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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 ...
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In a meeting not long ago, at the Chamber of Commerce in Carlsbad, I had the pleasure to hear Andria Taylor give a remarkable presentation. Her discourse, "Once Upon a Time... The Power of Storytelling for Your Business," was both delightful and insightful and I knew it needed a wider audience. And so, I convinced Andria to join me in the studio, t…
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In this engaging discussion, the speakers, Marguerite, Amber, and Barbara, delve into the importance of financial planning, estate planning, and the role of professional advisors. They emphasize the need for planning ahead for financial security and estate distribution, even when the future is uncertain. They also highlight the value of creativity …
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In this insightful podcast, guest Andrea Taylor, the founder of TalentXponential, discusses the shifting dynamics of the workplace and the importance of meaningful work in fostering employee engagement. Taylor expresses her wish for businesses to focus more on their social responsibilities and to invest more in their employees. She raises concerns …
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For a long time, I’ve been interested in the opportunity and benefits that come with cross-generation collaboration. So I was excited to bring Adam Jacobs and Erin Scheriff from The Jacobs Scheriff Group on the podcast. Some of the topics covered today include Cross-Generation Collaboration; Business Ethics; Social Responsibility; Accountability; S…
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In January 2023 Wade Blair gave a presentation at the Carlsbad, CA Chamber of Commerce First Friday Breakfast and asked “Why do people set goals and never take the next steps to properly see them through?” Wade then introduced us all to “The Why Method”. Nikki Tobia was present that day. Months later at another First Friday Breakfast, I found mysel…
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In this thought-provoking episode, my guests delve into the art of leading as women, embracing resilience, self-awareness, and grit. They recount personal journeys, underscoring the value of drawing lines in the sand, harmonizing personal and work lives, and being aware of one's worth. Dr. Deborah Gilboa and Patricia Ciano shed light on the benefit…
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In this episode, we delve deep into the topic of boundaries with our guest, Nicole Guberman. Nicole is a coach who helps her clients find true self-love and take control of their lives by setting healthy boundaries. She shares her own journey of discovering the importance of boundaries and how it led her to develop a unique approach to helping othe…
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Today I’m giving the microphones to Jamie Martin and Heather Lynn Wagner who will help destigmatize Neurodiversity in the Workplace. I really want to thank Jamie for bringing Heather on the show… and for that matter, all the other guests she’s brought on other episodes as well! Topics covered in this episode Neurodiversity or neurodivergent individ…
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In this episode with Jamie Martin and Christie Huber, they discuss how infertility has impacted themselves, their spouses, and their work. Topics Covered In This Episode Include… How infertility impacts couples and their work. How important it is to find a support system. Becoming financially disparate limits access to infertility treatments. How b…
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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 n…
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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 tabl…
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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.” C…
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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 …
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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 lis…
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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 bea…
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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 wea…
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Welcome to What Has My Attention. This is John Biethan. We are continuing the conversation with our three Women in Strong Leadership, Lisa Pachence, Audrey Holst, and Patty Block. This is the 13th episode in this series with them and it’s titled “How Trust Builds Business” which follows the previous conversation titled “The High Achieving Collabora…
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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 advi…
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This episode of sage Money Conversations takes you on the incredible journey of Dr. Izdihar, as she shares her inspiring and touching story about powering through adversity and discrimination to become one of the leading female inspirational leaders and a best-selling authors. Dr. Izdihar Jamil is an immigrant, Asian, hijab-wearing, Muslim computer…
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Zach Arend is a former rodeo cowboy, and a master at captivating audiences with powerful stories. As a professionally trained leadership coach he gives us hands-on tools for how to live more creatively and powerfully. Zach brings his stories and tools to stages and organizations across the US to produce transformations in personal development, lead…
