Investing In Your Values

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 book, Shut the F Up and Listen, the benefits of learning how to listen better, and Matt talks about the seven types of listening and five types of communicators. He also shares how he maximizes his return on life.

About Matt: Matt Halloran is a Co-Founder and Chief Relationship Officer at ProudMouth, the world’s leading influence accelerator for financial advisors. He is an in-demand speaker who has appeared on over 1,000 podcasts and given hundreds of speeches. He hosts ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of The Social Media Handbook for Financial Advisors and Shut the F Up and Listen. In his newest book, Shut the F Up and Listen, Matt shares raw, real-life stories and practical insights that cut through the chaos of modern life. He understands the deep longing for connection and offers a roadmap for those seeking to understand and be understood truly. Drawing from his journey of overcoming communication barriers, Matt’s words resonate with authenticity and compassion. His message is simple yet profound: the most powerful act is to listen in a world where everyone wants to be heard.

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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 do decide to hire a matchmaker. Lisa shared how she met her husband, and five things to look for when getting back into dating. She also shares how she maximizes her return on life.

About Lisa:

Lisa Ratner is the Founder of Lisa Ratner Matchmaking & Coaching, based in Washington, D.C. After 23 years in the HR space, Lisa made a major career change by jumping into the growing matchmaking industry. She received her certification in professional matchmaking from the Global Love Institute, the longest running matchmaking school in the world, and officially launched her business in June 2024.

With her professional experience steeped in strengthening human relationships in the workplace and her own decades-long journey to find her husband, Lisa offers a unique, personalized, hands-on approach to help singles feel seen, supported, and hopeful in their search for love.

Lisa Ratner Matchmaking Website: lisaratnermatchmaking.com

Connect with Lisa: https://www.linkedin.com/in/lisa-ratner-0b5a302/

Facebook and Instagram: @lisaratnermatchmaking

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 Zolla/Lieberman Gallery, The Art Center of Highland Park, IL (2022); University of Indiana Northwest (2024), and is collected by the likes of Frank Stella and Gentler Architecture. Zach has also been featured in Architectural Digest and LUXE Chicago. In this episode, Shari and Zach discuss where his passion for art began, the type of art he produces, the process of starting his own business, his mentors, his newest venture Smiley Vases, as well as lessons learned and advice for young adults wanting to start their own business. Zach also shares how he maximizes his return on life.

About Zachary:

The work of Zachary Weber (b.1997) engages with possibilities of aesthetics, materiality, and spatial awareness. Between a playful and serious engagement, Weber harnesses materials to mine at sub-conscious curiosities. Employing a diverse array of mediums from porcelain to spray-paint, techniques and gestures compound to articulate a resolve that questions the boundary of the physical and the two dimensional. In the largest sense, his work takes aim at understanding why we understand what we see.

Born and raised in Chicago, IL, Weber began his creative pursuits at an early age, walking around the city, gleaning materials from sidewalks and utilizing them into his paintings and wall sculptures. These actions would later follow him during his educational forays into photography and sculpture. Weber is a merit scholarship recipient from The School of the Art Institute of Chicago (SAIC), BFA (2021).

The artist currently lives and works in Chicago, IL, continuing his explorations within material understanding and the world at large.

Zachary Weber Art website: https://www.zweberart.com/

Smiley Vases website: smileyvases.com

Follow Zach on Instagram: @mudandfire

Connect with Zach on LinkedIn: https://www.linkedin.com/in/zachary-weber-61445921b/

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 planning attorney. He has been with RRCM for over 19 years and provides planning advice to many of our firm’s most sophisticated clients.

Most often people make donations by writing a check. Stephen and Shari discuss more tax-efficient ways to give, such as donating appreciated stock, using a Donor Advised Fund and making Qualified Charitable Distributions from an IRA. They also talk about legacy giving (gifts effective upon death).

Stephen also shares how he maximizes his return on life.

About Stephen: 

Stephen M. Reiches is a Principal and Director of Wealth Transfer at Rappaport Reiches Capital Management. With 15 years of experience as an estate planning attorney with the Chicago firm of Neal, Gerber & Eisenberg, Stephen brings unparalleled financial and estate planning experience to RRCM’s advisory services. Stephen provides clients with objective advice in the areas of estate planning, risk management and charitable giving.

Connect with Stephen on Linkedin.

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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:

Johanna also discusses insights if you are thinking of a career change, and how she maximizes her own return on life.

About Johanna:

Johanna Smith is an engineer turned career coach turned founder of Harmonious Balance, holding a bachelor’s degree in mechanical engineering and a master’s degree in counseling. Johanna’s career experience spans nearly 10 years in the automotive industry and over 15 years in higher education. She has worked with individuals from a wide range of backgrounds including factory workers, skilled trades, undergraduate students, graduate students (including MBA and PhD) and working professionals. After experiencing unexpected job loss, Johanna decided to leverage the entirety of her background, education, experiences, and strengths to offer thought leadership in the wellness arena that makes a difference on an individual level but also translates to society at large.

Visit the Harmonious Balance website to learn more and book a session.

Website:  https://harmoniousbalancejs.com/

Connect with Johanna: https://www.linkedin.com/in/harmoniousbalance/

Substack: https://harmoniousbalance.substack.com/

The Corporate Athlete Advantage

Atlas of the Heart

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 stress out of money. They discuss Ellen’s new book, Messages from Money, including how to move from money worry to money welcome, the difference between goal setting and goal getting, how to use prosperity practices to shift your mindset from scarcity to abundance, and how to make your money a force for good in the world.  Ellen also shares how she maximizes her return on life.

