109. Leading Organizations & People

Podcast, women in leadership

Stephanie M. Pierce is the CEO of Dreyfus, Mellon & Exchange-Traded Funds at BNY Mellon Investment Management. In this role, she has responsibility for the development of the firm’s sponsored ETF offering as well as the index and money markets businesses. Stephanie is an entrepreneurial investment management veteran with extensive leadership experience driving strategic change and commercial innovation across investment management companies.

Prior to joining BNY Mellon in 2018, Stephanie served as Executive Vice President, Investment Product Group at Fidelity Investments, where she led product strategy for Fidelity’s $2 trillion asset management business.

Stephanie, who resides in Boston with her husband and daughter, has a BA in International Relations from Stanford University and holds the Series 24, 7 and 3 certifications. She is a member of the Leadership Board at Beth Israel Deaconess Medical Center, a member of the Board of Advisors for the Boston Ballet, a member of the Advisory Board of the Journal of Portfolio Management, a member of the Speakers’ Bureau of Women in ETFs and a Trustee for the US Ski and Snowboard Foundation Board.

First-time CEO, Stephanie Pierce joins The 411k to share the story of her non-linear career path, lessons from 30+ years in the finance industry, and advice to young professionals on what it means to be a leader today.

108. Money & Divorce

Podcast, Relationships

Tracy Coenen is known as a no-nonsense forensic accountant who delivers the “real deal” to her clients. After years of watching those who couldn’t justify the cost of a forensic accountant lose thousands of dollars in their divorces, Tracy knew she had to create a solution. That’s why she put her heart into creating the Divorce Money Guide. Tracy works as a forensic accountant through her firm, Sequence Inc. Forensic Accounting. She has been doing fraud investigations for more than 25 years, and is a CPA (Certified Public Accountant), CFF (Certified in Financial Forensics), and MAFF (Master Analyst in Financial Forensics).

Tracy joins the 411k to talk about financial infidelity and to empower our listeners to take control of their financial future when it comes to divorce. By sharing critical investigation tips, Tracy gives her clients the power to negotiate for more assets.

107. Wedding Planning Q&A

Podcast, Weddings

Joe Rogers, founder of Contagious Events, is back on the podcast to answer audience questions about wedding planning – how to talk about money with your partner or family, how to identify priorities for the day, and how to identify the budget for your wedding. After over a decade of working with couples and navigating the ins and outs of wedding planning, Joe has noticed some things about the wedding industry that aren’t all flowers and lace and he is determined to improve the experience for couples. In this episode, he shares real examples to help you know what to expect as your navigate weddings, budgets and taboo conversations as part of the planning process. As a bonus, he also shares where couples tend to get the most sticker shock as well as what has changed in the industry post-pandemic.

106. Sticky Floors

money mindsets, Podcast

Erica Rooney is a Keynote Speaker, Executive Coach & Consultant, host of the Podcast, From Now to Next, and a Chief People Officer. With 10 years of experience in HR leading organizations in gender equality crusades, & coaching Executive Women, Erica has created a framework that empowers women to get seen, get heard, and get promoted by breaking free from the sticky floors that hold us back from busting through the glass ceiling.

Sticky floors are the limiting beliefs that hold you back from busting through the glass ceiling. They show up in the form of perfectionism, imposter syndrome, or the fear of judgment/failure, etc. Erica Rooney walks us through her framework for how to shift our mindset to get unstuck, get promoted and get paid.

NAME IT. QUESTION IT. SHIFT IT.

104. Baby Funds & Fertility Costs

Podcast, Relationships

Eryn Schultz, founder of Her Personal Finance, became passionate about helping Americans achieve their financial goals while working on her MBA. Eryn started Her Personal Finance to help other high-earning women take charge of their financial futures.

Eryn joins The 411k to talk about the costs of getting pregnant and fertility treatments. As a warning to our listeners, we will also reference the struggles to get pregnant, including infertility and miscarriages, which come with their own emotional costs.

