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Money Chic: Financial Education with Shari Rash

Business & Economics Podcasts

Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Location:

United States

Description:

Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Language:

English


Episodes
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Jeanne Burlowski on Outsmarting College Debt, Dual Enrollment Advantages & Strategic Career Planning

4/17/2024
Unlock the secrets to sending your kids to college without the burden of debt, as Jeanne Burlowski, author of the book: LAUNCH: How to Get Your Kids Through College Debt-Free and Into Jobs They Love Afterward, joins me on a journey through the financial labyrinth of higher education. Together, we dissect ingenious strategies that go beyond traditional saving or scholarship methods, including the transformative power of dual enrollment and the art of crafting an application that cuts through the noise. As a mom of four and a financial advisor, my personal stake in this game brings an added layer of authenticity as we share our insights on how to empower your children with a financial head start. This conversation is a must for parents seeking to navigate the choppy waters of college financing while ensuring their children are career-ready. We shine a light on companies that have become educational allies through tuition reimbursement programs, delivering a one-two punch of invaluable work experience and reduced college costs. Moreover, our discussion underscores the significance of early and strategic planning, using professional career assessments to steer kids towards joy and fulfillment in their future professions. Tune in to arm yourself with the knowledge and strategies to set your family up for success in this pivotal stage of life. Connect with Jeannie: JeannieBurlowski.com GetIntoMedSchool.com Linkedin.com/in/jeannieburlowski Vimeo.com/jeannieburlowski Twitter.com/JBurlowski -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:35:10

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Navigating Long-Term Care Insurance: Myths, Strategies, and Protecting Your Financial Future with Matt McCann

4/4/2024
Discover the truths behind long-term care insurance with the guidance of Matt McCann, a leading authority in the industry. Together, we'll unravel the myths and confront the denials that can leave families unprepared for the future. This episode promises to enlighten you on how to navigate the complexities of long-term care, from costs and policy types to the emotional toll of caregiving, offering key insights to secure your family's well-being. Embark on a transformative discussion about the financial strategies that can shield your assets and alleviate the burden on your loved ones. We tackle the repercussions of low-interest rates on insurance pricing and delve into the evolution of underwriting practices. You'll learn the ins and outs of inflation protection, the challenges posed by state-implemented long-term care taxes, and why early investment in these policies is not just smart, but essential. With Matt's expertise, we guide you through the shifting landscape of long-term care, ensuring you're equipped to make informed decisions. The conversation culminates with a focus on proactive steps to protect your financial future against the unpredictability of health conditions and accidents. We share creative planning methods, such as leveraging tax incentives and structuring payments to benefit future generations. Listen closely as we discuss when it might be too late for insurance and the pivotal actions you can take today. By the end of this episode, you'll have a clearer understanding of how to confidently approach long-term care insurance, and the peace of mind that comes with thorough preparation. -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial Planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:48:14

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The Real Costs of Car Ownership and Smart Buying Strategies

3/27/2024
Ever wrestled with the decision of buying a car and felt overwhelmed by the options and costs? That's where we step in with a treasure trove of essential insights. Today's episode peels back the layers of car purchase costs and ownership, a topic that's reverberated through the walls of my own home as we've debated the merits of new versus used, the necessity of that additional family vehicle, and the costs that far exceed the initial price tag. We're uncovering the hidden truths behind the financial impact of vehicles on American households, where multiple cars in the driveway are becoming the norm, and maintenance costs can give your wallet a monthly knockout punch. Join us as we navigate the reality of strategic planning for future car purchases, and ponder the age-old question: Do you drive your car into the sunset or stay in the cycle of perpetual car payments? As we shift gears into the second half of our discussion, we zoom into the intricacies that come with choosing the right set of wheels, especially when it comes to luxury brands like those sought-after German machines. It's not just about the allure of the emblem; we're talking maintenance costs that could rival a small mortgage, insurance premiums that might have you doing a double-take, and depreciation curves steeper than a rollercoaster drop. I also spotlight the challenges of car financing in an era of rising interest rates, making the decision between saving and borrowing more crucial than ever. Whether you're a seasoned car owner, in the market for your first ride, or simply trying to make sense of your current automotive expenses, this episode offers indispensable guidance in understanding the full scope of financial obligations tied to owning that all-important vehicle. -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:15:41

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Dorian Mintzer on the Emotional Journey of Retirement: Finding Purpose and Financial Harmony Beyond the Career

