Financial Planning for Generation X & Y Women
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Wi$eUp Teleconferences

Friday, July 29th, 2005
Different Money Personalities

Date: Friday, July 29th, 2005

Time: 2:00 PM to 3:00 PM Eastern Time

  • Do you know what your “money personality” is and how it affects your financial behavior?
  • Are your attitudes towards and beliefs about money limiting your financial success?
  • Are you one of the many couples who fight over money?
  • How can you diffuse money conflicts in your relationships by understanding your financial personality?
  • Learn to identify and improve your money style and to learn about strategies that will help you resolve conflicts over money in your life.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
Speech 1 — Karen Goodfriend
Speech 2 — Olivia Mellan
Speech 3 — Susan Zimmerman
Q & A
Closing Remarks
not available

About the speakers

Karen Goodfriend, a Certified Public Accountant (CPA) Personal Financial Specialist (PFS) and Certified Financial Planner™ (CFP®), is Vice President at Allied Consulting Group in Los Altos, California. She provides personalized service to high net worth clients. Worth Magazine selected Karen for its list of Best Financial Advisers five times consecutively. Karen earned a BA in Economics from UCSB and an MBA from UCLA. She has previously held senior management positions at national and local accounting firms and served as shareholder of a financial advisory firm.

Olivia Mellan is a speaker, psychotherapist, money coach, and business consultant in private practice in Washington, D.C. Since 1982, Olivia has been a groundbreaker in the field of money psychology. She is president of Olivia Mellan & Associates, Inc. and author of several critically acclaimed books, including Money Harmony: Resolving Money Conflicts in Your Life and Relationships and Money Shy to Money Sure: A Woman’s Road Map to Financial Well-being. She has appeared on Oprah, the Today Show, and ABC’s 20/20, and her articles and interviews are featured on Business Week Online,, and MSN Money. Olivia writes a monthly column, “The Psychology of Advice,” for Investment Advisor magazine at

Susan Zimmerman, a Chartered Financial Consultant (ChFC) and Licensed Marriage and Family Therapist (LMFT), has been helping people with financial life transitions and relationship matters for over 20 years. She is author of The Power in Your Money Personality: 8 Ways to Balance Your Urge to Splurge with Your Craving for Saving, a book that characterizes eight money rascal types that can make mischief with your money behavior and steer you in the wrong direction. Susan is a speaker on many topics related to finance, family and personal growth. She has been featured in the Washington Post, LA Times, and Woman’s World.