Discover How to Shatter Money Taboos 

A podcast series aimed at helping all of us talk more openly about money.

Money silence has a crippling effort on our society as evidenced by:

  • 80% of spouses admitting to hiding purchases from each other
  • 70% of families failing to pass down wealth successfully due to their discomfort talking about finances
  • 50% of first marriages ending in divorce with financial conflict often cited as a leading cause
  • 70% of women failing to negotiate their salaries and in effect contributing to the wage gap
  • 69% of parents feeling more comfortable talking about sex with their teens than investing

KBK Wealth Connection is dedicated to shattering money taboos. Whether it’s engaging in a wealth conversation with your partner, your parents, your kids or your boss, this podcast series can help.

Each 20-minute audio interview, hosted by wealth psychology expert and author Kathleen Burns Kingsbury, features a special guest and a money myth that the guest wants to bust wide open. Listen on your commute to and from work, while exercising in the gym, or in the comfort of your own home. Together we can end money silence.

Recent Episodes

Myth: You should always financially take care of your family.

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financially take care of family

Rianka R. Dorsainvil, CFP®, Founder and President, Your Greatest Contribution (YGC)

When do you, or should you, stop taking care of your family financially and does this myth affect women and wealth more than men? The idea that you should let your family deal with the consequences of their financial choices may be harder for women to handle than men. In today’s episode, Kathleen and Rianka explore this money mindset and how it negatively affects having financially responsible family members.

Rianka R. Dorsainvil, CFP® is the Founder and President of Your Greatest Contribution (YGC), a virtual fee-only comprehensive financial planning firm dedicated to serving professionals in their 20’s, 30’s and 40’s. A strong advocate for young professionals, she served as 2016 National President of Financial Planning Association’s NexGen community, and currently sits on CNBC’s Financial Advisors Council. Rianka has been recognized by Investment News 2015 list of top “40 Under 40” financial services professionals, and in Wealth Management and Financial Advisor Magazine’s 2016 list of top 10 CFP holders in the country. For more information, visit Rianka’s website at www.ygcplanning.com.

Twitter: @Rianka_D  and  @YGCPlanning
LinkedIn: https://www.linkedin.com/in/riankad
Facebook: https://www.facebook.com/YGCPlanning/
 
Special Offer: Breaking Money Silence™ listeners will receive a free e-book, Five Steps to Keep More Money in Your Pocket, when you visit the Your Greatest Contribution home page and click on the DOWNLOAD NOW button.

Myth: Money is the root of all evil.

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financial mentality money root of all evil

Megan McAvoy, President of Aspire to Retire Rich

How many times have you heard that money is the root of all evil? Actually, the true phrase is “for the love of money is a root of all kinds of evil.” Quite a different meaning, isn’t it? Listen to Megan and Kathleen discuss how believing that money is the root of all evil affects your financial health and how you can change that mindset by shifting your understanding that there is nothing wrong with money or the possession of money. It is only when money begins to control us that the trouble starts.

Megan McAvoy inspires and impacts successful women in business to achieve personal wellbeing, business freedom, and financial security so that they may have everlasting fulfillment. She is the President of Aspire to Retire Rich and believes that there has never been a better time for women to understand their relationship to wealth. For more information visit her new site: www.aspiretoretirerich.com or e-mail her at megan@meganmcavoy.com 

Twitter: @Megan_McAvoy
LinkedIn: https://www.linkedin.com/in/megmcavoy

Special Offer for Breaking Money Silence Podcast Listeners:
Sign up for Megan’s e-mail list and receive a free, 5-Day Women’s Wealth & Wellbeing Master Class.

Also check out the Aspire to Retire Rich Facebook group community at https://www.facebook.com/aspiretoretirerich/ and interact with Megan regularly.

Myth: Aging parents communicate with you about money.

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Aging parents communicate about money

Kelly Pelissier, Creative Director and owner of Sage Hill Design

Does talking to your parents about money make you feel like a child? As our parents age, we may find ourselves in the position of parent in many aspects. Kelly and Kathleen delve into this money myth in today’s episode. Listen and learn how to approach your parents for this difficult conversation.

