Sage Money Conversations
Sage Money Conversations
Barbara Norman
A Podcast for divorced and widowed women who want their financial plans to create joy and purpose in their life.
Ep 025: Can We Talk About Money?
Money can be a stressful and heated topic for couples, especially if they have different backgrounds and values systems.  When the conversations get tough, Dana teaches us how we can reignite empathy and compassion.  The ultimate outcome is that we can still dream and feel heard and valued - even if we don’t agree. Checkout this podcast and then check-in with how you’re doing in your relationship.  Dr. Dana McNeil is a Licensed Marriage and Family Therapist and is the founder The Relationship Place, a group practice with locations in her home town of San Diego, California. Dr. Dana’s practice specializes in couples’ therapy and utilizes an evidence-based type of couples’ therapy known as the Gottman Method. Dr. Dana is a certified Gottman Method therapist and Bringing Home Baby instructor. She also leads trainings at the Gottman Institute to help clinicians master the art of couples therapy. Dr. Dana works with all types of relationship issues from pre-marital counseling, dealing with the aftermath of extramarital affairs, partners working through addiction recovery, military deployed families, parents of special needs children, LGBTQ+ partners, and polyamorous/ethical non-monogamy clients. Dr. Dana makes presentations about her work with couples at conferences such as Therapy Reimagined and CAMFT. She is often featured on relationship podcasts such as the Practice of the Practice, the Practice of Therapy, Modern Therapists Survival Guide, and Relationship Advice, to name a few. Dr. Dana regularly contributes to media publications and television appearances for outlets such as the Business Insider, MSN, Yahoo, Bustle, Parade, Oprah Living, Martha Stewart Living, Reader’s Digest, and AARP. Dr Dana is the resident relationship expert on the Cox Communications show “I Do” and will be featured in an upcoming documentary on the art of couples therapy. Connect with Dr. Dana: WEBSITE: https://danamcneil.com/ INSTAGRAM: https://www.instagram.com/drdanamcneil/ FACEBOOK: https://www.facebook.com/DrDanaMcNeil LINKEDIN: https://www.linkedin.com/in/dana-mcneil-shutt-77b44415 THE RELATIONSHIP PLACE WEBSITE: www.sdrelationshipplace.com THE RELATIONSHIP PLACE INSTAGRAM: https://www.instagram.com/sdrelationshipplace/ Learn more about your ad choices. Visit megaphone.fm/adchoices
May 4, 2022
23 min
Ep 024: Charitable Giving and the Various Tax Breaks
Ollie Benn and Barbara Norman talk about the gratification of giving, the impact of charitable donations, and the various tax breaks that a person may not know about – and should! Enjoy this feel-good episode as Ollie shares the successes that the Jewish Community Foundation has had with their quick response to the humanitarian crisis in Ukraine, their service to San Diego’s homeless population, and to other pressing community needs  Ollie Benn is the Director of Philanthropy and Social Impact and the Jewish Community Foundation San Diego. In that role, he led the giv4 homelessness in san diego fund, an initiative designed to engage all San Diegans in effective philanthropic solutions to homelessness. Before joining JCF, Ollie was Executive Director of San Francisco Hillel. He was formerly an attorney for an international law firm, and also has experience in the Bay Area startup community. Ollie received his J.D. from UC Hastings College of the Law and a B.A. in History from the University of Pennsylvania. He lives in San Diego with his wife and young son. Ollie’s interests reflect him having lived equal amounts of his life in England and California, as he can seamlessly transition from being a yoga practitioner to a tea-sipping fan of English Premier League team Tottenham Hotspur.  Connect with Ollie, and the Jewish Community Foundation of San Diego: JCF SAN DIEGO WEBSITE: https://jcfsandiego.org/ LINKEDIN: https://www.linkedin.com/company/jewish-community-foundation-san-diego/ YOUTUBE: https://www.youtube.com/user/jcfsandiego/ TWITTER: https://twitter.com/jcfsandiego FACEBOOK: https://www.facebook.com/jcfsandiego Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 27, 2022
31 min
Ep 023: Wait! What? A Procrastination Expert?!?
