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

Dana Hirt – Intentional Parenting Advice from a PCI Certified Parent Coach®

Posted July 21, 202300:43:02

Shari and Dana discuss how she started her practice Dana Hirt Parenting, a Chicago-based parent coaching and education service, and how she became a...

Investors are Asking - a Chat with Chief Investment Officer David Rappaport

Posted June 21, 202300:35:01

Shari talks with Dave about Rappaport Reiches Capital Management’s investment approach and his thoughts on current markets.

 

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Soup’s On! - Celebrating 20 Years of The Rabbi Peter and Elaine Knobel Soup Kitchen at Beth Emet

Posted May 12, 202300:34:04

Shari talks with the Soup Kitchen founders Nancy Bashook, Jeff Forgash, and Jessie Macdonald and co-chairs Tracey Denlow, Leslie Shulruff, and Beth...

Dan Bayston – Retiring From His Day Job, But Not Retiring

Posted April 18, 202300:36:56

Shari talks with Dan Bayston, Independent Director, and longtime friend. They discuss Dan’s career, what retirement looks like, Dan’s involvement...

Karyn Grossman Gershon – Advocating for Women and Girls in Ukraine and Wherever They are Navigating the War

Posted March 24, 202300:29:18

Shari interviews Karyn Grossman Gershon, CEO at Project Kesher. Project Kesher was founded to support a growing network of Jewish women leaders in Belarus,...