Love and Money with Barbara Treadwell

Barbara Treadwell
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Love and Money with Barbara Treadwell is a podcast about the connection between finances and the people we love. Hosted by Barbara Treadwell, a seasoned financial advisor and former therapist, each episode explores the emotional side of money. With 40+ years of experience, Barbara shares real conversations about legacy, family, health, loss, and the choices we make with money. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

  1. Aug 18

    FODAC.org: Providing Home Medical Equipment to People With Disabilities

    A personal connection sparked this conversation, as Barbara sits down with Chris Brand, who has spent 30 years leading Friends of Disabled Adults and Children (FODAC), an organization that provides gently used and new medical equipment to people with disabilities at no cost. Chris shares how a childhood friendship shaped his path into this work and how FODAC has grown from a small operation into a program reaching all 50 states, five territories, and dozens of countries. Barbara and Chris discuss the emotional stories behind the equipment, the logistics of global disaster relief efforts, and the funding challenges nonprofits like FODAC face today. What’s in This Episode: Chris's 30-year connection to FODAC, sparked by a childhood friend's muscular dystrophy How FODAC provides free durable medical equipment with no application process Emotional client stories of families overwhelmed with relief after receiving equipment FODAC's growth from small donations to shipments across 50 states and dozens of countries International disaster relief efforts, including recent typhoon recovery work in Saipan The logistics of collecting, repairing, and matching thousands of equipment requests yearly FODAC's second annual Run, Walk, and Roll event in Savannah on November 14th The range of equipment FODAC provides, from wheelchairs to assistive technology for kids Recent federal and state funding losses affecting FODAC's three million dollar budget Visit:  Learn more about FODAC and access their equipment or support the organization at FODAC.org Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    FODAC.org: Providing Home Medical Equipment to People With Disabilities

  2. Aug 6

    Mimi Winkler on Bichons, Business, and Legacy

    Mimi Winkler has bred, shown, and judged Bichon Frise dogs for 38 years and counting, traveling the world and producing 103 champions along the way. In this episode, Barbara sits down with Mimi for a warm and wide-ranging conversation about the passion, purpose, and surprising economics behind the world of competitive dog showing. From her accidental start in Germany to judging in Japan, China, and Vietnam, Mimi shares how a chance encounter with "little white dogs" turned into a lifelong calling and legacy. What’s in This Episode: How Mimi discovered Bichon Frise dogs while judging a gymnastics meet in Germany What it took to go from knowing nothing about dog shows to producing 103 personal champions The competitive side of dog breeding and Mimi's guiding philosophy on integrity The economics of showing and breeding, including Bichon pricing and stud services Why Mimi has never bred a litter just to make money How Barbara includes pets as a line item in her clients' cash flow worksheets Mimi's process for evaluating puppies from birth using color-coded notes The origin story of her kennel name, Judge's Choice, and how her dogs got their names How dogs sense character and why Mimi uses that instinct to screen buyers Why the Bichon Frise breed faces an uncertain future as grooming demands drive younger buyers elsewhere Visit:Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Mimi Winkler on Bichons, Business, and Legacy

  3. Jul 21

    The One and Only Divine Dog: Rudy

    High-performance coach and healer Jamie Haro joins Barbara to share the extraordinary story of her bond with her 13-year-old Yorkshire Terrier, Rudy. From unexpected medical crises to healing journeys that defied explanation, Jamie opens up about what it means to care for a beloved companion through illness, grief, and transformation. Their conversation explores the deep emotional and financial investment of caregiving, and the surprising lessons love can teach us about slowing down. What’s in This Episode: Jamie unexpectedly adopted Rudy during a chaotic time in New York City Rudy's first health crisis and the healing session that defied medical expectations How Rudy's illness opened Jamie to energy healing and intuitive communication Long-distance healers who supported Rudy through medical emergencies Rudy's comfort during Jamie’s father's stroke recovery and hospice care The emotional and financial realities of caring for a senior dog Holistic treatments like acupuncture and light therapy managing Rudy's health Caregiving logistics and travel, including administering Rudy's medication How slowing down for Rudy taught Jamie to be present Jamie’s reflections on forgiveness, purpose, and the gifts found in caregiving Visit:To connect with Rudy go to Instagram @Rudy_divinedog Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    The One and Only Divine Dog: Rudy

  4. Jul 2

    Love, Money, and Pets: Introducing the Miniseries

    Pets are family. And for many people, they are also one of the most overlooked line items in a financial plan. In this short solo episode, Barbara introduces an upcoming two-part miniseries on pets and money, and shares a free cash flow worksheet to help listeners take a closer look at where their money is really going. What’s in This Episode: Why Barbara includes a dedicated pet expense line item on client cash flow worksheets A preview of two upcoming guests: Jamie Haro and her Yorkshire Terrier (Rudy), and Bichon Frise breeder Mimi Winkler How a free cash flow worksheet included in this episode can help listeners see where their money is really going Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Love, Money, and Pets: Introducing the Miniseries

