58 episodes

In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us.

Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters.

Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.

Money Tales Aspiriant

    • Business
    • 4.9 • 28 Ratings

In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us.

Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters.

Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.

    Be in Life, with Dr. Ido Cohen

    Be in Life, with Dr. Ido Cohen

    In this episode of Money Tales, our guest is Dr. Ido Cohen. Money was confusing for Ido when he was growing up. His mom and dad had very different cultural orientations and mindsets about money. As a result, there weren’t many money discussions happening in the household. It wasn’t until Ido traveled to India as a young adult that he started to refine his own views about money. India was different. It’s a country full of opposites where extreme poverty walks next to vast wealth. Ido learned to be in life and enjoy it without letting money feel all consuming.

    Dr. Ido Cohen, Psy.D serves individuals, couples, and groups in San Francisco. As part of his practice, Ido works with a diverse range of challenges –- childhood trauma, inner critic, relational issues, anxiety, a lack of fulfillment and more. Ido believes that in the intersection of our psychological, emotional, somatic and spiritual dimensions, we can develop our relationship with our inner world, and create the changes we want to see in our life. Ido is passionate in supporting individuals to create long term, sustainable change leading to vibrant, authentic, expressive and love filled lives.

    • 54 min
    Everything is Negotiable, with Ned Montenecourt

    Everything is Negotiable, with Ned Montenecourt

    In this episode of Money Tales, our guest is Ned Montenecourt. At the age of 30, Ned and his siblings went through a life-altering event. Their dad died suddenly. In the wake of that disaster, they learned that the vacation cottage that their family owned for more than 100 years might have to be sold to cover the resulting estate tax. Worse than that, their sister was disinherited. Decades later, they have yet to fully recover their relationship with her.

    Ned Montenecourt, CRCP, is Senior Vice President and Chief Risk and Compliance Officer at Phoenix American. He is responsible for managing all aspects of the firm’s risk and compliance framework as well as helping to hone the firm’s business strategy. He has vast experience designing, building, and implementing risk control programs at financial services entities ranging from start-ups to large public institutions. His expertise centers on systems integration, supervisory controls, process automation, regulatory training, regulatory and audit exam management and operational risk. Ned also serves as an advisor to Legacy Foundry, a software platform where families and their advisors can plan for longevity and end-of-life.

    Previously, Ned was the Chief Compliance Officer for BlackRock’s Distribution and Execution entities. Prior to his time at BlackRock Ned held executive compliance and risk roles at Bank of America/Merrill Lynch and Deutsche Bank in NY. He has a BS and BA, Finance and Architecture, from Lehigh University and is a graduate of the CRCP Executive Education Program in conjunction with FINRA from University of Pennsylvania – The Wharton School Executive Program.

    • 38 min
    Own Your Own Money Story, with Kraig Kann

    Own Your Own Money Story, with Kraig Kann

    In this episode of Money Tales, our guest is Kraig Kann. As a child, Kraig dreamt of becoming a professional sportscaster. That’s all he wanted to do, and sure enough, that’s what he did. Kraig became a huge success. He enjoyed a 25-year television career, including 17 years at Golf Channel/NBC. Kraig was one of the first to interview Tiger Woods as Tiger turned professional, he was hanging with Arnold Palmer, and he was living his dream. But life is hard, and things outside of our control happen all the time. The real estate market imploded just as Kraig’s contract came up for renewal, forcing him to draw on his creativity and entrepreneurial spirit to make some purposeful shifts.

    Kraig founded Kann Advisory Group in 2016 and serves as Managing Director of the organization providing strategic media, marketing and communications consulting plus media training, branding and presentation skills coaching. His vast experience on all sides of the media including years as both a network television personality and C-Suite sports executive make him an industry influencer, respected spokesperson and requested speaker.

    After a 25-year television career that included 17 at Golf Channel/NBC where he was an original on-air member and ultimately the lead studio host, Kraig made a career pivot and elevated the Ladies Professional Golf Association as its Chief Communications Officer from 2011-2016. His time in front of the camera and comfort interviewing athletes, politicians and corporate executives positioned him as a unique voice on the LPGA’s board and helped him strategically lead the organization’s branding and marketing efforts across all media platforms during five years of unprecedented growth that included recognition in 2015 as finalist for “Sports League of the Year” by Sports Business Journal.