Take Aways from the Episode:

HAVE A BABY FUND (Start building a sinking fund of $20k-$30k to use for surprise costs)

UNDERSTAND YOUR BENEFITS (Picking the right health plan can save you money. But also check to see what company benefits you are eligible for to cover the costs)

103. Stock Market Check In

money mindsets, Podcast

Liz Young is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. She is a CFA Charterholder, and member of the CFA Institute and CFA Society of New York. Liz is also the host of The Important Part: Investing With Liz Young, a podcast from SoFi, which takes listeners through today’s top-of-mind themes in investing and breaks them down into digestible and actionable pieces.

Liz joins The 411k to talk about the current state of the market given inflation, Fed rate changes, and a looming recession. She also talks about the importance of taking healthy risks when it comes to investing because often, the best way to learn is to try, fail, and try again.

Here are some of the statistics we shared in this episode:

28% of women feel confident about investing some of their money

74% of retail investors say they would likely invest more if they had more opportunities to learn about investing

40% of non-investors chose not to invest because they did not know how to do so or found it too confusing

50% of women believe investing is a high-risk endeavor

Women in the U.S. believe they need $6,000 of disposable income each month or $72,000 per year before they can begin investing.

102. Buying Freedom with Frugality

money mindsets, Podcast

Vicki Robin is a social innovator, writer and speaker. She is coauthor of the international best-seller, Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence. It was an instant NY Times best seller in 1992 and steadily appeared on the Business Week Best Seller list from 1992-1997. The New York Times called her the “prophet of consumption down-sizers.” Vicki has lectured widely and appeared on hundreds of radio and television shows, including The Oprah Winfrey Show, Good Morning America, NPR’s “Weekend Edition” and “Morning Edition” and now The 411k!

Vicki joins Katie and Katherine to share timeless money lessons! This episode covers the importance of values-based living and how building connections within your community is a money lesson worth investing in.

101. Housing Market Check In

Podcast, real estate

Dori Brewster is a Realtor at Lamacchia Realty. She helps those of us in Massachusetts navigate the real estate market.

Being a life-long resident of Somerville, MA, Dori observed how rapidly the city was changing and it sparked her interest in the real estate industry.

Dori has over 20 years of sales and customer service experience. In that time, she developed the ability to build rapport with ease while making it a point to truly understand the client’s needs in order to best serve them. Her main focus has always been the people, not the pay, which is what makes real estate the best career for her.

As a real estate agent, Dori’s goal is to be known as the agent who not only sells the most homes but as the agent who cares most about her client’s needs. She will help her clients reach their goals by educating them on both the conditions of the current market and how these conditions can help them to achieve their desired outcomes. Whether it be advising a seller on how to price their home competitively or offering tips to buyers on how to be flexible enough in their terms to stay competitive, Dori aims to be the most informative, compassionate, and determined resource possible!

100. Reclaiming Confidence with Nicole Kalil

career development, Podcast

Nicole Kalil is a confidence sherpa, an in-demand speaker, leadership strategist, respected coach, and host of the “This Is Woman’s Work” Podcast. A fugitive of the C-suite at a Fortune 100 company, she has coached hundreds of women in business, which has given her insight as to what – structurally, systemically and socially – is and isn’t serving women and leaders within an organization.

Nicole joins The 411k to discuss her new book “Validation is for Parking” which is all about confidence! We really enjoyed this shame-free discussion about confidence – what it is, what it isn’t, and how to build it – and we hope you will to.

099. A Year in Review

Podcast

Another one bites the dust! Katie and Katherine discuss the life events and big financial moves that we’ve made over the last year. As a reminder, we are not know-it-all experts. We are living and learning as we go. In this episode, we share some successes, some strange turns, and a few mistakes that got us through this year.

097. Transgender Emergency Fund

Changing the System, Podcast

Trans Awareness Week (November 13 – 19) is a time for transgender and gender nonconforming individuals and their allies to take action by advocacting around the issues of prejudice, discrimination, and violence that transgender individuals face. Transgender Day of Remembrance occurs November 20, when trans advocates raise awareness of the transgender community through education and advocacy activities.

