Money Chic: Financial Education with Shari Rash

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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial planning questions? Check out Shari's website at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: [email protected]"

Heidi Schalk on Reclaiming Financial Independence, Entrepreneurial Growth, and Mastering Money Post-Divorce 05/16/2024

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 the pivotal moments that redefine our relationship with money, from career shifts to personal upheavals, and how each step is a building block towards success rather than a setback. Heidi's narrative is an eye-opener for anyone feeling tethered by their financial past and inspires a renaissance of control and confidence. Transitioning from stay-at-home mom to divorced single parent, Heidi faced the daunting challenge of solo financial decision-making while nurturing an entrepreneurial spirit. This chapter of her life is a testament to the resilience required to balance family stability and business aspirations. Sharing her story, Heidi hopes to resonate with listeners navigating similar waters, offering solace and strategies for those striving to maintain their family's wellbeing amidst the tumultuous seas of entrepreneurship and financial independence. It's a narrative that underscores not just the emotional toll of major life changes, but also the pragmatic steps necessary to anchor oneself to a vision of presence and purpose. We wrap up with crucial insights into how strategic support systems like virtual assistants and trusted advisors can propel business growth while alleviating the stress that comes with wearing multiple hats. As the host of Money Chic Financial Education and a professional at Greenway Wealth Advisory, I’m passionate about guiding others towards financial freedom. This episode isn't just about sharing our journeys; it's a beacon for listeners seeking to own their financial narrative and take proactive steps towards a secure future. Heidi and I invite you to join us in this empowering discussion, where the ultimate takeaway is the confidence to master your money and craft the life you envision. Connect with Heidi: https://heidischalk.com/ https://www.instagram.com/heidischalkcoaching/ https://linktr.ee/heidischalkcoaching -- Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: [email protected] /episode/index/show/moneychic/id/31333882

Dawn Smith on Achieving Financial Harmony in Relationships 05/02/2024

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 demonstrates how individual strengths and weaknesses can align to create a balanced and thriving partnership. We examine the role of open communication about finances, the unique 'post-it exercise' that aligns financial priorities, and how to tackle the challenges that emerge from uneven incomes or existing debts. Dawn and I take a closer look at the bedrock of any strong relationship: trust, collaboration, and regular money conversations. We discuss how these discussions, when centered around life goals and shared values, can transform the daunting task of financial planning into an exciting journey towards mutual aspirations. You'll learn the art of creating time-boxed, stress-free dialogues that not only tackle the numbers but also reinforce the connection and growth between partners. With Dawn's expertise and resources, including her complimentary guide, we shine a light on the path to financial empowerment and enhanced partnership dynamics. Wrapping up our heartfelt conversation, I extend my gratitude to Dawn Smith for her wisdom and the plethora of resources found at her website. I then share insights from my own Financial Foundations program, designed to swiftly and significantly elevate your financial wellbeing. We underscore the importance of seizing control of your financial narrative and invite you to join us in the journey towards financial freedom and clarity, with support just a click away at greenwaywealthadvisory.com. Remember, challenges in money matters are shared by many, but with the right strategies and support, they can be overcome. Website: www.RelationshipCoachDawn.com Instagram: @relationshipcoachdawn Facebook: https://www.facebook.com/revdawn Linkedin: https://www.linkedin.com/in/wholelifedawn/ -- Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/31086633

Jeanne Burlowski on Outsmarting College Debt, Dual Enrollment Advantages & Strategic Career Planning 04/17/2024

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 transformative power of dual enrollment and the art of crafting an application that cuts through the noise. As a mom of four and a financial advisor, my personal stake in this game brings an added layer of authenticity as we share our insights on how to empower your children with a financial head start. This conversation is a must for parents seeking to navigate the choppy waters of college financing while ensuring their children are career-ready. We shine a light on companies that have become educational allies through tuition reimbursement programs, delivering a one-two punch of invaluable work experience and reduced college costs. Moreover, our discussion underscores the significance of early and strategic planning, using professional career assessments to steer kids towards joy and fulfillment in their future professions. Tune in to arm yourself with the knowledge and strategies to set your family up for success in this pivotal stage of life. Connect with Jeannie: JeannieBurlowski.com GetIntoMedSchool.com Linkedin.com/in/jeannieburlowski Vimeo.com/jeannieburlowski Twitter.com/JBurlowski -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/30863648

