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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.
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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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