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Money Tales
Aspiriant
263 episodes
3 days ago
In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us.
Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters.
Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.
Show more...
Investing
Business,
Careers,
Entrepreneurship
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All content for Money Tales is the property of Aspiriant and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us.
Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters.
Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.
Show more...
Investing
Business,
Careers,
Entrepreneurship
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/70/5f/0f/705f0f96-836c-3bd8-6591-a23c6cc4e46e/mza_16241468677258965502.jpg/600x600bb.jpg
Lessons in Legacy, with Thomasina Williams
Money Tales
34 minutes 15 seconds
1 month ago
Lessons in Legacy, with Thomasina Williams
In this episode of Money Tales, our guest is Tomasina Williams. From watching the Voting Rights Act debated on TV as a five-year-old in the segregated South, to becoming the first Black girl to integrate her school, Thomasina Williams’ life has been shaped by powerful lessons about courage, opportunity, and money. In this episode, Thomasina shares how financial choices can be deeply connected to love, sacrifice and legacy.
Thomasina Willliams serves as a strategic thought partner, coach and consultant to financially successful families. She helps her clients do what their wealth alone cannot do: have difficult conversations, manage relationship tensions and navigate generational transitions.
As the first in-house “Family Dynamics Consultant” at one of the nation’s largest private banks, Thomasina guided ultra-high net worth families through the emotional undercurrents of generational transitions. One client described her as their “high beams lighting the pathway” through unfamiliar and uncomfortable territory. Thomasina’s work at the bank also included training wealth advisors to better understand family systems, so they could be even more valuable resources for their ultra-high net worth clients navigating family challenges.
Thomasina is a third-generation member of a family that lost its wealth during her parents’ generation. Learning about the shirtsleeves-to-shirtsleeves-in-three-generations proverb ignited her personal passion to course-correct for her own family and her professional mission to help other families avoid that fate.
Thomasina is the founder of Sankofa Legacy Advisors and convener of The FEW: Family Enterprise Women™, an emergent community for women in business-owning families.
Prior to her work with families, Thomasina was a nationally recognized philanthropy strategist at one of the largest private foundations in the country. Her first career was as an award-winning attorney.
During the time that one of her younger brothers was a member of her law firm, Thomasina gained personal experience with the complexities of working with family. That lived experience continues today in her role as the manager of her family’s small real estate development company.
Thomasina serves on the boards of the Purposeful Planning Institute, a community of multi-disciplinary professionals who work with financially successful families, and SIY Global, whose pioneering emotional intelligence trainings originated inside of Google.
Money Tales
In American society, money is a taboo topic. By not talking with loved ones and friends about money, we miss opportunities to sort through the noise and learn the vocabulary and skills we need to effectively understand, evaluate and financially plan for what’s most important to us.
Money Tale$ gives a voice to this uncomfortable topic. Co-hosts Sandi Bragar and Cammie Doder bring more than 35 years of combined professional experience in personal finance to each episode to demystify money and demonstrate what it’s like to speak openly about personal financial matters.
Join us for interviews with modern day movers and shakers who share how money decisions intertwine with their daily lives and the wisdom they gained from those experiences.