Podcast Series: No Shame in this Money Game

October is Cyber Security Awareness Month and Jim Murphy, Rockland Trust’s Senior Vice President and Director of Enterprise Information Security, has some tips to help keep you, your money and your personal information safe on the internet. Technology advances everyday but so does our ability to learn and grow and use technology to our advantage. There’s something for everyone to learn in this podcast as we discuss Cyber Security tips that can help protect you and your loved ones.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Personal finance is well, personal, and not every situation fits your specific needs. That’s why we have compiled a “Greatest Tips” episode! From Lawyers to CPAs to Money Coaches and YouTubers, the No Shame in this Money Game podcast has hosted experts in a variety of fields to help break down some complicated money topics. Check out some of the “best of” moments and be sure to explore the library of No Shame in this Money Game podcasts to learn more about what interests you!

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Every family is unique and their financial needs for the future, and the future of the children, can differ. Many families set up trusts but if you have children with special needs or relatives who struggle with mental illness, a special needs trusts may be a good financial tool for you. In this episode of the No Shame in this Money Game podcast, Scott Scales and June Zito, both Relationship Managers at Rockland Trust’s Investment Management Group, talk about the when, how and why you would need a special needs trust in your family’s financial plan.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Have you ever thought it was time you got your side hustle on? You're not alone. It seems as though everyone these days has a side hustle and although the term may be new but the concept of creating a secondary stream of income has quite a long history. Elana Varon, author of "The Ultimate Side Hustle Book" sheds some light on the many ways you can use your time and talent to create your own unique side hustle, at any age.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Do you feel like you are behind the eight ball when it comes to your finances? You are not alone! During Financial Literacy Month, we want to inspire you to take positive steps to improve YOUR financial health and Yanely Espinal (a.k.a MissBeHelpful) wants to help!

Yanely has engaged more than 50,000 YouTube subscribers through her MissBeHelpful YouTube Channel and is dedicated to helping people make informed money choices. As the Director of Educational Outreach at Next Gen Personal Finance, Yanely is on a mission that just might be the inspiration you need to begin your own personal journey to financial health and wealth.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Love and Marriage may go together like a horse and carriage but when there are bumps in the road, hold on tight! Having some honest, transparent conversations about money with your partner before making major commitments is best but let’s face it – it’s a lot harder than it sounds. We all grow up with various beliefs and values when it comes to saving, sharing and spending money and those beliefs can be put to the test when you have to start making money decisions as a couple. Melissa Whish and Erica Ford of Four Winds Advisors LLC have seen it all when it comes to money disputes among couples and offer some tips and advice on how and when to navigate difficult conversations before they become too hard to handle.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

It's that time of the year again - tax time! If you get lost somewhere between your W-2 and K-9, this episode of Rockland Trust’s No Shame in this Money Game is for you. Certified Public Accountant, Steven Garran, takes the shame out of not knowing the latest tax laws and points us to facts and resources that make taxes feel more like a part of life and less like a life sentence. We hope you listen, learn and maybe even laugh a little. After all, life can be hard so we try to make learning, at least about money, fun!

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Happy New Year and welcome to Season Two of the No Shame in this Money Game podcast. The flip of the calendar can feel inspiring. If you traditionally make a New Year’s resolution, statistics tell us that it most likely involves a fitness or financial goal. Have you ever thought about combining the two? In Financially Fit in 2021, Shannon McLay, Founder and CEO of the Financial Gym, explains how maintaining your financial health is similar to maintaining your physical health. Listen to hear her share some tips on the small actions you can take in 2021 to become a more financially healthy YOU!

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Learning about money is an essential life skill. As adults, many of us were never taught about money in school and are shocked to discover that personal finance is STILL not a required course in the majority of schools. In this podcast, long time financial education advocate George "Scott" Guild schools us on how Massachusetts is inching toward a national goal of graduating financially capable students and points us toward free and fun online programming we can use to financially education our children at home. Talking about money with your children may be uncomfortable and a bit challenging but with a spoonful of sugar (like online arcade games and fantasy sports competitions) it might be a little more appetizing…for everyone!

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

People say if you want something done, ask a busy person. With historically low interest rates and many homeowners wanting to make improvements, mortgage lenders seem to fall in that category.

Fortunately, I had the opportunity to sit down with Joseph Lamberti, Vice President and General Sales Manager of Residential Lending at Rockland Trust. Joe uses real numbers to explain how taking advantage of low interest rates might benefit you as a homeowner or as someone looking to buy a home. With more than 20 years in the mortgage business, Joe has a lot of experience in this industry and admits that 2020 presents its own unique set of challenges and opportunities. Take a listen to learn the facts and figures of refinancing your home.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

September and the onset of the cool autumn breeze brings with it a sense of eagerness for a new schedule and a fresh start. If your fresh start involves paying a bit more attention to your finances, you might want to take a listen to this latest episode of the No Shame in this Money Game podcast.

