Love and Money with Barbara Treadwell

About Love and Money with Barbara Treadwell

Love and Money with Barbara Treadwell is a podcast about the connection between finances and the people we love. Hosted by Barbara Treadwell, a seasoned financial advisor and former therapist, each episode explores the emotional side of money. With 40+ years of experience, Barbara shares real conversations about legacy, family, health, loss, and the choices we make with money. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Publisher

Barbara Treadwell

Category

society & culture

Language

en

Explicit

No

First episode

29 Apr 2025

Latest episode

18 Aug 2026

Latest episodes

17 episodes in the feed.

1. 

   18 Aug 2026

   FODAC.org: Providing Home Medical Equipment to People With Disabilities

   A personal connection sparked this conversation, as Barbara sits down with Chris Brand, who has spent 30 years leading Friends of Disabled Adults and Children (FODAC), an organization that provides gently used and new medical equipment to people with disabilities at no cost. Chris shares how a childhood friendship shaped his path into this work and how FODAC has grown from a small operation into a program reaching all 50 states, five territories, and dozens of countries. Barbara and Chris discuss the emotional stories behind the equipment, the logistics of global disaster relief efforts, and the funding challenges nonprofits like FODAC face today. What’s in This Episode: Chris's 30-year connection to FODAC, sparked by a childhood friend's muscular dystrophy How FODAC provides free durable medical equipment with no application process Emotional client stories of families overwhelmed with relief after receiving equipment FODAC's growth from small donations to shipments across 50 states and dozens of countries International disaster relief efforts, including recent typhoon recovery work in Saipan The logistics of collecting, repairing, and matching thousands of equipment requests yearly FODAC's second annual Run, Walk, and Roll event in Savannah on November 14th The range of equipment FODAC provides, from wheelchairs to assistive technology for kids Recent federal and state funding losses affecting FODAC's three million dollar budget Visit: Learn more about FODAC and access their equipment or support the organization at FODAC.org (https://fodac.org/) Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

2. 

   6 Aug 2026

   Mimi Winkler on Bichons, Business, and Legacy

   Mimi Winkler has bred, shown, and judged Bichon Frise dogs for 38 years and counting, traveling the world and producing 103 champions along the way. In this episode, Barbara sits down with Mimi for a warm and wide-ranging conversation about the passion, purpose, and surprising economics behind the world of competitive dog showing. From her accidental start in Germany to judging in Japan, China, and Vietnam, Mimi shares how a chance encounter with "little white dogs" turned into a lifelong calling and legacy. What’s in This Episode: How Mimi discovered Bichon Frise dogs while judging a gymnastics meet in Germany What it took to go from knowing nothing about dog shows to producing 103 personal champions The competitive side of dog breeding and Mimi's guiding philosophy on integrity The economics of showing and breeding, including Bichon pricing and stud services Why Mimi has never bred a litter just to make money How Barbara includes pets as a line item in her clients' cash flow worksheets Mimi's process for evaluating puppies from birth using color-coded notes The origin story of her kennel name, Judge's Choice, and how her dogs got their names How dogs sense character and why Mimi uses that instinct to screen buyers Why the Bichon Frise breed faces an uncertain future as grooming demands drive younger buyers elsewhere Visit:Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

3. 

   21 Jul 2026

   The One and Only Divine Dog: Rudy

   High-performance coach and healer Jamie Haro joins Barbara to share the extraordinary story of her bond with her 13-year-old Yorkshire Terrier, Rudy. From unexpected medical crises to healing journeys that defied explanation, Jamie opens up about what it means to care for a beloved companion through illness, grief, and transformation. Their conversation explores the deep emotional and financial investment of caregiving, and the surprising lessons love can teach us about slowing down. What’s in This Episode: Jamie unexpectedly adopted Rudy during a chaotic time in New York City Rudy's first health crisis and the healing session that defied medical expectations How Rudy's illness opened Jamie to energy healing and intuitive communication Long-distance healers who supported Rudy through medical emergencies Rudy's comfort during Jamie’s father's stroke recovery and hospice care The emotional and financial realities of caring for a senior dog Holistic treatments like acupuncture and light therapy managing Rudy's health Caregiving logistics and travel, including administering Rudy's medication How slowing down for Rudy taught Jamie to be present Jamie’s reflections on forgiveness, purpose, and the gifts found in caregiving Visit:To connect with Rudy go to Instagram @Rudy_divinedog (https://www.instagram.com/rudy_divinedog/) Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

4. 

