Generous Girl

Generous Girl

Tasia Jae - Woman Investing 101 - S4-Ep. 79

42 min · 11 de jun de 2026
Portada del episodio Tasia Jae - Woman Investing 101 - S4-Ep. 79

Descripción

Tasia Jae Bade chats with Kim Moeller. Welcome to another episode of the Generous Girl podcast! Today, Kim sits down with Tasia J, founder of Graceful Investor, a company dedicated to empowering and educating women to take the next step on their financial and investment journeys. In this practical and inspiring conversation, Tasia J breaks down Investing 101, sharing her three foundational pillars: getting your financial house in order, managing investments with confidence, and exploring private investments. Kim and Tasia J discuss the importance of being informed and equipped—no matter your stage of life, whether you're just starting out, balancing family responsibilities, or stepping into retirement. They tackle common questions about choosing a financial advisor, address the realities of the great wealth transfer, and offer actionable tips for teaching financial literacy and generosity to the next generation. Join us as we demystify investing and encourage women everywhere to take bold, informed steps toward their financial futures! Guests Recommendations: Graceful Investor Faithful Investor Proverbs 31 National Christian Foundation Saks Fifth Avenue shopping app gracefulinvestor.com The Lord's Prayer Outline: (00:02) Introducing Tasia J. from Graceful Investor (04:26) Building investment confidence (07:22) Empowering women with financial knowledge (11:08) Choosing the right advisor (15:45) Preparing for financial transitions (20:56) Teaching kids about budgeting (22:18) Teaching kids about giving (25:53) Tax-efficient giving through National Christian Foundation (28:50) Using a donor advised fund (34:10) Charitable stock donations benefits (35:23) Managing stock gains for donations About the Guest: Tasia J is the founder of Graceful Investor, a platform she created as a "love letter" to herself and to women seeking guidance on their personal finances. Frustrated by the lack of clear, empowering resources, Tasia built Graceful Investor around three key pillars: getting your financial house in order, managing your investments, and cultivating financial awareness. Her mission is to ensure women feel confident handling their money—from logging into bank accounts and creating household budgets to managing retirement and personal portfolios—just like they would with a trusted financial advisor. Through Graceful Investor, Tasia inspires others to take control of their financial journey with knowledge and confidence. Meet the Host: Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and a sense of significance. She is passionate about celebrating generosity in all forms—whether in faith, family, fitness, finance, or friendship—and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. YouTube: https://www.youtube.com/@kimmoeller100 Learn more, listen, and subscribe at www.generousgirl.com

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82 episodios

episode Marie Zoutomou - Using Your Voice Well - S4-Ep. 80 artwork

Marie Zoutomou - Using Your Voice Well - S4-Ep. 80

Marie Zoutomou chats with Kim Moeller. Welcome to another episode of the Generous Girl podcast! On this episode, Kim welcomes Marie Zitomo Quintanilla—TEDx speaker, author, and breast cancer survivor. After immigrating from West Africa at 15 and overcoming a life-altering cancer diagnosis, Marie Zitomo Quintanilla turned her journey into a mission of encouragement and advocacy. She shares her story of resilience, the importance of faith, and four core values that helped her through hardship. Tune in to hear how Marie Zitomo Quintanilla gives back through volunteering, mentoring her daughters, and leading the All People Marketplace, all while inspiring listeners to believe in themselves and act generously. Guests Recommendations: American Cancer Society. All People Marketplace Yard House Proverbs 19.1 MarieZQ.com Outline: (00:02) Marie's journey and cancer advocacy (04:05) Facing life challenges and faith (08:05) Overcoming challenges with faith (10:59) Keeping faith during tough times (13:47) Partnering with All People Marketplace (17:12) Believing in yourself and faith About the Guest: Marie Zitomo Quintanilla is a cancer survivor whose journey reshaped her life and purpose. During her battle, she made a promise to God to use her voice to inspire others and honor His goodness. Emerging from this challenging season, Marie remains deeply grateful for the opportunity to share her story and empower both women and men facing trials. Her faith and special relationship with God continue to guide her as she uses her platform to make a positive impact and offer hope to those in need. Meet the Host: Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and a sense of significance. She is passionate about celebrating generosity in all forms—whether in faith, family, fitness, finance, or friendship—and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. Youtube: https://www.youtube.com/@kimmoeller100 Learn more, listen, and subscribe at www.generousgirl.com

23 de jun de 202619 min
episode Tasia Jae - Woman Investing 101 - S4-Ep. 79 artwork

