Behind The Curtain: Money Made Simple

What if learning about money felt more like a backstage pass than a lecture? Behind the Curtain: Money Made Simple, hosted by Rockland Trust’s Financial Educator Julie Beckham, brings clarity, confidence, and creativity to personal finance. With expert guests, real talk, and a no-shame policy, Julie cuts through the jargon to help you understand the script of your financial story. Whether you're just starting out or ready for a new act, this podcast puts you and your finances center stage. Listen, learn, subscribe, and share!https://www.rocklandtrust.com/

Behind The Curtain: Money Made Simple is a education podcast hosted by Rockland Trust, with 16 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Rockland Trust hosts Behind The Curtain: Money Made Simple, a education show with 16 episodes published.

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  Behind The Curtain: Money Made Simple

  Let’s Get Loud: Why it's Time to Talk About Money

  Sep 1, 202612 min

  In this episode of Behind the Curtain: Money Made Simple, Julie Beckham kicks off a new season with a fresh intention: get loud about money. Inspired by the trend of “loud budgeting,” Julie explores what can happen when we openly explain the financial choices we make and start conversations about our goals, priorities, and challenges. From a former student’s well-loved kindergarten backpack to conversations about brunch, home buying, college costs, and retirement, Julie examines how our everyday choices send messages about money. She also shares practical ways to make financial conversations easier, including choosing the right moment and creating a regular cadence for talking about money with the people in your life. Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com ) Rockland Trust: https://www.rocklandtrust.com/ Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534

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  Behind The Curtain: Money Made Simple

  The Power of Trying Again: Reflections on Financial Growth and Persistence

  Jun 15, 20266 min

  In this season finale of Behind the Curtain: Money Made Simple, host Julie Beckham takes a moment to reflect on the podcast’s journey through two seasons of conversations about money, careers, entrepreneurship, and personal growth. Drawing from her own background in theater, Julie shares how persistence, resilience, and the willingness to keep trying have shaped both her professional path and her approach to financial education. She discusses the challenges of pursuing goals, the realities of setbacks, and why financial wellness is often built through small, imperfect steps. Julie also highlights the value of learning through stories and thanks the guests, listeners, and supporters who have helped make the podcast a success. Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com ) Rockland Trust: https://www.rocklandtrust.com/ Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534

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  Behind The Curtain: Money Made Simple

  The Three Legal Documents that Make a Great 18th Birthday Gift

  Jun 1, 202632 min

  In this episode of Behind the Curtain: Money Made Simple , Julie Beckham sits down with estate planning attorney Suzanne Bunzell to discuss a topic many families overlook when a child turns 18. While parents spend years protecting and advocating for their children, legal authority changes dramatically once a young adult reaches adulthood. Suzanne explains why essential documents such as a healthcare proxy, HIPAA release, and power of attorney can help families avoid costly legal hurdles during medical or financial emergencies. The conversation examines common misconceptions about estate planning, the challenges families face when these documents are not in place, and why proactive planning is an important step toward independence for young adults. This episode offers practical guidance for parents and young adults preparing for life after age 18. ______________________________________________________________________ [00:00:00] Introduction to the legal documents young adults need after turning 18 [00:02:13] Why parents lose legal decision-making authority once a child becomes an adult [00:03:07] The two critical areas of planning: medical and financial decisions [00:04:33] Why every young adult should have a healthcare proxy, HIPAA release, and power of attorney [00:05:50] Understanding how a healthcare proxy works and when it becomes effective [00:07:21] What can happen if a parent needs to make medical decisions without a healthcare proxy [00:09:28] How young adult estate planning packages are structured and who chooses decision-makers [00:10:23] The role of a HIPAA release and how it differs from a healthcare proxy [00:12:49] Why professionally prepared healthcare documents can provide broader protection [00:13:24] How durable powers of attorney help with financial matters [00:15:53] Working with banks and financial institutions to ensure powers of attorney are accepted [00:17:49] Risks and considerations when using online legal document services [00:19:47] The value of professional guidance for legal, financial, and healthcare planning [00:21:34] Why awareness and advocacy around young adult estate planning are needed [00:22:31] Common misconceptions about estate planning for young adults [00:23:07] Lessons learned from COVID-19 about the importance of healthcare documents [00:23:49] Using legal planning as an opportunity for family conversations about independence and decision-making [00:27:11] Suzanne’s motivation for helping families create estate plans [00:28:28] The misconception that having a will alone is enough to avoid probate [00:29:31] The importance of financial education and investing at a young age [00:30:39] Why honest financial conversations are the foundation of long-term planning Links: Rockland Trust: https://www.rocklandtrust.com/ Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534 Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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  Behind The Curtain: Money Made Simple

