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The Maximize Your Return on Life Podcast - Shari in the Hot Seat


Listen Here -- Maximize Your Return on Life Podcast -- Shari in the Hot Seat

Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.

For her first podcast, Shari is in the “hot seat”, being interviewed by her business partner David Rappaport. Shari shares her background, including her family’s experience that inspired her mission of empowering people to make smart financial decisions. She discusses what work and family balance means to her, and how she came to incorporate values as part of the financial planning process. Shari also reveals how she maximizes her own return on life – and the one performer who can make her sing, laugh and cry!



Shari Greco Reiches

Shari Greco Reiches is Regional Director and Partner at EP Wealth Advisors. In 2005, Shari co-founded Rappaport Reiches Capital Management. She is the architect of the firm's Investing In Your Values solution, which aligns clients' financial planning with their core values. She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most and enjoys mentoring women in the wealth management profession. Please connect with Shari. She loves to talk about investing, financial planning, and Barry Manilow.


The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.