Money Circle

Related Links:PiñataFollow Piñata on InstagramLearn more about Lily--Lily Liu's career started out by straddling the lines of technology and government founding PublicStuff, which she sold to Accela which was then acquired by Berkshire Partners. As the CEO of Piñata, Lily has brought to life her vision of creating financial equality for renters. In 2017, she was recognized as Forbes’ 30 under 30 Top Entrepreneurs and Business Insiders’ People to Watch. Her entrepreneurial leadership allows Lily to address glaring systemic issues in the financial and real estate industries. Learn more at www.lily-liu.com.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:www.familyfinancial.bizhttps://www.linkedin.com/in/tammytrenta/https://www.facebook.com/tammytrentahttps://www.instagram.com/tammytrenta/https://www.tiktok.com/@tammytrenta--As founder and CEO of Family Financial, I empower successful families and business owners to keep more of what they earn, preserving and growing their wealth. I take a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve my clients’ financial goals while often saving them time and money.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:Benefit CapitalJoin Bessi's Facebook GroupConnect with Bessi on LinkedInFollow Bessi on Instagram--Bessi Graham is an award-winning entrepreneur with over 20 years experience working with business owners, governments, and large funding bodies to bring “doing good” and “making money” back together. From the grassroots of sitting in the dirt working with business owners in the Pacific Islands to the United Nations headquarters in Geneva, Bessi has seen it all and brings an unparalleled perspective on what makes change happen.Working with people who have “made it” but haven’t found fulfillment, she helps them put their Time, Talent and Treasure to work in ways that align with their values and allow them to create a legacy they can be proud of. Bessi teaches people to quiet the noise of the demands and opinions of others and hear their own voice more clearly so they can contribute from a place of authenticity. She removes the frustration and pressure that comes from living someone else’s idea of success and replaces it with a sense of flow and fulfillment that can only come when you tap into the fullness of who you are and who you are becoming.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:RedfinRedfin Real Estate NewsFollow Daryl on TwitterFollow Redfin on TwitterConnect with Daryl on LinkedIn--Daryl Fairweather is the chief economist of Redfin. Prior to joining Redfin she was a senior economist at Amazon working on problems related to employee engagement and managing a team of analysts. During the housing crisis, Daryl worked as a researcher at the Boston Fed studying why homeowners entered foreclosure. Daryl received her Bachelor's of Science from the Massachusetts Institute of Technology and received her Ph.D. and Master's degrees in economics at the University of Chicago where she specialized in behavioral economics.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:DigitSelfCredit StrongChimeDigital Federal Credit UnionConnect with Snigdha on LinkedInFollow Digit on InstagramFollow Digit on LinkedInFollow Digit on Twitter--Snigdha Kumar is the head of product operations at Digit. Snigdha has spent a majority of her professional life working on increasing financial health for the underserved communities. Her research on better alternatives to high cost lending has been published by Wall Street Journal and Harvard Business Review. She got her Master’s from Harvard University and her thesis focused on driving adoption of savings strategies among low income wage workers.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:Sign up for Qapital--Co-Founders and Co-CEOs Katherine Salisbury and George Friedman had a growing family, and growing money stress. Keeping track of their finances from a traditional joint account proved impossible.They needed a joint overview of all their finances, and they wanted to automate how their money moved to savings, investments, bills and spending accounts – but neither was possible with their bank setup. The idea for Qapital was born.World-renowned behavioral economist Professor Dan Ariely joined soon after, and the team started building a suite of smart money tools that put people’s goals back at the heart of the way they bank. Today, Qapital combines behavioral science and the power of automation to help individuals and couples find money happiness and reach their life goals.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:MetLife's MetLife Employee Benefit Trends studyMetLife--Roberta Rafaloff is vice president, Institutional Income Annuities for MetLife. Institutional Income Annuities (IIA) enables defined contribution plan sponsors to provide guaranteed retirement income to their plan participants to help them achieve successful retirement outcomes. The business also offers specialty annuity products including charitable gift annuity reinsurance and lottery annuities. The division is part of Retirement & Income Solutions, the company’s institutional retirement business, which historically has been responsible for over 20 percent of MetLife’s operating earnings. As head of the IIA division, Rafaloff, who joined MetLife in 1988, has overall profit center and management responsibility, including product oversight and development, underwriting and pricing, and client management. The division is well-known for its leading market position, innovation and history of firsts, such as being the first to introduce longevity insurance, including an institutional qualifying longevity annuity contract (QLAC), into the marketplace. Prior to assuming her current role in 2003, Rafaloff, who has spent her entire career at MetLife, held a variety of sales, client service and management positions in MetLife’s U.S. retirement businesses. Rafaloff earned a Bachelor of Arts in English and Sociology from Kenyon College in Gambler, Ohio. She is a FINRA Series 6 and 63 registered representative.