Behind The Curtain: Money Made Simple

About Behind The Curtain: Money Made Simple

What if learning about money felt more like a backstage pass than a lecture? Behind the Curtain: Money Made Simple, hosted by Rockland Trust’s Financial Educator Julie Beckham, brings clarity, confidence, and creativity to personal finance. With expert guests, real talk, and a no-shame policy, Julie cuts through the jargon to help you understand the script of your financial story. Whether you're just starting out or ready for a new act, this podcast puts you and your finances center stage. Listen, learn, subscribe, and share! https://www.rocklandtrust.com/

Publisher

Rockland Trust

Category

education

Language

en

Explicit

No

First episode

30 May 2025

Latest episode

15 Oct 2026

Latest episodes

21 episodes in the feed.

1. 

   15 Oct 2026

   Trust but Verify: Fraud Prevention Tips from Industry Expert Angela Diaz

   In this episode of Behind the Curtain: Money Made Simple, host Julie Beckham speaks with certified risk management professional Angela Diaz about fraud prevention and the growing threat of account takeovers. Angela explains how artificial intelligence is making scams more convincing, why fraudsters use urgency and fear to obtain credentials or move money, and how consumers can better protect themselves. They discuss monitoring account activity, verifying unexpected bank communications, using passkeys and layered authentication, and recognizing warning signs during suspicious interactions. Angela also explains why fraud can affect anyone and why talking openly about scams can help consumers protect themselves and others. ______________________________________________________________________ Key Points From This Episode: [00:00:00] Julie introduces Angela Diaz and the growing challenge of fraud prevention during Cybersecurity Month [00:02:38] How account takeovers have reached an industrialized scale and the role of artificial intelligence [00:03:05] What an account takeover is and why it can be difficult for financial institutions to detect [00:04:37] Why consumers should regularly monitor their own account activity [00:07:18] The connection between account takeovers, phishing scams, urgency, and social engineering [00:07:18] Why consumers should disconnect and independently contact their bank when suspicious communications occur [00:12:42] What normal bank communication can look like and warning signs consumers should recognize [00:15:15] How passkeys and layered authentication can make accounts harder for fraudsters to exploit [00:16:35] Comparing fraud risks in digital banking, mobile banking, and in-person banking [00:18:28] Angela's "trust, but verify" approach to fraud prevention [00:18:28] Why fraud education matters for consumers of every age and level of financial experience [00:20:13] How openly discussing fraud can reduce shame and help expose scammers' tactics [00:21:49] Angela answers rapid-fire questions about her personality and interests [00:24:06] Why fighting fraud motivates Angela in her work [00:24:57] Balancing retirement planning with enjoying and finding meaning in the present [00:26:40] How working with a financial planner changed Angela's approach to saving and spending [00:28:11] Angela's challenge to review passwords, passkeys, phone security, and everyday banking habits [00:28:11] Why families should discuss scams and safe banking practices with older adults, friends, and teenagers Links: Rockland Trust: https://www.rocklandtrust.com/ (https://www.rocklandtrust.com/) Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534 (https://www.linkedin.com/in/julie-beckham-05589534) Angela Diaz on LinkedIn: https://www.linkedin.com/in/angela-diaz-crmp-37430064/ (https://www.linkedin.com/in/angela-diaz-crmp-37430064/) Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com (https://thepodcastconsultant.com))

2. 

   1 Oct 2026

   Money, Relationships, and Conversations that Matter with Modern Husband’s Brian Page