Since 2008, the Transgender Emergency Fund (TEF) of Massachusetts has been providing critical assistance to low-income transgender people in MA. Once a beneficiary, Chastity Bowick now serves as the Director of the TEF.

Chastity joins Katherine and Katie to share her story and teaches us how to be better allies to the LGBTQ+ community.

096. Changing Money Mindsets

money mindsets, Podcast

Paco de Leon, founder of the Hell Yeah Group, joins The 411k to talk about her new book Finance for the People. In this episode, we talk with Paco about what it means to have financial dignity and also how to shift our money mindsets. Paco describes her continuous process of “falling down the stairs,” or surrendering to herself, in order to overcome a scarcity mindset and feel safe in the world today.

093. Strategic Inaction

career development, Podcast

Hustle culture… Gig economy… Quiet quitting… the Great Resignation… Burnout… These are phrases we are seeing more and more in the news so we brought in an expert to talk through what this really means. Jinny Uppal has 20+ years of experience driving transformational growth by challenging existing norms in business. She joins The 411k to talk about how to manage the professional world without compromising your wellness. Specifically, Jinny teaches us about strategic inaction.

092. First Hustle Then Brunch

Entrepreneurship, Podcast

Jazzy Thatch, founder of First Hustle Then Brunch, joins The 411k to talk about side hustles. We have a lot of questions about hustle culture including where to start and how to balance it all. Jazzy has tried a lot of different jobs so she shares from personal experience what works and what doesn’t.

091. Smart Money Mamas

Podcast

Chelsea Brennan, the founder of Smart Money Mamas, is an ex-hedge fund manager turned financial educator. She joins The 411k to talk about money – specifically how to talk about money with kids.

Kids are always watching! Even without talking about money, they pick up money habits from those around them – especially parents. Chelsea and Katherine share how their money mindset changed when they had children and how their perspectives have shifted as their families has grown.

Whether you are a mom or hope to one day start a family, you won’t want to miss out on these healthy money habits!

090. Money & Happiness

money mindsets, Podcast

We talk a lot on the show about how emotional money can be and we hear a lot about money shame, guilt, and grief. But today we want to talk about happiness! Melissa Leong, author of Happy Go Money, joins The 411k to talk about how happiness and money are intertwined.

Melissa challenges Katie, Katherine and the audience to answer two questions…

(1) On a scale of 1 to 10, how happy are you right now? (10 being the happiest)

(2) How much money would you need to become a 10?

Tune in to hear what research shows about these questions!

089. Retirement Planning 101

Podcast, WTF is

Manisha Thakor, founder of MoneyZen, joins The 411k to change your financial life – because that’s what happens when you prioritize retirement planning in your twenties and thirties!

For those of us in our twenties and thirties now, we are the first generation that statistically speaking will likely spend more years in retirement than we did in the workforce. So it’s time we start preparing for our Golden Years! Manisha walks us through the retirement basics and encourages all of us to take control of the one thing we can control – when we start investing! How about now?

088. Talking Money with Jason Tartick

Podcast

Jason Tartick joins The 411k to share some money stories that are featured in his new book, The Restart Roadmap. You may know Jason from his time on The Bachelorette, but he also has a successful career starting in corporate banking and building as an entreprenuer. Now is a good time to reset, restart and talk money!

Interested in more from Jason? Check out our 411k bookclub for more information on his book, The Restart Roadmap.

087. Building Budgets

Podcast, WTF is

Allison Baggerly, founder of Inspired Budget, joins The 411k to share her money story. After an unexpected pregnancy, Allison and her husband decided it was time to get their finances in order. They learned how to budget and came up with a plan to become debt-free. Now, Allison helps women get their finances in order with classes and printables through Inspired Budget. She will help you make a budget that fits your lifestyle.

082. Wallet Activism with Tanja Hester

Podcast, WTF is

Tanja Hester joins The 411k to discuss her new book Wallet Activism which teaches all of us how to be more intentional with our money. Wallet Activism, sometimes referred to as “vote with your dollars,” touches on all the different ways that we can align our money with our values – how to identify the Good Guys vs. the Bad Guys when it comes to spending. But also how we donate our money and even where we invest or bank it.