Money Tales

Aspiriant
Money Tales

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.

  1. 4 DAYS AGO

    I’m Not a Dream Crusher, with Avery Moore Kloss

    In this episode of Money Tales, our guest is Avery Moore Kloss. Have you ever been in a place where you knew deep down something had to change, but fear kept holding you back? That's exactly where Avery found herself, watching her husband, an entrepreneur at heart, slowly lose his spark in the corporate grind post-pandemic. Avery candidly shares how she wrestled with the fear of losing financial stability, realizing that she was the one holding him back from his dreams. In this episode, we dive into the moment she finally said to her husband, 'Just quit the job. We’ll figure it out.' Avery Moore Kloss is the founder and lead creator of Folktale Studio. As a journalist, educator, entrepreneur, podcast host and award-winning radio documentarian, Avery’s passion is in helping others capture their stories through audio. With Folktale Studio, Avery is committed to helping up-and-coming digital storytellers create podcasts that connect their unique stories with the world. As the host of the podcast “Grown Up,” Avery dives deep into the unconventional career journeys of her guests, exploring how they’ve navigated the twists and turns of the working world. It’s a show about finding your way—even if that way looks nothing like what you expected. When she’s not crafting podcasts, Avery teaches Audio Storytelling at Wilfrid Laurier University, where she also serves as the Podcaster-in-Residence. In her classes and office hours, she empowers the next generation of digital storytellers to embrace creativity, curiosity, and authenticity in their work. Avery is a proud graduate of Carleton University’s School of Journalism and Communications, holding a combined honours degree in Journalism and History. Her storytelling journey began as a casual Associate Producer at CBC Ottawa before taking her to Portland, Maine, to study radio documentary at The Salt Institute for Documentary Studies (now part of the Maine College of Art). It was there that Avery discovered the art of long-form audio storytelling, a love that continues to shape her career. Her dedication to storytelling excellence earned her the prestigious Edward R. Murrow Award in 2011 for “My Name is Meth,” an in-depth series exploring the growing crystal meth crisis in rural Ontario. Avery lives in Paris, Ontario, with her husband and daughter. When she’s not behind the mic, you can find her enjoying the simple joys of small-town life, dreaming up her next big story, or sharing quiet moments with family.

    34 min
  2. FEB 6

    Own Your Worth, with Ashley Paré

    This episode of Money Tales is all about how our self-worth can get deeply entangled in our work that we get so caught up in what we do for a living that we lose touch with who we are as an individual. Our guest this week is Ashley Paré. As an HR insider with access to tech's most guarded secrets - C-suite dynamics, salary data, and negotiation playbooks - Ashley started her career fearlessly advocating for her worth. As she said, "I had bills, I was valuable, I had an education - why not ask?" But the higher Ashley climbed, the more the corporate world's unwritten rules and fear of consequences weighed her down. When she finally made her "infamous ask" for a raise, channeling the bold moves she'd coached countless colleagues through, it backfired. Ashley’s boss wasn't just saying no - he was angry she'd even asked. That moment sparked Ashley’s mission to help people reclaim that early fearlessness and master the art of negotiation. Ashley Paré is the CEO & Founder of Own Your Worth®. She’s helped thousands of women grow careers on their own terms by being authentic in tough conversations, building bridges through negotiation, and trusting “no” is not the end. As an Executive Coach & Keynote Speaker, Ashley gives clients the tools to own their worth in order to create wealth, power and impact. Ashley is a TEDx Speaker with more than a decade of corporate experience in global Human Resources. She’s been featured in The New York Times, Glamour, CNN Money, Good Morning America and more. She resides with her husband and two sons in Boston, MA. You can connect with her on Instagram @Iamashleypare and learn more about her work at https://ashleypare.com/.

