Episodes

  • Matt Halloran – Learning How to Listen

    Matt Halloran – Learning How to Listen
    Jul 16 2025
    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 ...
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    36 mins
  • Lisa Ratner – Dating in Your 50s and Beyond

    Lisa Ratner – Dating in Your 50s and Beyond
    Jun 18 2025
    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 ...
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    36 mins
  • Zach Weber – Expressive & Exploratory Art

    Zach Weber – Expressive & Exploratory Art
    Mar 19 2025
    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 ...
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    29 mins
  • Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy

    Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy
    Feb 18 2025
    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 ...
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    27 mins
  • Johanna Smith – How to Achieve Harmonious Balance

    Johanna Smith – How to Achieve Harmonious Balance
    Dec 17 2024
    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 ...
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    44 mins
  • Ellen Rogin – How You and Your Money Can Live Happily Ever After

    Ellen Rogin – How You and Your Money Can Live Happily Ever After
    Aug 13 2024
    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 based on taking the ...
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    33 mins
  • Kristyn Gibson and Liz Xilas – Advice for Women in Charge… Of Their Finances

    Kristyn Gibson and Liz Xilas – Advice for Women in Charge… Of Their Finances
    Jul 24 2024
    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 about why it is ...
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    39 mins
  • Jennifer Gray – How to Break the Cycle of People Pleasing and Burnout

    Jennifer Gray – How to Break the Cycle of People Pleasing and Burnout
    Jun 5 2024
    Jennifer Gray, “The Brand Therapist”, has navigated the business and therapy worlds for almost twenty years. She counsels overwhelmed professionals on how to boldly reimagine their life. In her conversation with ...
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    34 mins