Podcast Episodes
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Build a Summer Spending Plan That Lets You Spend Without Regret
Episode 1534
Summer has a way of making everyone a little looser with money. Dinners, trips, long weekends, weddings, beauty appointments, beach days, concerts, r…
6 hours ago
Why Your Budget Keeps Failing — And the Automatic System That Actually Works
Episode 1533
Budgeting has a branding problem. For a lot of people, it feels restrictive, shame-filled, tedious, and honestly kind of like financial punishment. B…
1 week ago
What Is a Roth Conversion — And How Can You Do It Wrong?
Episode 1532
Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like?
Well… the tax bill to…
1 week, 6 days ago
The Tax Strategy High Earners Are Missing: How to Stop Playing Defense With the IRS
Episode 1531
Taxes are not just something you deal with once a year when it is time to file. For high earners, business owners, and investors, taxes are part of t…
2 weeks, 4 days ago
Before Summer Gets Expensive, Do This Money Reset
Episode 1529
Summer spending can feel casual… until the trips, camps, dinners, Target runs, kid expenses, travel plans, and “let’s just enjoy it” purchases start …
2 weeks, 6 days ago
Why Your Money Keeps Disappearing Even When You’re Not Being Irresponsible
Episode 1530
Have you ever looked at your bank account or credit card bill and thought, “Wait…where did it all go?” You didn’t book a luxury vacation. You didn’t …
3 weeks, 4 days ago
Stop Letting Tax Mistakes Quietly Slow Down Your Wealth
Episode 1528
Taxes may not be the most exciting part of your financial life, but if you’re earning well, investing, running a business, or trying to build wealth,…
3 weeks, 6 days ago
Why Making More Money Still Isn’t Making You Feel in Control
Episode 1527
What if making more money isn’t actually solving your money stress?
In this episode, Shari is breaking down why a higher income doesn’t automatically…
1 month ago
Start Investing This Year Without Overthinking Every Decision
Episode 1524
If you’ve been telling yourself, “This is the year I’m finally going to start investing,” but somehow another month goes by and you still haven’t don…
1 month ago
Your Spending Doesn’t Match Your Values—Here’s How to Fix It
Episode 1525
Have you ever looked at your bank statement and wondered where your money actually went?
Not in a dramatic, “I’m terrible with money” way—but in a qu…
1 month, 1 week ago