Ep 033: The 5 "F" Words for Financial Planning
Sage Money Conversations with Barbara Norman CFP®
Release Date: 06/30/2022
Sensible Divorce Decisions with Carlie Berke
Sage Money Conversations with Barbara Norman CFP®
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...
info_outline
Wage Disparity and Contract Negotiations with Ann Chamberlin
Sage Money Conversations with Barbara Norman CFP®
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 table in salary negotiations. She tells us how to position our value as employees, build trust with the employer, and develop a partnership attitude during the interview phase. She is a big believer in win-win scenarios and her...
info_outline
Fixing Career Burnout with Colleen Hauk
Sage Money Conversations with Barbara Norman CFP®
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.” Colleen spent 15 years in the corporate world specializing in training and leading sales teams. Her leadership and personal development skills were honed when she experienced, first-hand, the negative effects of poor leadership and...
info_outline
Finding Your Life Passion with Jeffrey Bornman
Sage Money Conversations with Barbara Norman CFP®
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 years ago, ‘Mind-Body Training’ had not yet been defined. He quickly discovered that permanent body change only comes when one changes their mind, thoughts, attitudes, and ideas about how life is lived. The answers for joy...
info_outline
Creating Your Ideal Life with Dr. Robin Buckley
Sage Money Conversations with Barbara Norman CFP®
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 listening, make sure you go onto to her website and play with the free tools she offers. Dr. Robin Buckley helps high-achieving clients thrive in their careers and relationships. She is an author, professional speaker, and...
info_outline
Estate Planning Essentials with Rod Hatley
Sage Money Conversations with Barbara Norman CFP®
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 bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and...
info_outline
The 5 F Words of Financial Planning
Sage Money Conversations with Barbara Norman CFP®
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 wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an...
info_outline
How to Create Positive Change with Charitable Donations with Radha Friedman
Sage Money Conversations with Barbara Norman CFP®
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 advisor on a mission to encourage investing in women and girls, especially women of color, women who are LGBTQ and women with disabilities. She has been working to advance gender equality for over 20 years and has seen firsthand that how people...
info_outline
From Fear to Success with Dr. Izdihar Jamil - How a Computer Scientist Became a Sought After Media Expert
Sage Money Conversations with Barbara Norman CFP®
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...
info_outline
Getting Back On The Horse - Leadership Lessons from Zach Arend, Former Rodeo Cowboy
Sage Money Conversations with Barbara Norman CFP®
Zach Arend -
info_outlineWe 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 financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.
#The5FWords #FinancialPlan #FeeOnly #Fiduciary
Learn more about your ad choices. Visit megaphone.fm/adchoices