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Money Matriarchs with Dr. Laura Mattia: Daily Summaries Delivered
by LAURA MATTIA
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- May 23, 202533 min
Episode 13 - Cutting Edge tools for Mental Health with Amy Warren
During Mental Health Awareness Month we met with a powerful example of a Money Matriarch. Amy Warren understands the value of money and uses it as a tool to create meaningful change in people's lives. As a Licensed Mental Health Counselor and Certified Neurofeedback Clinician, she has invested in transformational healing using cutting edge therapies. Her work is a testament to how money, when guided by purpose and compassion, becomes a force for profound good.
- Apr 10, 202552 min
Episode 12 - Dr. Wendy Ingram Harnessing the Power of Money for Mental Health Advocacy
In this podcast Dr. Wendy Ingram, PhD in Molecular and Cell Biology and Co-Founder sand CEO of Dragonfly Mental Health, a nonprofit dedicated to cultivating excellent mental health explains how her values inspired her to advocate for mental health in academia. She talks about her values, specifically around wanting to helping others, wanting adventure and flexibility and how that led to her work. We discuss the challenges around getting a PhD and starting a nonprofit. We also discuss the challenges around justifying financial investment in a nonprofit and the need to provide vision, having enough passion that can inspire and ultimately "sell" the ideas. Getting into the details of the overall need around mental health, highlighted Dr. Ingram's passion and validated why her investment of time and money will be successful and helpful in doing good for society. Wendy Ingram is a Money Matriarch who is inspired to harness the power of money for good. Join us to be inspired.Contact Dr. Wendy Ingram at :Wendy Marie Ingram,PhD Founder and CEO Dragonfly Mental Health Website: dragonflymentalhealth.orgEmail: wendy@dragonflymentalhealth.orgTwitter: @DragonflyMH
- Mar 6, 202546 min
Episode 11 - How to Retain Female Advisors - The Research, Dr. Inga Chira
Dr. Inga Chira is a Money Matriarch who thrives on planning and execution—I know that firsthand since we worked together on a couple of academic research papers together. On this video we discuss our most recent research published in the Journal of Financial Planning, "Why are there so Few Women in the Financial Women in the Financial Services Industry?"Inga is a Ph.D. in finance and has carved out a successful career in finance, blending teaching, research, and hands-on financial management and she is interested in bridging the gap between theory and practice. Both Dr. Chira and Dr. Mattia are very interested in influencing and supporting female advisors so they achieve job satisfaction and success in the field.Overall the research is important in enhancing job satisfaction and retention, providing gender specific support and providing an enviroment that fosters autonomy, competence and team building which have all been proven to support retention and success.
- Dec 7, 202434 min
Episode 10 - Good for the Family - Michelle Kaprilian, CEO of Forty Carrots Family Center
On this episode Dr.Laura interviews Michelle Kaprielian, the chief executive officer of 40 Carats Center, whose mission is to nurture healthy child and family development through research-based, relationship-centered education and mental health services. Their underlying goal is to prevent abuse, neglect, and childhood trauma. These days, it seems the need for family support and mental health services has become bigger than ever. All over the nation, Michele knows all about the growing need and is doing something about it with her work at the center. Michelle brings years of first-hand involvement with Forty Carrots Family Center along with two decades of business leadership experience ). Her knowledge includes extensive volunteer efforts as a parent in the Parenting Program and Preschool; several key leadership positions as a five-year trustee, board officer, and chairwoman of the Governance Committee. Michelle’s professional background includes leading a multimillion-dollar international import business and co-owner/CEO of several local businesses.Under Michelle’s vision and leadership, Forty Carrots expanded significantly: the creation of the Child & Family Therapy department in 2014, doubling parenting education services, and prioritizing the preschool scholarship funds to ensure access to high-quality early education. Since 2013, Michelle has led the agency through multiple fundraising campaigns and program expansion initiatives including a 2015 capital campaign to expand Mental Health Services, and a current capital campaign with a new expansion initiative to significantly expand services under all three program.Michele is a Money Matriarch who is using the power of money, time and passion to make a difference in families in across Southwest Florida.
- Aug 20, 202439 min
Episode 9 - Good For the Community - Roxie Jerde, CEO of The Community Foundation of Sarasota County
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.
- Aug 9, 202434 min
Episode 8 - Long Term Care - For the Family
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.
- Jul 13, 202435 min
Episode 7 - Defying age and cultural norms
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.
- May 6, 202434 min
Episode 6 - Widowhood and Moving Forward on Your Own with Dr. Kathleen Rehl
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.
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About Money Matriarchs with Dr. Laura Mattia
“INSPIRING WOMEN TO HARNESS THE POWER OF MONEY FOR GOOD.”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 financ
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