  5. Jun 4

    Don't Believe The Hype: College Financial Planning with Jason Slone, PhD, CCFC®

    From Ivy League myths to the hidden mechanics behind college rankings, this episode is a masterclass in what families actually need to know before making one of their biggest financial decisions. Barbara sits down with Jason Slone, PhD, CCFC®, Wealth Advisor and Head of College Planning at Etch Financial, and author of the Amazon number-one book Too Rich For Aid, Too Poor To Pay. Jason breaks down the four financial fit categories, the real cost of prestige, and the tools families can use to shop smart for college without derailing their retirement. What’s in This Episode: Why today's parents are caught off guard by rising college costs The selection bias behind Ivy League success and why prestige may not be worth the price The biggest mistakes families make, including skipping a budget and assuming they won't qualify for aid How Jason used a real-money exercise with his own son to choose a debt-free path Why Jason calls a college degree a commodity and what rankings aren't telling families How universities manipulate selectivity rankings using test-optional admissions policies The Chivas Regal effect and why colleges raise prices on purpose to signal prestige The four financial fit categories and how to match your family's profile to the right school How College Aid Pro helps families estimate true net cost across thousands of schools for free Visit: Get Jason Slone's book: Too Rich For Aid, Too Poor To Pay? Connect with Jason Slone, PhD, CCFC® on LinkedIn Learn more about College Aid Pro Learn more about Etch Financial Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Don't Believe The Hype: College Financial Planning with Jason Slone, PhD, CCFC®

  6. May 12

    Digital POA: Electronic Communications

    Most estate planning documents cover the basics - but one critical piece is often missing. In this short video, Barbara Treadwell walks through the importance of digital power of attorney, or access to electronic communications, and what it means for your family's financial security. Using a real client story, she explains why making sure your loved ones can access your passwords and digital accounts could make all the difference. What’s in This Episode: What digital power of attorney is and how the name varies by state The difference between DocuSign capability and accessing passwords and digital accounts A real-life example showing why estate planning needs to account for digital accounts and passwords Why storing all passwords in one person's head creates a financial crisis for survivors The importance of each spouse having money accessible in their own accounts What digital POA covers: social media, online banking, cryptocurrency, and credit cards Why digital access planning matters beyond emergencies, including everyday travel scenarios Key components: listing email, social media, banking, and credit card accounts How to identify digital assets and choose a trusted agent to carry out your wishes Barbara's recommendation to review estate planning documents with your attorney Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Digital POA: Electronic Communications

  7. Apr 21

    Lifetime Income for the Adult Disabled Child

    What does it take to secure lifetime income for an adult disabled child after their parents are gone? This episode is a sequel to the Adult Disabled Child episode, where Barbara Treadwell identifies a wonderful resource and walks through a detailed discussion of how to set up a plan for guaranteed lifetime income for the adult disabled child. Drawing from her own experience as a mother and a Certified Financial Planner (CFP®), Barbara shares what she wishes she had known sooner. What’s in This Episode: Barbara's personal experience raising her son Terry and the long-standing concern about who would care for him and how after her death How watching her own podcast episode about a couple with a 37-year-old disabled son prompted a middle-of-the-night breakthrough The 72T provision - a section of the tax code that waives early withdrawal penalties for persons who are totally and permanently disabled How lifetime income annuities can be structured with the disabled adult as the annuitant, not the parent as the owner Using affordable term insurance to bridge the gap between a disabled person's current age and age 50, when annuity income could begin The key differences between qualified, non-qualified, and Roth accounts, and why this distinction matters for disability planning Why qualified money placed into a trust triggers an immediate tax, and why non-qualified money works better in a trust structure The difference between a special needs trust and a revocable trust, and how each affects eligibility for government assistance programs The EDB (Eligible Disabled Beneficiary) provision, which allows a totally and permanently disabled person to receive lifetime IRA distributions rather than the standard 10-year rule Testamentary trusts as a no-cost planning option for families whose primary asset is a 401k plan Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Lifetime Income for the Adult Disabled Child

  8. Mar 31

    JOY Mental Performance: Finding the Joy Within

    What happens when fear of failure becomes the thing standing between a person and their best performance? Katie Large knows that answer firsthand. A mental performance coach and the first All-American in University of Chicago lacrosse history as a sophomore, Katie joins Barbara for this episode of the "health for a long life" mini-series to talk about overcoming fear, self-doubt, and anxiety in high-pressure roles from sports to medicine to financial advising. What’s in This Episode: Katie's early athletic life as a shy, fearful competitor, and how anxiety prevented her from performing at the level she trained for How undiagnosed celiac disease, a hyper-competitive youth sports environment, and tough coaches shaped her self-doubt Being recruited to the University of Chicago's brand-new lacrosse program, and her determination to prove herself How COVID cut short her freshman season, and how the pressure of returning brought her anxiety to a breaking point The introduction to mental performance coach Chris Thomas and how his guidance changed everything for Katie Becoming the first All-American in program history at just her sophomore year after rediscovering the joy of playing The important distinction between happiness (external) and joy (internal), and how that difference became the backbone of her practice Her 90-day coaching program: taking high performers from overwhelming anxiety to feeling their best in high-pressure situations The Joy community subscription model, offering ongoing support, shared goals, and connection with others on the same journey Why seeking mental performance help is a sign of bravery, and how this care applies far beyond sports to doctors, executives, first responders, and more Visit: Connect with Katie Large Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    JOY Mental Performance: Finding the Joy Within
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About

Love and Money with Barbara Treadwell is a podcast about the connection between finances and the people we love. Hosted by Barbara Treadwell, a seasoned financial advisor and former therapist, each episode explores the emotional side of money. With 40+ years of experience, Barbara shares real conversations about legacy, family, health, loss, and the choices we make with money. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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