  Cameron Huddleston on Family Finances and Tough Conversations

  May 15, 202640 min

  In this episode of Behind the Curtain: Money Made Simple , Julie Beckham sits down with award-winning journalist and author Cameron Huddleston to address one of the hardest financial conversations families face: talking about money with parents and children. Cameron shares her personal story of losing her father unexpectedly and later helping her mother through Alzheimer’s without knowing the details of her finances—experiences that inspired her book Mom and Dad, We Need to Talk . Together, Julie and Cameron explore why it’s crucial to start these conversations early, the key documents every family should have, and how to balance supporting adult children while protecting your own financial future. They also discuss scams, long-term care planning, and practical strategies for building peace of mind through preparation and honesty. _____________________________________________________________ [00:00:00] Julie introduces Cameron Huddleston and the challenge of managing finances across generations. [02:29] Cameron shares the personal story of her father’s death without a will and the difficulties that followed. [04:50] How her mother’s Alzheimer’s diagnosis pushed Cameron to secure critical estate planning documents. [06:58] The importance of explaining wills, powers of attorney, and long-term care in simple terms. [09:44] Why these conversations with parents are awkward, and how to research before initiating them. [11:22] Cameron describes having estate planning talks with her own young adult children. [15:30] Assigning children as executors and powers of attorney—why preparation matters. [18:25] Creating peace of mind by putting wishes in writing and reducing stress for families. [19:53] Cost of estate planning documents, alternatives like online services, and when to hire an attorney. [24:16] Julie highlights resources at Rockland Trust and other financial institutions. [25:50] Supporting adult children after college without jeopardizing retirement savings. [29:57] How high costs of living and shifting job markets affect parental financial support. [31:21] Setting boundaries with adult children while teaching independence and budgeting. [34:03] The financial challenges that arise in every life stage. [36:02] Why open communication about money with partners, children, and parents makes crises easier to handle. [38:12] Understanding that money conversations with family are a series of talks, not a one-time event. [40:09] Free resources Cameron offers, including emergency organizers and scam red flag sheets. [42:02] Rapid-fire curtain call questions with Cameron, from favorite words to biggest money lessons. [46:08] The advice Cameron wishes she’d known sooner: start saving for retirement early. [48:02] Cameron’s financial challenge for listeners: align your spending with your true priorities. [49:23] Julie reflects on the conversation and the importance of using personal experience to help others. Links: Cameron Huddleston on LinkedIn: https://www.linkedin.com/in/cameron-huddleston-187b633/ Rockland Trust: https://www.rocklandtrust.com/ Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534

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  Behind The Curtain: Money Made Simple

  Two Moms, One Dream: Building a Children’s Museum

  May 1, 202634 min

  In this episode of Behind the Curtain: Money Made Simple , Julie Beckham sits down with Meg Hagan and Erin Gallagher, co-founders of the Children’s Museum of Franklin. The conversation follows how a casual conversation between two moms turned into a fully operational nonprofit serving thousands of families. Meg and Erin share how they built a business plan, formed a board, and leaned on community connections to bring their vision to life. They also explain the financial structure of a 501(c)(3), the importance of multiple revenue streams, and how partnerships and curiosity helped them move forward despite uncertainty. This episode highlights how purpose, collaboration, and persistence can turn an idea into a lasting community resource. ______________________________________________________________________ [00:00:00] Introduction to the podcast and overview of the Children’s Museum of Franklin [00:01:57] The moment Meg and Erin discovered their shared vision [00:03:14] Turning the idea into action with a business plan and nonprofit setup [00:03:54] Building a brand, mission, and early community engagement [00:05:08] Leveraging professional backgrounds and expanding expertise through advisors [00:07:28] Role of advisory board members and community experts [00:09:53] Advice for parents pursuing big goals while raising children [00:11:00] Importance of partnership and accountability in building a business [00:12:38] Market research and understanding audience reach [00:13:00] Early success metrics and visitor growth [00:13:31] Designing an inclusive and accessible museum experience [00:15:34] Defining core values: belonging, joy, curiosity, connection, and respect [00:17:06] Why the museum operates as a 501(c)(3) nonprofit [00:18:19] Impact story highlighting accessibility and community value [00:20:41] Revenue streams: admissions, events, fundraising, and donations [00:22:22] Membership structure and early adoption success [00:24:42] Building a team, hiring staff, and engaging volunteers [00:26:16] Partnerships with schools and community organizations [00:27:24] Staying grounded in mission and celebrating meaningful moments [00:29:58] Rapid-fire insights on motivation, challenges, and money lessons [00:31:59] Final advice: stay curious and take action even when uncomfortable Links: Rockland Trust: https://www.rocklandtrust.com/ Julie Beckham on LinkedIn: https://www.linkedin.com/in/julie-beckham-05589534 Children’s Museum of Franklin: https://www.childrensmuseumfranklin.org/ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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