Investing In Your Values

I will interview people on how they Invest In Their Values. Real people with real stories integrating financial planning concepts.

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Recent Episodes

Matt Halloran – Learning How to Listen

Posted July 16, 202500:36:24

In this episode, Shari talks with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, the world’s leading influence accelerator...

Lisa Ratner – Dating in Your 50s and Beyond

Posted June 18, 202500:36:03

Shari talks with Certified Matchmaker Lisa Ratner on moving from the corporate world to founding her matchmaking business. They discuss dating tips,...

Zach Weber – Expressive & Exploratory Art

Posted March 19, 202500:28:40

Shari talks with Zach Weber about his career as a multidisciplinary and mixed-media artist. Zach is 27 years old and has exhibited in institutions such...

Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy

Posted February 18, 202500:27:04

In this episode, Shari talks with her husband of 35 years, Stephen Reiches, about strategic charitable giving. Stephen is the firm’s wealth transfer...

Johanna Smith – How to Achieve Harmonious Balance

Posted December 17, 202400:43:54

Shari talks with Johanna Smith about Harmonious Balance, a concept to help individuals live their best lives through the practice of holistic energy management....