Money Memories

By: Bear and the Bull
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  • Summary

  • Money Memories is a podcast that’s on a mission to make money conversations less taboo — one memory at a time. Each week we interview a new guest, and discuss how their earliest money memory affected their professional trajectories and molded their relationship to personal finance.
    © Bear and the Bull
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Economics Leadership Personal Finance Social Sciences
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Episodes
  • Generational Wisdom: Financial Lessons from My Grandmother

    Generational Wisdom: Financial Lessons from My Grandmother
    Jan 30 2025
    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 mins
  • Why Investing in Yourself is the Best Financial Decision

    Why Investing in Yourself is the Best Financial Decision
    Jan 15 2025
    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 mins
  • From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope

    From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope
    Jul 19 2024
    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 US 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 mins

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