   In this episode of Behind the Curtain: Money Made Simple, Julie Beckham speaks with Brian Page of Modern Husbands about the connection between money, relationships, and the responsibilities couples share at home. Brian explains how our childhood experiences and money stories can influence financial behaviors and relationships well into adulthood. He also explores the Fair Play system, the mental load of managing a household, and the importance of approaching money as a team. Brian shares practical ways couples can reduce conflict, create more equitable partnerships, and make money conversations more productive by focusing on shared goals, active listening, and joy. All credit products and services are subject to underwriting and approval. ______________________________________________________________________ Key Points From This Episode: [00:00:00] Julie introduces Behind the Curtain: Money Made Simple and guest Brian Page of Modern Husbands [00:03:36] Brian’s transition from focusing on his career to supporting his wife’s career and taking on more responsibilities at home [00:04:48] Adjusting to changing roles within a marriage and handing off household responsibilities [00:06:06] What financial therapy is and how it connects financial knowledge, personal money stories, and relationships [00:08:37] How childhood financial trauma can influence adult behaviors, financial success, health, and relationships [00:10:02] Understanding “big T” financial trauma and the lasting impact of significant financial experiences [00:12:08] How the Fair Play system helps couples create more equity when managing household responsibilities [00:16:10] The mental load behind everyday household tasks and why responsibility involves more than completing a chore [00:17:22] Using Fair Play principles to define ownership, standards, and equal leisure time within a relationship [00:21:41] Why couples often associate money conversations with stress, frustration, and conflict [00:23:12] Scheduling money conversations when emotions are low so couples can communicate more productively [00:23:43] Starting financial conversations with joy, abundance, and shared dreams instead of problems [00:24:27] Using financial choices to buy back time and support the life a couple wants to create together [00:25:20] Why regular money conversations can reinforce the idea that partners are on the same team [00:26:47] How couples can use Fair Play resources, cards, and facilitation to manage household labor more equitably [00:28:08] How dividing responsibilities can support each partner’s authentic self and create greater happiness at home [00:32:28] Brian’s advice for couples experiencing money conflict: schedule an intentional conversation [00:32:57] Using active listening to understand a partner’s perspective on money rather than waiting for a turn to respond [00:34:34] Brian answers Julie’s rapid-fire Behind the Curtain questions [00:36:15] Brian’s money lesson: there is more time to earn money, but time itself cannot be recovered [00:36:29] Brian’s challenge for listeners to schedule a monthly money meeting with their partner Links: Rockland Trust: https://www.rocklandtrust.com/ (https://www.rocklandtrust.com/) Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534 (https://www.linkedin.com/in/julie-beckham-05589534) Brian Page on LinkedIn: https://www.linkedin.com/in/brianhpage/ Modern Husbands: https://www.modernhusbands.com/ (https://www.modernhusbands.com/) Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com (https://thepodcastconsultant.com))

3. 

   24 Sept 2026

   BONUS Episode: Students Closing the Financial Literacy Gap

   In this BONUS episode of Behind the Curtain: Money Made Simple, we celebrate Financial Literacy Day on Capital Hill by featuring recent local high school graduates Daniel Idemudia, Sophie Hong and Euniss Yoyo. Each of these students was motivated by a lack of access to financial education and turned that deficit into a mission to create opportunities to help their peers, their communities and themselves become financially literate.  Policy makers, community activists and entrepreneurs, these three college students are paving new pathways for financial empowerment. Meet the students behind the movement and let their stories motivate you to mentor or volunteer at your local youth organization or school. ______________________________________________________________________ Key Points From This Episode: [00:00:00] Julie introduces Daniel Idemudia, Sophie Hong, and Euniss Yoyo and their work in financial education and community empowerment. [00:05:25] Daniel explains how his family’s experience, online resources, investing mistakes, professional connections, and internships helped him become financially literate. [00:07:52] Sophie shares how a fifth-grade reality fair introduced her to budgeting and sparked her interest in personal finance. [00:10:53] Daniel discusses his vision for Fortune Avenue and creating a cycle of mentorship, leadership development, and succession among young people. [00:14:28] Sophie describes plans to continue writing, holding financial education workshops, and pursuing her growing interest in education and economic policy. [00:18:55] Sophie explains why students entering college would benefit from personal finance education, especially amid scams, debt traps, and gambling. [00:19:34] Daniel discusses his concern that many young people do not recognize the urgency of becoming financially literate. [00:20:56] Julie reflects on the importance of repeated exposure to personal finance concepts and the financial opportunities that can be missed without early education. [00:24:27] Euniss explains how involvement in a community organization helped broaden her perspective and showed her how she could help others. [00:26:36] Euniss identifies “you only live once” as money advice she would rather forget. [00:26:50] Euniss shares advice from her aunt about how financial habits developed now can shape her future. [00:27:20] Euniss challenges listeners to research local youth organizations and support them through volunteering or donations. Links: Rockland Trust: https://www.rocklandtrust.com/ (https://www.rocklandtrust.com/) Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534 (https://www.linkedin.com/in/julie-beckham-05589534) Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com (https://thepodcastconsultant.com))

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

10 ratings

Spotify

5.0 / 5

5 ratings