   2 Jul 2026

   Love, Money, and Pets: Introducing the Miniseries

   Pets are family. And for many people, they are also one of the most overlooked line items in a financial plan. In this short solo episode, Barbara introduces an upcoming two-part miniseries on pets and money, and shares a free cash flow worksheet to help listeners take a closer look at where their money is really going. What’s in This Episode: Why Barbara includes a dedicated pet expense line item on client cash flow worksheets A preview of two upcoming guests: Jamie Haro and her Yorkshire Terrier (Rudy), and Bichon Frise breeder Mimi Winkler How a free cash flow worksheet included in this episode can help listeners see where their money is really going Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

5. 

   4 Jun 2026

   Don't Believe The Hype: College Financial Planning with Jason Slone, PhD, CCFC®

   From Ivy League myths to the hidden mechanics behind college rankings, this episode is a masterclass in what families actually need to know before making one of their biggest financial decisions. Barbara sits down with Jason Slone, PhD, CCFC®, Wealth Advisor and Head of College Planning at Etch Financial, and author of the Amazon number-one book Too Rich For Aid, Too Poor To Pay. Jason breaks down the four financial fit categories, the real cost of prestige, and the tools families can use to shop smart for college without derailing their retirement. What’s in This Episode: Why today's parents are caught off guard by rising college costs The selection bias behind Ivy League success and why prestige may not be worth the price The biggest mistakes families make, including skipping a budget and assuming they won't qualify for aid How Jason used a real-money exercise with his own son to choose a debt-free path Why Jason calls a college degree a commodity and what rankings aren't telling families How universities manipulate selectivity rankings using test-optional admissions policies The Chivas Regal effect and why colleges raise prices on purpose to signal prestige The four financial fit categories and how to match your family's profile to the right school How College Aid Pro helps families estimate true net cost across thousands of schools for free Visit: Get Jason Slone's book: Too Rich For Aid, Too Poor To Pay? (https://www.amazon.com/Too-Rich-Aid-Poor-Pay-ebook/dp/B0GS3RBBYX) Connect with Jason Slone, PhD, CCFC® (https://www.linkedin.com/in/jason-slone-phd-ccfc-578601231/) on LinkedIn Learn more about College Aid Pro (https://collegeaidpro.com/) Learn more about Etch Financial (https://etchfinancial.com/) Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

6. 

   12 May 2026

   Digital POA: Electronic Communications

   Most estate planning documents cover the basics - but one critical piece is often missing. In this short video, Barbara Treadwell walks through the importance of digital power of attorney, or access to electronic communications, and what it means for your family's financial security. Using a real client story, she explains why making sure your loved ones can access your passwords and digital accounts could make all the difference. What’s in This Episode: What digital power of attorney is and how the name varies by state The difference between DocuSign capability and accessing passwords and digital accounts A real-life example showing why estate planning needs to account for digital accounts and passwords Why storing all passwords in one person's head creates a financial crisis for survivors The importance of each spouse having money accessible in their own accounts What digital POA covers: social media, online banking, cryptocurrency, and credit cards Why digital access planning matters beyond emergencies, including everyday travel scenarios Key components: listing email, social media, banking, and credit card accounts How to identify digital assets and choose a trusted agent to carry out your wishes Barbara's recommendation to review estate planning documents with your attorney Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

7. 

