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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Recent Episodes

Ellen Rogin – How You and Your Money Can Live Happily Ever After

Posted August 13, 202400:32:42

Shari talks with Ellen Rogin, a bestselling author and trainer to financial advisors. Shari and Ellen share a common bond – they have both built careers...

Kristyn Gibson and Liz Xilas – Advice for Women in Charge… Of Their Finances

Posted July 24, 202400:39:23

A majority of women will one day be solely in charge of their finances. Shari talks with our Senior Financial Advisors Kristyn Gibson and Liz Xilas...

Jennifer Gray – How to Break the Cycle of People Pleasing and Burnout

Posted June 5, 202400:34:04

Jennifer Gray, “The Brand Therapist”, has navigated the business and therapy worlds for almost twenty years. She counsels overwhelmed professionals...

Susan Heymann and Lorri Bernstein – Senior Living Specialists

Posted April 18, 202400:34:43

Shari talks with Susan and Lorri about their journey to co-founding Senior Living Specialists Chicago, a premier local and free Senior Community Referral...

Adam Greco – The Budget Evangelist

Posted March 15, 202400:37:23

Where does all my money go? This is a question many people can’t answer. In this podcast, Shari talks to budgeting expert (and little brother) Adam...