tale.
Do you wonder what a simpler life could look like - or how you, as an individual, can possibly make a difference?
In 2006, a traffic stop and a chance crossing set off a chain of events for Kevin Salwen and his daughter Hannah. Together, the Salwen family - Hannah, her brother Joseph, Kevin and his wife Joan - decided to dramatically reduce their lifestyle to focus on becoming a family defined more by how they connected with the world and less about the stuff they had. Their journey took them into poor villages, impoverished schools and even prisons.
But Kevin and his family's story is about far more than giving; the central part of this tale focuses on how one family's act of philanthropy completely transformed the relationships within their foursome. And he'll explain how their concept is completely replicable.
At the height of the Christmas shopping season - Thanksgiving to Christmas 2013 - Target has a security breach that affected 40 million customers. Were you affected directly? Indirectly? Did it make you reflect on how you use currency or plastic? Has anything changed in your money life if you were affected? Are you rethinking how you use plastic or currency?
Join hosts Brian Farr and Ann Hutchins as we discuss what it takes to change a pattern - and why, even when we KNOW it would be good for us, we continue with the “known”. Without blame or judgement we will take a look at common money habits and describe specific tools for dismantling barriers that keep interfering with your goals. Join us as we start a new year!
What is Financial Coaching? In this episode of Money In Your Life we look at six client scenarios and show you how financial coaching has worked successfully for a wide variety of people. Brian Farr and Ann Hutchins are experienced Financial Coaches. In these six composite scenarios we will explore financial challenges and patterns faced over and over by individuals and couples. We hope you are part of the conversation while we explore these client situations with questions and strategies as if you were in the room with us. Join us as we dive into the details of case history to learn how all of us can become more effective with the money in our lives.
Studies show that the higher your stress level, the lower your money IQ - and the more compromised your choices around money may be. Joan DiFuria, co-founder of the Money, Meaning and Choices Institute (MMCI) and co-author, with Stephen Goldbart, of Affluence Intelligence: Earn More, Worry Less and Live a Happy and Balanced Life, will discuss some of the ways she and her colleagues work with advisors, individuals, couples and families to find peace of mind, satisfaction and joy. Affluence intelligence, as introduced by MMCI is “a mindset that makes people not only wealthier, but deeply fulfilled.”
Do your eyes glaze over when you look at any of your financial statements? Are you like a lot of us - you don’t LOOK at your financial statements because they are a bunch of numbers spread out over a lot of pages and you are not certain which ones actually TELL you something? Our guest, Joe Knight, is co-author of “Financial Intelligence: A Manager’s Guide to Knowing What The Numbers Really Mean” and we will talk about financial intelligence. Joe has a unique ability to combine lots of content with energy and humor - his keynote speeches have been described as having a “refreshing presentation” and “using a low-key, humorous, positive approach and emphasis on demystifying the numbers.” So join us - and make the bridge from the financial intelligence you can use at work AND at home. Just because something can be quantified, doesn’t mean it’s “right”…
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
How can two people in a relationship create more safety and trust so it’s easier to talk about money? How can couples move beyond the blame game and their own quiet fears? Join us as we we speak with LaShelle Lowe-Chardé, who is specialist in working with couples. Wise Heart LaShelle is a certified trainer in Compassionate/Nonviolent Communication, which offers a deep yet simple understanding of human nature, along with concrete tools to help people act and live from a place of clarity and compassion. Talking about important money issues can be challenging for all of us. LaShelle will help us to explore the difference between needs and strategies, discover how to bring healthy emotional resources into our financial conversations, and introduce specific communication tools that will increase the quality of all our relationships.
Did you know that 70 percent of widows fire the couple’s financial advisor within one year of the death of their spouse? The primary reason for this startling statistic is that advisors frequently fail to develop a trusting relationship with both partners. On the next episode of Money In Your Life we will talk with Kathleen Burns Kingsbury, a leading wealth psychology expert and author of How to Give Financial Advice to Couples (www.kbkwealthconnection.com). Kathleen will describe common myths about couples and money, as well as the five tenets of couple dynamics and how they unfold in a financial advisor’s office. We will also explore techniques for facilitating financial conversations, mediating differences, and empowering couples to raise financially intelligent children. Join us for an enlightening and enjoyable conversation.
Author Helaine Olen’s first suggestion about what should be done about our financial industry is “We need to talk more about money”. So please join Brian Farr and Ann Hutchins as we do just that - talk about the blizzard of choices you have in the financial industry, talk about re-thinking how we save for retirement, talk about the industry ties of everyone who appears on television or radio to tell you what you SHOULD be doing with your money. The author of “Pound Foolish” says “I didn’t want you to read my book, nod virtuously while reading my suggestions, and close the book, thinking your work done. Moreover, no one needs me hectoring him or her about how to manage his or her funds. There are more than enough people out there doing that sort of thing. Instead, I want you to continue to engage with the ideas outlined in the book.” So please join the conversation.
