
Money CHIC: Financial Wisdom and Advice for Single Women
Money CHIC is a personal finance podcast hosted by Shari Rash, a money expert, offering financial advice specifically for single women. The show covers topics like saving, investing, and building wealth in a fun, relatable way without jargon. It aims to empower women to take control of their finances and create a life they love.
Episodes
A New Chapter – Come Join Me on Everyone's Talkin' Money
I'm jumping in with a quick update—and some exciting news. I'm the new co-host of the Everyone's Talkin' Money podcast! If you've enjoyed the conversations we've had here, I'd love for you to come with me. On Everyone's Talkin' Money, we're continuing the mission of making money talk more honest, relatable, and useful. Each week, I'll bring you new episodes packed with mindset shifts, expert insig
Investing Basics, Diversification, and DIY Financial Planning
Ready to take control of your financial future but feeling overwhelmed by where to start? Tune into this episode of Money Chic, Financial Education with Shari Rash, where we break down investing basics for beginners in a way that's easy to understand and, more importantly, actionable. From setting clear financial goals like saving for retirement, buying a home, or planning your child's education,
Danielle Roberts on Avoiding Medicare Pitfalls, Enrollment, & Navigating Medicare Advantage Options
Ever wondered how to avoid the costly pitfalls of Medicare? Join us for this enlightening episode of Money Chic Financial Education with Shari Rash as we sit down with Danielle Roberts, founding partner at Boomer Benefits and author of the bestselling book "10 Costly Medicare Mistakes you Can't Afford to Make." Danielle shares her incredible journey from a health insurance agent to a leading Medic
Judy Heft on Transformative Financial Management, Outsourcing, & Mastering Money Mindfulness
Ready to revolutionize your relationship with money? Tune in to this episode of Money Chic Financial Education with Shari Rash, where we feature Judy Heft, the inspiring founder and president of Judith Heft Associates. Judy shares her remarkable 28-year journey from providing bookkeeping and bill pay services for seniors to offering comprehensive financial and lifestyle concierge solutions for hig
Heidi Schalk on Reclaiming Financial Independence, Entrepreneurial Growth, and Mastering Money Post-Divorce
When Heidi Schalk stepped down from her high-flying career to become a full-time mom, little did she know that reclaiming financial independence would become her crowning achievement. Our latest episode features this trailblazing business strategy coach and podcast host, who walks us through her transformative journey with a candidness that's as refreshing as it is empowering. Together, we explore
Dawn Smith on Achieving Financial Harmony in Relationships
Discover how to navigate the choppy seas of finance and affection with the invaluable insights of Dawn Smith, a coach and counselor who specializes in guiding couples to financial harmony. Our enlightening discussion peels back the layers on the emotional and practical facets of money within relationships. Fusing the emotional support of therapy with the action-oriented plans of coaching, Dawn dem
Jeanne Burlowski on Outsmarting College Debt, Dual Enrollment Advantages & Strategic Career Planning
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 t
Navigating Long-Term Care Insurance: Myths, Strategies, and Protecting Your Financial Future with Matt McCann
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
The Real Costs of Car Ownership and Smart Buying Strategies
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
Dorian Mintzer on the Emotional Journey of Retirement: Finding Purpose and Financial Harmony Beyond the Career
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 s
Navigating Net Worth Goals and Achieving Financial Prosperity at Any Age
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 d
Seizing Midlife's Power for Financial and Personal Reinvention with Jennifer Arthurton
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 cultura
Creating Millennial Wealth: 7 Strategies to Increase Your Net Worth
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 o
Navigating the Financial Advisory Maze: Fiduciary Relationships and Choosing a Compatible Advisor
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 throu
Achieving Financial Freedom: Shari Rash's Guide to Mastering Checking Accounts
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
Demystifying Emergency Funds: Your Path to Financial Stability
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 a
Money Chic Season 2 Teaser
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 l
Retirement: Ready Or Not, Here It Comes
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 t
Exposing Common Financial Complaints
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 insigh
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
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'
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
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 cou
Bad Money Habits Could Spoil Your Retirement Party
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 s
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
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 someo
Ep 51: Key Finance Decisions During Major Life Events (Part 2)
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 thr
Ep 50: Key Finance Decisions During Major Life Events (Part 1)
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
Ep 49: Dismantling 5 Top Social Security Myths
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
Ep 48: Financial Literacy Month & Email Questions
How financially literate are you? In honor of Financial Literacy Month, we're sharing facts you need to know when it comes to your money. If you're listening to this podcast, odds are that you are already interested in this topic, but let's take it to the next level. Here's some of what we'll discuss in this episode: Why financial literacy and education in our country have been suffering.