Tasia Jae - Woman Investing 101 - S4-Ep. 79

Tasia Jae Bade chats with Kim Moeller. Welcome to another episode of the Generous Girl podcast! Today, Kim sits down with Tasia J, founder of Graceful Investor, a company dedicated to empowering and educating women to take the next step on their financial and investment journeys. In this practical and inspiring conversation, Tasia J breaks down Investing 101, sharing her three foundational pillars: getting your financial house in order, managing investments with confidence, and exploring private investments. Kim and Tasia J discuss the importance of being informed and equipped—no matter your stage of life, whether you're just starting out, balancing family responsibilities, or stepping into retirement. They tackle common questions about choosing a financial advisor, address the realities of the great wealth transfer, and offer actionable tips for teaching financial literacy and generosity to the next generation. Join us as we demystify investing and encourage women everywhere to take bold, informed steps toward their financial futures! Guests Recommendations: Graceful Investor Faithful Investor Proverbs 31 National Christian Foundation Saks Fifth Avenue shopping app gracefulinvestor.com The Lord's Prayer Outline: (00:02) Introducing Tasia J. from Graceful Investor (04:26) Building investment confidence (07:22) Empowering women with financial knowledge (11:08) Choosing the right advisor (15:45) Preparing for financial transitions (20:56) Teaching kids about budgeting (22:18) Teaching kids about giving (25:53) Tax-efficient giving through National Christian Foundation (28:50) Using a donor advised fund (34:10) Charitable stock donations benefits (35:23) Managing stock gains for donations About the Guest: Tasia J is the founder of Graceful Investor, a platform she created as a "love letter" to herself and to women seeking guidance on their personal finances. Frustrated by the lack of clear, empowering resources, Tasia built Graceful Investor around three key pillars: getting your financial house in order, managing your investments, and cultivating financial awareness. Her mission is to ensure women feel confident handling their money—from logging into bank accounts and creating household budgets to managing retirement and personal portfolios—just like they would with a trusted financial advisor. Through Graceful Investor, Tasia inspires others to take control of their financial journey with knowledge and confidence. Meet the Host: Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and a sense of significance. She is passionate about celebrating generosity in all forms—whether in faith, family, fitness, finance, or friendship—and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. YouTube: https://www.youtube.com/@kimmoeller100 Learn more, listen, and subscribe at www.generousgirl.com

11 de jun de 202642 min
episode Susan Merrill - Discipling Women Through The Bible Book Club - S4-Ep. 78 artwork

Susan Merrill - Discipling Women Through The Bible Book Club - S4-Ep. 78

Susan Merrill chats with Kim Moeller. Welcome to another inspiring episode of the Generous Girl podcast! In this heartfelt conversation, host Kim sits down with Susan Merrill, Chief Marketing and Program Officer for Family First, author, and co-host of the Bible Book Club podcast. Susan shares how she and her husband Mark, were called to step away from secure careers to build Family First, a ministry dedicated to strengthening families through fatherhood, motherhood, and marriage programs. From surviving a cardiac arrest at age 17 to adopting two children from Russia, Susan's life is a remarkable testimony of obedience, resilience, and faith. Together, Kim and Susan explore the invisible load women carry, the power of reading God's word together in community, and why following your calling, no matter how hard, is a roller coaster you'll never regret. Whether you're in a high season or a low one, you'll walk away encouraged to give your 110% in time, talent, and treasure! Guest's Recommendations: Family First – familyfirst.com All Pro Dad – allprodad.com iMOM – imom.com Bible Book Club Podcast (available on Apple Podcasts and all major platforms) Praying the Scriptures for Your Children by Jodie Berndt Praying the Scriptures for Your Teens by Jodie Berndt Praying the Scriptures for Your Adult Children by Jodie Berndt Marco Polo App – for Bible reading accountability groups Revelation 3:8 Costco Organic Almond Milk (Kim's bargain pick: Trader Joe's, Costco & TJ Maxx!) Outline: (00:00) Introduction – Susan Merrill and the Generous Girl Podcast (02:15) Why Susan and Mark Founded Family First (06:40) From Public Policy to Changing Hearts: The Evolution of Family First (10:55) All Pro Dad Is Born: Tony Dungy and the Power of Fatherhood (14:30) The iMOM Movement and the Invisible Load on Working Mothers (18:45) A National Study on Motherhood and Social Media's Impact (22:10) The Bible Book Club Podcast: Two Million Downloads and Counting (27:00) Reading the Word in Community: The Marco Polo Accountability Method (30:20) Susan's Cardiac Arrest at 17 and Her Near-Death Experience (36:00) Adopting Two Children from Russia: A Roller Coaster of Faith (41:15) Encouragement for Women in Tough Seasons (45:30) Favorite Bible Verse: Revelation 3:8 (47:00) Book Recommendation: Praying the Scriptures by Jodie Berndt (49:10) Bargain Pick and Closing Prayer About the Guest: Susan Merrill is the Chief Marketing and Program Officer for Family First, the faith-based nonprofit organization she co-founded with her husband Mark Merrill over 30 years ago. What began as a desire to invest together in a ministry grew into one of the most impactful family organizations in the country, home to well-known platforms All Pro Dad and iMOM. Susan is also the author of multiple books including The Passionate Mom, Listen to Love By, and From Me to You. A gifted Bible teacher, she co-hosts the Bible Book Club podcast, which has surpassed two million downloads, taking listeners through the entire Bible one book at a time. Married to Mark for 37 years, Susan is the mother of five children, three biological and two adopted from Russia, and the proud grandmother of three. Her life has been shaped by a near-death cardiac arrest at age 17, which left her with an unshakeable conviction that she is here for a purpose, and a pacemaker that reminds her at every checkpoint to keep pressing forward. Susan is based in Tampa, Florida, and is passionate about seeing women embrace generosity with their time, talent, and treasure. Meet the Host: Kim Moeller Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and significance. She is passionate about celebrating generosity in all forms, whether in faith, family, fitness, finance, or friendship, and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. YouTube: https://www.youtube.com/@kimmoeller100 Learn more, listen, and subscribe at www.generousgirl.com