Talia’s superpower is her ability to play and be creative. In this delightful episode, she teaches us the underlying traits of procrastination and what they tell us. In her own unique and wonderful way, Talia shows us how we can play with the “procrastination gremlin” and grow past the barriers that keep us stuck in life.   Talia Dashow coaches people on ending procrastination, and on using creativity as a means to grow. She has been coaching since 2001, using creativity to help people learn, heal, and love themselves. Talia has earned a BA in English at UC Berkeley, a certificate as a mediator, and a certificate to facilitate Lego Serious Play.  Connect with Talia: LINKEDIN: https://www.linkedin.com/in/taliadashow/ FACEBOOK BUSINESS PAGE: https://www.facebook.com/taliadashowcoaching FACEBOOK GROUP: https://www.facebook.com/groups/creativityasaspiritualpractice CREATIVITY CLUB (meets Thursdays 4:00-5:00 pm PST): https://us02web.zoom.us/j/81950411129?pwd=ME5zRjZXZmF5UTBEek5ndzFnQ2M0dz09 SCHEDULE A “BREAKFREE OF PROCRASTINATION SESSION”: https://app.acuityscheduling.com/schedule.php?owner=13644361  Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 20, 2022
26 min
Ep 022: Aging 1-2-3
Julie Derry - Sage Money Conversations with Barbara Norman - Episode 022: Aging 1-2-3  - “How did this happen?” One morning we wake up and realize that we (or our parents) are 95 and need help. What now? Julie Derry walks us through the steps and the essentials of planning for Assisted Living.   Julie Derry is a former Senior Marketing Executive and E-Commerce pioneer with over 25 years of experience leading the Digital Experience for large retailers such as Harry & David, REI, Guitar Center and See’s Candies. In 2015, Julie left the corporate world and spent a year searching for a career opportunity where she could make a real difference in people’s lives. This pursuit led her to obtain a national accreditation as a Certified Senior Advisor (CSA) and begin working with the aging population. Julie consults with aging adult clients and their loved ones to educate and guide them in planning for their aging experience. Julie’s passion for serving the aging population is only exceeded by the satisfaction she experiences upon successfully helping her clients achieve peace of mind. Julie is a founding member and past President of the San Diego Chapter of the National Placement and Referral Alliance. She is on the Board of Directors and serves as the Vice Chair for Oasis Lifelong Adventure and sits on the Board of Directors for Glenner Center. - Connect with Julie: WEBSITE: https://agingwellpartners.com/ LINKEDIN: https://www.linkedin.com/in/juliederry/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 13, 2022
28 min
Ep 021: Elevate Your Energy, Elevate Your Life
Joe Nunziata Sage Money Conversations with Barbara Norman Episode 021: Elevate Your Energy, Elevate Your Life None of us come into this life as a perfect person.  In this enlightening episode Joe teaches us how identify our self-limiting beliefs and break negative patterns. When we heal and bring more peace and love into our lives, our lives change for the better. Joe’s approach is simple, accessible and does not require years of talk therapy on a couch. What’s not to love?  Joe Nunziata is a best-selling author, spiritual life and business coach, and professional speaker who teaches that to make permanent changes you must clear your negative energy and break destructive patterns of behavior at the core level. The transformational process Joe developed enables people to create new energy and beliefs designed to achieve sustained, positive growth in all areas of life. He has appeared on many television and radio programs including Good Day New York and Street Talk on Fox TV, Gaiam TV, Cablevision News 12, Better TV, The Braveheart Network and various radio shows, podcasts and summits worldwide. His books include: Heal the Deal, Chasing Your Life, Karma Buster, Spiritual Selling, Finding Your Purpose, and No More 9 to 5. His other programs include: Elevate Your Energy Elevate Your Life, No More Mental Barriers, Connecting to Your Spirit and The 7 Keys to Transformation Connect with Joe: WEBSITE: https://www.joenunz.com/ WEBSITE: http://HighEnergySelling.com  FACEBOOK: https://www.facebook.com/JoeyNunziata INSTAGRAM: https://www.instagram.com/joenunziata/ LINKEDIN: https://www.linkedin.com/in/joenunziata/ YOUTUBE: https://AShotofJoe.com  Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 6, 2022
30 min
Ep 020: From Fear to Success