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. Join Shari in this motivating episode about staying on top
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. Here's some of what we'll discuss in this episode: The amount you need sav
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. Here's some of what we'll discuss in this episode: Required minimum distribution age is
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. Here's some of what we
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. From saving for college to working with multiple financial advisors to RMD withdrawals, this episode will touch on three items that come up frequently in our conversations. If you ever have a question for us, send it in and
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. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan. In this episode, we'll share: Under the law, if you name minors as beneficiaries, they can't receive every benefit until the
Ep 41: Financial Resolutions for 2023
With 2023 fast approaching, we have New Year's resolutions on our minds. Many of us set financial goals each year, and this year would likely be no different if it weren't for inflation. 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 wa
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. In this episode, we'll cover 5 mistakes people make in their 401(k)s and how they can be avoided. On this episode, we'll share: Have you left a 401(k) behind? (1:55) Here is a necessity
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. Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. We'll explain how to handle bi
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. We are all human and everyone makes mistakes, but should a mistake cost an advisor your business? Of course, there are variables at hand, but we will consider a few key points to ask yourself so you can know
Ep 37: Most Common Retirement Planning Questions About Taxes
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we're sharing some of the most common retirement planning questions about taxes. We'll share mistakes to avoid and how a proper plan can make a significant difference in your tax savings. Find out what strategies you can use while you're still working to improve your tax situation down the road.
Ep 36: Warning Signs: How to Spot Problems in Your Financial Life
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. In this episode, we are going to take a look into the mirror and see if we may have indicators of problems in our financial lives. These can look like neg
Ep 35: The Psychological Side of Retirement
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we'll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Here's some of what you'll learn in this episode: Our careers tend to be a large part of our id
Ep 34: Getting It Right - Irreversible Financial Decisions
There are plenty of decisions that you'll make in the retirement planning process that can't be undone, so you want to make sure that you make the right call. In this episode, we'll explain why these decisions are so important and can't be undone. Here's some of what you'll learn in this episode: Should you start taking social security as soon as you can? (1:56) What are the perks of taking the s
Ep 33: Don't Let Procrastination Doom Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let's explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Here's some of what you'll learn on this episode: Why retirement planning today looks much more different than it did for your parents. (2:00) What you can do if finances stress you out and cause y
Ep 32: Going Against The Grain
Being a good advisor isn't about winning a popularity contest or just saying the same things that everyone else in the industry says. It's about giving the best advice that you can for each individual situation. On today's show, we're going to peel back the curtain to discuss some areas where a good financial advisor's opinions might go against the grain with mainstream ideas in the industry. Here
Ep 31: Breaking Down the EARN Act
A recent article from The Hill breaks down the potential EARN Act working its way through our government right now. Sort of like a Secure Act 2.0, the EARN Act could change essential things about retirement planning. One of the biggest changes could be to RMD age requirements. It may push those RMDs to 75 for more tax growth. It also allows pre-retirees to save $10,000 more between the ages of 60
Ep 30: How to Survive a Bear Market
What's the key to surviving a bear market, whether you are in retirement or you are preparing for retirement? A dip in the market may seem scary but it can be an opportunity for investors as well. Surviving a bear market is all about balance and avoiding emotional decision-making that can harm your portfolio. An advisor helps remove the emotion from investing, let's not let our emotions guide our
Ep 29: Advisor Red Flags
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 are some signs an advisor is the right fit? If an advisor seems to work with all types of clients, they may not have the specialty
Ep 28: Top 6 Financial Debates - Which Side Do You Agree With?
When planning for retirement there are a lot of opinions and voices to listen to. Which side of the aisle should you follow? Many times, the "right answer" is going to depend on your own situation and plan. Some think you always need to sell the house before retirement. But if paying off your house is hurting the rest of your financial plan, you may need to bring that mortgage into retirement. A l
Ep 27: Are These Retirement Statistics Encouraging or Discouraging?