26 de may de 202629 min
episode Diana Shaw - Women's Voices In The Age of AI - S4-Ep. 77 artwork

Diana Shaw - Women's Voices In The Age of AI - S4-Ep. 77

Diana Shaw chats with Kim Moeller. Welcome to the Generous Girl podcast! Today's guest is Diana Shaw, co-leader of Generosity Bay Area and founder of Opto, an innovative AI financial coaching platform for couples. Diana Shaw shares her journey of navigating marriage and money challenges, and launching a mission to help couples communicate better about finances. We'll also hear about her passion for building communities of generosity, the power of giving time, and why embracing life's seasons—and taboos—can lead to deeper meaning. Get ready for practical insights and inspiring stories on faith, generosity, and everyday courage. Guests Recommendations: Opto Journey of Generosity retreat Michelle Ruby and Henry Kastner. National Christian Foundation Generosity Bay Area (GBA) Philippians 2:1-11 Return of the Prodigal Son by Henri Nouwen Recursion Blake Crouch Outline: (00:02) Creating Opto AI for couples (03:15) Journey to Generosity and Alignment (09:23) The generational shift in parenting (11:23) Importance of money mindset (14:59) Parenting uncertainties and planning advice (18:05) Discovering a generosity community (21:43) Organizing free retreats (24:48) Balancing startup life and faith (27:31) Discussing a Bible verse interpretation (31:54) Discussing personal growth and challenges (35:40) Defining personal success through faith (38:30) Embracing generosity in faith (41:13) Discovering The Prodigal Son Anew About the Guest: Diana Shaw is the co-founder of Opto, the first AI-guided financial coach for couples. The inspiration behind Opto came from Diana's personal experiences navigating financial challenges with her husband. Diana and her husband, newly married and both business school graduates who had previously worked at Capital One, were confident in their financial skills and often delved deep into spreadsheets. However, they soon discovered that despite their expertise, managing money together was unexpectedly difficult. Through their journey, Diana realized that the root of their struggles wasn't just numbers, but the different money stories and experiences each of them brought into the relationship. This insight fueled her passion to help other couples bridge financial differences, leading to the creation of Opto. Meet the Host: Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and a sense of significance. She is passionate about celebrating generosity in all forms—whether in faith, family, fitness, finance, or friendship—and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. Youtube: https://www.youtube.com/@kimmoeller100 [https://www.youtube.com/@kimmoeller100] Learn more, listen, and subscribe at www.generousgirl.com [https://www.generousgirl.com]

12 de may de 202644 min
episode Helen Schmid - What Generosity Is All About - S4-Ep. 76 artwork

Helen Schmid - What Generosity Is All About - S4-Ep. 76

Helen Schmid chats with Kim Moeller. Welcome to another inspiring episode of the Generous Girl podcast! In today's conversation, Kim sits down with Helen Schmid, former Walmart marketing executive, founder of My Strategy Mentor, and board member of Women Doing Well. Together, they dive deep into the journey of living generously, making tough career transitions, and redefining success beyond titles and financial security. Helen shares her personal story of immigrating from China, building a high-powered career in New York City, and ultimately embracing a life of purposeful stewardship, contentment, and faith-driven generosity. Whether you find yourself trapped by the "golden handcuffs" of ambition or are searching for clarity in a new life season, you'll walk away with real wisdom—and encouragement—for taking your next bold step toward a life of significance and generosity. Guests Recommendations: Women Doing Well Christian Financial Advisors National Christian Foundation MyStrategyMentor.com Impact Foundation Know a Person by David Brooks Psalm 27:1 Outline: 05:44 Balancing career and new motherhood 07:36 Discussing parenting and career balance 10:58 Joy of charitable giving 14:41 Discussing faith and generosity 16:44 Finding and valuing mentorship 19:20 Discussing financial stewardship with God 24:44 Supporting women feeling trapped 28:06 Helping women find their purpose 31:08 Embracing new family roles 33:04 Overcoming fear through faith 36:27 Wrapping up with gratitude About the Guest: Helen Schmid's journey toward generosity was deeply influenced by her husband. In 2017, just two years after their marriage, he left his Wall Street job to launch his own RIA private practice. Eager to serve others, he became a Certified Kingdom Advisor, embracing a biblical approach to money and stewardship. As he grew quickly in his new calling, Helen found herself inspired, even as she initially trailed behind. With her husband's encouragement to join him, Helen began walking her own path of generosity, learning and growing alongside him. Meet the Host: Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and significance. She is passionate about celebrating generosity in all forms—whether in faith, family, fitness, finance, or friendship—and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. Youtube: https://www.youtube.com/@kimmoeller100 Learn more, listen, and subscribe at www.generousgirl.com

28 de abr de 202637 min