Izdihar Jamil - Sage Money Conversations with Barbara Norman - Episode 020: From Fear to Success - Get ready to be delighted and motivated. 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 scientist turned media expert. She has been a coach and entrepreneur for over 15 years. In 2021, Izdihar was inducted into the prestigious Marquis Who's Who biography in recognizing her contribution as the top 5% in the industry with Warren Buffet and Oprah. She is also an upcoming TEDx presenter sharing her idea about to inspire marginalized women to be confident with their heritage and roots. She is an influential trailblazer and inspirational leader in helping female entrepreneurs to be the #1 go-to experts in their field with her simple, no-fuss methods. She has helped over 100 people to be a #1 international best-selling author, get in the media, magazines, high-profile interviews and publications. Izdihar lives in California with her husband and three kids and in her spare time she loves reading and baking for her family. - Connect with Izdihar: WEBSITE: https://www.izdiharjamil.com/ FACEBOOK: https://www.facebook.com/iamdrizdiharjamil INSTAGRAM: https://www.instagram.com/iamdrizdiharjamil LINKEDIN: https://www.linkedin.com/in/iamdrizdiharjamil YOUTUBE: https://www.youtube.com/channel/UCEWb8eXBvihwMr6AkDeKyMQ TWITTER: https://twitter.com/IzdiharJamil Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 30, 2022
20 min
Ep 019: Sensible Divorce Decisions
Carlie Berke - Sage Money Conversations with Barbara Norman - Episode 019: Sensible Divorce Decisions - 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 not only the valuable financial information you’ll need to know before getting divorced, but also, who you’ll need to consult at which stage of divorce proceedings, and the many case-by-case scenarios that she’s seen unfold in her long and accomplished career helping divorcees save their money. Carlie Berke is the Founder of Your Money Advocate and is a Certified Divorce Financial Analyst (“CDFA”) and a Certified Valuation Analyst (“CVA”). Ms. Berke has worked on over 250 marital dissolution cases that were predominantly settled through alternative dispute resolution, in addition to providing expert witness testimony. Her experience in the field of marital dissolution includes business and asset valuation, income and expense analyses, separate property tracings, executive compensation and related equity awards, commercial and residential real estate economic analyses. She also has a unique background related to dividing alternative investment assets in marital dissolutions. Ms. Berke brings over 35 years of experience in finance with extensive expertise in valuation, financial modeling and budgeting and distilling and presenting complex financial analyses. She has structured and raised over $3 billion of equity and debt securities in both the public and private markets including IPO’s, corporate bonds, secured debt, structured finance, preferred stock, Master Limited Partnerships and has advised on a number of mergers and acquisitions. She managed $1.3 billion of commercial real estate assets for pension funds, institutional funds, family offices, endowments and foundations. Ms. Berke was named Vice President of Finance of a multi-billion dollar publicly traded REIT. She is an alternative assets specialist such as private equity, venture capital, hedge funds and real estate partnerships to name the key types. - Connect with Carlie: WEBSITE: https://yourmoneyadvocate.net/ LINKEDIN: https://www.linkedin.com/in/carlieheadapohl/%20 YOUTUBE: https://www.youtube.com/results?search_query=carlie+headapohl Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 23, 2022
28 min
Ep  018: Divorce Mediation and Pre-Marital Agreements
Amanda Singer - Sage Money Conversations with Barbara Norman - Episode 018: Simplify Your Divorce - Litigating your divorce can be highly emotional and very expensive. Even worse, when a couple ends up in court, they are delegating critical decisions to a total stranger who doesn’t know the family. Amanda teaches us about mediation and pre-marital agreements, and how these tools can gracefully get us through the uncoupling process and on to the next chapter of our lives. - Amanda Singer is co-owner and professional family mediator of West Coast Family Mediation Center, located in San Diego and serving clients throughout California. Amanda is a licensed attorney, an APFM Certified Advanced Practitioner Mediator and Certified Divorce Financial Analyst with a Masters in Dispute Resolution from the Straus Institute for Dispute Resolution at Pepperdine University School of Law. She works with clients who are going through divorce, getting married or dealing with other family conflicts through mediation. Amanda is also the current Vice President of the Academy of Professional Family Mediators (APFM). - Listen to this information-packed episode of Sage Money Conversations, full of financial tips to consider when entering a marriage, or getting divorced. Connect with Amanda: WEBSITE: https://westcoastfamilymediation.com/ FACEBOOK: https://www.facebook.com/WestCoastFamilyMediationOC/ TWITTER: https://twitter.com/divorce_ca YOUTUBE: https://www.youtube.com/channel/UC6V_SZbWzN21ZBZPviZJgzQ LINKEDIN: https://www.linkedin.com/company/west-coast-family-mediation-center/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 16, 2022
28 min
Ep 017: So, You’re Thinking About Getting Divorced...
