Mar 12
The Future of Personal Finance: How AI Will Change Credit, Advice, and Access with Experian’s Dacy Yee
What will personal finance actually look like five years from now? Will we all have AI money assistants? Will financial advisors still exist? And could technology finally make managing money easier instead of more overwhelming? In this episode, Shari Rash sits down with Dacy Yee, ... Show More
33m 35s
Mar 10
Designing Your Next Chapter: The Financial Moves That Make It Possible
You’ve done the hard part. The debt is gone, the systems are running, the savings are building, and your financial life is finally stable. But once the question of “Am I okay?” quiets down, a new one tends to show up in its place: What do I actually want my life to look like now? ... Show More
37m 5s
Mar 7
Where Should Your Money Go Next? A Smarter Order of Operations for Saving, Investing, and Living Now
You’ve paid off the debt, built the emergency fund, and started investing. So why does having extra money still make you feel weirdly stressed? In this episode of Everyone’s Talkin’ Money, Shari Rash breaks down what to do with surplus money once you’re past financial chaos and i ... Show More
39m 41s
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
Apr 2022
TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk
On today’s show, Trey invites on a very special guest and that is Mr. Peter Mallouk. Peter is the President and CIO at Creative Planning which currently manages, $210B. Peter holds a law degree, an MBA and is a CFP, and is just an overall very smart and thoughtful guy. You may re ... Show More
56m 18s
Nov 2023
471: The Secret to Saving More, Spending Less, and a Perfect Credit Score
Building wealth, saving money, getting rich—it’s much more straightforward than most people think. You don’t need to be a financial expert or millionaire to know what you should do with your money. But if you’ve found yourself in a spot where saving and investing just isn’t happe ... Show More
44m 29s
Yes, you can get your financial house in order!
Call it a conspiracy or whatever you want, but there is a well-orchestrated message out there that creating a plan for your money that helps you achieve your goals is impossible – you’ll never save enough, you’ll never get out of debt, you’ll outlive your money, blah. That's not true because it is possible for ... Show More