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Sandra Estok became the victim of identity theft. Not only did it change her life, but the fall-out affected her work and almost destroyed her marriage. In this episode she shares her horrifying tale and teaches us how to protect yourself against hackers, scammers, and cybermonsters . Sandra Estok is the founder of Way2Protect™, author of the inter…
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This is a continuation of the conversations with Lisa Pachence, Audrey Holst, and Patty Block. Here are a few things that caught my attention I pulled out of the conversation today: Success is in a “we” and not in an “I.” Trauma-informed leadership. The difference between feedback and validation. Regarding feedback: Don’t be nice. Be honest. Our me…
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Less really does means more! More money, more time, more peace of mind, more freedom to be who really are and to do the things that bring us joy. Stephanie Seferian is the best-selling author of Sustainable Minimalism and host of the top-rated podcast by the same name. Join us as we explore how to get to an unencumbered and happier life. Stephanie …
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Do you feel vulnerable when it’s time to get your car repaired? Meet Erika. She was taken advantage of by a car repair shop, and then made it her life’s mission to learn everything about cars and become a great service manager. Tune in as she tells her story and gives us some great tips. Erika Lara has been in the automotive repair business for 6 y…
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If you’re a regular listener here, you know about once a month I present a themed conversation with the Women in Strong Leadership Lisa Pachence, Audrey Holst, and Patty Block. Those insightful and valuable conversations can be found on this channel, What Has My Attention. Our last conversation together and published episode was in June 2022, episo…
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Fire Up Your Life Sage Money Conversations with Barbara Norman Episode 47 Fire Up Your Life with Kate Butler What kind of life do you want to have and how do you want to be remembered? Kate Butler is an international bestselling author and producer of the weekly TV show, Where All Things Are Possible. Join us, as she tells us how to create meaning …
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This episode, “Kristi Mitchell has a Simple Strategy for Marketing” was recorded on May 6th, 2022. I’ve attended several of Kristi’s Marketing Master Classes and I’ve always been amazed by how intelligible, lucid, straightforward, uncomplicated, and understandable Kristi makes marketing. I really appreciate that and thought you might too. If after …
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Grief is inevitable. The dilemma is how to deal with loss and move forward. Ligia Houben, a well published and sought-after grief expert, teaches us how to transform grief and turn it into meaning and personal growth. If you or a loved one is moving through a loss, please tune in! Ligia M. Houben MA, FT, FAAGC, CP is a whole-hearted educator who ha…
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Dealing with Dementia, Alzheimer’s, or just general aging and slowing down is stressful. Adding on to that, is the worry and the legal complexities for how bills and finances are handled. This has the potential for high drama! Amy Burfitt walks us through the conversations and nuances we need to be aware of. Learn to navigate the process and protec…
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How are assets protected and preserved when a new spouse (and maybe their kids) join the family? “It depends.” The inter-personal dynamics and the laws can be complex. Anne Wenger of McLaughlin Legal digs into the complexities of blended families and offers great strategies for passing assets. Anne is committed to providing hands-on legal services …
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Recorded February 11, 2022, my conversation on this topic with Sarah Fejfar has been sitting in the can until a time when I was moved by timing to release it. That time is now. Topics How attending one event changed the trajectory of Sarah’s life and caused her to dive deep into personal development and entrepreneurship so she could lead by example…
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Sharon Herrick is a widow, and she is living the life she always wanted to live. It’s never too soon or too late to re-make ourselves. She inspires us to be open, wild and a bit crazy. Tune-in, as Sharon challenges us to do the same. Sharon Herrick grew up in Texas and attended St Mary’s University in San Antonio. She has worked in an array of prof…
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The person who unwinds an estate has many time-consuming and complex tasks. The devil is in the details. Do they know what they must do, when to do it, and the liabilities they are assuming? Roberta walks us through the tasks of an executor. Roberta j. Robinson, attorney-at-law, is a California Board of Legal Specialization Certified Specialist in …
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The average household loses over $110K of Social Security benefits over their lifetime. Why? Social Security has 2700 rules, and their agents are not allowed to offer advice. Martha Shedden, a Chartered Retirement Planning Counselor, talks about some of the loopholes, what the mean to you, and where to get help. This episode is a great learning opp…