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:Smart Gets PaidListen to Leah's podcastConnect with Leah on LinkedInFollow Leah on Facebook--Leah Neaderthal is a sales coach for women who run B2B consulting and coaching businesses, the founder of Smart Gets Paid, and the host of The Smart Gets Paid podcast. A three-time business owner who started her career in corporate marketing, Leah didn’t learn to sell by being a commissioned salesperson. She taught herself everything she could about selling, overcame “selling shyness,” and created a sales approach that feels comfortable, builds strong client relationships, and gets results. Prior to starting Smart Gets Paid, Leah built, grew, and sold three businesses. Learn more about Leah at smartgetspaid.com or connect with her on LinkedIn.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:Money, Action, TipsProfit With ConnieBuy Connie's book, On PurposeFollow Connie on InstagramFollow Connie on YouTubeConnect with Connie on LinkedIn--Connie Vanderzanden is on a mission to help entrepreneurs live the lifestyles they desire by learning the simple steps, structure, and discipline to create and save money. With 34 years of accounting and bookkeeping experience, a variety of industry knowledge, and her own real-life business growth journey since 2001, Connie developed the Going Beyond Revenue Cash Handling System, focusing on cash flow planning that creates profitable and sustainable businesses.Connie is a true Oregonian, born and raised in the beautiful Pacific Northwest, where she spends time with her husband of 34 years and their “fur kid”.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:Rhia VenturesThe Racial Equity Asset LabOthering & Belonging InstituteDon't Ban Equality--Erika is a leader in impact investing, nonprofit and philanthropic with extensive experience in development and fundraising, program design, collaboration and partnership management, and racial equity advocacy. She is the CEO of Rhia Ventures where she directly oversees direct investments in early and growth stage-companies to create a vibrant US market for sexual reproductive, and maternal health that produces just outcomes for all.Erika has worked in nonprofits and the field of philanthropy for 20+ years including positions as Associate Director of Philanthropy at McDonogh School, the Chief of Staff of the Baltimore Community Foundation and Vice President of External Affairs at ABFE: A Philanthropic Partnership for Black Communities. Erika has engaged in extensive efforts to advance the field on issues of diversity, equity, and inclusion. She designed the SMART Investing initiative, the first philanthropic effort to incorporate a racial equity lens in foundation endowment practice through increased access for minority- and women-owned investment management firms.Erika speaks frequently and facilitates conversations about diversity, equity and inclusion through a race lens and has presented during conferences and convenings for Mission Investors Exchange, the Council on Foundations, the National Association of Securities Professionals, and Confluence Philanthropy among many others.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:WealthrampFollow Wealthramp on TwitterFollow Pam on TwitterFollow Wealthramp on FacebookFollow Pam on FacebookFollow Wealthramp on LinkedInConnect with Pam on LinkedIn--Pam Krueger is a recognized investor advocate and award-winning personal finance journalist and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only service that gives people full control over when and how they talk to their referred advisors.Pam is also the creator & co-host of MoneyTrack and Friends Talk Money podcast for PBS Next Avenue. MoneyTrack aired on 250+ public stations on PBS from 2005-2019.With more than 25 years in investor advocacy, Pam is one of the leading voices on financial literacy and financial empowerment. She’s been the recipient of two Gracie Awards for educating the public about personal investing and finding the right financial advisor, the Financial Educator of the Year Award from the Financial Literacy Institute, and received the 2021 NAPFA’s Special Achievement Award for her contributions in educating consumers on the benefits of working with a highly qualified fee-only financial advisor.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:The Fiscal FemmeFinancial Adulting - pre-order for special goodies!Follow The Fiscal Femme on InstagramFollow The Fiscal Femme on TwitterWallet Activism by Tanja HesterBravely Go--Ashley Feinstein Gerstley is the author of Financial Adulting, a guide that breaks down everything you need to be a financially confident and conscious adult. She is also a money coach, author of The 30-Day Money Cleanse, and the Founder of the Fiscal Femme, a money platform on a mission to end inequality through financial well-being.As a trusted money expert, she has been quoted in or appeared on The TODAY Show, The Financial Times, CNBC, Forbes, NBC, Glamour and The New York Times. Ashley has worked in the financial services industry for over fifteen years: first as an investment banker, then in corporate finance, and most recently running The Fiscal Femme. She graduated with a bachelor's in finance from the Wharton School at the University of Pennsylvania.