Money Matriarchs with Dr. Laura Mattia

Inspiring Women to harness the power of money for good. That’s our tagline. Well, good for what? Good for the individual, good for her family, and good for her community. Yes good for all. Today's guest knows a lot of about using the power of money for the good of the community, after all she is the President and CEO of the Community Foundation of Sarasota County here in Sarasota Florida and has been since March of 2011. She is Roxie Jerde and she has made a significant impact to the Sarasota community. Roxie works closely with (1) Community Foundation donors, (2) all the area nonprofits (which I think we have an unusually large number of them), and businesses and foundations, to solve the important issues affecting our community.Under her leadership, she has served as the quintessential Money Matriarch, inspiring the community at large (including women) to harness money for good and philanthropy across our region. Some will recognize her hand prints all over initiatives such as The Giving Partner, and the Giving Challenge, which has raised $92 million for local causes over nine challenges hosted over this past decade. Roxie oversee, the Season of Sharing, the Campaign for Grade Level Reading and EdExploreSRQ, and the Suncoast Disaster Recovery Fund and her commitment to philanthropy goes even further where she has held volunteer leadership roles with the Community Foundations of Florida, Philanthropy Southeast and has received numerous leadership awards. She is a Money Matriarch to be proud of, inspired by and emulated for her financial wisdom, leadership and overall desire to do good. We think you will enjoy hearing about her story.

Margie Barrie is a nationally recognized LTC expert, Margie has worked as an agent specializing in LTC since 1990. Margie has been named as one of the industry's top ten power people by Senior Market Advisor Magazine and as one of the top 25 most creative people in the insurance industry by LifeHealthPro Magazine.  Since 2000, she has been writing her popular monthly column "LTCI Insider" for Senior Market Advisor and, as of 2014, for LifeHealthPro. She is the author of two books: "50 Ways To Boost Your LTCI Sales" and “Selling LTCI Today.”  Margie is presently a long term care planning specialist with ACSIA Partners, the largest long term care planning agency in the country. For 10 years she worked with AHIP, the country’s largest association representing health insurance companies, as the National Marketing Coordinator for their LTCP Designation program. She still periodically provides training for the designation program.   A much-sought after speaker, she has spoken at numerous industry conferences and provides Partnership and other training nationwide. She is also co-founder of the Executive Study Council, a group of the top 20 women leaders in the LTC industry. ​A key to her effectiveness in training and motivating agents is that she knows firsthand how to educate clients about this protection.  She started working in the LTC industry at Benefit Services, first as an agent and then as the Marketing and Sales Director, where she developed the cutting edge marketing strategies and materials that distinguished the agency from its competition and attracted the numerous national accounts that the agency serviced. Margie and her team of LTC marketing specialists traveled nationwide training hundreds of agents until the agency was sold.  ​Prior to joining the insurance industry, Margie had 23 years of experience in marketing, advertising and public relations. She was president of her own advertising agency, which she later merged with a Washington, D.C. agency. She has also served as executive director of a state nursing home association.  ​

On today’s podcast, we break the myth that a money matriarch must be an older woman from a particular background. We introduce Jennifer L. Llerena, a millennial who grew up in an immigrant family. We hear her perspective as a grandmillennial, her generation’s struggle with student debt, just edging past the cutoff in employment opportunities before the 2008 financial crisis, and her insights on rising home prices. Jennifer also discusses the expectation and the emergence of remote job availability and how these factors have changed family planning and spending habits.Jennifer shares how being a woman and growing up in an immigrant family influenced her subconscious money story about her worth in the workplace and in general. She highlights the struggle women face in asking for what they want and the power of clearly speaking one's desires.Additionally, we explore how conscious and subconscious money stories for women of Jennifer’s generation, particularly in the age of Instagram, contribute to the normalization of living with debt and how she learned to take charge of that mentality.Lastly, we delve into Jennifer's journey into the financial planning world, exploring the unique value that women bring to the profession. Jennifer shares her experiences and insights on the contributions women make in financial planning, highlighting their strengths in empathy, communication, and holistic financial guidance.We also address the existing limitations and challenges that prevent more women from entering the profession. Jennifer discusses factors such as gender bias, lack of mentorship, and the demanding work-life balance that can deter women from pursuing careers in financial planning. We examine potential solutions and strategies to attract more women to the field, including creating supportive networks, promoting flexible work environments, and raising awareness about the rewarding opportunities within financial planning.Through Jennifer's story and perspectives, we aim to inspire and empower more women to consider careers in financial planning and to advocate for a more inclusive and diverse industry.About Jennifer:Before joining WEG, Jen directed operations for a $1B RIA based out of her hometown in Miami, FL. She has 20 years of experience in the RIA space, working with advisors, and managing client service and operations. Over the past 3 years, in her role as Sr Integration Manager at WEG, she’s harnessed her intimate understanding of the client experience and what it takes to make advisors successful to lead & refine integrations at WEG.