    During his tenure, Kraig led media and marketing communication partnerships between the LPGA and its list of global corporate sponsors that included KPMG, KIA, Manulife Financial, UL, All Nippon Airways, LOTTE, Rolex and CME Group, building strategic outreach and activation plans while delivering new levels of international media attention. He involved media in major news events, coached players to build their own brands and positioned social media as a vital organizational marketing resource resulting in a combined growth of more than 900% over four years.

    Kraig has been featured twice by SBJ as an industry communications leader and his platform of contributions includes design and delivery of a collaborative “grow the game” message as a member of Golf 20/20 and also a lead spot on the International Golf Federation Communications Committee for the 2016 Rio Olympics where he raised awareness for golf’s return to the Olympic Games and hosted golf’s press conferences on a worldwide stage.

    Kann’s platform has widened significantly with roles as the weekly show host of Connected with Kraig Kann on SiriusXM, his growing podcast Tracks To Success, and the January 2021 release of his book Can You Get Our Attention? which quickly reached Top 20 status on the Amazon Best Seller List and was recognized as a finalist at the 2021 International Book Awards while winning top honors at the 2021 San Francisco Book Festival and New York Book Festival and earning the silver medal from Reader’s’ Favorite as “Best New Book 2021 – Marketing”

    A sought-after motivational speaker, his keynotes and popular “Elevate Workshop” have drawn rave reviews from the likes of Accenture, Transamerica, Titleist, SAP, KPMG, Zurich, Gallagher, Diamond Resorts, PGA of America, CoSIDA and others. His thought leadership led to a feature story in Soar to Success magazine and also grabbed the attention of PR News, Sports PR Summit, and Forbes, who have identified him as an influential speaker, featured industry panelist, council member and content contributor in the areas of media and public relations,

    • 51 min
    Money Stunts, with Orion Griffiths

    Money Stunts, with Orion Griffiths

    In this episode of Money Tales, our guest is Orion Griffiths. You know the street performers who catch your attention when you’re hanging-out in touristy areas? They entertain and delight you. At the end, you find yourself compelled to drop money in their jar. Street performing is one of Orion’s paid artistic endeavors, where he can bring in hundreds of thousands of dollars a year. He’s that good!

    Orion Griffiths is a professional acrobat and an inspiring actor. He grew up traveling in a Mercedes 508 truck with seven siblings, which was nothing short of amazing.

    After immigrating to the United States, the traveling life did not stop, the only difference was a much larger RV. He and his family toured throughout the U.S. for several years performing for the Shriners Hospitals. Eventually landing in San Francisco, Orion and his family decided to settle down, but Orion’s childhood dream of acting didn’t stop. He then carried on to New York and performed on the Broadway musical Pippin, produced, and directed one of his own shows in San Francisco, Into the Mouth of the Wolf and then eventually ended up in Los Angeles to pursue acting.

    The life of a street performer, there you have it.

    • 42 min
    Defining Your Success, with Alex Batdorf

    Defining Your Success, with Alex Batdorf

    In this episode of Money Tales, our guest is Alex Batdorf. Alex was a co-founder and CMO of a multi-million dollar backed e-commerce company. Five years into that business, Alex found herself “in the company” instead of being “on top of it”. She realized that her purpose and pursuit of profit were imbalanced because she forgot what she was pursuing the profit for. Ultimately, listening to her body and soul, Alex resigned to pursue a new adventure.

    Alex is a 3X entrepreneur and the Founder & CEO of Get Sh!t Done, the Collaborative supporting womxn entrepreneurs in scaling generational impact. Their motto is F*ck 4% - a declaration that womxn founded companies will no longer settle for 4% of total business revenues. Get Sh!t Done supports womxn founders in giving 4% the middle finger through a highly curated community and platform activating access to the right resources, connections, and collaboration at each stage of their scaling journey.

    Prior to founding Get Sh!t Done, she was co-founder & CMO of ZipFit Denim, a multi-million dollar venture-backed eCommerce company that was acquired in 2019. She's been featured in Forbes, Business Insider, and has spoken around the nation at Harvard, Turner Broadcasting, and other locations.

