Podcasts about stash wealth

Join Associate Editor Reshma Kapadia for a conversation with Stash Wealth founder Priya Malani for a frank personal finance conversation to answer your questions about money, including how to build wealth while managing student debt, whether it still makes sense to buy a home and the how to get started with investing.

Hello my friends! For today's episode, I will be talking about money, how different identity contexts affect our relationships with money, and how anyone can change their relationship with money. I will also go through all the data and how allies can help open the conversations for underrepresented people. Let's delve in!   In this Episode You'll Learn: [03:28] The data for different identities. [11:25] Getting the money you deserve. [13:20] How do we do it? [13:50] Shift your mindset. [16:04] Work on your trauma. [17:04] Support your nervous system. [18:18] Open your portals. [18:58] Seek out resources that speak to your identity. [19:38] Sit with your allies. [20:18] Supporting underrepresented people.   Quotes: “We cannot mindset shift ourselves out of systemic oppression.” [10:27] “Shame kills more dreams than fear ever does.” [14:19] “We can all do something to change the conversation and experience around money.” [20:55]   Resources So Money Podcast, by Farnoosh Torabi. Ellevest. Stash Wealth 22 Ways to Fight the Gender Wealth Gap The Racial Wealth Gap May Be the Key to Other Inequities   Connect with Amina AlTai Website: aminaaltai.com. Facebook: Amina AlTai. Instagram: @aminaaltai. TikTok: @theaminaaltai  

Guests featured in this episode:Today's small business owner: Vanessa Acosta, owner of Wasi Clothing, a sustainable, ethical, and slow fashion brand based in Los Angeles, CaliforniaToday's expert: Priya Malani, founder and CEO of Stash Wealth, a financial planning and investment management firm in New York, New YorkMore resources:Read: How 3 Small Businesses Are Reinvesting Their ProfitsRead: What Is Savings APY?Read: The Basics of Business Savings and Checking AccountTry: Cash Flow Management for Small Business Owners [Template]

Guests featured in this episode:Today's small business owner: Billal Sidiq, owner of Bolani, a family-owned, Afghani filled flatbread, dips, and sauce maker based in Concord, CaliforniaToday's expert: Priya Malani, founder and CEO of Stash Wealth, a financial planning and investment management firm in New York, New YorkMore resources:Read: How Much Does It Cost to Start a Business?Read: Business Credit Score 101: Why It MattersTry: Learn how Square Capital can help your business grow

Guests featured in this episode:Today's small business owner: Chris Duncan, co-owner and marketing manager of Honor Roll Clothing, a unisex lifestyle apparel brand in Atlanta, GeorgiaToday's expert: Priya Malani, founder and CEO of Stash Wealth, a financial planning and investment management firm in New York, New YorkMore resources:Read: What to Consider When Pricing Online vs. In-storeRead: The Future of Retail Belongs to Local BusinessesTry: Learn how Square can help you sell online with eCommerce tools for any businessTry: See how Square Point of Sale can streamline operations at your clothing company

Guests featured in this episode:Today's small business owner: Alison Kenis, owner of Sugar Lab Bake Shop, a made-to-order bakery in Ventura, CaliforniaToday's expert: Priya Malani, founder and CEO of Stash Wealth, a financial planning and investment management firm in New York, New YorkMore resources:Read: Why you should separate your business and personal financesRead: 8 easy ways to separate your personal and business financesTry: Learn how Square Capital can help your business growTry: See how Square Point of Sale can streamline operations at your bakery

In this episode we sip some bourbon with all around boss babe Priya Malani, as she shares her money secrets with us. Priya is the founder and CEO of Stash Wealth, a financial planning and investment management firm for HENRYs™ [High Earners, Not Rich Yet]. We cover topics such as: What is a HENRY™ [High Earner, Not Rich Yet], and how to become one if you aren't already How to save money in a way that works for you How to tackle paying down debt  What to do with your finances when you find your life partner How to passively invest your money And much more! Head over to https://www.stashwealth.com/am-i-a-henry-quiz/ to find out if you're a HENRY™ or a Future HENRY™ and checkout the services Stash Wealth has to offer For a limited time, Work It, Girl! listeners can get special rates on the following Stash Wealth services: Not a HENRY™ yet? Take the MONEYMASTERED course, an online course to get your Financial Sh*t together. Work It, Girl! listeners can get $100 off the course with the code WIGHOOKUP100 Already a HENRY™? Sign up for your personalized Stash Plan, where you will get a customized financial plan that works for you. Work It, Girl! listeners can get $100 off with the code WIGHOOKUP100   Connect with Priya and Stash Wealth: Instagram: @priyamalaniofficial Stash Wealth Instagram: @stashwealth www.stashwealth.com

Bob, Gari, and their two grown children, Leslie and Jack, discuss the highs and lows of family finances. What can kids learn about finances from their parents and vice versa? How does our upbringing affect our financial literacy and values? And are you ever too old to be on your parents’ cell phone plan? Plus, Priya Malani, founder and CEO of Stash Wealth, weighs in on the fragile nature of family financial dynamics and the importance of communication.

