by Kathleen Burns Kingsbury | Jun 28, 2021 | Financial Psychology
Is there a high financial cost ofselling your company stock? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. In this episode, Kathleen speaks with Kim and Victor Gaxiola about behavioral finance and how you may be tempted...
by Kathleen Burns Kingsbury | Jun 21, 2021 | Financial Psychology
Are Millennials Smarter Than TheirParents When it Comes to Money? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Discover what Millennials are doing right when it comes to money in this interview with Louis Wray,...
by Kathleen Burns Kingsbury | Jun 14, 2021 | Diversity and Inclusion
Is the Financial Advising Profession an ‘Old Boys’ Network? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive...
by Kathleen Burns Kingsbury | May 24, 2021 | Entrepreneurship
Advocate for Yourself and Thrive in Business Episode 126 Early on Marguerita M. Cheng (Rita), an award-winning certified financial planner and CEO of Blue Ocean Global Wealth had to advocate for herself in a high-pressure, predominately white male industry. Rita...
by Kathleen Burns Kingsbury | May 17, 2021 | Entrepreneurship
Women as Next Gen Family Business Leaders Episode 125 When I say the word, “family business owner” what do you picture? Many people default to an image of the male leader, but this trend is changing. Currently, 24% of family businesses are led by women and 31.3% of...