3/14/2024
Embark on a transformational journey with me, Shari Rash, as we unlock the deeper emotional layers of retirement with Dorian Mincer's expert guidance. Our heartfelt conversation peels back the finance-focused facade to reveal the vibrant tapestry of life's later chapters. Dorian's expertise in adult development and retirement coaching illuminates the often-unspoken truths about the psychological shift that accompanies this pivotal life milestone. We delve into the art of finding new meaning and purpose once the structure of a career or parenting recedes into the background, painting a picture of retirement as an opportunity for growth rather than a mere conclusion. The retirement landscape is no simple terrain; it's an intricate puzzle where mental, emotional, and financial pieces must interlock. Our episode explores the evolving nature of retirement, where phased approaches and encore careers are reshaping the traditional view. The unforeseen challenges, such as the COVID-19 pandemic, underscore the need for robust, adaptable plans that can weather life's storms. Together with Dorian, we stress the importance of early preparation and the role of financial planners in ensuring the alignment of your life goals with your financial strategy, crafting a more seamless transition into those golden years. As we close the chapter on this comprehensive guide to retirement, we turn the page to establishing harmony in post-career life. Clear communication with your partner, family, and friends is paramount in managing expectations regarding time spent together, individual pursuits, and shared dreams. Join us for an enlightening discussion filled with practical wisdom and refreshing insights to steer you towards a fulfilling and financially stable retirement. https://revolutionizeretirement.com/ -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:36:07

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Navigating Net Worth Goals and Achieving Financial Prosperity at Any Age

3/5/2024
Wondering how to gauge your financial health beyond the figures on your paycheck? Let me, Shari Rash, be your guide on Money Chic, as we explore the significance of net worth and how to set and crush your financial goals at any age. Discover the ins and outs of calculating your net worth and learn why this metric is the heartbeat of your financial well-being. For those at the starting line, I'm dishing out actionable steps to build that initial nest egg, emphasizing the magic of compounding interest and the milestones you should be hitting, like saving your annual salary by 30. Don't let a low or negative net worth knock the wind out of your sails—we'll navigate through the fog and find clear skies. As we set sail toward retirement, the waters can get choppy, but fear not! This episode charts a course through the storm with strategies to beef up your financial defenses, ensuring you land ashore with a treasure chest fit for a king. I'll walk you through the winning tactics, including smart saving habits, optimizing those employer-sponsored retirement plans, and the often-overlooked art of tax efficiency. If you're yearning for a map tailored to your own financial horizons, I'm here to chart that course in a one-on-one session. So whether you're donning your captain's hat or still finding your sea legs, tune in for an empowering discussion that will steer you towards a future glistening with prosperity. -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:17:23

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Seizing Midlife's Power for Financial and Personal Reinvention with Jennifer Arthurton

2/27/2024
Have you ever felt bound by the roles society expects you to play? On today's show, we're joined by the visionary Jennifer Arthurton, founder of "Old Chicks Know Shit", who will inspire us with her tale of redefining life during what many consider the 'forbidden' age for reinvention - the 50s. Together, we'll uncover how midlife can be your most powerful era, unshackling from the weight of cultural expectations, and seizing the opportunity to weave a vibrant tapestry for the next act. Jennifer's personal journey through seismic life changes shines a light on the path to rediscovering your identity and the resilience that blossoms from within. As we navigate the oft-intimidating waters of financial and personal renewal, Jennifer's insights into the transition from a structured corporate career to a world of fluctuating incomes and entrepreneurial spirit will challenge you to rethink the way you perceive your worth and capabilities. We'll also explore the valuable role solitude plays in reconnecting with your desires, lending an ear to the inner voice that's been muted for too long. This episode is not just a conversation; it's a rallying cry for every woman standing at the crossroads of change, ready to embrace their dreams with fervor and craft a life of intention and passion. Join us to understand how the support of fellow women fuels our transformative journey and why midlife is not the end, but a rebirth of self. Reach Jennifer: https://www.oldchicksknowshit.com/ https://www.instagram.com/oldchicksknowshit/ -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:29:51

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Creating Millennial Wealth: 7 Strategies to Increase Your Net Worth

