Investing In Your Values

In this episode, Shari talks with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, the world’s leading influence accelerator for financial advisors. They discuss the inspiration for Matt’s new book, Shut the F Up and Listen , the benefits of learning how to listen better, and Matt talks about the seven types of listening and five types of communicators. He also shares how he maximizes his return on life. About Matt: Matt Halloran is a Co-Founder and Chief Relationship Offi

Shari talks with Certified Matchmaker Lisa Ratner on moving from the corporate world to founding her matchmaking business. They discuss dating tips, dating apps and what to look for if you do decide to hire a matchmaker. Lisa shared how she met her husband, and five things to look for when getting back into dating. She also shares how she maximizes her return on life. About Lisa: Lisa Ratner is the Founder of Lisa Ratner Matchmaking & Coaching, based in Washington, D.C. After 23 years in the HR

Shari talks with Zach Weber about his career as a multidisciplinary and mixed-media artist. Zach is 27 years old and has exhibited in institutions such as Art Miami, 2022, the Zolla/Lieberman Gallery, The Art Center of Highland Park, IL (2022); University of Indiana Northwest (2024), and is collected by the likes of Frank Stella and Gentler Architecture. Zach has also been featured in Architectural Digest and LUXE Chicago. In this episode, Shari and Zach discuss where his passion for art began,

In this episode, Shari talks with her husband of 35 years, Stephen Reiches, about strategic charitable giving. Stephen is the firm’s wealth transfer expert, having previously worked as an estate planning attorney. He has been with RRCM for over 19 years and provides planning advice to many of our firm’s most sophisticated clients. Most often people make donations by writing a check. Stephen and Shari discuss more tax-efficient ways to give, such as donating appreciated stock, using a Donor Advis

Shari talks with Johanna Smith about Harmonious Balance, a concept to help individuals live their best lives through the practice of holistic energy management. Johanna shares: how she went from engineering to the wellness field how she came up with the idea of Harmonious Balance how to achieve Harmonious Balance the four energies – physical, emotional, mental and spiritual the concept of balance-in and harmony-out Johanna also discusses insights if you are thinking of a career change, and how s

Shari talks with Ellen Rogin, a bestselling author and trainer to financial advisors. Shari and Ellen share a common bond – they have both built careers based on taking the stress out of money. They discuss Ellen’s new book, Messages from Money, including how to move from money worry to money welcome, the difference between goal setting and goal getting, how to use prosperity practices to shift your mindset from scarcity to abundance, and how to make your money a force for good in the world. El

A majority of women will one day be solely in charge of their finances. Shari talks with our Senior Financial Advisors Kristyn Gibson and Liz Xilas about why it is so important for women to take an active role in their finances now. For women in charge of their finances, Kristyn and Liz provide tips about spending, financial and estate planning, investing and much more. They also share how important it is to assemble “your team”, manage your emotions, take a breath, and invest in yourself. About

Jennifer Gray, “The Brand Therapist”, has navigated the business and therapy worlds for almost twenty years. She counsels overwhelmed professionals on how to boldly reimagine their life. In her conversation with Shari, Jennifer discusses the relationship between people pleasing and burnout and the conflict between personal and professional values. They also discuss the signs of burnout and tips to manage burnout. Jennifer also talks about how she maximizes her return on life. About Jennifer: Jen

Shari talks with Susan and Lorri about their journey to co-founding Senior Living Specialists Chicago, a premier local and free Senior Community Referral Service. Susan and Lorri explained the different types of senior communities, from independent living to nursing homes. They discuss who benefits from their services, their process to finding the perfect community and how finances impact their clients’ decisions. They share some success stories – and how they maximize their return on life. Susa

Where does all my money go? This is a question many people can’t answer. In this podcast, Shari talks to budgeting expert (and little brother) Adam Greco about budgeting tips. Adam is a budgeting fanatic. He lays out three budgeting strategies: A) Set an annual saving goal and the budget will fall into place. B) Use a spreadsheet and budget the big items – rent/mortgage, insurance, debt, health, travel, etc. C) Use a comprehensive budgeting program like Quicken . Adam will help you align your