Jacqueline Cooper, President/Executive Director for Financial Education Associates in Boston has spent more than 20 years changing people’s lives through financial education counseling, coaching and classes and the resources mentioned in the podcast could open up wealth building possibilities that may seem out of reach. But as a financial coach and counselor, Jackie knows that sometimes all you need is someone on the sidelines telling you how to throw the pass and what play to go to next. So huddle up because this coach just might give you the push you need to get in the game…the No Shame in this Money Game, that is!

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Imagine feeling in control of your finances? At a time when so many things seem out of control, and so many of us are struggling financially, this may seem like some far off dream. But Belinda Rosenblum, CPA, Money Strategist and President of OwnYourMoney.com says it’s possible. She believes that when you take responsibility for your physical money and unapologetically stand up for your own value and inner worth, that you can create more impact, more profit, and more freedom in your life.

In this episode of the No Shame in this Money Game, Rockland Trust’s Financial Educator and podcast host Julie Beckham invites you to listen in and take stock of your history and experience with money so that you can better understand the limiting beliefs that may be keeping you from making positive changes in your financial life.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

Choosing a college can be overwhelming. Choosing a college in the year 2020 is unprecedented. The growing number of Covid-19 cases has students uncertain about what their college experience may look like in the fall and families wondering what options exist if their child’s dream school doesn’t live up to current realities.

In this episode of the No Shame in this Money Game podcast, Rockland Trust’s Financial Education Officer Julie Beckham interviews Todd Weaver, Senior Vice President with Strategies For College, Inc. Todd breaks down how colleges and universities are responding to the pandemic, what students and families should expect come fall and how keeping goal oriented (yet flexible) can help families thrive through this difficult and uneasy time.

Todd is an Independent Educational Counselor who specializes in integrating the college selection process within cost management parameters for the families he works with. Since 1990, Strategies For College, Inc. has assisted more than 6,000 families – helping them seek and find admission to colleges and universities that match their student’s level of intellectual curiosity, interests and abilities. More information about Todd and Strategies for College, Inc. can be found at StrategiesforCollege.com.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

At Rockland Trust, each relationship matters and we recognize that your relationship with your money might need some love and attention right now.  In Episode 2 of the No Shame in this Money Game podcast, Rockland Trust’s Financial Education Officer Julie Beckham interviews Bonnie Loedel, First Vice President and Senior Fiduciary Officer for Rockland Trust’s Investment Management Group to talk about wills, trusts, assets and more.

Bonnie Loedel is a Relationship Manager on Cape Cod responsible for overseeing personal account relationships and helps clients meet their goals in the areas of wealth management and financial planning. Bonnie has been with Rockland Trust since 2017 and has worked in the financial services industry since 2002. Prior to working at Rockland Trust, she was Vice President and Chief Fiduciary Officer at Cape Cod Five Trust & Asset Management group, and is a former Trust and Estate attorney. Bonnie is a member of the Estate Planning Council of Cape Cod, the Massachusetts Bar Association, and is on the Board of the Duffy Health Center.

IMG manages over $4 billion in assets for individuals, families, and institutions and provides comprehensive wealth management services ranging from investment management and financial planning to estate planning, insurance analysis and more. They take a personal approach to wealth management in order to fully understand where you are now, where you want to go, and what you will need to get there. For more information on estate planning please see visit our wealth and investments resources page here.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.

At Rockland Trust, each relationship matters and we recognize that your relationship with your money might need some love and attention right now. The first episode of the No Shame in this Money Game podcast makes some sense of these challenging economic times and leaves you with the know-how and tools to seek answers to a few of the personal finance questions, regarding your investments, that may be keeping you up at night.

Rockland Trust’s Financial Education Officer Julie Beckham interviews David Smith, Managing Director & Chief Investment Officer for Rockland Trust’s Investment Management Group. Dave oversees and manages IMG which provides comprehensive wealth management services ranging from investment management and financial planning to estate planning, insurance analysis and more. In his role, Dave is involved in performing research and setting investment policy, as well as managing client portfolios. He is a Chartered Financial Analyst (CFA) and has been with Rockland Trust for 16 years. IMG manages over $4 billion in assets for individuals, families, and institutions. They take a personal approach to wealth management in order to fully understand where you are now, where you want to go, and what you will need to get there.

We are happy to have Dave help us better understand the investment landscape in the world of COVID-19 – the effects it’s had on our market and global economy, the changes that have come to bear to support individuals and businesses, and what we should consider doing now with regard to our finances. Most recently, Dave and his team have authored weekly updates for their clients breaking down the current situation, its ongoing changes, and how to keep calm and stay the course. These articles can be found here.

Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com