Money Tales

How do you prepare for the financial, emotional and logistical realities of caring for a loved one? In this episode of Money Tales, Lindsay Jurist-Rosner shares how nearly three decades of helping care for her mother after an MS diagnosis revealed just how unprepared most families are for the challenges of long-term care. From navigating healthcare systems and managing complex decisions to coping with caregiver stress and financial strain, Lindsay’s experience inspired her to found Wellthy, a platform designed to help families coordinate care and reduce the overwhelming burden that often accompanies caregiving. This conversation offers valuable insights for anyone supporting aging parents, caring for a family member with a chronic illness or planning for the future costs and responsibilities of care. About Lindsay Jurist-Rosner: Transforming Family Caregiving Through Innovation Lindsay Jurist-Rosner is the co-founder and CEO of Wellthy – a market-leading care concierge company that is revolutionizing the way families care for their loved ones and themselves. Wellthy combines digital innovation and human expertise so that family caregivers have the support they need to navigate any care situation throughout all life stages – ensuring that families can spend their time prioritizing love over healthcare logistics. Two million people have direct access to Wellthy’s services through some of the largest and best-known health plans and employers across the country, including Best Buy, Cisco, Hilton and Meta. With Wellthy, Lindsay is building the company she needed throughout the 28 years she cared for her mother. Today Wellthy has more than 300 staff working to support family caregivers. In 2023 Wellthy was named one of Fast Company’s “Most Innovative Companies” and one of the magazine’s “Top 10 Most Innovative Workplace Companies,” and Lindsay herself was named to Inc. Magazine’s “Female Founders 200” list celebrating dynamic women entrepreneurs. Prior to founding Wellthy, Lindsay was in the advertising technology and media industries with responsibilities and leadership in marketing, product and sales. She served as the Senior Vice President of Marketing for NY-based advertising technology startup Simulmedia, ran Marketing Research at Machinima and worked in product and strategic marketing at Microsoft. Lindsay received an MBA from the Harvard Business School and a BA in Economics-Operations Research from Columbia University. She’s written for Fortune, Good Housekeeping, Employee Benefit News and more, and has spoken at numerous panels and conferences, including most recently at the Consumer Electronics Show (CES) in Las Vegas. She serves on the Board of Hilarity for Charity (HFC) a non-profit dedicated to supporting Alzheimers’ caregivers and founded by comedian Seth Rogen and his wife Lauren Rogen. Lindsay lives in New York City with her husband and four kids. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that inspire thoughtful, intentional decisions about money.

Money decisions often feel like a tug of war between two “right” instincts. Protect the children or prepare the children. Spend for what you need today or save for what you might need tomorrow. In this episode, Betsy A. Miller, J.D., ACC., a Lecturer on Law at Harvard Law School, brings a powerful framework to those tensions by introducing polarities. Polarities are pairs of interdependent opposites where the goal is not to land in the middle, but to get the benefits of both and avoid the overuses of either. Her perspective is grounded in her own story, growing up around affluence while her family stayed disciplined and worked hard. This shaped her relationship with saving, spending and security, and still guides how she values her work and makes big financial decisions today. What If the Answer Isn’t Either/Or—But Both/And? The most important challenges can’t be solved by choosing sides. Whether it’s navigating stability and change, flexibility and structure, or task and relationship, the Both/And Mindset is at the foundation of this work—transforming either/or deadlocks into a sustainable path forward. Betsy is a strategic advisor, keynote speaker, author and Lecturer at Harvard Law School. She helps clients and students navigate one of the hardest challenges: integrating opposing values instead of choosing between them. For more than 25 years, Betsy has worked in law firms, government and academia—holding leadership positions, prosecuting and defending high-stakes cases, advising clients under investigation, coaching senior executives and teaching the next generation of lawyers. She has led billion-dollar settlement negotiations, served as Chief of Staff to the D.C. Attorney General, worked as Nominations Counsel on the United States Senate Judiciary Committee, and guided family offices through generational transitions. At Harvard Law School, Betsy created and teaches the university’s first course dedicated to the Both/And Mindset, “Polarities: Harnessing the Power of Opposites to Lead and Negotiate in a Complex World.” Her range of experiences—from the courtroom to the boardroom to the classroom—enables Betsy to connect dots others can’t see and to create value from opposites that need each other over time to succeed. Betsy’s scholarship has been published in the Harvard Negotiation Law Review, the Leadership Edition of the ABA’s Law Practice Magazine, The American Lawyer, The National Law Journal, Law360 and Law.com. She has written on topics including the Both/And Mindset, change management, talent development, effective feedback and law firm governance. Betsy’s work in the classroom has been featured in the Harvard Gazette and in Harvard Law Today. Betsy is a graduate of Dartmouth College and Harvard Law School. She is an ICF-accredited leadership coach with Certificates in Leadership Coaching and in Polarities (the study of interdependent opposites) from Georgetown University’s Institute for Transformational Leadership. When Both Can Be True Betsy’s reflections show that some of our most meaningful money questions are not “either/or” choices but living tensions we navigate over time. Through the lens of polarities such as reveal and conceal, save and spend, present and future she illustrates how families can move beyond false trade-offs and instead seek the benefits of both. Her story reminds us that clarity comes not from picking a side, but from curiosity, intentionality and an openness to holding complexity with care. If you’re thinking about how to navigate difficult family conversations about wealth, values or expectations, an Aspiriant advisor can help you frame the discussion, build shared understanding and create a plan that honors both relationships and resources. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that help us make smarter, more intentional decisions with our money.

