Sage Money Conversations with Barbara Norman CFP®

About Sage Money Conversations with Barbara Norman CFP®

The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more. Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.

Publisher

Barbara Norman, CFP®

Category

business · education

Language

en

Explicit

No

First episode

10 Nov 2021

Latest episode

18 Jan 2023

Latest episodes

59 episodes in the feed.

1. 

   18 Jan 2023

   Sensible Divorce Decisions with Carlie Berke

   Divorces are not only emotionally exhausting, they can be financially draining. Over the course of such a trying procedure, you need someone in your corner who can help you best hang on to your assets and money, and keep the process as quick and painless as possible. On this week’s show, Barbara interviews Carlie Berke, CDFA, CVA, who breaks down not only the valuable financial information you’ll need to know before getting divorced, but also, who you’ll need to consult at which stage of divorce proceedings, and the many case-by-case scenarios that she’s seen unfold in her long and accomplished career helping divorcees save their money. Carlie Berke is the Founder of Your Money Advocate and is a Certified Divorce Financial Analyst (“CDFA”) and a Certified Valuation Analyst (“CVA”). Ms. Berke has worked on over 250 marital dissolution cases that were predominantly settled through alternative dispute resolution, in addition to providing expert witness testimony. Her experience in the field of marital dissolution includes business and asset valuation, income and expense analyses, separate property tracings, executive compensation and related equity awards, commercial and residential real estate economic analyses. She also has a unique background related to dividing alternative investment assets in marital dissolutions. Ms. Berke brings over 35 years of experience in finance with extensive expertise in valuation, financial modeling and budgeting and distilling and presenting complex financial analyses. She has structured and raised over $3 billion of equity and debt securities in both the public and private markets including IPO’s, corporate bonds, secured debt, structured finance, preferred stock, Master Limited Partnerships and has advised on a number of mergers and acquisitions. She managed $1.3 billion of commercial real estate assets for pension funds, institutional funds, family offices, endowments and foundations. Ms. Berke was named Vice President of Finance of a multi-billion dollar publicly traded REIT. She is an alternative assets specialist such as private equity, venture capital, hedge funds and real estate partnerships to name the key types. Connect with Carlie: WEBSITE: https://yourmoneyadvocate.net/ LINKEDIN: https://www.linkedin.com/in/carlieheadapohl/%20 YOUTUBE: https://www.youtube.com/results?search_query=carlie+headapohl Connect with Barbara Norman: https://bit.ly/3TAQ3bf Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv Spotify: http://bit.ly/3hKc5ef Google Podcasts: http://bit.ly/3ECAFGW YouTube: http://bit.ly/3hLXPlj Stitcher: http://bit.ly/3g80p4y

2. 

   11 Jan 2023

   Wage Disparity and Contract Negotiations with Ann Chamberlin

   Whether you are negotiating a pay raise, moving to a new company, or re-entering the work force, this episode is a great resource. Our guest, Ann Chamberlin, is a leader in early-stage technology companies and a key executive for successful mergers and acquisitions. Over the course of her career Ann spent considerable time on both sides of the table in salary negotiations. She tells us how to position our value as employees, build trust with the employer, and develop a partnership attitude during the interview phase. She is a big believer in win-win scenarios and her techniques lead to happier outcomes for both employers and employees. Listen to this valuable episode of Sage Money Conversations, for tips on re-entering the workplace, and getting the most out of your contract negotiations. Here is what to expect on this week’s show: ● Tips for women who are negotiating re-entering the workforce. ● How and when to give push back during contract negotiations. ● Certifications and recruitment programs to look for when considering re-entering the workplace as a new mom. ● Ways that the wage gap between men and women has (and has not) changed over the years. ● Tips on how to carry yourself in a job interview. Connect with Ann: LINKEDIN: https://www.linkedin.com/in/annchamberlin/ TWITTER: https://twitter.com/AnnChamberlin3 Connect with Barbara Norman: https://bit.ly/3TAQ3bf Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv Spotify: http://bit.ly/3hKc5ef Google Podcasts: http://bit.ly/3ECAFGW YouTube: http://bit.ly/3hLXPlj Stitcher: http://bit.ly/3g80p4y

3. 

   4 Jan 2023

   Fixing Career Burnout with Colleen Hauk

   Burnout is real. Colleen Hauk, a bestselling author and professional speaker, tells us how to overcome the feelings of being overwhelmed and wanting to quit. She offers tips for communicating with your employer and spouse, and to prioritize life events so you can be your happiest and best self. Her goal is to teach you how to live “The And Life.” Colleen spent 15 years in the corporate world specializing in training and leading sales teams. Her leadership and personal development skills were honed when she experienced, first-hand, the negative effects of poor leadership and lack of self-care. She transformed the workplace culture from toxic to thriving and, after suffering her own breaking point, she altered her circumstances and developed successful methods to become a sustained, elite leader. Colleen is now a speaker, trainer and co-author of two books, including the bestseller, Women Who Ignite. She shows organizations and leaders how to take burned-out female executives and turn them into top-tier women leaders. Colleen has appeared in Forbes and delivered her keynotes and trainings to Fortune 500 companies and organizations such as Dell, Pfizer, Panasonic, Merck, New York Life, and US Foods. Listen to this information-packed episode of Sage Money Conversations about how to avoid burnout as a modern, professional woman. Here is what to expect on this week’s show: ●      How Colleen changed her life to bounce back from career burnout. ●      Know how to recognize career burnout and make changes. ●      Ways to effectively communicate your needs at home and in the workplace. Connect with Colleen: WEBSITE: https://colleenhauk.com/ LINKEDIN: https://www.linkedin.com/in/colleen-hauk/ TWITTER: https://twitter.com/colleen_hauk?lang=en INSTAGRAM: https://www.instagram.com/colleenhaukspeaker/?hl=en THE COST OF LEAVING YOUR CAREER CALCULATOR: https://interactives.americanprogress.org/childcarecosts/ TEXT “burnout” TO 33777 FOR A FREE DOWNLOAD OF COLLEEN’S “FIVE MISTAKES THAT ARE FLAMING YOUR BURNOUT” Connect with Barbara Norman: https://bit.ly/3TAQ3bf Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv Spotify: http://bit.ly/3hKc5ef Google Podcasts: http://bit.ly/3ECAFGW YouTube: http://bit.ly/3hLXPlj Stitcher: http://bit.ly/3g80p4y

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Apple Podcasts (US)

5.0 / 5

1 ratings

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