Ask HTM - Switching from a Robo Advisor, Savi...

New year, new outlook, and a fresh strategy for your wallet. Welcome to 2026! In this episode, we’re setting the table for the year ahead. After the unique challenges and "did that really just happen?" moments of 2025, it’s time to stop reacting and start orchestrating your own f ...  Show more

Think back to the last time you lost power at your place. I’m sure it was an inconvenience- it was likely annoying to find yourself walking into a room and reflexively reaching for the light switch, even though the power was out. But the real problem with an outage are the downst ...  Show more

You’ve heard many guests on this show talk about all different ideas when it comes to investing. There are two camps that most of them are in - either day trading or value investing. If you like the idea of living your life, maybe you’re a parent, or you work full-time or run a b ...  Show more

In this Ask Shannah, I am answering a question from Sarah about my favorite money apps, programs, credit cards, savings accounts, and bank accounts. Links Mentioned: You Need a Budget Monarch Chime Aspiration Novo Chase Sapphire Preferred Creditcards.com Capital One Venture One U ...  Show more

Are these 5 investing taboos keeping you stuck? In Today's Shannah Shares, Community Q&A vault episode, I tackle a question from Laquisha: "Hi Shannah. Thanks so much for answering my question. I really want to start investing but I keep getting hung up on all the chatter out the ...  Show more

Let me tell you an investing story that makes the hairs on my arms stand up. I had been great at investing in a 401K from age 24 to 34. It was my ex-husband’s 401K, but he was the one with the great company match (aka free money). That account grew to $150,000. But then we got di ...  Show more