Podcast Episodes

Why We Spend When We’re Sad: Turning Emotional Purchases Into Purpose

We don’t always spend because we’re “bad with money.” We spend because we’re human — grieving, stressed, lonely, or trying to feel in control.

In this episode, Shari breaks down emotional spending a…

Published on 1 month ago

Tax Moves That Pay Off: How to Keep More of Your Money Before December 31. Smart Money Moves Before Year-End Part 2

Simple, legal, and smart ways to shrink your tax bill while boosting your wealth.

If you’ve ever filed your taxes in April and thought, “Well… I wish I’d known that sooner,” this episode is your redo…

Published on 1 month ago

Smart Money Moves Before Year-End Part 1 - The Big Picture: Your Year-End Money Checkup

It’s time for your money’s annual checkup — and no, there’s no waiting room or copay required. In this first episode of our Smart Money Moves Before Year-End series, Shari walks you through a four-pa…

Published on 1 month, 1 week ago

Investing Without Intimidation: From Overthinking to Ownership - Financial Confidence Bootcamp Part 4

It’s time to turn confidence into ownership.

In the final episode of the Financial Confidence Bootcamp, we’re breaking down the world of investing — minus the Wall Street jargon and overwhelm.

Becau…

Published on 1 month, 1 week ago

Trust Over Transactions: How Financial Planning Finally Put People First

For too long, financial advice came with strings attached — confusing titles, hidden commissions, and “suitable” recommendations that didn’t always serve you. But the future of financial planning loo…

Published on 1 month, 2 weeks ago

The Marketing of Debt: How Lenders Exploit Your Blind Spots (and How to Outsmart Them) with John Dinsmore

Why do smart people still fall into debt traps? The truth is, debt is marketed to us in ways to exploit our psychology. We underestimate the true cost of borrowing, overestimate our ability to pay, a…

Published on 1 month, 2 weeks ago

Money, Mindset & the Machines: How AI (and Self-Awareness) Can Change Your Financial Future with Elizabeth Ayoola

What happens when technology meets money mindset? In this conversation, Elizabeth Ayoola — writer, finance expert, and co-host of NerdWallet’s Smart Money Podcast — shares how she went from writing $…

Published on 1 month, 2 weeks ago

Save Like You Mean It: How Automation Builds Financial Confidence - Part 3 of 4 Financial Confidence Bootcamp

Part 1 - Budgeting That Actually Fits Your Life

Part 2- How to Tackle Debt — Without Cutting Coffee, Joy, or Your Sanity

We’re rewriting the story of saving today — because saving isn’t about restri…

Published on 1 month, 3 weeks ago

Trading Isn’t Just for “Finance Bros”: Why Women Are Built to Win in the Markets with Diana Perkins

If you’ve ever felt like the stock market was a boys’ club you weren’t invited to, this episode is about to change that. Diana Perkins — CPA, investor, and founder of Trading with Diana — joins Shari…

Published on 1 month, 3 weeks ago

The Hidden Cost of Inherited Wealth: When Money Creates Guilt, Isolation, and Identity Confusion with Chase Collins

This isn’t a conversation you hear every day. In fact, most people will never talk about it out loud. But money—whether you have too much or not enough—always brings feelings with it: guilt, pressure…

Published on 1 month, 3 weeks ago