Brandon Krieg, CEO, and co-founder of STASH has a mission. His goal is to make saving and investing accessible and easy for everyone, regardless of your budget. This is a message I echo on this podcast. There's always a little something extra in your bank account that you can use powerfully to help build your wealth and your future, you just need to know how ... 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
Apr 2024
Ask HTM - Investing Deadlines, Building Generational Wealth, & Coping With Financial Regrets #808
<p>Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step g ... Show More
56m 36s
Jun 2022
TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti
IN THIS EPISODE, YOU'LL LEARN:
14:38 - How to calculate your retirement needs.
20:32 - How to determine how much cash you should reserve.
39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc.
51:17 - The ideal allocation of index funds.
1:00:34 ... Show More
1h 9m
Dec 2023
The Perils of Investing in Individual Stocks (Bestie Ep) #767
<p>Think about the last novel you read that included a dangerous quest. If it’s a fantasy like the Hobbit, there might be giant spiders, goblins, and dragons- but in the end, it’s worth it because of the unfathomable treasure and riches that await them. The thing is, when we’re t ... Show More
45m 6s