Going viral can make or break a business. It’ll make it if you’re prepared to cash in on the attention. It’ll break it if you don’t have the balls to follow through. My guest today was not only prepared to cash in but to take a big leap of faith into a new dream for her brand and her business. Pia Malani is one of my earliest Brandup clients, who has since become one of my besties, Rebel of Wall street, and boss of her business. Priya is the owner of Stash Wealth, a financial firm for HENRYs™ (High Earners, Not Rich Yet) She’s a sought-after thought leader in the Millennial Money arena by some of the nation’s largest publications. She has been featured hundreds of times everywhere from mainstream news sources like Fortune, Wall Street Journal and CNBC, to entertainment and lifestyle brands like the NYPost, Bustle, SiriusXM, and Refinery29. Listen to the full episode to hear: What Priya did to go viral and how you can follow her example What the “problem with having overnight success” is and what it took for Stash Wealth to weather the storm How even if you want to build an empire, being loved by some and disliked by others is STILL the key to success And how consistency and persistence pays off when entrepreneurs do exactly what I say Priya’s Links: Stash Wealth Instagram: @priyamalaniofficial Pia’s Links: The Show Your Business Who's Boss Crash Course Start reading the first chapter of my book: piasilva.com

Going viral can make or break a business. It’ll make it if you’re prepared to cash in on the attention. It’ll break it if you don’t have the balls to follow through. My guest today was not only prepared to cash in but to take a big leap of faith into a new dream for her brand and her business. Pia Malani is one of my earliest Brandup clients, who has since become one of my besties, Rebel of Wall street, and boss of her business. Priya is the owner of Stash Wealth, a financial firm for HENRYs™ (High Earners, Not Rich Yet) She’s a sought-after thought leader in the Millennial Money arena by some of the nation’s largest publications. She has been featured hundreds of times everywhere from mainstream news sources like Fortune, Wall Street Journal and CNBC, to entertainment and lifestyle brands like the NYPost, Bustle, SiriusXM, and Refinery29. Listen to the full episode to hear: What Priya did to go viral and how you can follow her example What the “problem with having overnight success” is and what it took for Stash Wealth to weather the storm How even if you want to build an empire, being loved by some and disliked by others is STILL the key to success And how consistency and persistence pays off when entrepreneurs do exactly what I say Priya’s Links: Stash Wealth Instagram: @priyamalaniofficial Pia’s Links: The Show Your Business Who's Boss Crash Course Start reading the first chapter of my book: piasilva.com

This week on Ask Farnoosh, special co-host Priya Malani, the founder and CEO of Stash Wealth joins to answer listener questions. From how to make money from what you KNOW to dealing with a partner's six-figure debt and saving for *something* when you don't know what that something is yet. To sign up for MoneyMASTERED™, the new video course from Stash Wealth, go to StashWealth.com/MoneyMastered and use the code SOMONEY100 for $100 off.

This Friday, Farnoosh Torabi and special co-host Priya Malani, a founding partner of Stash Wealth, help answer listeners' financial questions. Today's topics range from prenuptial agreements to debt consolidation, as well as advice for those seeking to pursue a career in finance and financial consulting. What is the future of the industry?

Today’s a special episode because we are continuing our conversation from Monday. If you listened to the episode on Monday, you know that I did an interview in front of a live audience with the CEO of Stash Wealth, Priya Malani.  We did the live interview at Luminary, which is a collaboration hub for women here in New York City. I highly recommend it if you haven’t checked out Luminary. At the end of our interview, we opened up the floor to audience questions and this is where that live podcast continues. We have a number of questions from people in the audience from why financial advice seems to have forgotten the Gen Xers to establishing good financial habits and setting money goals. 

