What’s the difference between mutual funds and EFTs (Exchange Traded Funds)? This week on the rich & REGULAR podcast, Kiersten and Julien ask registered investment advisor Rich Compson (Fidelity) this question and more. 
Rich explains how direct indexing works, where you own a portion of all the stocks in an index, like the S&P; 500. This enables you to have more personal preferences when investing, focusing on companies that reflect social or environmental values, for example. Rich also talks starting simple with investing, fractional shares, how portfolios work, and offsetting tax gains and losses.
 
Learn more at richandregular.com, purchase Cashing Out: Win the Wealth Game by Walking Away by Kiersten and Julien Saunders and follow on Instagram @richandregular. 
Support rich & REGULAR by sharing and rating us five stars on Apple Podcasts.  See omnystudio.com/listener for privacy information.

rich & REGULAR: 99: Direct Indexing with Rich Compson

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Get ready for an exciting episode of "In the Details" featuring the incredible Dr. Marie-Helene Pelletier, a true expert in workplace resilience! Tune in as we uncover the secrets to unlocking productivity through mental health with Dr. Pelletier's practical strategies for leaders and team members. Discover the power of small changes in your daily routine that can supercharge overall wellness, all backed up with Dr. Pelletier's expert guidance. Dive into proactive coping strategies and learn how to kick stress to the curb! And that's not all – Dr. Pelletier tackles burnout head-on, sharing recovery hacks like self-care practices and boundary-setting. Plus, she dishes out tangible examples for creating a workplace culture that's as supportive as it is successful. Don't miss this episode – it's your go-to guide for building resilience, fostering well-being, and skyrocketing productivity in the modern workplace!
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Follow Dr. Marie-Helene Pelletier on LinkedIn and Instagram, check out her website, and pre-order her new book, The Resilience Plan. 
Want to support the In the Details podcast? Make sure to visit Apple Podcasts, Google Podcasts or Spotify, then rate it five stars and share it with your community! You can also stop by Karen Allen’s website. See omnystudio.com/listener for privacy information.

The Resilience Plan With Marie-Hélène Pelletier

Get ready to be inspired on this week’s episode of In the Details by a man whose journey is a testament to resilience and determination. Host Karen Allen chats with guest Jason Shen, an executive coach with a passion for personal development combined with his unique blend of hustle, grit, and optimism shapes his insightful perspective. A competitive gymnast and the author of an upcoming new book Path to Pivot, Jason brings valuable and versatile wisdom to the table. He shares key moments that have shaped his life’s trajectory, unraveling the layers of his personal and professional evolution. Tune in as he unpacks his resilience rules framework, offering a roadmap for navigating challenges and embracing personal growth. If you're seeking inspiration and practical insights to grow forward in your life, this episode is for you!
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Follow Jason Shen on LinkedIn and Instagram, check out his website , and sign up for his program “Path to Pivot.” 
Want to support the In the Details podcast? Make sure to visit Apple Podcasts, Google Podcasts or Spotify, then rate it five stars and share it with your community! You can also stop by Karen Allen’s website.
  See omnystudio.com/listener for privacy information.

The Resilience Rules: Embrace Challenges and Grow Forward with Jason Shen

Get ready for a powerhouse episode of "In the Details" with the incredible Marie Forleo, the force behind one of Inc.’s 500 fastest-growing companies and a thought leader hailed by Oprah. With a digital empire that's both socially conscious and wildly inspiring, Marie, known for MarieTV and The Marie Forleo Podcast, is about to drop some serious wisdom. Tune in as she spills her success secrets, shares how to conquer creative blocks, and breaks down the importance of smashing limiting beliefs. This week, discover why Marie Forleo is the go-to for dreamers and doers alike, and why sometimes, being "too much" is exactly what we need to thrive. If you’re looking for some inspiration to intentionally build a life you love, don’t miss this week’s episode!
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Follow Marie Forleo on LinkedIn and Instagram & check out her website, podcast, and book, “Everything is Figureoutable.”
Want to support the In the Details podcast? Make sure to visit Apple Podcasts, Google Podcasts or Spotify, then rate it five stars and share it with your community! You can also stop by Karen Allen’s website. See omnystudio.com/listener for privacy information.

Everything is Figureoutable: The Cheat Code to Designing a Life You Love With Marie Forleo

Are you living a life you won’t regret? This week on "In the Details," meet the incredible Jenn Drummond—mom of 7, business powerhouse, and world record holder. From a life-changing car crash to conquering the 7 second summits, Jenn's story is a rollercoaster of determination and adventure. Tune in as she shares her journey from safely being a stay-at-home mom to boldly climbing mountains and breaking records. Jenn is all about inspiring others to ditch the ordinary and aim for a life that truly matters. Don't miss this episode packed with resilience, triumph, and the secrets to living life on your terms!
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Follow Jenn Drummond on LinkedIn and Instagram, check out her website, preorder her new book QuitProof, and watch her new movie Mother Ama. 
 
Want to support the In the Details podcast? Make sure to visit Apple Podcasts, Google Podcasts or Spotify, then rate it five stars and share it with your community! You can also stop by Karen Allen’s website.
  See omnystudio.com/listener for privacy information.

In the Details - Quit Proof: Scaling Life’s Peaks and Valleys with Jenn Drummond

Every holiday season, Americans seem to break a new record for spending - but this year it's different. Whether you're Grinch-adjacent like Julien or grew up more like Kiersten whose Super Bowl was Black Friday, they've got tips to stop holiday overspending for all levels. It's all about shifting where you spend -- making sure each gift packs a punch, and making more memorable moments rather than making the focus be the gift itself. Changing your mindset of gift-giving and receiving could be the answer you've been looking for. Julien and Kiersten have tips for the best methods backed by statistics. 
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Learn more at richandregular.com, purchase Cashing Out: Win the Wealth Game by Walking Away by Kiersten and Julien Saunders and follow on Instagram @richandregular. 

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rich & REGULAR: 99: Direct Indexing with Rich Compson

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