Breeze Into the Holidays Without Going Broke ...

In this episode, Shari sits down with Holly O’Neill, who has a front-row view of the financial behavior of 69 million clients, to unpack what Gen Z is really doing with their money and why it matters for every generation. From the rising cost of living and the true price of “adul ...  Show more

You’re not stuck because you don’t know what to do with your money. You’re stuck because of who you believe you are with money. In this solo episode, we’re breaking down the real reason financial habits don’t stick: identity. Because you can download every budgeting app, read eve ...  Show more

It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help you t ...  Show more

Time for a Friday Flight- our sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead ...

Do you remember the Seinfeld ‘car reservation’ episode? It’s one of the best. Jerry gets to the car rental counter and they don’t have a car for him. He says “See you know how to take a reservation, you just don’t know how to hold the reservation. And that’s really the most impor ...  Show more

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ...