Did you know that you cast a vote every time you spend your money? You are voting for companies whether you realize it or not. When you invest your money, you are doing the same thing…but do you know who you are voting for?
Arianna Savant, Head of Product at Swell Investing, is the guest on this episode demystifying how and why impact investing is important ... Show More
Feb 26
Gen Z, Loud Budgeting & the New Rules of Adulting
In this episode, Shari sits down with Holly O’Neill, who has a front-row view of the financial behavior of 69 million clients, to unpack what Gen Z is really doing with their money and why it matters for every generation. From the rising cost of living and the true price of “adul ... Show More
33m 17s
Feb 21
What Your Impulse Spending Is Trying to Tell You
Emotional spending isn’t a discipline problem — it’s a disconnection signal. In this episode, we’re rewriting the narrative around impulse purchases, Target runs, late-night checkouts, and “I deserve this” moments. Because you’re not bad with money — you’re trying to soothe stres ... Show More
28m 47s
Sep 2023
I Invested in My First Startup—And It Was Terrifying
I invested in a startup for the first time as an angel investor, and, honestly, the process was…strange. While public market investing feels comfortable and “safe,” private investments feel like pulling the lever on a slot machine with a few thousand bucks on the line. We're taki ... Show More
1 h
May 2023
Debate: Should I Get a Financial Advisor or Invest Myself?
<p>In this lively debate, Sim and Sonya discuss the pros and cons of hiring a financial advisor versus investing on your own. They explore factors like fees, personalised advice, and the freedom to make your own investment decisions. While financial advisors can provide expertise ... Show More
27m 28s