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Refinancing a home after a divorce is challenging. It may be do-able if you understand the critical steps and the nuances of the mortgage lending process. Zach Taylor has over 30 years in the mortgage business, and he specializes in divorce lending. Zach shows us how you may be able to keep your home in the divorce. Zach has 30 years of experience …
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Alan Baskin, CPA, EA of Baskin of Baskin & Associates in Poway, CA Real estate taxes are complex. Taxes can vary by age, marital status, and personal circumstances. Don’t be surprised by an un-anticipated tax bill or overlook a tax code that could benefit you. Al Baskin CPA, EA, un-wraps some of the rules and nuances of the tax code, and more speci…
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Taxes may be stressful, but they don’t have to be complex. In this episode, Anne Burns, CPA gives us ‘tax primer’ and offers a few tax tips you may like. If you a person who never reads a tax return, but wants to be more pro-active, then this is your episode! Anne Burns provide high quality tax preparation, planning, and related consulting services…
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Life is short. Rather than thinking and dreaming about travel, it’s time to do it! Michelle Barth, owner of Just Escape Travel, gives us lots of tips for how to plan, reduce travel stress, and create lasting memories. I’m sending her bonus travel hugs for the list of apps she reveals in our podcast. Chief Escape Organizer Michelle Barth – has 11 ye…
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Welcome to What Has My Attention.This is John Biethan. The last time Nicole and I had an episode together was on episode 40 “The Sovereign Voice of Influence.” https://www.whathasmyattention.com/40 Topics Covered Today How, what, when, and why did we forget ourselves. Self-denial. Where is your focus, outward or inward? Where is your attention? Bui…
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Traveling on points takes a little bit of know-how but has huge rewards! Learn how Mike, a ‘points-chaser,’ earns and maximizes travel points on his credit card, and how he trades them in for amazing trips and vacations. #Travel #TravelPoints #Points #Credit #CreditCard #HowToPlanYourTrip Learn more about your ad choices. Visit megaphone.fm/adchoic…
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Love to travel, but afraid to go it alone? The world is your oyster, and we think you should go for it! Learn how our friend, Kathy Martin, a retired travel enthusiast plans her trips and the resources she uses. Enjoy! Kathy Martin is having the time of her life! After retiring from healthcare information systems, she has followed her passions for …
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We all make mistakes. The 5 F* Words 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 f…
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No one teaches this stuff! What is a stock and what is a bond? How do advisors get paid and how do fees work? The financial services industry is complex and it lacks transparency. Be prepared to participate in conversations with your advisors. Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path So…
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Welcome to What Has My Attention. This is John Biethan. We are back again today with Audrey, Lisa, and Patty talking about how to pioneer in business. Topics Introductions; John’s upcoming Business Story Anchor workshop facilitated by Patty; Stories create emotions and emotions create memories (Michael Roderick); Patty’s innovation (pioneering in b…
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Reconnect to the beautiful parts of yourself. In her 8-step process, The Bridge, Melissa shares the value of slowing down, looking at our priorities, and allowing ourselves to live the life that makes us whole and happy. Tune and learn to connect to your heart. Melissa Bauknight is a multi-passionate entrepreneur, adventurer, mother, wife, and a Bu…
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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 advi…
  continue reading
 
One of the leading causes of divorce is money. In the episode Barbara and Dena talk about how to redefine life after divorce, the importance of having conversations about money while dating, and how to handle money in 2nd and 3rd marriages. The conversations may not be easy – but they are so worth it! Dena Silliman Nielson, J.D. is the author of Co…
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We’re continuing the Women in Strong Leadership series with Lisa Pachence, Audrey Holst, and Patty Block. Today they’re talking about “Stepping into Your Power.” Previously from Lisa, Audrey, and Patty WISL 20 Women In Strong Leadership feat. Lisa PachenceApr. 29, 2021 WISL 25 Women in Strong Leadership - Leading from Love feat. Lisa Pachence and J…
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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 lis…
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Families come in all sizes and shapes. Married, unmarried, registered domestic partners, LGBTQ+, kids, step kids…. The planning issues and options are endless, and each carries its own tax, legal, and emotional ramifications. It’s complicated. In this episode, Danielle breaks out of the norm and encourages us to start talking about the business iss…
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