Time for a coffee break? Jessica Gibbs, CFP®️ and Emily Harper, CFP®️ answer the most pressing questions successful people ask about using their wealth to create an option-rich life—served one sip at a time.
Have a question you want answered? Send it to: betweensips@monumentwm.com
Joining a nonprofit board can be a meaningful way to put your experience and expertise to work for a cause you care about. But before you say yes, it's worth understanding what comes with the seat.
On this episode of Between Sips, Jessica Gibbs, CFP®, turns the tables on co-host Emily Harper, CFP®, to talk about Emily's recent experience joining the board of the Community Foundation for Northern Virginia.
Emily shares what the process actually looked like, what surprised her along the way, and why finding the right board is a two-way decision. They discuss the questions prospective board members should ask about time, fundraising and financial commitments, the important distinction between governance and day-to-day operations, and how your professional skills, judgment and network can create value beyond writing a check.
The conversation also expands into a bigger question: What do you want your giving to accomplish?
Jessica and Emily explore the difference between tax-efficient and effective giving, how donor-advised funds and multi-year commitments can be used more intentionally, and why "time, talent and treasure" can be a useful framework for thinking about your own impact.
If nonprofit board service has been on your radar, this episode offers a practical look at what to consider before you take a seat at the table.
☕ Today's sip: Epic Goat Espresso from Hyper Goat Roasters, a local Alexandria roaster focused on crafting exceptional coffee through ethical labor and environmental respect.
0:00 — What We're Sippin' on Today
0:55 - Why Serve On A Charitable Board
2:47 - Time Talent Treasure And Mission Fit
6:52 - The Slow Reality Of Board Recruiting
11:02 - Fiduciary Duties And Real Board Work
14:31 - Strategic Giving That Actually Helps
20:46 - Community Foundations As Local Connectors
26:24 - First Steps Before You Say Yes
30:02 - Wrap Up And Ways To Follow Along
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Connect with us:
Get our Free Private Wealth Advice Newsletter: https://www.monumentwealthmanagement.com/subscribe
LinkedIn: https://www.linkedin.com/company/monument-wealth-management/
Connect with Emily on LinkedIn: https://www.linkedin.com/in/emilyharpercfp/
Connect with Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp/
Instagram: https://www.instagram.com/monumentwealth/#
Listen to Off The Wall, our podcast with market analysis: https://monumentwealthmanagement.com/off-the-wall-podcast/
14 Oct 2026
Your Parents Are Aging. Here's What to Do Before a Crisis
If something happened to your parents tomorrow, would you know what to do?
You don't need to know every dollar they have or every detail of their financial plan. But you should know enough to find your way: who can make decisions on their behalf, where important documents are kept, who their key professionals are, and what they'd want to happen if they needed help.
Because once a crisis hits, figuring all of that out gets much harder.
In this episode of Between Sips, Emily and Jessica talk through what adult children should know about their aging parents' finances—and the conversations worth having before you're forced to step in.
They cover why having Power of Attorney may not give you the authority you think it does, how outdated estate documents can create unexpected roadblocks, and why seemingly simple solutions—like adding an adult child to a bank account—can create problems of their own.
They also get into the harder, more personal side of the conversation: what to do when your parents don't want to talk about money, warning signs that may mean it's time to get more involved, how to divide responsibilities among siblings, and how a little "pleasant persistence" can go a long way.
The goal isn't to take control of your parents' finances. It's to have a map—while they're still able to show you the way.
☕ Today's sip: Sconset Blend from Nantucket Coffee Roasters, named after a village on Nantucket's eastern shore.
0:00 — What We're Sippin' on Today
1:16 - Meet The Hosts And The Question
3:28 - Trusts Versus Power Of Attorney
8:25 - Bills, Logins, And Document Access
10:17 - Care Decisions Need Lead Time
12:46 - Why Transparency Helps Executors Later
16:28 - How To Start The Conversation
18:36 - Red Flags That Change The Urgency
19:58 - Joint Ownership Pitfalls And Alternatives
22:08 - When Parents Refuse To Talk
25:42 - Sibling Roles And Conflict Prevention
27:47 - If Parents Are Less Secure
30:06 - Key Takeaways And Next Steps
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Connect with us:
Get our Free Private Wealth Advice Newsletter: https://www.monumentwealthmanagement.com/subscribe
LinkedIn: https://www.linkedin.com/company/monument-wealth-management/
Connect with Emily on LinkedIn: https://www.linkedin.com/in/emilyharpercfp/
Connect with Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp/
Instagram: https://www.instagram.com/monumentwealth/#
Listen to Off The Wall, our podcast with market analysis: https://monumentwealthmanagement.com/off-the-wall-podcast/
30 Sept 2026
The Neuroscience of Investing: Training Your Brain for the Market
When market volatility hits, the default advice is usually to "take the emotion out of investing." But neuroscience tells us something very different: emotions are woven into every level of how our brains process information and make decisions. You can't simply turn them off.
In this episode of Between Sips, Emily and Jessica dive into Lisa Feldman Barrett's Seven and a Half Lessons About the Brain to dismantle one of the biggest myths in behavioral finance: the "lizard brain." They explore why your brain acts as a prediction machine rather than a purely rational computer, why loss aversion makes portfolio drops feel twice as painful as gains feel rewarding, and why going to cash during a downturn is often just your brain searching for certainty.
Rather than pretending emotions don't exist, Emily and Jessica walk through how to actively train your brain before the next market dip hits. They break down the three distinct dimensions of risk: Capacity, Tolerance, and Composure, and they explain how running an "emotional fire drill" can help you stay disciplined when headlines get scary.
Plus, they explore the benefits of fiction and how feeding your brain new reference points can make you a sharper, more resilient investor.
If you've ever felt a stomach-churning reaction during market pullbacks and wondered how to stay in control of your strategy, this episode gives you the insights to prepare your mindset for the long haul.
☕ Today's sip: 1819 Blend from Grit Coffee, a Charlottesville-based roast founded by UVA and Darden alumni that celebrates the founding spirit and pursuit of excellence.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
0:00 — What We're Sippin' on Today
0:46 - Why Your Brain Fights You
1:35 - Coffee Break And The Brain Book
4:18 - The Lizard Brain Myth
10:00 - Risk Capacity Tolerance Composure
11:55 - Values Beat Charts In Real Life
14:13 - Your Brain As A Prediction Machine
17:15 - Loss Aversion And The Emotional Fire Drill
19:09 - Train Better Predictions Through Learning
22:07 - Wrap Up And How To Connect
22:58 - Important Disclosures
Connect with us:
Get our Free Private Wealth Advice Newsletter: https://www.monumentwealthmanagement.com/subscribe
LinkedIn: https://www.linkedin.com/company/monument-wealth-management/
Connect with Emily on LinkedIn: https://www.linkedin.com/in/emilyharpercfp/
Connect with Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp/
Instagram: https://www.instagram.com/monumentwealth/#
Listen to Off The Wall, our podcast with market analysis: https://monumentwealthmanagement.com/off-the-wall-podcast/
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
7 ratings
Spotify
5.0 / 5
7 ratings
Contact Between Sips
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Between Sips?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