Key take aways include:

  1. Starting the conversation with loving intent.
  2. Acknowledging your parents’ difficult feelings about the topic.
  3. Introducing the idea and then letting them set up a time later on to discuss the topic in more detail.
  4. Know that it is a journey not a one time conversation.
  5. Give your parents control over what financial information to share and when.
  6. Know that breaking money silence with your aging parents allows you to learn more about your family history and more about them as people, not just parents.

Kelly Pelissier – Having more than 15 years in the creative industry, Kelly decided to put the long commutes behind her and begin her own firm, Sage Hill Design in 2008. Her prior experience as both Art Director and Adjunct Design Professor have given her advantages in both corporate and educational realms. Her irrational fear of boredom and sense of global responsibility have led her to start a small organic farm with her husband. 

Kelly has worked with KBK Wealth Connection since its inception and continues to be an important part of the team.

Special Offer: For Breaking Money Silence(TM) podcast listeners:  Complimentary 30 minute consultation with Kelly to discuss your branding and creative needs. Just mention that you hear about Sage Hill Design from this broadcast.

For more information:

Website:  http://www.sagehilldesign.net 
LinkedIn: https://www.linkedin.com/in/kelly-pelissier-049b336 
Facebook: https://www.facebook.com/pages/Sage-Hill-Design 

Myth: With enough money, life will be perfect.

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With enough money life will be perfect

Nancy Nelson, CFP®, Owner Beyond Enough

Do you ever think that once you have enough money, you will have more time, energy, and no more problems? It’s not that simple! The myth, with enough money – life will be perfect, can be a great motivator but may lead to a letdown if you don’t have a clear idea about how retirement will look for you. Listen to Kathleen and Nancy talk about how resources are limited and we still have to make choices. Retirement takes work!

Nancy C. Nelson, CFP®, is the owner of Beyond Enough, a firm that helps boomers transition to a fulfilling retirement. Previously, Nancy was a fee-only planner for more than 30 years. In 2012, she sold her practice and started her encore career where she mentors fellow retirees, and their advisors, on how to ease the transition from meaningful work to a meaningful retirement. She shares her insights by speaking to professional groups and working one-on-one with clients. You can find more information at her website: www.beyondenough.org

Twitter: @BeyondEnough
Facebook: https://www.facebook.com/beyondenough.org/
LinkedIn: https://www.linkedin.com/in/nancy-c-nelson-cfp

Myth: Family finances should be managed and controlled by one person.

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family finances

Elaine King Family Business Advisor™ and a Certified Financial Planner®

Should family finances handled or controlled by only one person in the family? Elaine and Kathleen delve into this myth and examine how getting the entire family involved in financial discussions and decisions can actually strengthen the family. It also will prepare and educate kids to be able to make responsible financial decisions as they leave home and start their own careers. Their advice is to not give up, it may not always be easy but it can be very rewarding.

Special Offers: Elaine offers Breaking Money Silence™ podcast listeners a free download of Chapter One of her book, Family & Money Matters. Visit her web site Family and Money Matters here to download the chapter.

She is also offering 40% off a financial plan to our listeners through December 31, 2016. When you schedule a consultation with Elaine here, please add KBK to the Comments.

Elaine King is a Family Business Advisor™ and a Certified Financial Planner™. Elaine is considered an expert in international family financial planning and ambassador for the CFP Board of Standards. Founder and president of Family and Money Matters™ whose mission is to empower the family’s human and financial capital to achieve financial well-being together.

Elaine is the author of the international bestselling book “La Familia y El Dinero Hecho Facil” winner of Best Latino Award (Penguin Random House 2013). She also wrote the first book in Latin America to teach children about the value of planning; “Saltarin y las cuatro palabras clave para una familia unida” (Santillana 2014).

Twitter: elainekingfp
LinkedIn: Elaine King, MBA, CFP®
Facebook: Elaine King FP
YouTube: Elaine King Fuentes

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