2/14/2024
Are your finances feeling the squeeze of student loans and the ever-elusive housing market? This episode of Money Chic is your ticket to understanding and conquering the unique financial challenges that us millennials face daily. We're peeling back the layers on the importance of diversifying your wealth beyond the usual suspects of home equity and retirement accounts. I'm diving into the mantra of 'paying yourself first,' a surefire approach to bolstering that net worth—even if you're kicking things off from a negative number. Trust me, getting your ducks in a row has never been more crucial, and I've got the lowdown on how to make your money work for you. Strap in as we break down seven savvy strategies to kickstart your wealth growth journey. From the bedrock of building an emergency fund to the art of systematic saving and the strategic paydown of debt, every tip is designed with your financial empowerment in mind. We're talking smart investments in globally diversified portfolios—no overhyped Bitcoin gambles here—and how to flip your skills into a side hustle for that extra income boost. Regular financial health check-ups and goal setting? Absolutely. And for those craving that additional edge, we delve into the transformative impact of professional financial advice. It's about setting the stage for your money to thrive, so join us and begin charting a course towards a richer future. For more insights, swing by greenwaywealthadvisory.com—your wealth, your way. Blog: https://www.greenwaywealthadvisory.com/post/creating-millennial-wealth-7-strategies-to-increase-your-net-worth -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:23:27

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Navigating the Financial Advisory Maze: Fiduciary Relationships and Choosing a Compatible Advisor

1/8/2024
Embarking on the journey to financial security can often feel like navigating a maze, but fear not, as Shari Rash from Greenway Wealth Advisory is here to illuminate the path. With a focus on the intimate and evolving relationship between you and your financial advisor, this episode promises to arm you with the wisdom needed to select an advisor who isn't just a guide but a trusted companion through life's fiscal landscape. Shari emphasizes the significance of finding someone whose expertise reflects your specific financial aspirations and life stage, while providing practical advice on how to curate a list of potential advisors. From the importance of referrals to the art of asking the right questions, this episode promises an actionable roadmap to finding your financial ally. As the financial services industry shifts towards a fiduciary, client-first model, understanding what this means for you is crucial. Shari breaks down the fiduciary standard, ensuring you can discern between advisors who prioritize your interests and those who may not. She also sheds light on the various compensation structures, from commission-based to fee-based services, and why transparency in these matters is pivotal. But it isn't all business; compatibility is key in any enduring relationship, and finding an advisor you genuinely enjoy talking to is just as important as their financial acumen. Prepare for an engaging discussion that goes beyond numbers and charts—it's about connecting with an advisor who will stand with you as you reach for your financial dreams. -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:24:26

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Achieving Financial Freedom: Shari Rash's Guide to Mastering Checking Accounts

12/18/2023
Are you juggling multiple checking accounts and feeling overwhelmed? Then this episode of Money Chic financial education is for you! Financial expert Shari Rash is here to demystify banking, providing insights into managing your accounts and achieving financial well being. Lessen your stress with Shari's mindset of zero and discover how to keep an ideal balance in your account. But that's not all we cover. Learn about our Financial Foundations program, which is designed to empower you with control over your finances and help you plan for the future. We'll discuss the importance of regular checks on your main account, and Shari will share her expert tips. So, get ready to embark on a journey towards a secure financial future and start building your wealth with us on Money Chic financial education. Also, check out our new blog on the "Best Questions for Millennials, HENRYs and Women to ask when Interviewing a Financial Advisor" -- www.greenwaywealthadvisory.com/post/millennials-women-henrys-ask-a-financial-advisor -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:16:12

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Demystifying Emergency Funds: Your Path to Financial Stability

12/6/2023
Ready to lead a financially secure life, but unsure of where to start? On Money Chic: Financial Education with Shari Rash, we'll crack the code of emergency funds and understand why they are instrumental in managing your finances. We'll delve into how best to structure this fund, focusing on the necessity of having an equivalent of three to six months' worth of expenses safely tucked away. We'll also talk about the significance of having the fund in a separate, less accessible savings account to avoid any unwarranted temptations, and a lot more. But managing money doesn't stop at creating an emergency fund. Planning for a secure future is equally vital. Let's customize a financial plan tailored for you - because one size doesn't fit all, especially when it comes to money matters. We'll also give you a sneak peek into our next episode on avoiding common blunders with checking accounts. Remember, professional advice is always the way to go when it comes to significant investment decisions. So, let's make finance a source of empowerment together! Stay tuned and join us on this enriching journey. -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:13:10

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Money Chic Season 2 Teaser

11/21/2023
Brand new episodes of Money Chic coming soon! Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"

Duration:00:01:45

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Retirement: Ready Or Not, Here It Comes

