“Money seems to be that final taboo topic out there… You don’t really have to talk about dollars and cents, but you have to talk about money.”
— Cammie Doder
Does talking about money make you feel a little uncomfortable, ashamed, or confused? You’re not alone. Money can be one of the most difficult and emotional topics… but it shouldn’t be that way.
We ALL need to be better at understanding and talking about money!
Aspiriant is a wealth management firm that provides a client experience based on care, clarity, and continuity. In this episode, I speak with its Chief Client Officer Sandi Bragar and Chief Marketing Officer Cammie Doder.
These women not only empower their clients with the knowledge they need to make informed financial decisions, they also share it through their podcast, Money Tale$, which gives voice to this taboo through the telling of personal stories.
You’d better believe that I’m a listener!
Episode by episode, Sandi and Cammie fulfil their mission to help their listeners understand what’s going on — not only with their bank balances, but with their money mindsets. In this conversation, we dig deep into why it’s SO important to understand your finances, both business and personal, and how to redefine your relationship with money for the better!
In this episode, you’ll discover:
About Sandi Bragar & Cammie Doder: Aspiriant is a forward-thinking wealth management firm. Chief Client Officer Sandi Bragar and Chief Marketing Officer Cammie Doder are passionate about empowering cclients by helping them navigate the murky waters of the industry and make informed decisions about their financial lives.
01:43 Meet Cammie Doder & Sandi Bragar
03:14 Client relationships with money
05:16 Talk about money
06:39 Money & shame
09:23 Redefine your relationship
10:50 Build your team
12:51 Don’t check out of your finances
15:39 Always be learning
17:31 Never Split the Difference
Sandi Bragar & Cammie Doder
Never Split the Difference: Negotiating As If Your Life Depended On It by Chris Voss and Tahl Raz
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5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap
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