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

David Booth – Investing and Beyond

Posted March 3, 202300:28:04

Shari interviews David G. Booth, Founder and Executive Chairman of Dimensional Fund Advisors. David shares his path from selling newspapers and shoes...

Eric Rosen – The Business of Chess

Posted February 16, 202300:33:23

Shari interviews Eric Rosen, Digital Content Creator and International Chess Master. They discuss how Eric turned his passion for chess into a thriving...

Karen Asbra – The Road to Chief Operating Officer

Posted January 13, 202300:25:13

Shari interviews Karen Asbra, CFP®, Chief Operating Officer and Principal of Rappaport Reiches Capital Management. They go all the way back to the...

Lindsey Paige Markus ­– A Gift for the Future, Conversations About Estate Planning

Posted December 22, 202200:32:23

Shari talks with Lindsey Paige Markus, an estate planning attorney, and author of the book A Gift for the Future – Conversations About Estate...

Maximize Your Return on Life - How It All Began

Posted December 2, 202200:10:07

I am a storyteller by nature and recently published my first book:  Maximize Your Return on Life. In this podcast I share my inspiration...