Sage Money Conversations with Barbara Norman CFP®

Barbara Norman, CFP®
  • 5.0 (1)
  • Investing

The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more. Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.

  1. Sensible Divorce Decisions with Carlie Berke

    01/18/2023

    Sensible Divorce Decisions with Carlie Berke

    Divorces are not only emotionally exhausting, they can be financially draining. Over the course of such a trying procedure, you need someone in your corner who can help you best hang on to your assets and money, and keep the process as quick and painless as possible. On this week's show, Barbara interviews Carlie Berke, CDFA, CVA, who breaks down not only the valuable financial information you'll need to know before getting divorced, but also, who you'll need to consult at which stage of divorce proceedings, and the many case-by-case scenarios that she's seen unfold in her long and accomplished career helping divorcees save their money.   Carlie Berke is the Founder of Your Money Advocate and is a Certified Divorce Financial Analyst ("CDFA") and a Certified Valuation Analyst ("CVA"). Ms. Berke has worked on over 250 marital dissolution cases that were predominantly settled through alternative dispute resolution, in addition to providing expert witness testimony. Her experience in the field of marital dissolution includes business and asset valuation, income and expense analyses, separate property tracings, executive compensation and related equity awards, commercial and residential real estate economic analyses. She also has a unique background related to dividing alternative investment assets in marital dissolutions. Ms. Berke brings over 35 years of experience in finance with extensive expertise in valuation, financial modeling and budgeting and distilling and presenting complex financial analyses. She has structured and raised over $3 billion of equity and debt securities in both the public and private markets including IPO's, corporate bonds, secured debt, structured finance, preferred stock, Master Limited Partnerships and has advised on a number of mergers and acquisitions. She managed $1.3 billion of commercial real estate assets for pension funds, institutional funds, family offices, endowments and foundations. Ms. Berke was named Vice President of Finance of a multi-billion dollar publicly traded REIT. She is an alternative assets specialist such as private equity, venture capital, hedge funds and real estate partnerships to name the key types.    Connect with Carlie: WEBSITE: https://yourmoneyadvocate.net/ LINKEDIN: https://www.linkedin.com/in/carlieheadapohl/%20 YOUTUBE: https://www.youtube.com/results?search_query=carlie+headapohl   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    29 min
  2. Wage Disparity and Contract Negotiations with Ann Chamberlin

    01/11/2023

    Wage Disparity and Contract Negotiations with Ann Chamberlin

    Whether you are negotiating a pay raise, moving to a new company, or re-entering the work force, this episode is a great resource.  Our guest, Ann Chamberlin, is a leader in early-stage technology companies and a key executive for successful mergers and acquisitions. Over the course of her career Ann spent considerable time on both sides of the table in salary negotiations. She tells us how to position our value as employees, build trust with the employer, and develop a partnership attitude during the interview phase. She is a big believer in win-win scenarios and her techniques lead to happier outcomes for both employers and employees.   Listen to this valuable episode of Sage Money Conversations, for tips on re-entering the workplace, and getting the most out of your contract negotiations.    Here is what to expect on this week's show: ● Tips for women who are negotiating re-entering the workforce. ● How and when to give push back during contract negotiations. ● Certifications and recruitment programs to look for when considering re-entering the workplace as a new mom.  ● Ways that the wage gap between men and women has (and has not) changed over the years.  ● Tips on how to carry yourself in a job interview.     Connect with Ann: LINKEDIN: https://www.linkedin.com/in/annchamberlin/ TWITTER: https://twitter.com/AnnChamberlin3   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    17 min
  3. Fixing Career Burnout with Colleen Hauk

