Episode 39

“You can have anything you want, but you can't have everything you want."

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Links

To grab your own copy of Shari's book, click here!

To follow along with Shari, her blog and Rappaport Reiches Capital Management, click here.

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Sound credits: Levels by Yung Kartz ($HMONEY theme song - intro/outro music)

Edited and produced by Anastasia Barbuzzi, founder and creative director of $HMONEY ($HMONEY Radio).

Episode Summary

When it comes to personal finance, those are the words that Co-Founder of Rappaport Reiches Capital Management, Shari Greco Reiches, stands by. Shari has always wanted to make a difference and she's found a way to do so through teaching women how to invest their time and money in what they value most.

Shari has more than 30 years of experience in wealth management and behavioural finance and she's the architect of her firm's Maximize Your Return on Life Solution, which aligns clients' financial planning with their core values—a key teaching in this episode.

Not to mention, Shari is a highly sought after speaker and her advice has been featured on CNBC.com, U.S. News & World Report, RealSimple.com, and Parade.com. Her company currently has $700 million under management and she was recognized in the Women in Wealth section of Fortune magazine.

Today on $HMONEY Radio, Shari and host @anastasiabarbuzzi discuss the following:

📖 What inspired her to write her first (new!) book, Maximize Your Return on Life: Invest Your Time and Money in What You Value Most

✅ The top 10 items that every woman should know about her finances

💭 Your early and profound memories of money and how they shape your relationship with it today

💚 How to identify your core values and let them guide you in important decisions

💰 How to save in uncertain times

🧹 A home clutter quiz

...and more! Listen and learn how to organize your life and finances for good.

Also available on Apple Podcasts, Spotify, Overcast, Castro, Castbox, Podfriend, Pocket Casts & Stitcher.