How to Make an Impact & Invest for Your Futur...

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

This week, Simran and Sonya delve into the reasons behind Kylie Jenner's declining net worth. They discuss factors like reduced income, extravagant expenses, and a lack of investment diversification. They also touch on the Kardashians' reputation, the impact of social media, a ...

On today’s Millennial Investing Rewind Episode, Robert Leonards chats with Chris Kawaja to learn about why and how he believes you should be investing your emergency fund, using The Ultimate Liquidity Portfolio strategy. Chris is a Stanford and Harvard graduate who worked at Gold ...  Show more

Have you ever wondered how you can invest for your children? Let's discuss in today's episode! We talk why people want to invest for their kids, a few ways you can invest for them & why financial literacy/education should be at the base of it all.

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On today’s episode, Clay and Kyle dive into Robert Hagstrom’s book — Investing: The Last Liberal Art. Charlie Munger is famous for popularizing the use of mental models and pulling key ideas from related fields and implementing them to the world of investing. In today’s episode, ...  Show more