In this episode of Money Tales, our guest is Margarita Camarena. Margarita’s relationship with money was shaped by two extremes. As a child, she fled Mexico City after the 1985 earthquake, lost her father that same year, and arrived in the U.S. with her family starting from zero. Years later, after earning two degrees from UC Davis, a lifestyle pivot collided with the 2008 financial crisis and led Margarita to bankruptcy. That decision forced her to face the shame and fear that can come with financial collapse, along with the freedom that can follow. With a mother who taught saving and structure and a father who believed life is meant to be enjoyed while you are healthy, Margarita’s story is a powerful lesson in balance and in seeing money as an energy that needs to move. Xochitl Xiuh Ollin, also known as Margarita Camarena, is a Mayan Ajq’ij. She is also a craniosacral therapist, Reiki Master Teacher and manual therapist. She is Tenochca-Tlatelolca, born in Mexico City between the ancient twin cities of Tlatelolco and Tenochtitlan. As a child, she learned from her grandparents how to carry life in a holistic way through remedies and healing practices. Their approach to finances was conservative and rooted in respect, as money was understood to be a primary resource for security and for providing a “comfortable elderhood.” These practices were not labeled curanderismo; they were simply a way of life. As an Ajq’ij, Margarita’s role is that of a spiritual guide, carrier of time and fire priestess. She conducts many types of fire ceremonies and works with the 20 sacred Mayan energies and the 13 frequencies of life to guide people. She embraces a multidisciplinary practice that includes craniosacral therapy, Indigenous healing arts, Reiki and multidimensional bodywork. She carries the medicines of sacred lineages from the Zapotec, Maya, Toltec and Mexica traditions. She serves communities in San Francisco and throughout the Bay Area. She is also an educator and offers workshops nationwide and in Mexico, sharing teachings in Indigenous healing, bodywork, medicinal astrology, energy work and Reiki. It is her passion to connect people to nature and ancestral lineages through ceremonies in natural settings and through the cultivation of ritual. Her background is in Art and Design. She comes from a lineage of female curanderas and parteras (midwives), as well as male artists and muralists—traditions she has inherited and continues to practice. When Balance Shapes Longevity Margarita’s story is a powerful reminder that money is never just about accumulation. It is about balance, resilience and the meaning we assign to our experiences. From rebuilding her life after loss and displacement to making the difficult decision to file for bankruptcy, she shows how moments often framed by fear or shame can become turning points for growth and renewal. By reframing money as an exchange of energy, Margarita invites us to consider how our financial choices intersect with health, purpose and the lives we hope to live over the long term. Her reflections on community, fear and legacy offer a more expansive view of longevity, not just in years lived, but in impact felt. If you’re thinking about how to plan while navigating financial setbacks or major life transitions, an Aspiriant advisor can help you evaluate options, restore confidence and build a plan that aligns your resources with your values. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that explore the human side of money and how thoughtful decisions today can shape resilience, renewal and the legacy we leave behind.

