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Month: February 2025

Podcasts

Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy

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 …

Meet Shari.

Shari Greco Reiches is a storyteller by nature. Her personal stories and interviews in this podcast will inspire you to Maximize Your Return on Life by learning how to spend your time and money on what you value most.

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Maximize Your Return on Life by Shari Greco Reiches

The book explores:

Your early and profound memories of money—memories that shape your relationship with money today.

Your Core Values—how to identify them and let them guide you in important decisions about how you spend your time and money.

Understandable strategies on financial planning and investing.

How to ensure that your loved ones are protected.

Teaching the next generation about smart money habits that will provide peace of mind for everyone.

Gratitude—appreciating the things and people that matter most, especially when times are tough.

Each chapter will provide a path forward as you Maximize Your Return on Life.

Order your copy here.

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The podcasts do not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation.

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