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  • A Mother’s Memory: The Pain That Sparked a Mental Health Startup

    A Mother’s Memory: The Pain That Sparked a Mental Health Startup
    2025/06/06
    After losing his mom shortly after college, Drew Barvir set out on a journey to understand the complex connection between money, mental health, and meaning. In this episode, he opens up about how childhood arguments over finances shaped his earliest beliefs, how grief became a turning point, and why he built Sonar — a tech platform bringing accessible emotional support to students across the country. It’s a deeply personal story of loss, resilience, and reimagining what it means to feel financially and emotionally secure.
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    19 分
  • From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope [Archive]

    From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope [Archive]
    2025/05/15
    Meet Alejandra Lozano, a dedicated Financial Wellbeing Coach for Operation HOPE, located inside Wells Fargo’s HOPE Inside center in South LA. With over seven years of experience in the finance industry, Alejandra is passionate about uplifting Black and Brown communities and empowering their financial journeys. Alejandra shares how her childhood experience with "la caja de los zapatos" (the shoe box) reflects the sentiment that many communities in the U.S. feel about financial institutions. She also shares some of the most powerful stories of transformation that Operation HOPE was able to provide.
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    20 分
  • Solving the climate puzzle with clean energy, blockchain and bold ideas

    Solving the climate puzzle with clean energy, blockchain and bold ideas
    2025/04/16
    What happens when blockchain meets clean energy? In this episode of Money Memories, we explore the intersection of climate tech and Web3 with Adam Silver, founder of VC-backed startup Plural. Learn how decentralized technology can help modernize the power grid, support the energy transition, and drive impact at scale. Whether you are a climate enthusiast, crypto-curious, or love founder stories, this episode will spark new ideas about the future of energy.
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    19 分
  • A Student Loan "Sherpa" Breaks Down What Borrowers Need to Know

    A Student Loan "Sherpa" Breaks Down What Borrowers Need to Know
    2025/03/25
    Student loan expert Michael Lux—featured in The Wall Street Journal—has spent years helping borrowers navigate the complexities of repayment and policy changes as the founder of The Student Loan Sherpa. In this episode of Money Memories, we break down the latest in student loans: key policy shifts, smart repayment strategies, and what borrowers need to know now. Want more expert insights? Subscribe to my newsletter for the latest in financial wellness, and exclusive podcast content! Visit https://bearandthebull.beehiiv.com/
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    23 分
  • From Nigeria to Wall Street: A Journey of Resilience and Financial Freedom

    From Nigeria to Wall Street: A Journey of Resilience and Financial Freedom
    2025/03/12
    We’re joined by Ehis Akhetuamhen, host and creator of Unmuted Moments, a podcast about finding your voice in work and life. He shares his remarkable journey from growing up in a one-bedroom apartment in Nigeria to building a career in finance in the U.S. After losing his father at 13, he learned that financial success isn’t just about hard work—it’s about where you work. We talk about career choices, financial resilience, and why speaking up is just as important as skill. Plus, how a mailman’s unexpected favor helped change the course of his life.
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    16 分
  • How Even $5 Can Change Your Financial Future

    How Even $5 Can Change Your Financial Future
    2025/02/26
    Many of us grew up with a scarcity mindset around money. Tim Flacke, co-founder of Commonwealth, explores how that mindset develops, why savings matter beyond just dollars and cents, and how his organization is working to change financial systems for the better.
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    22 分
  • Generational Wisdom: Financial Lessons from My Grandmother

    Generational Wisdom: Financial Lessons from My Grandmother
    2025/01/30
    Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.
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    16 分
  • Why Investing in Yourself is the Best Financial Decision

    Why Investing in Yourself is the Best Financial Decision
    2025/01/15
    Ximena Aleman, CEO and co-founder of Prometeo, shares her incredible journey from growing up in Montevideo, Uruguay, to leading a fintech infrastructure company in Latin America. She discusses the financial challenges of her childhood, and how she navigated a transition from a career in journalism to tech. Ximena provides insights into Prometeo's work in revolutionizing financial services through open banking and API technology, and elaborates on the importance of financial inclusion in LATAM markets. She also touches on the future of fintech innovation and the impact of education and emotional skills.
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    26 分