Money Tales
Latest Episodes
Abundance, with Jennifer Burnham-Grubbs
In this episode of Money Tales, our guest is Jennifer Burnham-Grubbs. When Jennifer was a student at Princeton, all of her friends talked about how they were opening bank accounts. Jennifer decided sh
Money With Mission, with Felecia Froe, MD
In this episode of Money Tales, our guest is Felecia Froe, MD. One day when Felecia was practicing medicine, she asked a patient about her profession. The patient responded that she was a real estate
Ping Ponging Money Conversations, with Greg Menefee
In this episode of Money Tales, our guest is Greg Menefee. When he was growing up, Gregs perception was that his family was just as well-off as any other. Greg was an avid skier and one year his dad
Epic Life, with Justin Breen
In this episode of Money Tales, our guest is Justin Breen. Justin started his first company with zero business background. As Justin tells us, at the time he didn't even know what an entrepreneur was.
A Book Can Change Your Life, with James Scruggs
In this episode of Money Tales, our guest is James Scruggs. As young adult, James thought stocks were the key to accumulating wealth and making a lot of money. He invested his first bonus in telecom s
My Passion Will Lead Me Somewhere, with Robyn Crane
In this episode of Money Tales, our guest is Robyn Crane. Robyn started her career as a singer-songwriter. At one point, she had worked really hard to set up a number of shows at some great venues. Ri
Choosing to be Happy, with Marguerite Lorenz
In this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 oth
Widowhood is Financial, with Kathi Balasek
In this episode of Money Tales, our guest is Kathi Balasek. Life can take unexpected turns and change in an instant. For Kathi, life went from wife to caregiver to widow when her husband was diagnosed
My Turtle Shell, with Samantha Varner
In this episode of Money Tales, our guest is Samantha Varner. Over the last 15 years or so, Sam has moved with her husband to three different countries. Each move came soon after the birth of a child.
I Needed to be Able to Save First, with Joi Jackson-Morgan
In this episode of Money Tales, our guest is Joi Jackson-Morgan. When Joi was eleven years old, she earned her first paycheck as a newspaper delivery person. She distinctly remembers it was for $40.72