My guest for this episode is Prudence Zhu. She grew up in China, went to West Africa after graduation and worked in private equity, then moved to the US and got her MBA. She worked in corporate finance, got another master’s degree, and moved into fee-only financial planning. Like so many of us in this
She Hit Her Freedom Number — and Nothing Got Better Read More »
I am pleased to have Maggie Knowles as a guest for this episode. She is a daily money manager—a profession that may not be widely known but that serves an essential purpose. Maggie describes her work as, “I serve as the official hired person that normally might be the middle-aged daughter who makes sure that
Adult Children—Who’s Watching Your Parents’ Money? Read More »
This episode is another conversation with Rose Zealand, a financial planner and death doula who works with people facing the end of their lives, especially those who have received a terminal diagnosis at a relatively young age. Our focus this time is on the profound power of just being with a client, what Rose calls
Witnessing Heals More Than You Think Read More »
This episode is a conversation with a special guest, Rose Zealand, who is a lovely human being with a unique passion and way of helping clients. Her practice, through a firm called Golden Thread Collaborative in Colorado, combines financial planning with end of life care as a death doula. Rose works primarily with people in
The Labor of Dying Read More »
My guest for this episode is Dr. Megan Ford. In a previous conversation we talked briefly about her work with the Love and Money Center at the University of Georgia, and this time we focus on that program. The Love and Money Center, part of the College of Family and Consumer Sciences, is a leading-edge
Training for the Moment Money Gets Messy Read More »
