The Business Society Podcast

Aligning Your Financial Goals To Your Core Values

November 08, 2021 Melissa Houston / Shari Greco Reiches Episode 74
The Business Society Podcast
Aligning Your Financial Goals To Your Core Values
Show Notes

“If I could spend my career taking that stress out of money, giving people peace of mind, if I could change a few lives... it would be worth it.”

—Shari Greco Reiches

If you’re a regular listener, you know that I believe money management is one of the most vital skills that anyone can learn... whether or not they run a business!

My guest, wealth management expert Shari Greco Reiches, agrees completely.

Shari helps her clients align their financial planning with their core values, allowing them to “maximize their return on life” — an approach you can read about in Shari’s book, Maximize Your Return on Life: Invest Your Time and Money in What You Value Most!

Shari has over 30 years of wealth management experience helping women plan for and create the lives that they truly desire. She works with newly separated women just learning how to take control of their finances, but also with successful entrepreneurs who need guidance in dealing with changes and responsibilities that their new revenue brings.

In our conversation, we dig deep into the emotional roots of money mindset issues, the generational divide when it comes to talking cash, and the true value of financial empowerment.

In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌ ‌

  • How early memories of money influence your current approach to your finances 
  • Why it’s important to align financial goals to your core values — and how Shari helps her clients discover theirs
  • The common changes Shari’s clients make to honour their values

About Shari Greco Reiches: Shari is co-founder, principal, and Chief Visionary Officer of Rappaport Reiches Capital Management. She speaks on financial planning and is the author of Maximize Your Return on Life: Invest Your Time and Money in What You Value Most.

Highlights:‌

01:03  Intro

01:55  Maximizing your return

03:23  Early memories & mindset exercises

05:42  Typical client issues

07:35  Money & emotions

08:52  Opening her firm

10:15  Financial empowerment

11:28  Goals & values

16:17  Common changes

19:53  Fear of earning

22:00  Takeaway

Links:‌

Shari Greco Reiches

https://sharigrecoreiches.com

https://www.linkedin.com/in/shari-greco-reiches-51135b

Twitter: @maxreturnonlife


The Business Society: https://thebusinesssociety.co

5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmap

Work with me: https://www.melissahoustoncpa.com/work-with-me

Want more tips? Follow me on Twitter @melissahcpa and Pinterest @melissahoustoncpacga and visit my website: https://www.melissahoustoncpa.com

Need a Fractional CFO?  Check out The Fractional CFO Agency!