In this episode of Money Tales, our guest is Kaitlin Henze. A phone call that appeared to come from her bank’s fraud department turned into a financial nightmare for Kaitlin. She shares how sophisticated scammers exploit fear and urgency to override your judgement. Kaitlin also demonstrates how bringing these stories into the open is one of the best ways we can protect ourselves and the people we love. Kaitlin lives just north of Milwaukee, WI, where she enjoys outdoor adventures with her pup Mia, practicing and teaching yoga, and volunteering for local nonprofits. She works for a business that teaches STEM and critical thinking skills to kids, inspiring the next generation with a love for data, graphing and lifelong learning. In May 2023, Kaitlin’s life was turned upside down when she fell victim to an elaborate and devastating identity theft scam that stole her entire life savings in just three weeks. Now, she’s courageously sharing her story to help others recognize, recover from, and most importantly, prevent similar cybercrimes. This episode is a powerful listen—and one worth sharing—to keep yourself and your loved ones safe. When Trust Is Weaponized Kaitlin’s story is a stark reminder that financial threats don’t always arrive as obvious red flags. Sophisticated scams are designed to mimic authority, create urgency, and exploit our instinct to act quickly—often when we’re trying to do the “right” thing. By sharing her experience openly, she shows that anyone can be vulnerable, while giving listeners the tools to recognize warning signs, slow down in high-stress moments, and safeguard what matters most. If you’re thinking about how to better protect yourself and the people you care about, an Aspiriant advisor can help you review safeguards, spot risks, and build resilience into your financial life. Follow Money Tales on Spotify, Apple Podcasts, or YouTube Music for more real stories that help us make smarter, safer decisions.

Today’s guest, Guy Kawasaki, flips the usual “success story” on its head with a string of jaw-dropping missed opportunities that became the foundation for a life measured by impact, not just outcomes. In this conversation, Guy takes us from being a kid on the “wrong side of the tracks” in Honolulu to Stanford, Apple, and Canva—sharing how cars, connections, and a few spectacular “what was I thinking?” decisions shaped his relationship with money and ambition. Guy is a Silicon Valley original. As one of Apple’s first evangelists, he helped introduce the Macintosh to the world. Today, he’s a bestselling author, venture capitalist, podcast host, and a trusted voice on entrepreneurship, innovation, and making a positive difference through your work. Guy is the chief evangelist of Canva, host of the Remarkable People podcast and author of eighteen books including Think Remarkable. He is an adjunct professor of UC Santa Cruz and trustee of the University of Hawaii Foundation. He was the chief evangelist of Apple, trustee of the Wikimedia Foundation and brand ambassador of Mercedes-Benz. Kawasaki has a BA from Stanford University, an MBA from UCLA and an honorary doctorate from Babson College. When Success Isn’t a Straight Line Guy Kawasaki’s journey reminds us that success isn’t defined only by wins, titles, or perfect timing. Missed opportunities, unexpected turns, and “what was I thinking?” moments often shape our values, ambitions, and relationship with money just as much as the highlights do. If you’re reflecting on your own path—whether navigating career pivots, weighing new opportunities, or redefining what impact and success mean to you—an Aspiriant advisor can help you explore your financial decisions with perspective, purpose, and intention. Follow Money Tales on Spotify, Apple Podcasts, or YouTube Music for more candid conversations about money, mindset, and the stories behind major life choices.

In this episode of Money Tales, our guest is Valerie Ortiz. If money were a muscle, would you treat it like part of your daily training routine, strengthening it with intention, commitment, and care? In this episode, Valerie Ortiz, a registered dietitian nutritionist, health coach and personal trainer shares how she helps people transform their physical health. We discuss how these same patterns, barriers, and breakthroughs show up in our financial lives too. Valerie is passionate about advancing wellness by focusing on nutrition, staying active, practicing mindfulness, and supporting mental health. These core principles guide her daily approach and commitment to improving quality of life. She is dedicated to educating, promoting and supporting others in the adoption of these advantageous practices. In 2010, Valerie earned her certification as a personal trainer, followed by a Health and Wellness Coach Certification from the Institute for Integrative Nutrition in 2011. She continued her academic pursuits at Rutgers University, enrolling in the Nutritional Sciences/Dietetics Program and graduating in December 2018 with a Bachelor of Science. Subsequently, she completed her Master of Science in Nutrition, with a dietetic internship focused on Community and Public Health, at Saint Elizabeth’s University in Morristown, NJ. In 2021, Valerie achieved the credential of Registered Dietitian Nutritionist. Valerie is the owner of Focused On Wellness, LLC, a private practice providing medical nutrition therapy, nutrition counseling and personal training services. Valerie is also a Registered Dietitian with Nourish, Fay Nutrition and Kickoff.