I will interview people on how they Invest In Their Values. Real people with real stories integrating financial planning concepts.
Shari interviews David G. Booth, Founder and Executive Chairman of Dimensional Fund Advisors. David shares his path from selling newspapers and shoes...
Shari interviews Eric Rosen, Digital Content Creator and International Chess Master. They discuss how Eric turned his passion for chess into a thriving...
Shari interviews Karen Asbra, CFP®, Chief Operating Officer and Principal of Rappaport Reiches Capital Management. They go all the way back to the...
Shari talks with Lindsey Paige Markus, an estate planning attorney, and author of the book A Gift for the Future – Conversations About Estate...
I am a storyteller by nature and recently published my first book: Maximize Your Return on Life. In this podcast I share my inspiration...