In this episode of Your Daily Chocolate, Patty interviews Shari Rash, a nationally recognized financial advisor and money mindset expert. Shari shares insights on making finance enjoyable, understanding money personalities, and the importance of setting guardrails instead of rigid budgets.
She also highlights the differences between men and women in financial planning and offers valuable tips for parents teaching kids about money. Learn how to view money positively and discover practical strategies for better financial management.
Find more about Shari below:
www.everyonestalkinmoneypodcast.com
https://www.facebook.com/everyonestalkinmoney
Instagram @everyonestalkinmoney
Shari Rash is a nationally recognized financial advisor, money mindset expert, and the host of Everyone's Talkin' Money—named a Top 4 money podcast by The New York Times, with over 24 million downloads. She’s also the founder of GWA Wealth, a virtual advisory firm helping women navigate money with confidence, clarity, and zero shame.
With 17 years of experience and a no-nonsense style, Shari breaks down complex financial topics into real-life conversations that empower women to own their worth and build lasting wealth. She’s been named a 2024 Best Wealth Manager and Advisor Under 40 by InvestmentNewsand holds an Advisor For Women Certificate from Willow.
When she’s not talking money, she’s a mom of four, Goldendoodle wrangler, and unapologetic lover of Grandmillennial decor.
Episode Highlights:
00:17 Meet Sherry Rash: Financial Advisor Extraordinaire
01:05 Making Finance Fun
02:35 Understanding Money Personalities
07:50 Women and Financial Services
12:42 Teaching Financial Literacy to the Next Generation
18:29 Budgeting Woes and Guardrails
19:14 Defining Needs vs. Wants
20:00 Spending Strategies and Guardrails
22:05 Retirement Planning Insights
26:23 The Importance of Financial Advisors
28:40 Podcast and Personal Insights
30:08 Rapid Fire Questions
33:33 Conclusion and Key Takeaways
