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Podcast Series: No Shame in this Money Game

 
 

Episode 5 - Huddle Up with a Financial Coach!

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.


Episode 4 - Owning Your Own Money

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.


Episode 3 - College Decisions During the Covid-19 Crisis

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.


Episode 2 - Lawyers and Trusts and Wills, OH MY!

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.


Episode 1 - Your Investments: To look or not to look, that is the question!

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

 



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