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:NerdwalletNerdWallet's Mortgage CalculatorsNerdWallet's First Time Homebuyer ProgramsNerdWallet 2021 Homebuyer ReportFollow Elizabeth on TwitterConnect with Elizabeth on LinkedInFollow Elizabeth on Facebook--Elizabeth Renter is NerdWallet’s Data Analyst. She loves hunting for stories in datasets and crunching numbers for her monthly personal finance column. She also produces data reports and studies covering an array of topics including pandemic savings and first-time buyer affordability.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:NerdwalletFollow Tiffany on NerdwalletFollow Tiffany on Twitter--Tiffany Lam-Balfour is an investing writer and spokesperson at NerdWallet. Previously, she was a senior financial advisor and sales manager at Merrill Lynch and spent nearly a decade in investment banking and investment management prior to that. Her work has been featured in MSN, MarketWatch, Entrepreneur, Nasdaq and Yahoo Finance. She's appeared on Fox Los Angeles and NBC Richmond and been quoted by USA Today, NPR and Forbes. Tiffany earned a finance and management degree from The Wharton School of the University of Pennsylvania.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:NerdWalletFollow Sara on NerdWalletFollow Sara on Twitter--Sara Rathner is a credit cards and travel expert at NerdWallet. She's appeared on the "Today" show, "NBC Nightly News" and CNBC's "Nightly Business Report" and has been quoted in The New York Times, Yahoo Finance, Time, Reuters, NBC News, Business Insider and MarketWatch. Before joining NerdWallet, Sara worked at The Motley Fool for nearly 10 years. She also worked as a freelance personal finance writer and paraplanner and has a bachelor’s in Journalism from Northwestern University.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:NerdwalletFollow Chanelle on NerdwalletFollow Chanelle on TwitterConnect with Chanelle on LinkedIn--Chanelle Bessette is a personal finance writer at NerdWallet covering banking. She previously worked at Fortune, Forbes and the Reno Gazette-Journal. She is also a spokesperson for the banking team, and her expertise has appeared in The New York Times, Vox and Apartment Therapy.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:NerdwalletFollow Kelsey on NerdwalletFollow Kelsey on TwitterSCORE Business MentorshipSBA.govSmall Business Development CentersWomen's Business CentersFree Business Checking Accounts--Kelsey Sheehy is a NerdWallet authority on small business. Her work has appeared in The New York Times, USA Today and The Associated Press, where she writes a column about millennials and money. Kelsey has appeared on the "Today" show, NBC News and "ABC World News Tonight" and has been quoted by the Los Angeles Times, CNBC and MarketWatch, among other publications.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:NerdwalletFind Anna's work on NerdwalletFollow Anna on TwitterIncome-Driven Repayment PlansBorrower Defense Loan DischargePublic Service Loan ForgivenessClosed School DischargeTotal and Permanent Disability Dischargehttps://studentaid.gov/ --Anna Helhoski is a student loan expert at NerdWallet. Her work has appeared in The Associated Press, The New York Times, The Washington Post and USA Today. She previously covered local news in the New York metro area for the Daily Voice and New York state politics for The Legislative Gazette. She holds a bachelor's degree in journalism from Purchase College, State University of New York.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Related Links:SHE CAN WORKFollow SHE CAN WORK on InstagramFollow Tiara on InstagramConnect with Tiara on LinkedIn--Tiara Abu is an educator, coach and entrepreneur. She is the proud Founder and CEO of Lead With People, LLC, a coaching company and her new start up venture, She Can Work, LLC. Tiara is on a mission to end financial inequities for women by educating and empowering women to meet their financial goals through legacy-focused wealth building and management.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Get a $15 credit on your first Reel with code: C-MCIRCLEHow to apply a coupon code: https://help.joinreel.com/hc/en-us/articles/360042744374-How-can-I-apply-a-coupon-Follow Reel on:InstagramTwitterFacebookYoutubeLinkedInConnect with Daniela on:LinkedIn--Daniela Corrente is the co-founder and CEO of Reel, a Save-to-Buy platform that is debunking the myth that debt is the only way to achieve our goals, a myth that has caused so much harm in our society. She grew in a very entrepreneurial family, so hard work and creativity are part of her DNA. She has always been passionate about understanding human behavior, which lead her to a career in Marketing developing integrated advertising campaigns for top global beauty and fashion brands. During her time as a marketer, she noticed changes in the way people were making purchases, specifically on how millennials have become more credit adverse while remaining highly aspirational. This unique insight lead her to build Reel, a seamless and intentional solution that gives people back their consumer power by making it easy to save towards purchases, so they can see the potential of their cashflow while achieving their goals, debt-free. Daniela’s focus on consumer behavior has allowed Reel to reinvent financial services by understanding that humans are driven by emotions, not math.As a Latina founder, she believes real equal opportunity comes from investing not only in social, but also economic change.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.