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Money Chic Podcast

 Confident – Healthy – Informed – Capable

That’s what it means to be Money Chic

 

About the podcast.

Join financial advisor and money coach Shari Rash each episode as she helps breakdown financial and retirement challenges facing today’s women and their families. Shari will share insider secrets about women & money and show you ways to enhance your life, financial plans, your family’s future, and make sure you’re Money Chic!

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Episode Show Notes

Ep 10: Mind the Gaps in Retirement Planning

Financial planning always has to account for possible gaps in someone’s retirement. Today, Shari is reviewing some of these gaps you may face in the future and what you should do about them now.

Ep 7: 5 Things You Must Know About Decumulation To Retire Successfully

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Ep 5: Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Ep 4: What’s Your Spending Personality?

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities.

Ep 3: Traditional Vs. Roth IRAs

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth. Let’s discuss how to determine which one is best for you.

Ep 2: Income Planning With Shari

One of the biggest concerns from retirees and pre-retirees is running out of money. You have saved and put money away during the course of your working career, but now it’s time to take money out and many people worry that what they have isn’t enough. This issue can be addressed by putting together an income plan. Shari discusses how she builds an income plan for her clients and why having a written plan is so important.

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