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For her first podcast, Shari is in the “hot seat”, being interviewed by her business partner David Rappaport. Shari shares her background, including her family’s experience that inspired her mission of empowering people to make smart financial decisions. She discusses what work and family balance means to her, and how she came to incorporate values as part of the financial planning process. Shari also reveals how she maximizes her own return on life – and the one performer who can make her sing, laugh and cry!
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
To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values
To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/
To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/
Get your copy of Maximize Your Return on Life here.