In this candid and insightful conversation with KATHLEEN M. REHL, PH.D., CFP®, CeFT® Emeritus, who has gracefully transitioned into a new chapter of her life, we hope to inspire others.Kathleen was the owner of Rehl Financial Advisors for 18 years before embarking on an active six-year encore career dedicated to empowering widows through speaking engagements, writing, and research. Specializing in financial planning for widows and philanthropy, she has made a significant impact in her field.Following the passing of her husband, Kathleen authored the acclaimed book, "Moving Forward on Your Own: A Financial Guidebook for Widows." Now in her 78th year, she embraces what she calls "reFired" living—a departure from traditional retirement—as she continues to advocate for legacy and longevity planning, particularly for widows. Rekindling her passion for teaching, she serves as Adjunct Faculty at The American College of Financial Services, contributing to their Chartered Advisor in Philanthropy® program.With a diverse background that includes roles as a gift planning officer and university professor, Kathleen's work has been featured in prestigious publications such as the New York Times, Wall Street Journal, and Kiplinger's, among others. As an enthusiastic Boomer embracing positive aging, Kathleen remains dedicated to creating and sharing her wisdom, encouraging others to live their fullest lives. She can be contacted at KathleenRehl@gmail.com, and her website is https://www.kathleenrehl.com.

What makes a woman want to contribute to their family financially when there is not a compelling need?  How can a woman find work in a country where she is not allowed to work?  How does someone systematically build wealth, build a business in a smart, risk-minimizing and deliberate manner?On this podcast I have the pleasure of welcoming a true money matriarch, Carolyn Alves, whose story is as inspiring as it is fascinating. Originally facing difficulties being able to work in the United States, she refused to be held back by the challenge she encountered. Instead, she tapped into her innate skills, passions, and entrepreneurial spirit to carve out her own path. Through dedication and determination, our guest has emerged as a true maven in the world of real estate. Her journey serves as a testament to the power of persistence and the limitless potential that lies within each of us.Carolyn owns and operates a coastal resort steps away from beautiful Treasure Island's Sunshine Beach called The Bungalows. You can learn about the resort at bungalowstreasureisland.com.

On this podcast we discuss money and marriage and the overall need for women to pay attention and understand what is transpiring around the family finances.  Cary Carbonaro is an MBA and CFP and has over 30 years in financial services. She has been in dozens of Newspapers, magazines and TV programs related to personal finance. She is a lifelong advocate for woman. She is described as a girls, girl, founding President of a sorority in college and believes in education and equality. In her book,The Money Queen's Guide: For Women Who Want to Build Wealth and Banish Fear she talks about the fear of being a bag lady and the difficulties she faced in her own marriage around money.  We discuss all of this in this podcast hoping to help women see the importance of discussing money with your partner and paying attention to the financial decisions you make together. As women, we all have a unique relationship with money. We strive for financial security to support our family, ensure we can retire comfortably, create independence separate from our partners, and along the way, as Cary will tell you, buy some nice purses. As much as we are motivated to make money, we often do not consider the crucial relationship between what we do today and how it WILL impact our life tomorrow. 

