Investing In Your Values
I will interview people on how they Invest In Their Values. Real people with real stories integrating financial planning concepts.
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Matt Halloran – Learning How to Listen
In this episode, Shari talks with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, the world’s leading influence accelerator for financial advisors. They discuss the inspiration for Matt’s new book, Shut the F Up and Listen, the benefits of learning how to listen better, and Matt talks about the seven types of listening and five types of communicators. He also shares how he maximizes his return on life. About Matt: Matt Halloran is a Co-Founder and Chief Relationship Officer at ProudMouth, the world’s leading influence accelerator for financial advisors. He is an in-demand speaker who has appeared on over 1,000 podcasts and given hundreds of speeches. He hosts ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of The Social Media Handbook for Financial Advisors and Shut the F Up and Listen. In his newest book, Shut the F Up and Listen, Matt shares raw, real-life stories and practical insights that cut through the chaos of modern life. He understands the deep longing for connection and offers a roadmap for those seeking to understand and be understood truly. Drawing from his journey of overcoming communication barriers, Matt’s words resonate with authenticity and compassion. His message is simple yet profound: the most powerful act is to listen in a world where everyone wants to be heard. For More: Get your copy of Shut the F Up and Listen here. Websites: https://proudmouth.com/ Matt’s Website: www.matthalloran.com LinkedIn: https://www.linkedin.com/in/matthalloranpm/ Instagram: @matthew_halloran_ BlueSky: matthalloran.bsky.social X: @Matthalloran_ Facebook: https://www.facebook.com/ShutTheFUandListen/ YouTube: https://www.youtube.com/@proudmouth Get your copy of Maximize Your Return on Life here. To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/ To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/ Maximize Your Return on Life LinkedIn To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values
Lisa Ratner – Dating in Your 50s and Beyond
Shari talks with Certified Matchmaker Lisa Ratner on moving from the corporate world to founding her matchmaking business. They discuss dating tips, dating apps and what to look for if you do decide to hire a matchmaker. Lisa shared how she met her husband, and five things to look for when getting back into dating. She also shares how she maximizes her return on life. About Lisa: Lisa Ratner is the Founder of Lisa Ratner Matchmaking & Coaching, based in Washington, D.C. After 23 years in the HR space, Lisa made a major career change by jumping into the growing matchmaking industry. She received her certification in professional matchmaking from the Global Love Institute, the longest running matchmaking school in the world, and officially launched her business in June 2024. With her professional experience steeped in strengthening human relationships in the workplace and her own decades-long journey to find her husband, Lisa offers a unique, personalized, hands-on approach to help singles feel seen, supported, and hopeful in their search for love. Lisa Ratner Matchmaking Website: lisaratnermatchmaking.com Connect with Lisa: https://www.linkedin.com/in/lisa-ratner-0b5a302/ Facebook and Instagram: @lisaratnermatchmaking Get your copy of Maximize Your Return on Life here. To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/ To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/ Maximize Your Return on Life LinkedIn To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values
Zach Weber – Expressive & Exploratory Art
Shari talks with Zach Weber about his career as a multidisciplinary and mixed-media artist. Zach is 27 years old and has exhibited in institutions such as Art Miami, 2022, the Zolla/Lieberman Gallery, The Art Center of Highland Park, IL (2022); University of Indiana Northwest (2024), and is collected by the likes of Frank Stella and Gentler Architecture. Zach has also been featured in Architectural Digest and LUXE Chicago. In this episode, Shari and Zach discuss where his passion for art began, the type of art he produces, the process of starting his own business, his mentors, his newest venture Smiley Vases, as well as lessons learned and advice for young adults wanting to start their own business. Zach also shares how he maximizes his return on life. About Zachary: The work of Zachary Weber (b.1997) engages with possibilities of aesthetics, materiality, and spatial awareness. Between a playful and serious engagement, Weber harnesses materials to mine at sub-conscious curiosities. Employing a diverse array of mediums from porcelain to spray-paint, techniques and gestures compound to articulate a resolve that questions the boundary of the physical and the two dimensional. In the largest sense, his work takes aim at understanding why we understand what we see. Born and raised in Chicago, IL, Weber began his creative pursuits at an early age, walking around the city, gleaning materials from sidewalks and utilizing them into his paintings and wall sculptures. These actions would later follow him during his educational forays into photography and sculpture. Weber is a merit scholarship recipient from The School of the Art Institute of Chicago (SAIC), BFA (2021). The artist currently lives and works in Chicago, IL, continuing his explorations within material understanding and the world at large. Zachary Weber Art website: https://www.zweberart.com/ Smiley Vases website: smileyvases.com Follow Zach on Instagram: @mudandfire Connect with Zach on LinkedIn: https://www.linkedin.com/in/zachary-weber-61445921b/ Get your copy of Maximize Your Return on Life here. To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/ To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/ Maximize Your Return on Life LinkedIn To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values
Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy
In this episode, Shari talks with her husband of 35 years, Stephen Reiches, about strategic charitable giving. Stephen is the firm’s wealth transfer expert, having previously worked as an estate planning attorney. He has been with RRCM for over 19 years and provides planning advice to many of our firm’s most sophisticated clients. Most often people make donations by writing a check. Stephen and Shari discuss more tax-efficient ways to give, such as donating appreciated stock, using a Donor Advised Fund and making Qualified Charitable Distributions from an IRA. They also talk about legacy giving (gifts effective upon death). Stephen also shares how he maximizes his return on life. About Stephen: Stephen M. Reiches is a Principal and Director of Wealth Transfer at Rappaport Reiches Capital Management. With 15 years of experience as an estate planning attorney with the Chicago firm of Neal, Gerber & Eisenberg, Stephen brings unparalleled financial and estate planning experience to RRCM’s advisory services. Stephen provides clients with objective advice in the areas of estate planning, risk management and charitable giving. Connect with Stephen on Linkedin. Get your copy of Maximize Your Return on Life here. To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/ To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/ Maximize Your Return on Life LinkedIn To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values
Johanna Smith – How to Achieve Harmonious Balance
Shari talks with Johanna Smith about Harmonious Balance, a concept to help individuals live their best lives through the practice of holistic energy management. Johanna shares: how she went from engineering to the wellness field how she came up with the idea of Harmonious Balance how to achieve Harmonious Balance the four energies – physical, emotional, mental and spiritual the concept of balance-in and harmony-out Johanna also discusses insights if you are thinking of a career change, and how she maximizes her own return on life. About Johanna: Johanna Smith is an engineer turned career coach turned founder of Harmonious Balance, holding a bachelor’s degree in mechanical engineering and a master’s degree in counseling. Johanna’s career experience spans nearly 10 years in the automotive industry and over 15 years in higher education. She has worked with individuals from a wide range of backgrounds including factory workers, skilled trades, undergraduate students, graduate students (including MBA and PhD) and working professionals. After experiencing unexpected job loss, Johanna decided to leverage the entirety of her background, education, experiences, and strengths to offer thought leadership in the wellness arena that makes a difference on an individual level but also translates to society at large. Website: https://harmoniousbalancejs.com/ Connect with Johanna: https://www.linkedin.com/in/harmoniousbalance/ Substack: https://harmoniousbalance.substack.com/ The Corporate Athlete Advantage Atlas of the Heart Get your copy of Maximize Your Return on Life here. To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/ To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/ Maximize Your Return on Life LinkedIn To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values
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