Navigating Long-Term Care Insurance: Myths, Strategies, and Protecting Your Financial Future with Matt McCann 04/04/2024

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 key insights to secure your family's well-being. Embark on a transformative discussion about the financial strategies that can shield your assets and alleviate the burden on your loved ones. We tackle the repercussions of low-interest rates on insurance pricing and delve into the evolution of underwriting practices. You'll learn the ins and outs of inflation protection, the challenges posed by state-implemented long-term care taxes, and why early investment in these policies is not just smart, but essential. With Matt's expertise, we guide you through the shifting landscape of long-term care, ensuring you're equipped to make informed decisions. The conversation culminates with a focus on proactive steps to protect your financial future against the unpredictability of health conditions and accidents. We share creative planning methods, such as leveraging tax incentives and structuring payments to benefit future generations. Listen closely as we discuss when it might be too late for insurance and the pivotal actions you can take today. By the end of this episode, you'll have a clearer understanding of how to confidently approach long-term care insurance, and the peace of mind that comes with thorough preparation. -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial Planning questions? Check out Shari's website and blog at Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/30669948

The Real Costs of Car Ownership and Smart Buying Strategies 03/27/2024

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 the costs that far exceed the initial price tag. We're uncovering the hidden truths behind the financial impact of vehicles on American households, where multiple cars in the driveway are becoming the norm, and maintenance costs can give your wallet a monthly knockout punch. Join us as we navigate the reality of strategic planning for future car purchases, and ponder the age-old question: Do you drive your car into the sunset or stay in the cycle of perpetual car payments? As we shift gears into the second half of our discussion, we zoom into the intricacies that come with choosing the right set of wheels, especially when it comes to luxury brands like those sought-after German machines. It's not just about the allure of the emblem; we're talking maintenance costs that could rival a small mortgage, insurance premiums that might have you doing a double-take, and depreciation curves steeper than a rollercoaster drop. I also spotlight the challenges of car financing in an era of rising interest rates, making the decision between saving and borrowing more crucial than ever. Whether you're a seasoned car owner, in the market for your first ride, or simply trying to make sense of your current automotive expenses, this episode offers indispensable guidance in understanding the full scope of financial obligations tied to owning that all-important vehicle. -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/30565183

Dorian Mintzer on the Emotional Journey of Retirement: Finding Purpose and Financial Harmony Beyond the Career 03/14/2024

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 shift that accompanies this pivotal life milestone. We delve into the art of finding new meaning and purpose once the structure of a career or parenting recedes into the background, painting a picture of retirement as an opportunity for growth rather than a mere conclusion. The retirement landscape is no simple terrain; it's an intricate puzzle where mental, emotional, and financial pieces must interlock. Our episode explores the evolving nature of retirement, where phased approaches and encore careers are reshaping the traditional view. The unforeseen challenges, such as the COVID-19 pandemic, underscore the need for robust, adaptable plans that can weather life's storms. Together with Dorian, we stress the importance of early preparation and the role of financial planners in ensuring the alignment of your life goals with your financial strategy, crafting a more seamless transition into those golden years. As we close the chapter on this comprehensive guide to retirement, we turn the page to establishing harmony in post-career life. Clear communication with your partner, family, and friends is paramount in managing expectations regarding time spent together, individual pursuits, and shared dreams. Join us for an enlightening discussion filled with practical wisdom and refreshing insights to steer you towards a fulfilling and financially stable retirement. https://revolutionizeretirement.com/ -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/30377353

Navigating Net Worth Goals and Achieving Financial Prosperity at Any Age 03/05/2024