If you've ever felt apprehensive about taking your car in for routine maintenance, like a simple oil change, or if you've hesitated to get your tires rotated out of fear of being taken advantage of by a dishonest mechanic, then Marty Guerrero's insights are essential for you. In her compelling book, Marty sheds light on the inner workings of the auto repair industry, empowering you to safeguard your finances effectively.As a three-time Emmy Award-winning journalist with 16 years of experience in Los Angeles TV News and a decade at CNN Headquarters in Atlanta, Marty Guerrero brings a wealth of expertise to the table. Her tenure includes producing various news programs and serving as an associate producer for CNN's esteemed Larry King Live. Hailing from Southern California and with roots as a reporter at the San Bernardino Sun, Marty's journey in journalism began during her undergraduate years at San Diego State University, where she also dedicated summers to working at the El Chicano Newspaper.Beyond her journalistic pursuits, Marty has been a mentor to aspiring young women and has championed scholarships, firmly advocating for women's empowerment. Marty is a Money Matriarch who is here to impart invaluable wisdom to help you harness the power of money for good and particularly to protect yourself and the important women in your life.Learn more about Marty Guerro at https://www.martyguerrero.com/

Sharon L. Lechter is the epitome of a Money Matriarch.  She is an entrepreneur, international speaker, best-selling author, mentor, philanthropist, licensed CPA for 35 years and a Chartered Global Management Accountant, Sharon Lechter is the premier expert for financial literacy and entrepreneurial success.  A lifelong education advocate, in 1989, Sharon joined forces with the inventor of the first electronic ‘talking book’ and helped him expand the electronic book industry to a multi-million-dollar international market.In 1997 Sharon co-authored the international bestseller Rich Dad Poor Dad, and has released 14 other books in the Rich Dad series. Over 10 years as the co-founder and CEO, she built the empire into the world’s leading personal finance brand. In 2008, she was asked by the Napoleon Hill Foundation to help re-energize the powerful teachings of Napoleon Hill just as the international economy was faltering. Sharon has released three bestselling books in cooperation with the Foundation, including Think and Grow Rich-Three Feet from Gold, Outwitting the Devil and her latest project, Think and Grow Rich for Women, released in June of 2014. She is also featured in the 2017 movie Think and Grow Rich: The Legacy and has released the book Save Wisely, Spend Happily in cooperation with the American Institute of CPAs.Sharon is a highly sought-after mentor and has worked with major brands like Disney and Time Warner and served two U.S. Presidents as an advisor on the topic of financial literacy. As CEO of Pay Your Family First, she has dedicated her entrepreneurial efforts to the creation and distribution of financial education books, games, curriculums, and other experiential learning projects. Everything about Sharon’s career centers around impacting others to improve their financial IQ, access untapped potential personally and in business, and create their own legacy.

About Money Matriarchs: 'Money Matriarchs' showcases the incredible stories of women who have harnessed the power of money not only for personal gain but as a force for good in their lives, families, communities, and the wider world. This podcast is for women seeking to learn from these inspirational stories, so they can apply similar principles in their lives. Women interested in personal finance, women's empowerment, and social change will find this podcast engaging and informative. While money isn't the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and contribute to meaningful change in the world. Money may not buy happiness, but it does provide freedom to make choices and live life as we choose. In this podcast, we will hear motivational stories, meet encouraging role models, and explore financial strategies that will inspire and motivate us to recognize our own financial empowerment potential and to use it to create a brighter, more equitable future for all. We welcome you to our community. We are in this together! About Dr. Laura Mattia: Author, researcher, professor, and adviser with a focus on supporting women. Dr. Mattia is a women's advocate as seen from her book, "Gender on Wallstreet, Uncovering Opportunities for Women in Financial Services", numerous articles, columns, radio shows, podcasts geared towards "Financially Empowering Women" and her TEDX calling women to engage in their financial lives. She believes that when women develop money management skills, they can make a meaningful impact. Her financial expertise is a unique combination of advanced financial degrees and certifications and over 30 years of financial leadership experience as a CFO/Controller for Fortune 500 companies and Wall Street firms, as a Wealth Manager for individuals preparing for retirement, and as a Finance Professor at Universities. Throughout her career, Dr. Mattia has managed and mentored hundreds of women.