captivate_podcast

Spencer Sherman is a financial advisor and the Founder and former CEO of Abacus, a values- driven financial planning firm in Northern California. He’s known for his mindfulness-based approach to money. He’s the author of The Cure for Money Madness , and he’s a proponent of this idea that our formal training and expertise in …

Elizabeth Ralph is a wealth strategist and intuitive investor who retired at the age of 39 to help others reach financial freedom in non-traditional ways. She was a financial executive and an energy trader until in 2012 she had an epiphany while feeding Cheetos to a kangaroo on a beach in Australia. She realized her …

Ann Garcia is a certified financial planner (CFP) who’s helped thousands of families save millions of dollars on college. As a partner and independent progressive advisor, she’s known as ‘The College Financial Lady.’ Ann has been featured in The New York Times , Washington Journal, Money, U.S. News & World Report, and countless other publications …

Julia Keller is a Pulitzer Prize-winning journalist, novelist and teacher. She has a PhD in English Literature from Ohio State University and has taught at Princeton, the University of Chicago and Notre Dame. She was the chief book critic and staff writer at The Chicago Tribune for many years before she stopped journalism and started …

Abby Davisson has dedicated her career to helping other people achieve their goals, first as a social innovation leader, and now as an author and entrepreneur whose work has been featured in Fortune, Financial Times, Harvard Business Review, and Fast Company , among others. Abby co-authored the book, Money & Love: An Intelligent Roadmap for …

Manisha Thakor has worked in financial services for over thirty years, with an emphasis on women’s economic empowerment and financial well-being. She is the author of MoneyZen: The Secret to Finding Your “Enough,” and has been featured everywhere including The Wall Street Journal, The New York Times, NPR, PBS, CNN, CNBC, Real Simple & Women’s …

Sandy Lamb is an executive coach, keynote speaker, and TedX speaker coach. She did the corporate gig and saw executive coaching and leadership development as the perfect way to use her skills, help other people excel, and balance work with family and wellness. Sandy helps executives build a culture of belonging and respect by focusing …

Kim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She’s the best-selling author of Money Secrets: Keys to Smart Investing, and her mission is to give …

Barbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies and writes for many popular online media …