The MoneyZen Podcast Manisha Thakor

Today’s guest, Dave Ressner, wealth advisor at Buckingham Strategic Wealth, joins us to demystify the world of “planning for college costs.” We discuss everything from how to identify what is the “right” (priced!) school for your child to attend to how expected family contribution is calculated and a whole host of topics in between. Topic include what information financial aid applications ask, how income and assets impact one’s eligibility for financial aid and even what Dave is doing himself as a parent to prepare his household for college costs. If you are interested in making sense out of the twisted knot that can be the process of selecting and paying for college, this is one episode you won’t want to miss.

In today’s podcast Francis Financial CEO & Savvy Ladies Founder Stacy Francis discusses insights from her 2017 white paper, Unveiling The Unspoken Truth: The Financial Challenges Women Face During And After Divorce. This wide-ranging conversation covers the study’s insights about women’s relationship to money before, during, and after divorce to the 4 most common paths to divorce (litigation, mediation, collaborative and arbitration) to common pitfalls to avoid in the divorce process. Whether you are an individual woman contemplating divorce (or just wanting to education yourself about good financial habits in a healthy marriage) or are a financial professional working with women going through this transition, Stacy’s insights have something for everyone.

In this episode S.H.E. Summit founder, serial entrepreneur, and nationally acclaimed advocate for gender equality, Claudia Chan, joins us to discuss her new book, THIS IS HOW WE RISE. In our wide-ranging discussion we touch on the current gender status quo, how gender equality can alleviate injustices across the world, and what we can do to get there. Claudia specifically uses the term gender equality as opposed to women’s empowerment as she is passionate about the positive role that men play in this new paradigm. We also delve into the 13 foundation pillars of personal leadership as presented by Claudia in her book: purpose, vision, faith, resilience, energy, productivity, humility, gratitude, grace community, self-love, courage, and mindfulness. An inspiring conversation, indeed!

In this episode, sustainable responsible impact (“SRI”) investing pioneer, Cliff Feigenbaum, shares with us all sorts of insights as his Green Money Journal celebrates its 25th anniversary. Cliff’s mission is to “influence capital” from the stock market to the supermarket and help people make financial decisions that are in line with their personal values. We start our conversation with a brief overview of what the world of SRI investing is all about. Cliff shares with us the 4 most important questions that SRI investing helps an individual address. Then we dive into some specific take-aways that Cliff has observed from theme oriented issues of the Green Money Journal around: women & investing, millennials & investing, sustainable agriculture, clean water, and green building. If you are interested in issues around creating a sustainable future, this is an episode you won’t want to miss!