    34 min
  3. JAN 30

    Master of my own Destiny, with Anthony Thomson

    In this episode of Money Tales, our guest is Anthony Thomson, who also goes by his initials “AT”. Anthony is a marketing professional who transitioned into entrepreneurial banking with one key belief: the power of data to create opportunity. Athony tells us a heartwarming story about a Metro Bank initiative that made banking exciting for kids: coin-counting machines that turned their loose change into a guessing game with prizes. This is a conversation about how small innovations can make a big difference and how Anthony has brought that mindset into his incredible career evolution. Anthony is at heart, a marketer, who believes passionately that profit should be the by-product of giving the customer a better product, service or experience. He has built, scaled and exited multi-million-dollar fintech businesses in the UK and Australia. He is currently co-founder and chair of archie, a global growth accelerator for fintechs, a non-executive director of Wio Bank in the UAE and ekko A UK based international business that empowers financial services companies to integrate sustainability. Previously, Anthony was Founder and CEO of Europe’s largest financial services specialist agency, which sold to Publicis. He was also the Founder and former chairman of two of the UK’s leading challenger banks, Metro Bank (with a market cap of over $5 billion) and atom bank (with a market cap of over $1 billion), and the co-Founder and chair of 86 400, Australia’s first smart bank (acquired by National Australia Bank for over $440m). He is co-author (with Lucian Camp) of No small change, why financial services needs better marketing, published by Wiley. From 2011 to 2014 he served as visiting professor to London Metropolitan University Business School. He also served as the David Goldman Visiting Professor of business innovation and enterprise at Newcastle University Business School from 2017 to 2018. When he’s not working, Anthony collects wine and guitars and races cars. Not all at the same time.

    34 min
  4. JAN 23

    Financial Self-Empowerment, with Hugh Massie

    This episode is all about the unwavering search for purpose and fulfillment. Hugh Massie is our guest this week on Money Tales. From accountant to behavioral specialist, Hugh realized that what truly drives financial decisions isn’t just the numbers; it’s the human behavior behind the numbers. From observing patterns in how people act under pressure to bringing in a behavioral psychologist to decode money habits, Hugh’s story is about blending expertise with empathy. He even uprooted his life to build a groundbreaking system in the U.S., all to help people understand their own financial DNA. Hugh is the Executive Chairman and Founder of DNA Behavior International – the Behavior and Money Insights Company. As a Titan 100 CEO and widely recognized Behavioral Solutions Architect, Hugh addresses every opportunity and challenge from the proven perspective of “behavior makes money”. With his unique analytical approach, Hugh helps growth-minded leaders create an Exponential Future by building “category king” people-centric businesses, and in the process, enhance financial decision-making, culture and performance. Hugh’s purpose is to empower people worldwide to optimize the alignment of their natural “hardwired” talents and financial behaviors to make quantum leaps for creating an Exponential Future with reduced stress, thereby enabling greater happiness, more success and improved health for longer. Applying the pioneering behavioral finance research Hugh has undertaken since 2001, his moonshot goal is to commercialize DNA Behavior’ AI-driven BeSci Tech Platform so that by 2030 fully it informs over 1 billion people annually on how to enhance their decision-making and relationships for increasing life, financial and business longevity by 30 or more years. Hugh partners with clients to create an Exponential Future by developing trail-blazing financial behavior apps for building the “New BeFi Economy” impacting all key areas of life, finance and business.

