In this special mother-daughter episode of Your Money Story, Maria and Jodi welcome Joan and Claire for a heartfelt conversation about how money shaped their lives across two generations. Joan takes us back to growing up as one of seven children, watching her mother manage the family's finances, and later navigating college, marriage, homeownership, career changes, and the financial challenges that came with raising a family.

Then we hear Claire's side of the story: growing up in a home where money wasn't something to fear or flaunt, but something to manage thoughtfully. From her first apartment and the realization that independence comes with financial trade-offs, to building a career in financial planning and eventually starting her own firm, Claire shares how her parents' example influenced the woman she became. 

Join us in this uplifting conversation about money mindset, financial independence, family values, and the incredible impact of what we model for the next generation.

 About the Podcast 

Tell Us About It: Your Money Story with Maria and Jodi is a podcast about the stories behind the money. Through honest conversations with inspiring women, we explore how life experiences, family, career, challenges, and opportunities shape our relationship with money and wealth. 

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