Investing Isn't Just For The Wealthy With Eri...

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

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

Every wanted to know what a millennial invests in? Or do you just want to have a little nosy? Join us as we dive into the investing portfolio of our co-host Sim, after we had a good poke into the investing portfolio of Sonya last week! If you like what you hear plus review us ...

I invested in a startup for the first time as an angel investor, and, honestly, the process was…strange. While public market investing feels comfortable and “safe,” private investments feel like pulling the lever on a slot machine with a few thousand bucks on the line. We're taki ...  Show more

In this lively debate, Sim and Sonya discuss the pros and cons of hiring a financial advisor versus investing on your own. They explore factors like fees, personalised advice, and the freedom to make your own investment decisions. While financial advisors can provide expertise ...