   21 Apr 2026

   Lifetime Income for the Adult Disabled Child

   What does it take to secure lifetime income for an adult disabled child after their parents are gone? This episode is a sequel to the Adult Disabled Child episode, where Barbara Treadwell identifies a wonderful resource and walks through a detailed discussion of how to set up a plan for guaranteed lifetime income for the adult disabled child. Drawing from her own experience as a mother and a Certified Financial Planner (CFP®), Barbara shares what she wishes she had known sooner. What’s in This Episode: Barbara's personal experience raising her son Terry and the long-standing concern about who would care for him and how after her death How watching her own podcast episode about a couple with a 37-year-old disabled son prompted a middle-of-the-night breakthrough The 72T provision - a section of the tax code that waives early withdrawal penalties for persons who are totally and permanently disabled How lifetime income annuities can be structured with the disabled adult as the annuitant, not the parent as the owner Using affordable term insurance to bridge the gap between a disabled person's current age and age 50, when annuity income could begin The key differences between qualified, non-qualified, and Roth accounts, and why this distinction matters for disability planning Why qualified money placed into a trust triggers an immediate tax, and why non-qualified money works better in a trust structure The difference between a special needs trust and a revocable trust, and how each affects eligibility for government assistance programs The EDB (Eligible Disabled Beneficiary) provision, which allows a totally and permanently disabled person to receive lifetime IRA distributions rather than the standard 10-year rule Testamentary trusts as a no-cost planning option for families whose primary asset is a 401k plan Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

8. 

   31 Mar 2026

   JOY Mental Performance: Finding the Joy Within

   What happens when fear of failure becomes the thing standing between a person and their best performance? Katie Large knows that answer firsthand. A mental performance coach and the first All-American in University of Chicago lacrosse history as a sophomore, Katie joins Barbara for this episode of the "health for a long life" mini-series to talk about overcoming fear, self-doubt, and anxiety in high-pressure roles from sports to medicine to financial advising. What’s in This Episode: Katie's early athletic life as a shy, fearful competitor, and how anxiety prevented her from performing at the level she trained for How undiagnosed celiac disease, a hyper-competitive youth sports environment, and tough coaches shaped her self-doubt Being recruited to the University of Chicago's brand-new lacrosse program, and her determination to prove herself How COVID cut short her freshman season, and how the pressure of returning brought her anxiety to a breaking point The introduction to mental performance coach Chris Thomas and how his guidance changed everything for Katie Becoming the first All-American in program history at just her sophomore year after rediscovering the joy of playing The important distinction between happiness (external) and joy (internal), and how that difference became the backbone of her practice Her 90-day coaching program: taking high performers from overwhelming anxiety to feeling their best in high-pressure situations The Joy community subscription model, offering ongoing support, shared goals, and connection with others on the same journey Why seeking mental performance help is a sign of bravery, and how this care applies far beyond sports to doctors, executives, first responders, and more Visit: Connect with Katie Large (mailto:KatherineLarge11@outlook.com) Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

9. 

   17 Mar 2026

   Modern Nutrition: Trends, Technology and Truth

   Food is medicine, but navigating the noise around nutrition can feel overwhelming. As part of the "Health for a Long Life" mini-series, Barbara sits down with Madeline Mills, a highly credentialed registered dietician and certified personal trainer, for a grounded conversation about what we eat, why it matters, and how to make better choices at any age. Madeline brings both clinical expertise and refreshing common sense to some of the most talked-about topics in nutrition today. What’s in This Episode: How Madeline's upbringing, adventurous palate, and early exposure to diet culture shaped her path to becoming a registered dietician Fiber diversity explained: why feeding different gut bacteria with a variety of plant foods builds a stronger, more resilient microbiome Why both protein and fiber deserve the spotlight, and how each supports long-term health in different ways Building and maintaining muscle mass as we age, and why that foundation has to start earlier than most people think Supplements decoded: a food-first philosophy and what the research says about creatine, magnesium, and omega-3s How AI can serve as a useful nutrition tool for meal planning and research without replacing professional guidance Lifespan vs. health span: the growing gap between how long we live and how well we actually feel during those years Why Madeline focuses on prevention over reversal when it comes to chronic disease and biological age Organic food labels demystified: the spectrum from 100% organic to "made with organic ingredients" and what it means for your choices Madeline's closing message: simplify, build balanced meals, and aim for 30 different types of plants each week Visit: Connect with Madeline Mills at usenourish.com (http://usenourish.com)Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

10. 