Math doesn't lie, but can these retirement numbers be misleading? Women have less saved than men, while disturbing this isn't necessarily surprising. Experts are estimating you need $1.04 million to retire comfortably. Assigning a dollar amount goal for retirement is difficult because everyone's experience is significantly different. On today's episode, we are going to break down some recent retir
Ep 26: The Countdown to Retirement
As you approach retirement there are some major things, you'll want to cross off your to-do list. Not only do you need to think about your financial future, but your physical health as well. We work so hard to save for retirement we want you to be able to enjoy it. On the other hand, going into retirement with a plan of what you'll fill your free time with is crucial to enjoying your retirement. O
Ep 25: The Retirement Diet - Fixing Unhealthy Financial Habits
How many of your financial habits may be a bit unhealthy? We all know some of the basics of health - losing weight, eating healthier, and exercising. But how can we spot some similar unhealthy habits in the financial world? Empty calories in the financial industry could be complex financial plan that you don't understand. On paper it looks great, but is it really working for you and is it improvin
Ep 24: Understanding Financial Jargon
When it comes to the financial industry, there can be a lot of different terms and definitions that may confuse you. On today's episode, we're going to explore some of these definitions and explain their relevance to you when planning for retirement. A fiduciary is someone sitting on the same side of the table as you. Inflation is about how much your dollar buys you versus what it bought you a yea
Ep 23: Mailbag – Yearly Spending, 401(k) Rollovers, and More
We are opening up the mailbag today to answer some of your questions. Mary has $1.4 million saved, how much can she spend yearly without running out? The rule of thumb says 4% a year, but a more detailed analysis of your plan can give you a more exact number and strategy. Georgia has all of her money in one IRA. She is wondering whether she should move some of it someplace else? You can be diversi
Ep 22: Guessing at Retirement Planning
There are some things in life you can guess at. However, when it comes to retirement planning there are some things you really shouldn't guess at. Most of us not working with an advisor may rely on guessing as a planning strategy. But what could go wrong if we do so? When it comes to your monthly income don't make assumptions. Some pre-retirees assume they'll need less money but that's not always
Ep 21: What's The Most Important Part of Retirement Planning?
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 are there? If you are starting out in your career the best time to start saving is now. Do you know how much you'd like to spend a ye
Ep 20: What Do Money Biases Cost You?
Do you have any money biases and what could they be costing you? A recent Morning Star study revealed that most of us hold at least some financial biases. Everyone has different views on money but it's important to reflect on those views. Do you go for immediate rewards over long-term goals? Have you overreacted to headlines before? Most of us have probably fallen to one or more of the four money
Ep 19: How Do You Say It?
There are a lot of terms and terminology surrounding the financial industry that can be confusing. So, on today's episode, we are going to break down some of these terms and what they mean to you and your financial plan. Depending on where you are in the country there can be different terms for the same product or strategy. You don't want regional linguistic differences to confuse you when it come
Ep 18: Why Women Need to Save Differently for Retirement
We are all going to get to retirement eventually, but our journeys may look very different getting there. There are a lot of risks women face when it comes to saving for retirement. In a male-dominated field like the financial industry, it can feel like their risks are not discussed enough. The wage gap, less time in the workforce in order to raise children, and taking care of the family are all r
Ep 17: 22 Money Resolutions for 2022 Part 2
We are continuing our 22 money resolutions for 2022 today. Have you checked your credit lately? It's a quick and easy process. Now might be the best time to audit your subscriptions by printing out your credit card report. Are you thinking about taxes? Don't wait until tax season to start planning. Join us for our last episode of the year as we discuss these resolutions and more! Read and get ad
Ep 16: 22 Money Resolutions for 2022 Part 1
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, emergency funds, and more. Some of these are quick tips while others involve working with an advisor, but all are valuable considerati
Ep 15: Opportunities for Retirement's Late Bloomers
If you feel like you are behind on your retirement savings you may be in better standing than you realize. As you reach 50, you'll want to really start thinking about retirement and whether you need to be saving more as you reach retirement age. On today's show, we will discuss some ways you can catch up on saving for retirement if you feel like a "late bloomer." Read and get additional financi
