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 47: Financial Spring Cleaning – Keep Your Finances Organized
Spring has officially sprung, so in the spirit of the season we are going share some financial spring-cleaning tips in today’s episode. Getting organized and eliminating clutter in your finances not only feels great but can oftentimes uncover hidden expenses that you have forgotten about and can help you reevaluate your financial goals.
Ep 46: Moving Your Retirement Goalposts – Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You’re not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we’re diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Ep 45: Four Ways The SECURE Act 2.0 Might Impact You
Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. This won’t cover everything because there are more than 90 provisions in the SECURE Act 2.0, but this should give you some planning opportunities to discuss with your advisor the next time you meet.
Ep 44: Top Tax Questions for Retirees in 2023
On today’s episode, we’ll break down the top tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they’re making the most of their retirement savings and minimizing their tax burden.
Ep 43: Mailbag – 529 Plans, Financial Advisors, & RMD Withdrawals
Today we open up the mailbag to get to a few of the questions that have come into the show and we’ll hit on a few different financial topics that might also apply to your life.
Ep 42: 5 Beneficiary Mistakes- Are You Accidentally Spoiling Your Retirement Plan?
In this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly.
Ep 41: Financial Resolutions for 2023
In this episode, we will be discussing an interesting article that polled men and women to gauge their goals and mindset for the next year. Despite the impacts of inflation, we feel that there are solutions and ways to set achievable goals tailored to your individual circumstance. Listen to the episode to learn some of our tips to set yourself up for a successful financial resolution in 2023.
Ep 40: Five 401(k) Mistakes to Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes.
Ep 39: Making Smart Decisions During Major Life Events
You need to make smart decisions during major life events, and we are here to help guide you. Whether it’s a job change or divorce, we recommend taking three months to work everything out.
Ep 38: Is there Greener Grass on the Other Side?
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side.