    17 Feb 2026

    Down Syndrome: A Success Story

    Parenting a child with Down Syndrome brings unexpected challenges and profound gifts. In this episode, Barbara sits down with her longtime friend Lynette Johnson for an honest conversation about raising her son Matthew, who was born with Down Syndrome in 2003. From the moment of his unexpected diagnosis in the delivery room to his recent high school graduation at age 22, Lynette shares the journey of advocating fiercely for services, navigating bureaucratic systems, and discovering that Matthew could do far more than any expert predicted. They discuss the importance of specialized programs, the impact of family loss, and the remarkable bond between Matthew and his brother Nick. What’s in This Episode Receiving Matthew's Down Syndrome diagnosis in the delivery room and a nurse's encouraging words Why Lynette rejected the discouraging literature based on outdated 1960s-1980s research The challenge of accessing the CAP program and becoming the persistent squeaky wheel How the Innovation waiver treats the child as independent, regardless of family income Early intervention services, including physical therapy, occupational therapy, speech therapy, and feeding therapy Matthew's pride in working since age 16 and graduating high school at 22 The importance of special needs trusts and educating extended family about proper provisions Nick's commitment to Matthew, including becoming certified to provide services and build social circles Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

11. 

    3 Feb 2026

    Bio-Hacking for a Long Life

    At 81, Barbara Treadwell works 50 hours a week, travels the world, and maintains a robust self-care regimen. In this solo episode, she opens up about her approach to biohacking for longevity, not to live to 180, but to stay as healthy as possible for whatever time she has. From the bike accident that uncovered serious spinal deterioration to the protocols that helped her press 600 pounds at Osteostrong, Barbara shares her personal journey with bone health, supplements, exercise, and mindset practices that keep her thriving. What’s in This Episode How a bike accident after a COVID booster uncovered undetected spinal deterioration and became a wake-up call The bone remodeling protocol that includes Reclast infusions and multiple home therapies Home biohacking tools: infrared sauna, light therapy, sound therapy, PEMF mat, BioMAT, and vibration plate Osteostrong treatment and how osteogenic loading helps Barbara press 600 pounds The Dave Asprey Biohacker Conference and ketamine-assisted neurofeedback experience Brain cognitive supplements and the unexpected improvement in remembering forgotten tasks Christian Depro's stem cell research and the three-part STEM Orgen protocol Digestion and nail health supplements, including beef organs Low dose naltrexone for joint pain and diclofenac sodium for back pain Exercise evolution: 3D movement with Ena Delmar, resiliency, gratitude, and the importance of laughter and purpose Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell (https://www.facebook.com/profile.php?id=61578680085414) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

12. 

    20 Jan 2026

    The Multi-Generational Family Business

    Only 10% of family businesses make it to the fifth generation. Rex Templeton's family beat those odds. In this episode, Barbara sits down with Rex, fifth-generation leader of Morris and Templeton Insurance, for an honest conversation about navigating family dynamics, maintaining core values across generations, and the difficult decision to sell a legacy business after more than 40 years of family ownership. Rex shares powerful stories about integrity, the evolution of communication styles between generations, and what it takes to keep a family business healthy while protecting family relationships. What’s in This Episode: Core values that transcend generations: honesty, hard work, and diligence The Mr. Mosley story and what it reveals about trust and integrity in business How communication styles change from generation to generation and why it matters Managing conflict resolution when family members work together The "eat what you kill" commission model and how it minimizes hierarchy conflicts Why Rex and his wife decided working together wasn't right for their marriage The importance of authentic community involvement without immediate business expectations Succession planning: why they were "10 or 12 years too late" and how they navigated the sale Interviewing 18 potential buyers and choosing culture fit over the highest offer Maintaining the Morris and Templeton name, team, and operations after the sale to Alchemy Insurers Advice for young entrepreneurs: protect the business entity like a family member and prioritize transparency Visit: Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member ⁠FINRA⁠ (https://www.finra.org/)/⁠SIPC⁠ (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

13. 