About Ellen:

Ellen Rogin, CPA, CFP® is a money expert, financial intuitive, New York Times best-selling author of Picture Your Prosperity, and author of Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money. Through her “Messages from Money” consultations, Ellen connects with the energy of money and delivers messages that help her clients achieve happier, more abundant lives. Ellen is also a sought-after speaker on the art of prosperity, and her work has been featured on CNBC, ABC, NPR, TIME, and Oprah Magazine. As a CPA, CFP®, Ellen worked as a traditional financial advisor for over 25 years before selling her successful wealth management firm.

Connect with Ellen: https://www.linkedin.com/in/ellenrogin/

www.ellenrogin.com

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 so important for women to take an active role in their finances now. For women in charge of their finances, Kristyn and Liz provide tips about spending, financial and estate planning, investing and much more. They also share how important it is to assemble “your team”, manage your emotions, take a breath, and invest in yourself.

About Kristyn: Kristyn Gibson CFP®,  is a Senior Vice President and Senior Financial Advisor at Rappaport Reiches Capital Management. Kristyn is a CFP® professional and Series 65 licensed; and through a comprehensive approach, she will be your partner and help navigate life’s financial decisions. Kristyn volunteers with Wings For Widows as a financial coach providing personalized financial wellness coaching to help widows move forward with confidence and hope. She also serves on the Outreach Committee at Kenilworth Union Church which awards grants to over 30 nonprofit benevolence agencies each year. Kristyn loves to talk about investing, financial planning, and travelling with family and friends.

Connect with Kristyn on LinkedIn linkedin.com/in/kristyn-gibson-cfp®-017452157

About Liz: Liz Xilas is a Senior Vice President and Senior Financial Advisor at Rappaport Reiches Capital Management. Through a holistic approach Liz will help you use your financial resources to achieve what you care about most in life. The result is a long-term, sleep-well-at-night solution, aligned with your core values. Liz is Vice President on the Executive Committee and immediate past chair of the Investment Committee of The Illinois Holocaust Museum and Education Center, she serves as a Grant Review Chair for Impact Grants Chicago, and Liz actively contributes to the Institutional Advancement Committee at The Bernard Zell Anshe Emet Day School. Liz loves to talk about investing, financial planning, and what new shows to binge watch.

Connect with Liz on LinkedIn linkedin.com/in/liz-xilas-08624318

Protecting Your Financial Information – Cybersecurity 101 Webinar

Download our Just In Case document

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 Shari, Jennifer discusses the relationship between people pleasing and burnout and the conflict between personal and professional values. They also discuss the signs of burnout and tips to manage burnout. Jennifer also talks about how she maximizes her return on life.

About Jennifer:

Jennifer Gray is a sought-after mental health therapist and coach helping entrepreneurs develop bold confidence and a fulfilling business. Her expertise has been featured in Forbes, New York Magazine, The Journal of Financial Planning, and more. With 20 collective years of education and experience in finance and behavior, she deeply understands the complexities of struggling with self-doubt, burnout, perfectionism, and overwhelm as an entrepreneur. When she isn’t excitedly empowering others to build the business and life of their dreams, you can catch her in the Pacific Northwest soaking up nature, traveling, laughing, learning, and dancing with her partner and pets.

Connect with Jennifer: www.linkedin.com/in/jennifergraylpc

Jennifer Gray Counseling Website: https://www.jennifergraycounseling.com/

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 of Ohio, she worked as a stockbroker for several years before settling down in Deerfield where she raised three wonderful children. Susan’s recent experience, caring for her aging father, connected her with many different people in the greater senior living community. She loves helping all people and finding meaning in working alongside seniors and their families. ​In her spare time, Susan enjoys painting, antiquing, gardening, playing with her dogs and being a proud Board Member of Project H.O.O.D. of Chicago. Susan is a Certified Dementia Specialist.

Lorri Bernstein has been volunteering with seniors since she was a little girl and has always been fascinated with and in awe of senior’s life experiences and earned wisdom. She co- founded (with Susan Heymann) Senior Living Specialists Chicago in 2020, offering a complimentary service helping seniors navigate finding senior living communities – from Independent Living, Assisted Living, and Memory Care. When not working, Lorri enjoys her four adult children, yoga, walking any and everywhere, and serving on a committee for Twilight Wish Foundation. Lorri has a Master of Social Work, and is a Certified Dementia Practitioner.

Connect with Senior Living Specialists: https://seniorlivingspecialistschicago.com/

Website: https://seniorlivingspecialistschicago.com/

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reichas, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reichas Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life Linkedin

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values

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 you peace of mind. Remember: You can have anything you want, not everything.

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Adam Greco is one of the leaders of the digital marketing analytics industry. As one of the earliest customers and employees at Omniture, he has helped thousands of organizations improve their digital properties through the use of data. Adam has blogged extensively about digital marketing analytics and authored the preeminent book on Adobe Analytics. Adam has served as a board member of several digital analytics organizations and has won several awards from the Digital Analytics Association. Adam is currently a product evangelist for Amplitude, where he helps leading organizations strategize around using data to accelerate growth.

Connect with Adam: https://www.linkedin.com/in/adamgreco/

www.amplitude.com

Fun with budgets!

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values