by Shari Rash | Nov 1, 2022 | Behavioral Finance, Finances, Financial Planning, Women and Money
Best Questions for millennials, HENRYs and women to Ask when interviewing a financial advisor (And what are the red flags to look out for?) Subscribe to my posts via email.* * indicates required Email Address * First Name *Privacy Policy: We hate SPAM and promise to...
by Shari Rash | Aug 25, 2022 | Podcast
We’re all guilty of procrastination in some aspect of our lives but some things shouldn’t wait. One of those areas we need to stay on top of is our finances but it can be easy to fall behind. People have many reasons for procrastinating when it comes to putting a...
by walter | Jun 23, 2022 | Podcast
Many people have been DIYing their retirement plans over the past decade and have done fairly well. But with new market volatility, a lot of people are looking for an advisor to help them through this turbulent time. What red flags do you need to be aware of? And what...
by walter | Feb 24, 2022 | Podcast
Today we are exploring what financial experts are claiming to be the most important part of retirement planning and whether Shari agrees or disagrees. A lot of people view retirement as a destination, but have you thought about what you’ll do with your time once you...
by walter | Dec 9, 2021 | Podcast
As we approach the end of the year it’s a great time to think about resolutions. Over the next two shows, we will be going over 22 money resolutions for 2022. Let’s have a great financial year! On today’s episode, we will discuss reducing debt, retirement accounts,...
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