    6 Jan 2026

    The Adult Disabled Child at Home

    Parenting a child with special needs doesn't end at 18. It's a lifelong commitment that requires ongoing advocacy, financial planning, and emotional resilience. In this episode, Barbara sits down with her longtime friends and clients, Sue and Wendell, for an honest conversation about raising their son Matthew, who has Fragile X syndrome. They discuss the challenges of early diagnosis, the power of persistent advocacy, vocational training programs, and the complex financial and emotional realities of long-term planning for a child who will need support throughout his life. What’s in This Episode Understanding Fragile X syndrome and how it was diagnosed in Matthew at age three Why Sue left her career to become a full-time advocate and how that shaped Matthew's outcomes The role of vocational training programs and job coaching services How participating in research programs across the country contributes to advancing medical knowledge The financial impact of supporting an adult child with disabilities and planning for their future Why building community with other special needs families became the most rewarding aspect of their journey Visit Learn more about Barbara Treadwell's financial planning services at BarbaraTreadwell.com (http://barbaratreadwell.com) Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

14. 

    18 Dec 2025

    Raising Financially Fit Kids with The Large Family

    Teaching kids about money can feel overwhelming, but the Large family shows how natural the process can be when it becomes part of everyday life. In this episode, Barbara talks with Greg (https://www.linkedin.com/in/glarge/) and Abbe (https://www.linkedin.com/in/abbeflarge/) and their three children about the early lessons that helped them grow into thoughtful, responsible young adults. They share how budgeting, saving, values, and open communication shaped their understanding of money at every age. What’s in This Episode How Greg and Abbe introduced money concepts through everyday activities like counting change at the diner and paying bills at the counter Why they chose not to tie allowances to chores or grades, and how that shaped their children’s understanding of responsibility The family’s early use of savings accounts, bank visits, and ATM transactions as hands-on teaching tools How college allowances and shared transparency helped the twins learn budgeting, tracking expenses, and making thoughtful choices The seven money styles and how each child recognized their own tendencies The role of charitable giving in the family and how it became a meaningful part of their children’s bar and bat mitzvah experiences Greg and Abbe’s approach to teaching their kids how to think about money rather than what to think about it Visit Connect with Greg Large (https://www.linkedin.com/in/glarge/) on LinkedIn Connect with Abbe Large (https://www.linkedin.com/in/abbeflarge/) on LinkedIn Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

15. 

    10 Dec 2025

    Navigating Money, Values, and Long-Term Planning

    People often feel uncertain about financial planning until they understand how the pieces fit together. In this episode, Barbara shares her recent interview from Close Up Talk Radio with host Doug Llewelyn, where she breaks down the steps that help clients move from confusion to clarity. She talks through cash flow, asset coordination, retirement strategy, and the importance of honest, informed conversations. What’s in This Episode How life insurance premium financing works and why some clients use it The importance of cash flow evaluation and why many people do not know what they earn, spend, owe, or own Retirement planning lessons shaped by Barbara’s parents’ experience during market downturns in the 1970s How Barbara’s background in therapy informs empathy, communication, and behavioral financial advising Why legacy planning is about preparation, clarity, and easing the burden on loved ones Visit Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell Securities offered through Osaic Wealth, Inc. member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

16. 

    30 Oct 2025

    The Heart of Love & Money: Barbara Treadwell’s Story

    Welcome to the very first episode of Love & Money with Barbara Treadwell. In this opening conversation, Barbara shares her personal journey and the life experiences that inspired this podcast. As a financial advisor for more than forty years and a former therapist, Barbara has learned that every money story is really a love story. This episode sets the tone for what’s ahead with real stories, honest conversations, and heartfelt lessons about the connection between love, life, and money. What’s in This Episode The question from her coach that changed Barbara’s entire career path How love, loss, and communication became the foundation of Barbara’s work Barbara’s experience raising and losing her son, Terry, and what helped her heal The power of gratitude and resilience in navigating life’s hardest moments What it means to connect financial planning with the people we care about most A preview of upcoming topics like raising financially fit kids, family legacy, caregiving, and charitable giving Visit Learn more about Barbara Treadwell and future episodes at BarbaraTreadwell.com (http://barbaratreadwell.com) Follow on Instagram @LoveAndMoneyPodcast and on Facebook Love & Money with Barbara Treadwell

17. 

    29 Apr 2025

    Welcome to Love and Money with Barbara Treadwell

    In this trailer, Barbara Treadwell shares the story behind Love and Money, a podcast about the powerful connection between our finances and the people we love.

Podcast Authority Score: 7 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

15

Social presence

0

YouTube

0

Engagement

0