I was just so shocked. I remember one time I was pulling together like a financial plan for a really wealthy client and I was like, wait, this is how we show investment data to a human?” – Priya Malani Today’s episode is an interview with Priya Malani is an entrepreneur and founding partner at Stash Wealth, a financial planning firm for HENRY’s. which stands for High Earners, Not Rich Yet.  We recorded this interview in front of a live audience at Luminary, an incredible collaboration hub for women to develop, network and connect.Priya, who previously worked on Wall Street for 10 years, launched Stash Wealth after realizing how sorely underserved young professionals were in the financial services market. Highlights from our conversation: Why Priya’s known as the Rebel of Wall Street.Can Millennials really achieve financial freedom?Priya’s financial upbringing and her biggest money mistake.The “best” credit card on the market. Special thanks to our host, Cate Luzio and her team at Luminary, as well as our sponsors for the evening, Birchbox and O’Neill Vintners. Also thank you MouthMedia for making sure the podcast went on without a hitch!

We’re talking through some of the reasons why self doubt creeps in, what you can do to overcome those negative thoughts, and tactics to silence your inner critic. Links in this episode: * Farnoosh Torabi on Instagram (https://www.instagram.com/farnooshtorabi/) * So Money Podcast (http://podcast.farnoosh.tv/) * Stash Wealth (https://www.stashwealth.com/home) * Brownkids on Instagram (https://www.instagram.com/brownkids/) * Shine: 4 Science-Backed Ways to Upgrade Your Self-Talk (https://advice.shinetext.com/articles/4-science-backed-ways-to-upgrade-your-self-talk/) * Very Well Mind: The Toxic Effects of Negative Self-Talk (https://www.verywellmind.com/negative-self-talk-and-how-it-affects-us-4161304) * Nick Wignall: 10 Types of Negative Self-Talk (and How to Correct Them) (https://nickwignall.com/negative-self-talk/) * The Positivity Blog: 12 Powerful Tips to Overcome Negative Thoughts (and Embrace Positive Thinking) (https://www.positivityblog.com/overcome-negative-thoughts/)

On this show, we talked about financial planning for High Earners, Not Rich Yet, the challenges of a work/life balance and the importance of talking about money with Priya Malani, Founder of Stash Wealth.  Listen to learn how automating your savings can free you up to spend money on what you really want! For the Difference Making Tip, scan ahead to 15:42. You can learn more about Priya at StashWealth.com, LinkedIn, Facebook, Instagram and Twitter. For $100 off a planning session, click HERE and enter MSHOOKUP. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Terri talks to Holly Ruxin about her journey into discovering her heart and getting out of her head to lead a more authentic life and help her clients at Montcalm TCR invest in alignment with their personal values.    Who is Holly Ruxin? Holly founded Montcalm TCR, a female-led wealth management firm in San Francisco combining over twenty years’ experience in risk management on Wall Street with a transparent process that empowers clients. Holly has an extensive background in finances having begun her investment career at Goldman Sachs in the fixed income derivatives division, where she learned indelible lessons about risk management and cultivated an expert understanding of money. She later managed assets and led private client teams at Morgan Stanley, Montgomery Securities, and Bank of America.   Show Highlights If Holly had a magic wand she would change the existing power infrastructure where everyone leads from their heads and have everyone lead from their hearts.  Holly talks about following your heart and your gut to be more grounded in your decisions.  Terri talks about having spent the last two years stripping out the adaptations and the accommodations to succeed in a man’s world Holly shared her experience being on Wall Street where she was taught to be very good at leading from the head but later realized there was another way.  She spent several years working with coaches to unravel ‘her head.’ She talked about the difference in the ‘masculine’ versus the ‘feminine’ values and how hard it is to undo the values one is trained to follow. Terri talks about the current situation in the world presenting us with the perfect opportunity to shift in the way we operate in the world and embracing values that are no longer serving us in the world. Terri talks about working with a coach over the summer to learn to embrace her intuition as the decisions she made intuitively have been some of her best decisions.  Holly talks about how women differ from men in having not only just fear/flight but having fear/flight and building of community. Holly has spent the last few years learning to build new ‘super highways’ in her brain to operate in the world differently. The contrasts in the world are providing people with the opportunities to speak up and say they want to come from a more authentic place.  She had her third child in 2008 when the financial markets were crashing and she had two other children at the time.  Her oldest child started losing his motor skills and language and she couldn’t get a diagnosis even after having gone to a number of prominent medical facilities in the SF Bay Area.  She resorted to looking to non-western medicine to get answers.  This led her to start thinking about being more authentic in the world. She saw that it was possible to bring this new way of thinking and this new value system into the financial world. She thinks that love is about truth and authenticity.  It is important to be grateful and not have judgment.  The nature of the C corporation is that legally it has fiduciary responsibility to the shareholders; they must make profits higher.  The B corporation must support people, environment and profits.  With the change to B corps, there will be different motivations.  Terri talks about the need to redefine the definition of success.  Holly started her wealth management company Montcalm TCR to give…not just extract which is what was expected of her at Morgan Stanley and Bank of America. Holly provides her clients with the opportunity to ask questions to engage and understand and feel empowered with her money and their investments. Terri asked Holly about Stash Wealth for millennials to get better service as they are building their wealth and want to invest in things that aligned with their values. Holly talks about how we have lost our community banking where there was connection in the community and one was able to borrow because they were known in the community. Holly talks about how some of her very wealthy clients being very nervous about losing all of their money.  People who are scared come from a scarcity perspective and she works with them to reduce that fear to create greater abundance.  Holly says that people are afraid because they really aren’t invested in their investments Holly talks about the Last Mile and how it helps inmates in the criminal justice learn to code.  She talks about NPX Investors and how it is providing a different and new way to have money flow and build sustainability for people.  Terri puts Holly on the spot in asking her about CNote.  CNote is tied into community developed financial institutions.  They give the investor a chance to be involved in the cash flows. Holly continues to ask about how you can continue to focus on transformational behavior.  Jacqueline asks Terri to ask Holly about how to become a more heart-centered investor…Holly responds by encouraging you to ask questions.  The questions are:  What do I own?  What do I owe?  What do I earn?  What do I need?  These bring it out of your head and into your heart.  Terri talks about her semi-annual financial review to get her concerns out of her head and focus on the reality.  It reduces a lot of stress for her.   Terri’s Key Takeaway It is possible to collaborate and have all stakeholders win.  Life is not a zero-sum game.    References in the Podcast Stash Wealth:  https://www.stashwealth.com/ Carolyn Leonard:  https://www.linkedin.com/in/carolyn-leonard-2549631a/ SheInvests podcast with Carolyn Leonard:  http://www.sheinvests.com/carolyn-leonard-quest-change-misconception-women-money-episode-15/ Last Mile:  https://thelastmile.org/ NPX Investors:  https://npxadvisors.com/ CNote:  https://www.mycnote.com/ Suzanne Andrews:  https://www.linkedin.com/in/suzannemandrews/     Contact Holly can be reached through her website http://montcalmtcr.com/ or through LinkedIn at https://www.linkedin.com/in/hollyziegelruxin/ or on Twitter @hollyruxin.  You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium:  https://medium.com/@terrihansonmead.  Feel free to email Terri at PilotingYourLife@gmail.com. To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Priya Malani – entrepreneur and CEO of Stash Wealth, a financial planning firm for H.E.N.R.Y.s™ [High Earners, Not Rich Yet] – speaks with Ladies Get Paid to debunk investing myths and plan your finances with confidence.

