Experts say that millennial wealth is underdeveloped or has yet to reach its full potential. That makes sense. There are a lot of decisions to make when it comes to your money and trying to figure out how and where to invest can be tricky. Does being in cash make sense, should you use apps to invest, and how do you figure out your sweet spot when it comes to ... 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
Jun 2023
Unveiling the World of Venture Capital with Stephanie Choo, Investor at Portage VC and Board of Directors at Pearler
<p>This week, we’re excited to be joined by Stephanie Choo, Investor at the FinTech VC strategy of Portage, a global fintech and financial services investment platform, and Board of Directors at Pearler. Steph shares valuable insights on investing and portfolio strategies, and em ... Show More
47m 27s
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