Do you sometimes wonder why your purchases don’t yield the happiness you expect? Are you curious about why we don’t make better decisions when we spend our money? Join us for the next episode of Money In Your Life when we explore these questions and many others with Dr. Robert Biswas-Diener, widely known as the “Indiana Jones of Positive Psychology”. Dr. Biswas-Diener’s research on happiness has taken him to such far-flung places as Greenland, India, Kenya and Israel. He is a leading authority on courage, culture, strengths and happiness. Understanding our own behavior involving personal finances and changing our choices around money are not easy tasks. Dr. Biswas-Diener has conducted extensive research on income and happiness, and he will give specific suggestions we can use in our own lives. Dr. Biswas-Diener will also talk about his newest book, The Courage Quotient, which reviews the latest scientific findings on bravery and offers a variety of strategies for facing life head on, including potentially frightening topics like our personal finances. For more: http://positiveacorn.com/who-we-are
Do you sometimes sabotage your own best efforts with your personal finances? Have you wondered where your money habits come from and how you might change them? Join us on this episode of Money In Your Life as we explore these questions and more. Our guest Dr. Maggie Baker (www.maggiebakerphd.com) is a specialist in the psychology of money and wealth. The overarching goal of Dr. Baker’s work is to empower individuals, couples and families to achieve optimal psychological, physical and financial well being. Her interest in the topic of money grew out of her own challenging personal experiences. A substantial financial loss in 2000-2001 awakened Dr. Baker to the pain of financial loss and also inspired her to help others overcome the emotional devastation of financial setbacks. She is a dynamic speaker and has written an important book that is both informative and entertaining: Crazy About Money: How Emotions Confuse Our Money Choices and What To Do About It.
Are you constantly caught in the conflict of wanting your kids to have it all and at the same time encourage them to be resourceful, independent, and confident contributors at school, work and play? Do you feel like you are in a constant battle with advertisers telling you AND your kids that this (fill in the blank) will increase your self-esteem, make you more attractive, be JUST the thing to make you all happy? Join cohosts Brian Farr and Ann Hutchins as we talk with Dr. Tim Kasser, Professor of Psychology at Knox College, about his work studying ‘materialistic values’ and the results of studies he and his colleagues have done on how values relate to well-being, as well as what leads some people to become especially focused on different types of values.
And, for fun, check out this YouTube Tim has done: http://www.youtube.com/watch?v=oGab38pKscw
Co-hosts Brian Farr and Ann Hutchins follow up on the conversation begun with recent guest Richard Wilson. We explore additional resources and discuss more specifics for assembling your financial support team: How do I get clear on what is important for my financial future? What type of professionals do I need on my team? What questions should I ask when interviewing potential team members? When and how do I use each team member most effectively? Join us as we answer these questions and more!
Do you find that conversations about money are a “third rail” in your family? Is money a constant source of tension between you and your spouse? Do you hit a brick wallk talking to your kids - or your parents - about money?
Join us on October 11, when our guest is Dr. Lee Hausner, whose specialty is assisting families in learning effective communication and conflict resolution skills whose goals are always to increase each family member’s personal effectiveness. Whether you are experiencing difficulties that arise from operating in a family business, or high net worth family wanting to avoid “shirtsleeves to shirtsleeves in three generations” or whether you are looking for ways to have a healthy conversation around money with your partner, parent or children, you will want to tune in for Dr. Hausner’s conversation.
How can two people in a relationship create more safety and trust so it’s easier to talk about money? How can couples move beyond the blame game and their own quiet fears? Join us as we we speak with LaShelle Lowe-Chardé, who is specialist in working with couples. Wise Heart LaShelle is a certified trainer in Compassionate/Nonviolent Communication, which offers a deep yet simple understanding of human nature, along with concrete tools to help people act and live from a place of clarity and compassion. Talking about important money issues can be challenging for all of us. LaShelle will help us to explore the difference between needs and strategies, discover how to bring healthy emotional resources into our financial conversations, and introduce specific communication tools that will increase the quality of all our relationships.
Does the choice of financial advisors make your head spin? How do you think about assembling a team to support your financial decisions - a team that “has your back”? Join us in a conversation with 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).
Do you think creativity and money live in two separate worlds, or can they be powerful, transformative allies? Join us on Money In Your Life this week as we talk with Luna Jaffe, Certified Financial Planner™, writer and visual artist. Luna will describe new ways to understand the magic and creative power of money. “We live passionately and money is often an annoyance, like a gnat buzzing in our ears”, writes Luna. “We get distracted by shiny objects. We want so much for ourselves and for the world. We have big dreams and tender hearts.” Tune in and learn to develop a relationship with money that enables you to do your creative work in the world, and also allows you to feel financially solid and resilient.
Author and psychotherapist Dr. Kate Levinson specializes in helping people build healthy relationships with money. She offers fresh approaches to navigating the astonishing range of beliefs about the role of money in our lives, coming to terms with our feelings about being rich or poor, and exploring our inner money life so that we can put our feelings to work in a more positive ways. Dr. Levinson will describe how understanding our intimate history and relationships with money will help us to better handle our money anxieties, solve our money problems, enjoy the money we have, and make room for other, more meaningful values. Join us for an informative and lively conversation about Emotional Currency and creating more healthy relationships with money.
Cohosts Brian Farr and Ann Hutchins will introduce themselves and their show “Money In Your Life” with a 15 minute conversation about their experience and the wealth of experience they bring to this discussion. The rest of the time will be spent taking calls from callers to begin to answer the questions “how do you experience money in your life?” and “how do you open up the conversation about money in your life - with your kids, your spouse, and your friends?” Join us for a lively conversation!