    30 min
  5. JAN 9

    Seeking Simplicity, with Sara Eversden

    In this episode of Money Tales, our guest is Sara Eversden. Sara grew up in a neighborhood where labels like 'the lower-income side of town' were casually tossed around. But for her, it wasn’t about what her family didn’t have, it was about what they gained. In a community rich with diversity, both socioeconomically and racially, Sara developed a deep comfort and appreciation for being in all kinds of environments. That early exposure shaped how she navigates the world today, including her relationship with money and identity. Sara Eversden is a leader in healthcare finance, and operations with over two decades of experience driving success for physician organizations and medical groups across the U.S. As a Certified Public Accountant (CPA) with a master’s in healthcare administration, Sara has a proven track record of optimizing organizational performance, transforming complex organizations, and leading high-performing teams. Currently serving as Senior Vice President of Women & Children’s Operations at Envision Healthcare, Sara manages a multi-state portfolio spanning 15 states, 70 hospitals, and 500+ clinicians. Previously, Sara held pivotal roles such as Market President & CEO at Women’s Health USA, where she integrated multiple practices post-acquisition, and as a CFO within McKesson’s US Oncology Network, where she spearheaded financial strategies for Network practices. Sara’s expertise spans startups, turnarounds, post-merger integrations, and complex reorganizations, making her uniquely positioned to navigate challenging healthcare environments. Beyond her professional accomplishments, Sara is passionate about empowering the next generation of leaders through education and service. She is a former board member at the National Charity League and co-founded a nonprofit aimed at providing college scholarships to high school graduates from underserved populations. A four-time participant in the Phoenix Rock ‘n’ Roll Half Marathon, Sara is also an avid adventurer, having completed the Grand Canyon Rim-to-Rim trek three times.

    28 min
  6. JAN 2

    The Purpose Paradox, with Dr. Jordan Grumet

    Today’s Money Tales episode is about purpose. Purpose is something we often talk about on Money Tales because, in our experience, when people align their relationship with money to their purpose, they make more satisfying and confident money decisions. Dr. Jordan Grumet joins us again on Money Tales. Since we last spoke with him, Jordan has been spending a lot of time talking and speaking about purpose. When he shared his message about purpose with audiences, he encountered something surprising: people weren’t leaving inspired, they felt anxious. This “purpose anxiety,” as Jordan calls it, comes from society’s obsession with what he dubs, “Big P Purpose”, the idea that happiness lies in discovering some grand, singular mission in life. Jordan invites us to embrace “Little p purpose” instead. It’s about finding joy in the everyday; the simple things we love doing, the processes that light us up. By focusing on these small, tactile joys, we can take the weight off the search for “Big P” purpose and make it something approachable, fulfilling, and even fun. Jordan, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice. With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018. His dedication bore fruit in 2019 when he was honored with the Plutus Award for Best New Personal Finance Podcast, followed by consecutive nominations for Best Personal Finance Podcast of the year in 2020 and 2021. In August 2022, Jordan's literary pursuit took shape as his book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life was published by Ulysses Press. His second book, The Purpose Code, will be published January 2025 by Harriman House Press. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life.

    36 min
  7. 12/26/2024

    INPINK, with Shira Yevin

    This episode of Money Tales is about grit and pushing yourself and others forward. We’re joined by Shira Yevin, a fearless disruptor who’s never been afraid to challenge the status quo. When she noticed a glaring lack of women on stage at the Vans Warped music tour, she didn’t just ask questions. Shira took bold action. Crashing the festival in a pink RV with her band, Shira ultimately created a platform that showcased over 300 female-fronted bands, including legends like Paramore and Joan Jett, and earned a place in the Rock & Roll Hall of Fame. Shira is on a mission to empower female freelancers and transform male-dominated industries. Shira is the visionary founder and CEO of Gritty In Pink which is revolutionizing the music industry through her groundbreaking marketplace, INPINK. This platform empowers women and gender-expansive creators with employment opportunities, providing a space to showcase their talents, connect with employers, and secure fair pay. Backed by Live Nation Women and advisors like Melissa Etheridge, INPINK is a testament to her relentless pursuit of gender equality. Shira's influential work, recognized in reputable publications such as TechCrunch, Forbes, Billboard, NPR, and The New York Times, and her role as a recognized speaker at major events like SXSW, Music Ally Next, and New York Tech Week are a testament to her relentless pursuit of gender equality that drives transformative change across industries.

    29 min
4.9
out of 5
57 Ratings

About

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.

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