Episode Description
Financial planning doesn't happen in a vacuum — identity, relationships, values, and lived experience all matter.
In this episode of Real Money, Real Life™, Linda Grizely sits down with Shari Rash, an LGBTQ+ inclusive financial planner, to talk about what it really means to create financial plans that reflect people's full lives — not just spreadsheets and assumptions.
Shari shares how traditional financial planning often overlooks LGBTQ+ individuals and families, why inclusive language and representation matter, and how affirming conversations can change the way people experience money, trust, and long-term planning.
This episode is for anyone who wants financial conversations that feel safer, more human, and more aligned — and for professionals who want to serve clients more thoughtfully and inclusively.
We Talk About
- Why traditional financial planning often misses LGBTQ+ lived experiences
- The importance of inclusive language and identity-affirming conversations
- How trust and safety impact financial decision-making
- What inclusive financial planning actually looks like in practice
- Creating financial plans that reflect real relationships, families, and values
About Shari Rash
Shari Rash is a nationally recognized financial advisor, money mindset expert, and the host of Everyone's Talkin' Money—named a Top 4 money podcast by The New York Times, with over 24 million downloads. Shari breaks down complex financial topics into real-life conversations that empower women to own their worth and build lasting wealth. She's been named a 2024 Best Wealth Manager and Advisor Under 40 by InvestmentNews. When she's not talking money, she's a mom of four, Goldendoodle wrangler, and unapologetic lover of Grandmillennial decor.
Connect with Shari
Instagram: https://www.instagram.com/everyonestalkinmoney/
YouTube: https://www.youtube.com/channel/UCZ9XFRGOsgZr_WFd8T0ShLg
X: https://x.com/MoneyChicShari
LinkedIn: https://www.linkedin.com/in/shari-rash/
Facebook: https://www.facebook.com/everyonestalkinmoneypodcast
Website: https://www.everyonestalkinmoney.com
About Linda Grizely
Linda Grizely, CFP®, is a personal finance expert and financial wellness speaker who helps people build confidence and clarity with their money. She is the creator of the MeMoney™ Method, a mindset-first approach that helps people feel more in control of their financial decisions — without judgment or lecture. Linda focuses on blending the numbers (real money) and tactics with the human side of money (real life), helping individuals and organizations replace overwhelm with empowerment through practical, emotionally grounded financial education. She is the host of the podcast Real Money, Real Life™.
🤝 Connect with Linda
Website: https://www.LindaGriz.com
Instagram: https://www.instagram.com/lindagrizely
Facebook: https://www.facebook.com/thelindagrizely
LinkedIn: https://www.linkedin.com/in/linda-grizely
YouTube: https://www.youtube.com/@LindaGrizely
TikTok: https://www.tiktok.com/@lindagrizely
X (Twitter): https://twitter.com/LindaGrizely
🧭 Resources / Freebies
What's Your Money Personality Quiz: https://bit.ly/MonPersQuiz
What's Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz
Join Linda's Free Community: A space for real talk, fresh starts, and women who are done putting themselves last. https://info.lindagriz.com/widget/form/7NpbG0FdJW2Lwp57R0wj