    • 55 min
    Investing in Relationships, with Juan Thomas

    Investing in Relationships, with Juan Thomas

    In this episode of Money Tales, our guest is Juan Thomas. Juan grew up in suburban Chicago and as an African American, he saw a different level of privilege when hanging-out with white kids and felt out of place in both worlds. When he attended Morehouse college, he did a deep dive on African American theological giants, inspiring him to become a servant leader. Juan also wanted to be the first black president. Although that’s been taken, he’s still committed to political aspirations and is focused on bridging the money differences he sees between black and white communities.

    Juan is Of Counsel to Quintairos, Prieto, Wood & Boyer, P.A., and is the founder and principal of The Thomas Law Group. Mr. Thomas' practice includes the following specialties: real estate/estate planning, labor and employment, and family law. In addition, Mr. Thomas provides counseling and training to firm clients in areas involving personnel, collective bargaining, and business development matters.

    The National Black Lawyers: Top 100 includes Mr. Thomas on its list of the Top 100 Trial Lawyers, an honor given to only a select group of lawyers for their superior skills and qualifications in the field. Membership in this exclusive organization is by invitation only and is limited to the top 100 attorneys in each state or region who have demonstrated excellence and have achieved outstanding results in their careers. Mr. Thomas’ selection was based upon his performance as an exceptional lawyer in the practice area of matrimonial and family law in the state of Illinois.

    Because of Mr. Thomas’ dedication to developing lawyers for bar leadership and community service, he was selected to serve on the Executive Council of the National Conference of Bar Presidents, a national association of lawyers-leaders whose mission is to provide high-quality programming and leadership development training for members of the legal community. Mr. Thomas also serves as the Chair-Elect of the American Bar Association’s Civil Rights & Social Justice Section, and the General Counsel for the Morehouse College National Alumni Association.

    This past December, Mr. Thomas was elected by the Illinois State Bar Association (ISBA) to be an At-Large Delegate in the ABA House of Delegates becoming only the second African-American to represent the ISBA in its 144 history in the ABA House of Delegates. He is also a member of the Board of Directors of the Illinois Bar Foundation and Co-Chair of the Board of Directors of the American Constitution Society (Chicago Chapter).

    Mr. Thomas served as the 75th President of the National Bar Association (NBA) from 2017-18. During his term as President, the NBA co-founded the National Commission for Voter Justice to address voter suppression across the country while advancing electoral reform and civic engagement. Under his Law & Technology Initiative, Mr. Thomas was the first NBA President to lead the Association to Silicon Valley to promote more diversity and inclusion in the technology industry. Also, under Mr. Thomas’ leadership the NBA established its first LGBTQ Lawyers Division to further advance an inclusive environment for all members of the Association regardless of their sexual orientation or identity.

    From 2013-19, Mr. Thomas served on the Board of Directors of Mutual Ground Inc., an organization committed to providing services to victims of domestic violence and sexual assault and their families. He is the Past Chair of the State Conference of Illinois NAACP Legal Redress Committee and the past General Counsel for 100 Black Men of Chicago, Inc. Currently, he is on the Board of Directors of the Leadership Greater Chicago Fellows Association, 100 Black Men of Chicago, Inc., and the A + Foundation for the West Aurora School District # 129.

    Mr. Thomas’ passion is community and public service. While in law school, he successfully ran for the West Aurora School Board,

    • 55 min

Customer Reviews

4.9 out of 5
28 Ratings

28 Ratings

Tredoggie ,

Great take away from each podcast

Money Tales was recommended to me by a friend. I was reluctant at first, but have found each episode to be quite engaging. The guests are interesting with varied life stories (i.e. olympic skier, writer raised by a communist mother, Northern Ireland immigrant) and I always take away a good piece of financial advice. The hosts contribute to lively discussion but don’t get in the way. Recommend!

MilanJ1234 ,

Awesome!

Love the hosts and can’t wait to here from future guest of the show!

Pschwart00 ,

A little different is good

There are a LOT of financial podcasts out there. I appreciate that this one takes a different tact; focus on the “whys” vs. what’s going on in the market this week.

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