In this episode, Shari talks with her husband of 35+ years, Stephen Reiches, about strategic charitable giving. Most often people make donations by writing a check. Stephen and Shari discuss more tax-efficient ways to give, such as donating appreciated stock, using a Donor Advised Fund and making Qualified Charitable Distributions from an IRA. They also talk about legacy giving (gifts effective upon death).
A majority of women will one day be solely in charge of their finances. Shari talks with Senior Financial Advisors Liz Xilas and Kristyn Gibson about why it is so important for women to take an active role in their finances now. For women in charge of their finances, Liz and Kristyn provide tips about spending, financial and estate planning, investing and much more. They also share how important it is to assemble “your team”, manage your emotions, take a breath, and invest in yourself.
Shari talks with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, the world’s leading influence accelerator for financial advisors. They discuss the inspiration for Matt’s new book, "Shut the F Up and Listen", the benefits of learning how to listen better, and Matt talks about the seven types of listening and five types of communicators. He also shares how he invests in his values.
Shari talks with Certified Matchmaker Lisa Ratner on moving from the corporate world to founding her matchmaking business. They discuss dating tips, dating apps and what to look for if you do decide to hire a matchmaker. Lisa shared how she met her husband, and five things to look for when getting back into dating. She also shares how she invests in her values.
Shari talks with Zach Weber, a multidisciplinary and mixed-media artist. They discuss where his passion for art began, the type of art he produces, the process of starting his own business, his mentors, his newest venture Smiley Vases, as well as lessons learned and advice for young adults wanting to start their own business. Zach also shares how he invests in his values.
Where does all my money go? This is a question many people can’t answer. In this podcast, Shari talks to budgeting expert (and brother) Adam Greco about budgeting tips. Adam will help you align your expenses to your values and give you peace of mind. Remember: You can have anything you want, not everything.