Decision Dialogues2021-01-08T17:21:17+00:00
Decision Dialogues

Decision Dialogues

Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals.

In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own.

You have the power to write your own story.

The Big Need for a Plan

On Episode 10 of Decision Dialogues, Modera CEO Tom Orecchio and COO Mark Willoughby speak to estate planning attorney Mary Browning of Cole Schotz, P.C. In addition to sharing some useful career insights, Mary talks about one of the most important decisions anyone can make, but one that is so often avoided—how one's affairs will be handled in the

Willing to Take a Risk

On Episode 9 of Decision Dialogues, Jennifer Faherty and Mark Willoughby have a conversation with Ruthanne Roth, Founder and Managing Partner of Aster Talent Partners. Ruthanne discusses her decision to branch out as an entrepreneur after working in marketing and as a partner and managing director for various financial talent agencies earlier in her career. She cites her willingness

Integrity, Passion, and Trust

On Episode 8 of Decision Dialogues, Mark Willoughby speaks to Dr. Barry Kaplan, Principal and Wealth Manager at the Modera Atlanta office, about his unlikely career path. Barry began his professional life as a dentist, but he had always had a passion for business and as he describes it, was always “a much better businessman than dentist.” He talks

Nourishing the Soul

Episode 7 of Decision Dialogues brings Mike Merida, chef and owner of Rockin’ Roots, to the show to speak with Mark Willoughby and Jennifer Faherty. Mike is a longtime Michelin star chef who also has training in accounting, and he discusses his journey from working in restaurants around the world, from Japan, to England, to Spain and others, to

Ferociously Independent-Minded

On episode 6 of Decision Dialogues, Mark Willoughby speaks to Karen Keatley, herself a Principal and Wealth Manager at Modera. Karen's firm, Keatley Wealth Management, merged with Modera at the beginning of 2020. Karen talks about her experiences in the financial world, where she began in asset management, and found that Wall Street was both male-dominated and outwardly hostile

Maxing Out Savings Decisions

On episode 5 of Decision Dialogues, Mark Willoughby and Jennifer Faherty talk to Gary Zimmerman, Managing Partner of Six Trees Capital LLC, and Founder of MaxMyInterest.com, an intelligent cash management solution that helps maximize yield and FDIC insurance coverage. They discuss Gary's decision to leave his career as an investment banker to found MaxMyInterest—from realizing there was a problem

The Importance of Flexibility

For episode 4 of Decision Dialogues, Mark Willoughby and Laurie Kane Burkhardt speak with Tracey Spruce, founding member of Spruce Law, LLC, an employment law firm in the Boston area. They delve deep with Tracey about her decision to branch out and start her own law practice even as she was pregnant with her second child over 15 years

Agile Adaptation

On episode 3 of Decision Dialogues, Brian Shoemaker, Founder and Principal Consultant at ShoeBar Associates, talks with Mark Willoughby and Laurie Kane Burkhardt about progressing from a relatively comfortable role as a quality manager, which left him feeling unfulfilled and yearning for more, into starting and running his own consultancy. Brian discusses the decisions he faced, the importance of

Modera is an SEC registered investment adviser which does not imply any level of skill or training.  For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees.  Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy.  Statements made are subject to change without notice.

Go to Top