Ep 14: Mailbag – Retiring Early, Multiple Advisors, and More
We are opening up the mailbag today and answering some listener questions! Are you thinking of retiring early? Make sure you have a plan. You won't be able to access your 401(k) or IRA until you are 59 1/2 and Medicare eligibility isn't until 65. As you approach retirement what kind of risk should you be taking? Shari advises having risk buckets and working with your advisor to understand what kin
Ep 13: The Retirement Pyramid
Imagining a pyramid is a good way to think about your retirement plan structure. Your plan will be stable and thorough. You will need your base, a secured reliable income. These are guaranteed streams of income like Social Security or a pension. The middle of your pyramid will be the investments you've made while saving for retirement. Think of your 401(k) or IRA. The top is what you will do with
Ep 12: Tax Consequences on Various Retirement Accounts
There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today's episode, we are going to discuss the pros and cons of different types of taxable accounts and their tax consequences. We will be covering Roths, IRAs, CDs, and mor
Ep 11: Common Financial Mistakes Couples Make
A successful retirement plan for couples starts with communication and collaboration. Couples often avoid discussions about their finances and retirement plans, but this can lead to future financial issues. It is important to have conversations about your long term plans and how you will achieve them together. On today's show, Shari is speaking on some of the most common mistakes she sees couples
Ep 10: Mind the Gaps in Retirement Planning
Our financial plans can have many gaps. Sometimes financial gaps can be uncomfortable to speak about like having to plan for long term care. Or perhaps you are thinking of retiring early but you may not be eligible to receive Social Security or Medicare just yet. In either case, addressing these gaps before they occur will be the best way to keep your retirement plan on track. Today, Shari is revi
Ep 9: Just What The Financial Doctor Ordered
So, you're experiencing some concerning symptoms? Let's have a visit with the money "doctor" to see what financial prescriptions you might need. Website: https://greenwaywealthadvisory.com/ Phone: 703-255-2808 Email: shari@greenwaywealthadvisory.com
Ep 8: How Age & Wisdom Play Into Financial Planning
There's an old quote that says, "Age is the price of wisdom." Let's talk about how that applies to the financial world. Website: https://greenwaywealthadvisory.com/ Phone: 703-255-2808 Email: shari@greenwaywealthadvisory.com
Ep 7: 5 Things You Must Know About Decumulation To Retire Successfully
So much focus in the financial world revolves around accumulating money. There's all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you've accumulated through your life. And on th
Ep 6: Mailbag - Should I Take My Social Security As Early As I Can?
On today's show, we take some mailbag questions that have been sent in from our listeners. We will discuss longevity and how it relates to social security arguing about money, and much more. Website: https://greenwaywealthadvisory.com/ Phone: 703-255-2808 Email: shari@greenwaywealthadvisory.com
Ep 5: Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Website: https://greenwaywealthadvisory.com/ Phone: 703-255-2808 Email: shari@greenwaywealthadvisory.com
Ep 4: What's Your Spending Personality?
Before you can effectively put together a retirement income plan, it's important to understand your own tendencies for spending. Let's explore the different personalities. Website: https://greenwaywealthadvisory.com/ Phone: 703-255-2808 Email: shari@greenwaywealthadvisory.com
Ep 3: Traditional Vs. Roth IRAs
It seems that most people don't have a clear picture of whether they should contribute to a traditional IRA, or a Roth. Let's discuss how to determine which one is best for you. Website: https://greenwaywealthadvisory.com/ Phone: 703-255-2808 Email: shari@greenwaywealthadvisory.com
Ep 2: Income Planning 101
One of the biggest concerns from retirees and pre-retirees is running out of money. You have saved and put money away during the course of your working career, but now it's time to take money out and many people worry that what they have isn't enough. This issue can be addressed by putting together an income plan. Shari discusses how she builds an income plan for her clients and why having a writt
Ep 1: Get To Know Shari & Money Chic
Welcome to the Money Chic Podcast! In this first episode, you'll get to meet your host Shari Rash. You'll learn a little about her background, her business, and what to expect on future podcasts. There are many great episodes on the way about a wide variety of topics, but take a few minutes to get to know Shari a little better before you dive in! Website: https://greenwaywealthadvisory.com/ Phon
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