    01/04/2023

    Fixing Career Burnout with Colleen Hauk

    Burnout is real. Colleen Hauk, a bestselling author and professional speaker, tells us how to overcome the feelings of being overwhelmed and wanting to quit. She offers tips for communicating with your employer and spouse, and to prioritize life events so you can be your happiest and best self. Her goal is to teach you how to live "The And Life."   Colleen spent 15 years in the corporate world specializing in training and leading sales teams. Her leadership and personal development skills were honed when she experienced, first-hand, the negative effects of poor leadership and lack of self-care. She transformed the workplace culture from toxic to thriving and, after suffering her own breaking point, she altered her circumstances and developed successful methods to become a sustained, elite leader.   Colleen is now a speaker, trainer and co-author of two books, including the bestseller, Women Who Ignite. She shows organizations and leaders how to take burned-out female executives and turn them into top-tier women leaders. Colleen has appeared in Forbes and delivered her keynotes and trainings to Fortune 500 companies and organizations such as Dell, Pfizer, Panasonic, Merck, New York Life, and US Foods.    Listen to this information-packed episode of Sage Money Conversations about how to avoid burnout as a modern, professional woman.   Here is what to expect on this week's show: ●      How Colleen changed her life to bounce back from career burnout. ●      Know how to recognize career burnout and make changes. ●      Ways to effectively communicate your needs at home and in the workplace. Connect with Colleen: WEBSITE: https://colleenhauk.com/ LINKEDIN: https://www.linkedin.com/in/colleen-hauk/ TWITTER: https://twitter.com/colleen_hauk?lang=en INSTAGRAM: https://www.instagram.com/colleenhaukspeaker/?hl=en THE COST OF LEAVING YOUR CAREER CALCULATOR: https://interactives.americanprogress.org/childcarecosts/ TEXT "burnout" TO 33777 FOR A FREE DOWNLOAD OF COLLEEN'S "FIVE MISTAKES THAT ARE FLAMING YOUR BURNOUT" Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    28 min
  4. Finding Your Life Passion with Jeffrey Bornman

    12/28/2022

    Finding Your Life Passion with Jeffrey Bornman

    Finding happiness and meaning in life can be difficult. In this episode, Jeffrey Bornman, a mind/body trainer and personal coach, reveals exercises for helping us to identify what gives us joy and purpose. Listen to the end and then click on his exercises. You may be surprised and delighted at what you find.    When Jeffrey started his career over 30 years ago, 'Mind-Body Training' had not yet been defined. He quickly discovered that permanent body change only comes when one changes their mind, thoughts, attitudes, and ideas about how life is lived. The answers for joy and health are in all of us. We just need the right training and tools to discover our passions.       This episode is full of tips for mind and body wellness and finding your passion in life. Learn to discover and live "your cosmic occupation."   Here is what to expect on this week's show: ●      How Jeffrey found his purpose in life, and what gives him a sense of gratitude at the end of the day. ●      How finding happiness and meaning is your decision. ●      What a "cosmic occupation" is, and how one can determine what theirs is for themselves. ●      Introspective and meditative questions for anyone needing direction in life. ●      Tips on pursuing what makes you happy.    Want to learn more about finding your passion in life? Get your free your cosmic occupation worksheet and connect with Jeffrey: EMAIL: info@investyourvalues.com   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    38 min
  5. Creating Your Ideal Life with Dr. Robin Buckley