8/24/2023
Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. Here are some key takeaways from this episode: For those who are financially secure but lack confidence in their retirement plans, having a well-defined strategy and plan can provide a sense of assurance. For those who wish to retire sooner but lack the financial means, it's important to address the issue rather than avoiding it and seek professional help early on. Retirement planning is not one-size-fits-all. Having a personalized retirement income plan that considers various income sources, such as Social Security and pensions, is crucial for ensuring financial security during retirement. Financial education is valuable, but having access to a professional who can provide tailored guidance and answer specific questions can help alleviate fears and uncertainties about retirement. Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:17:46

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Exposing Common Financial Complaints

8/10/2023
In this episode, we tackle the common complaints and fears about financial situations during retirement. These complaints often include concerns about advisors taking too much risk, dissatisfaction with account growth, high fees, worries about Social Security not being enough to retire on, and more. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future. Here are some key takeaways from this episode: If you feel your advisor is taking too much risk in your portfolio, ask yourself "compared to what?" Understand your risk tolerance and communicate with your advisor to ensure your portfolio aligns with your goals. Don't just compare your portfolio's growth to market indices. Consider your portfolio's benchmark and its performance against it to get a more accurate picture of your investment's success. If you find your fees are high, understand what services you are receiving for those fees. Fee structures can vary, and it's essential to know the value you're getting from your advisor's services. Social Security might not be enough to cover all your expenses during retirement. Proper planning and saving outside of Social Security are crucial to ensure a comfortable retirement. It's very important to understand your financial plan thoroughly. If you don't, communicate your concerns with your advisor. A good advisor will be willing to simplify explanations and ensure you have a clear understanding! Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:19:03

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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

7/27/2023
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tension: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Shari work to resolve conflicts in these areas as they arise. Here’s some of what we’ll discuss in this episode: Getting on the same page about how much to have in an emergency fund. (2:36) Finding the right amount to give to charities. (6:19) Deciding what to do with an inheritance. (8:27) Having conversations about insurance and long-term care. (11:51) Disagreeing on how to handle financial management. (14:31) Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:19:34

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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)

7/13/2023
Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples. Here’s some of what we’ll discuss in this episode: Disagreements on risk tolerance in investing. (2:02) Deciding on your retirement timeline as a couple. (6:07) Leaving behind a legacy for your children. (8:32) Should you stay in your home or downsize in retirement? (11:44) What do you want your retirement lifestyle to look like? (16:06) Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:21:33

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Bad Money Habits Could Spoil Your Retirement Party

6/29/2023
Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because, with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Here’s some of what we’ll discuss in this episode: Investing emotionally instead of strategically (1:58) Having a strategy in place to pay off debt. (5:19) Using your emergency fund for non-emergencies. (8:52) Avoiding professional advice to “save money.” (11:10) Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:18:12

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Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

6/15/2023
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k). Here’s some of what we’ll discuss in this episode: If your employer does not offer you matching contributions, you could look at other options. (2:27) If you do not have an emergency fund. (5:35) If you’re worried about future tax increases. (6:57) If you have a lot of debt. (12:48) Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:16:10

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Ep 51: Key Finance Decisions During Major Life Events (Part 2)

5/25/2023
We’re back to wrap up our discussion on financial decision-making during key life events. In part two, we’re covering the last 4 pivotal life moments that you might face, including caring for loved ones, unexpected medical complications, retirement, and the loss of a loved one. Shari will provide practical tips and guidance to help you make informed decisions and maintain financial stability throughout these times. Here’s some of what we’ll discuss in this episode: The financial impacts of caring for family members in your home. (2:04) How medical issues and disabilities can uproot your plans. (5:42) The importance of investing for the long term. (8:13) Making financial decisions after the loss of a loved one. (14:36) Why it’s so valuable for you and your spouse to have a relationship with your advisor. (16:57) Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:24:35

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Ep 50: Key Finance Decisions During Major Life Events (Part 1)

5/11/2023
Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you're experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability. Here’s some of what we’ll discuss in this episode: Financial decisions in marriage. (2:18) Financial decisions during birth or adoption. (5:19) Financial decisions and expenses during a divorce. (8:40) Financial decisions during remarriage. (12:25) Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:17:43

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Ep 49: Dismantling 5 Top Social Security Myths

4/20/2023
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? Unfortunately, there is a lot of misinformation out there regarding Social Security benefits. In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Stay tuned as we set the record straight so that you can make informed decisions for your financial future. Here’s some of what we’ll discuss in this episode: Myth: You won’t get any Social Security if you’re a stay-at-home mom. (2:05) Myth: Social Security will be gone by the time you retire. (4:30) Myth: You can’t work and receive Social Security benefits at the same time. (9:15) If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation. Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/ Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

Duration:00:19:18