Laura McGee - Sage Money Conversations with Barbara Norman - Episode 017: So, You’re Thinking About Getting Divorced... - If you are thinking about making this crucial life change, then it’s important to consider the financial and emotional endeavors you will be taking on. Learn how to prepare and what critical documents you should gather before you drop the news. Laura’s coaching expertise will help you get ready as she talks about entering the process with right intention and how to build a critical support system for yourself. - Laura McGee, J.D., is the founder of Leave Strong Divorce Services. Laura’s inspiration for creating Leave Strong Divorce Services in 2011 was her own costly experience with a traditional litigated divorce in North County. Her search for cost-effective divorce support turned up few options, so she decided to put her years of legal training and personal experience to work for others by establishing the kinds of divorce services she had been seeking. Laura mediates over 60 divorces a year for couples in the San Diego area and coaches individuals contemplating divorce or using other mediators so they are prepared for their negotiations ahead. - Listen to this information-packed episode of Sage Money Conversations, full of essential financial tips for the process of getting divorce. - Connect with Laura: WEBSITE: https://www.leavestrong.com/ LINKEDIN: https://www.linkedin.com/in/lauramcgee/ FACEBOOK VIDEOS: https://www.facebook.com/LeaveStrong/videos/1699196743426308/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 9, 2022
20 min
Ep 016: Mindful Home Buying
Melina Rissone - Sage Money Conversations with Barbara Norman - Episode 016: Mindful Home Buying - Home buyers seems to have a checklist for what they want in a home: • 3 bedrooms / 2 bathrooms - check.   • Schools - check.   • Whatever else - check.   Melina tells us how to get past the mind-numbing process of searching for a home and to look deeper into what makes us happy. Learn to connect your personal story to your next new home and engage with your new neighborhood. This is a delightful journey into home buying!  - Melina Rissone is an associated real estate broker, mom to an 11 year old girl and German Shepard pup. She is a lover of nature, camping and being outdoors. She is passionate about supporting people to make their lifestyle come true by creating a real estate environment with purpose. Her Motto is: “who you work with matters.”  - Listen to this information-packed episode of Sage Money Conversations full of things to consider when buying a home. - Connect with Melina: LINKEDIN: https://www.linkedin.com/in/melina-rissone-9133955/ FACEBOOK: https://www.facebook.com/SDPropertyFinder/ INSTAGRAM: https://www.instagram.com/melinarissone/?hl=en YOUTUBE: https://www.youtube.com/channel/UC309TSaVK1PfR75VO4up8OQ YELP: https://www.yelp.com/biz/melina-rissone-sdpropertyfinder-inc-san-diego ZILLOW: https://www.zillow.com/profile/mrissone/ HOME SELLERS E-GUIDE: https://www.simplifyingthemarket.com/en/sellers/?a=280643-6b2241359c798b5676bc249a3f33efd7 Melina Rissone, Associated Real Estate Broker with Coldwell Banker West DRE 01498140 Cell 619-865-6017 https://sdpropertyfinder.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 2, 2022
19 min
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