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 dishing out actionable steps to build that initial nest egg, emphasizing the magic of compounding interest and the milestones you should be hitting, like saving your annual salary by 30. Don't let a low or negative net worth knock the wind out of your sails—we'll navigate through the fog and find clear skies. As we set sail toward retirement, the waters can get choppy, but fear not! This episode charts a course through the storm with strategies to beef up your financial defenses, ensuring you land ashore with a treasure chest fit for a king. I'll walk you through the winning tactics, including smart saving habits, optimizing those employer-sponsored retirement plans, and the often-overlooked art of tax efficiency. If you're yearning for a map tailored to your own financial horizons, I'm here to chart that course in a one-on-one session. So whether you're donning your captain's hat or still finding your sea legs, tune in for an empowering discussion that will steer you towards a future glistening with prosperity. -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/30222928

Seizing Midlife's Power for Financial and Personal Reinvention with Jennifer Arthurton 02/27/2024

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 cultural expectations, and seizing the opportunity to weave a vibrant tapestry for the next act. Jennifer's personal journey through seismic life changes shines a light on the path to rediscovering your identity and the resilience that blossoms from within. As we navigate the oft-intimidating waters of financial and personal renewal, Jennifer's insights into the transition from a structured corporate career to a world of fluctuating incomes and entrepreneurial spirit will challenge you to rethink the way you perceive your worth and capabilities. We'll also explore the valuable role solitude plays in reconnecting with your desires, lending an ear to the inner voice that's been muted for too long. This episode is not just a conversation; it's a rallying cry for every woman standing at the crossroads of change, ready to embrace their dreams with fervor and craft a life of intention and passion. Join us to understand how the support of fellow women fuels our transformative journey and why midlife is not the end, but a rebirth of self. Reach Jennifer: https://www.oldchicksknowshit.com/ https://www.instagram.com/oldchicksknowshit/ -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/30130958

Creating Millennial Wealth: 7 Strategies to Increase Your Net Worth 02/14/2024

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 of 'paying yourself first,' a surefire approach to bolstering that net worth—even if you're kicking things off from a negative number. Trust me, getting your ducks in a row has never been more crucial, and I've got the lowdown on how to make your money work for you. Strap in as we break down seven savvy strategies to kickstart your wealth growth journey. From the bedrock of building an emergency fund to the art of systematic saving and the strategic paydown of debt, every tip is designed with your financial empowerment in mind. We're talking smart investments in globally diversified portfolios—no overhyped Bitcoin gambles here—and how to flip your skills into a side hustle for that extra income boost. Regular financial health check-ups and goal setting? Absolutely. And for those craving that additional edge, we delve into the transformative impact of professional financial advice. It's about setting the stage for your money to thrive, so join us and begin charting a course towards a richer future. For more insights, swing by greenwaywealthadvisory.com—your wealth, your way. Blog: https://www.greenwaywealthadvisory.com/post/creating-millennial-wealth-7-strategies-to-increase-your-net-worth -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/29951983

Navigating the Financial Advisory Maze: Fiduciary Relationships and Choosing a Compatible Advisor 01/08/2024

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 through life's fiscal landscape. Shari emphasizes the significance of finding someone whose expertise reflects your specific financial aspirations and life stage, while providing practical advice on how to curate a list of potential advisors. From the importance of referrals to the art of asking the right questions, this episode promises an actionable roadmap to finding your financial ally. As the financial services industry shifts towards a fiduciary, client-first model, understanding what this means for you is crucial. Shari breaks down the fiduciary standard, ensuring you can discern between advisors who prioritize your interests and those who may not. She also sheds light on the various compensation structures, from commission-based to fee-based services, and why transparency in these matters is pivotal. But it isn't all business; compatibility is key in any enduring relationship, and finding an advisor you genuinely enjoy talking to is just as important as their financial acumen. Prepare for an engaging discussion that goes beyond numbers and charts—it's about connecting with an advisor who will stand with you as you reach for your financial dreams. -- 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 life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.com/blog Phone: 833-833-1903 Email: [email protected]" /episode/index/show/moneychic/id/29386718