    12/21/2022

    Creating Your Ideal Life with Dr. Robin Buckley

    Recovering from the loss of a spouse in not easy. We may feel sad, lonely, resentful, or any other vast array of emotions. In this episode Robin gives us practical steps for re-discovering (or maybe discovering for the first time) who we are, and how to create new friendships and relationships that will keep us whole and happy. When you're done listening, make sure you go onto to her website and play with the free tools she offers. Dr. Robin Buckley helps high-achieving clients thrive in their careers and relationships. She is an author, professional speaker, and cognitive-behavioral coach who works with executives and high-performance couples. Her proprietary coaching model uses a business framework and cognitive-behavioral strategies to support clients in creating and executing concrete, strategic plans for developing their careers and relationships. The owner of Insights Group Psychological & Coaching Services, Dr. Buckley has a Ph.D. in clinical psychology and served as a doctoral professor and dissertation chair for students in business, leadership, education, and healthcare. She has published two books, including Voices From the Village: Advice for girls on the verge of adulthood. Dr. Buckley is a columnist for Entrepreneur.com and has been featured as an expert on multiple media platforms, including Thrive Global, Authority Magazine, Nike, various podcasts, News Radio 96.7, and WGN Radio 720, and will be a TEDx speaker in May 2022   Connect with Robin: WEBSITE: http://www.drrobinbuckley.com/ FACEBOOK: https://www.facebook.com/findingthepowerwithin/ TWITTER: https://twitter.com/DrRobinInsights INSTAGRAM: https://www.instagram.com/drrobinbuckley/ LINKEDIN: https://www.linkedin.com/in/dr-robin-buckley-8257277/   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    25 min
  6. Estate Planning Essentials with Rod Hatley

    12/14/2022

    Estate Planning Essentials with Rod Hatley

    Rod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers' estate. When Rod's father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and the planning that needs to take place to avoid estate taxes and the costs and delays of probate.     Here is what to expect on this week's show:    Disaster stories that show what happens when a person doesn't plan.   Basic Essential Estate Planning documents, explained simply. The responsibilities of your agents, and how to appoint the right person to unwind your estate and help you if you are incapacitated.   What happens in Probate Court, and how planning can help you avoid it.  How to talk to your children and loved ones about estate planning issues.    Connect with Rod: WEBSITE: https://hatleylawgroup.com/ FACEBOOK: https://www.facebook.com/HatleyLawGroupAPC/ LINKEDIN: https://www.linkedin.com/company/hatley-law-group-a.p.c./ TWITTER: https://twitter.com/rodneyhatley   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    32 min
  7. The 5 F Words of Financial Planning

    12/07/2022

    The 5 F Words of Financial Planning

    We all make mistakes. The 5 F Words of Financial Planning are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are.   Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board's strict fiduciary standard of putting her customer's need first. Barbara is the Founder of the Women's Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.   #FinancialPlanning #FeeOnly #Fiduciary   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    13 min
  8. How to Create Positive Change with Charitable Donations with Radha Friedman

    11/30/2022

    How to Create Positive Change with Charitable Donations with Radha Friedman

    Navigating the needs of the world can be daunting. How can we be sure our chartable giving has the greatest impact? Radha Friedman, a Philanthropic Advisor, helps us create thoughtful and effective strategies for planned giving, and she offers tools we can access to help us evaluate charities. Radha Friedman is a philanthropy and social impact advisor on a mission to encourage investing in women and girls, especially women of color, women who are LGBTQ and women with disabilities. She has been working to advance gender equality for over 20 years and has seen firsthand that how people use their finances—where they spend, invest, and donate—can be a powerful act of social change. She created Radha Friedman Consulting to help deepen social impacts and show up for the people, communities and causes that matter. This is a space to work together to build a world where women (including trans, non-binary and gender non-conforming folks) have equal rights, power and resources to all thrive together.   Connect with Radha: WEBSITE: https://radhafriedman.org/ FACEBOOK: https://facebook.comhttps//www.facebook.com/Radha-Friedman-Consulting-2051402751820127 TWITTER: https://twitter.com/radhafriedman INSTAGRAM: https://www.instagram.com/radhacal_good/ LINKEDIN: https://www.linkedin.com/in/radhafriedman/ YOUTUBE: https://www.youtube.com/channel/UCeJ1CxEnG-toMyt6UbBMK1Q PODCAST: https://open.spotify.com/show/2nQq0f2nUEJus6HNyyaniE?si=103d3309d0e248da LINKTREE: https://linktr.ee/radhafriedman Learn more about your ad choices. Visit megaphone.fm/adchoices   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

    34 min
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About

The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more. Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.

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