Today's guest, Priya Malani, has designed a financial planning strategy for millennials—an entire generation that's still largely ignored by traditional financial institutions. Today we'll talk to Priya about how she's working to disrupt the financial planning industry and we'll get her best advice on saving for essentials without sacrificing the things we love...like dream vacations.  

Today's guest, Priya Malani, has designed a financial planning strategy for millennials—an entire generation that’s still largely ignored by traditional financial institutions. Today we’ll talk to Priya about how she’s working to disrupt the financial planning industry and we’ll get her best advice on saving for essentials without sacrificing the things we love...like dream vacations.  

Founder of Stash Wealth Priya Malani on the show to talk H.E.N.R.Y’s - High Earners Not Rich Yet. Priya spent the first part of her career helping very wealthy individuals manage their high net worth in retirement and she came to one conclusion - IT WAS SUPER BORING! Priya made the pivot and decided she start her own firm called Stash Wealth in order to focus all of her efforts on the people she could help the most - people just like herself. “We are not your Father’s Financial Advisor” The millennial generation isn’t interested in cutting back life and living on rice and beans. They are extreme hustlers, they can generate income in a minute, and they want to save, invest, pay off debt, AND have ridiculous amounts of fun. In the show we talked about: • Defining who the H.E.N.R.Y.s are • Profit first • Best Online Savings Account • Hating on Budgets (can you believe this?) • Emergency Funds for the H.E.N.R.Y. • What are some of the biggest mistakes to avoid as a H.E.N.R.Y.
 Fun Fact: Priya and I don’t agree on everything, but that’s okay - it makes for a fun conversation! Fun Fact 2: We had to use the heck out of the BLEEP Button on this one :)   All the show notes, links, and anything Priya and I mentioned can be found at https://www.moneypeach.com/session75