Shari talks with Susan and Lorri about their journey to co-founding Senior Living Specialists Chicago, a premier local and free Senior Community Referral Service. Susan and Lorri explained the different types of senior communities, from independent living to nursing homes. They discuss who benefits from their services, their process to finding the perfect community and how finances impact their clients’ decisions. They share some success stories – and how they maximize their return on life. Susan Heymann was born and raised in the North Shore of Chicago. After attending Miami ..read more

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 Greco about budgeting tips. Adam is a budgeting fanatic. He lays out three budgeting strategies:  A) Set an annual saving goal and the budget will fall into place.  B) Use a spreadsheet and budget the big items – rent/mortgage, insurance, debt, health, travel, etc.  C) Use a comprehensive budgeting program like Quicken. Adam will help you align your expenses to your values and give yo ..read more

Shari talks with Susan about the 20th anniversary of her book, The New Success Rules for Women: 10 Surefire Strategies for Reaching Your Career Goals. Some of her success rules include: the more people you know, the more you can get done, and never accept no for an answer. She discusses how her values led her to pivot from positions at Goldman Sachs and McKinsey to the nonprofit sector, most recently as CEO of the Illinois Holocaust Museum. Susan is in the process of writing her second book on resilience. Susan Abrams is a business and community leader who is passionate abo ..read more

Shari talks with Linda about how she became a career strategist, and why she founded Linda L. Harvey Coaching & Career Development. Linda shares how to find your best-fit career path, and offers tips for recent grads and those re-entering the workforce. Linda also discusses how values affect career decisions, and how she maximizes her return on life. Linda L. Harvey has over 25 years of consulting and career advisory experience in private practice as well as with top-tier MBA programs in Chicago, USA and London, UK. Linda’s current practice focus is on helping people navigate th ..read more

Shari talks with Beata about how her values were a catalyst in her decision to leave a successful Wall Street career to join start-up private credit provider, The Copia Group, as Chief Impact Officer. Beata has a fascinating life story, as she moved to the United States from the former Soviet Union at the age of 4. As a female leader in the industry, she has consistently focused on engaging with women on their finances and mentoring women within the finance/investment world. Shari also discusses with Beata how she maximizes her return on life and much more. Beata D. Kirr is a high-i ..read more

Shari talks with Manisha about her new book: Money Zen: The Secret to Finding Your “Enough”.  Like many of us, Manisha felt trapped in the “Cult of Never Enough”, which nearly destroyed her relationships, health, and self-esteem. She describes the four factors that cause us to feel this way and shares the Money Zen formula – financial health plus emotional wealth. Learn how to free yourself from toxic behaviors (such as wearing a “busy badge”) — and find your “enough” to create the life you’ve always dreamed of. Manisha Thakor has worked in financial services for over 30-years ..read more

Shari’s guest Kristyn Friske describes the wakeup call that led her to leaving corporate world success to become a Social Impact Strategist. They also discuss Kristyn’s “Time, Talent, and Treasure” method to decide how to allocate her resources among many worthwhile causes. Kristyn provides information on Trust based philanthropy, why she believes your health is your wealth, and how she uses her values to maximize her return on life. Ignoring the need for change was not an option for Kristyn. A business development and project leader, she embarked on a journey to find her place in t ..read more

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 PCI Certified Parent Coach®. Dana uses Intentional Parenting in her practice – a mindful approach that encourages parents to use their Core Values to help guide their parenting decisions. Dana offers tips and examples for raising toddlers to young adults, she shares how she maximizes her return on life – and much more. Dana is the founder of Dana Hirt Parenting and a PCI Certified Parent Coach®, offering parents, both new and experience ..read more

Shari talks with Dave about Rappaport Reiches Capital Management’s investment approach and his thoughts on current markets.           David Rappaport, CFP® is the Co-Founder and Chief Investment Officer of Rappaport Reiches Capital Management. He acts as personal CFO to entrepreneurs and corporate executives, providing organization and clarity in their finances. Dave loves to talk about investing, financial planning, and Aspiritech, a non-profit hiring individuals on the autism spectrum. Connect with David: https://www.linkedin.com/in/davidmrappaport Get your co ..read more

Shari talks with the Soup Kitchen founders Nancy Bashook, Jeff Forgash, and Jessie Macdonald and co-chairs Tracey Denlow, Leslie Shulruff, and Beth Tucker. The Soup Kitchen recently celebrated its 20th anniversary and was renamed in honor of Rabbi Peter and Elaine Knobel. Shari and her guests discuss its origins and impact, how meals are prepared, volunteer responsibilities, and operating during the pandemic. They also discuss how you can help!! The Rabbi Peter and Elaine Knobel Soup Kitchen at Beth Emet History: Every Wednesday evening since 2002, Beth Emet has opened its doors to members ..read more