So Money with Farnoosh Torabi

Latest Episodes:

902: (Live!) Ask Farnoosh and Priya Malani Jun 21, 2019

Show notes

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.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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901: Georgia Lee Hussey, Founder of Modernist Financial Jun 19, 2019

Show notes

"The dominant culture is telling us a lot of things about what we’re supposed to do with our money and our resources. I like a broader definition of money as just, - what are our resources?"

Our guest today is Georgia Lee Hussey, Founder and CEO of Modernist Financial, which is on a mission to build a world where progressive people feel permission to enjoy today, while also investing in our common future.

Georgia is a queer female founder who started her career as a writer and artist and then went on to spend a decade working in finance as a CFP. She was baffled by the industry’s lack of transparency and culture of conformity, which inspired her to launch a different kind of firm – one that truly centers individuality and self-efficacy.

Modernist Financial has been named one of the largest LGBTQ+ owned businesses in Oregon and one of Portland's largest wealth management firms.

You can find more information at her company website: modernistfinancial.com.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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900: (Live!) Priya Malani, CEO of Stash Wealth Jun 17, 2019

Show notes

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!

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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899: Ask Farnoosh: Besides salary, what else is negotiable at work? Jun 14, 2019

Show notes

Negotiating a salary and other benefits, savings "rules" and finding a financial planner are among some of the question on the latest Ask Farnoosh.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

898: Susan McPherson, Corporate Responsibility Expert Jun 12, 2019

Show notes

"There’s so many ethical questions and, you know, we're seeing this being being discussed at the top of all sorts of social platforms now, right? And then, you know, The New York Times this past weekend did that, you know, did their annual study showing what you know CEO compensation is as compared to the lowest paid workers, and it's atrocious."

Is it possible for the business world, which is often characterized as being greedy, to care deeply about and act with social responsibility? Today's guest believes yes. And in today's world, she says, where consumers are looking to support corporations who specifically champion diversity and inclusion and philanthropy, it’s more important than ever for businesses to consider actively being part of the solution and forces of good in the world.

We have the great pleasure of inviting Susan McPherson on the show. She is a corporate responsibility expert who's worked with major brands like Kate Spade, Dell, Tiffany, J.C. Penney, and many more through her consulting company, McPherson Strategies. Through her work, she helps her clients create real change in the world and improve their businesses. At the same time. She's also an Angel investor who invests in women owned businesses, and she's a highly sought after speaker. Her articles and interviews have appeared in Forbes, The Cut, Harvard Business Review.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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897: Cameron Huddleston, Author of Mom and Dad, We Need to Talk Jun 10, 2019

Show notes

When’s the last time you sat your parents down and talked to them about their money? If you’re like most people, it probably hasn’t happened yet. And, I don’t blame you. Talking to your parents about their savings, their will, their hopes for what happens when they get older or after they die is unpleasant. But, as today’s guest will share, it’s absolutely necessary. Today, I’m interviewing Cameron Huddleston. She is an award-winning journalist with more than 17 years of experience.Cameron’s experience taking over her mother’s finances after her mom was diagnosed with Alzheimer's disease inspired her to write a book on how to to discuss finances with parents before it’s too late. It’s called Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. Her articles have been published in Kiplinger’s Personal Finance, Business Insider, Chicago Tribune, Fortune, Huffington Post, Money, MSN, USA Today and more. She’s also the current Life + Money columnist for GOBankingRates. Follow Cameron on Twitter @CHLebedinsky and visit her website www.CameronHuddleston.com.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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896: Ask Farnoosh: How do I best combine finances with my spouse? Jun 07, 2019

Show notes

This Friday, lots of questions about best ways to invest for retirement and steps for co-mingling finances with a partner. I recently got married and we've been together for 10 years. We have built our lives together, but still have separate bank accounts. We are now talking about combining some money to create a household accountt. He uses a credit union, I use a bank. Is there a benefit to either? Does it matter?

Special co-host is Catie Hogan is a financial planner with the women-owned Element Financial Group. She’s also the author of the humorous and informative book The Millennial’s Guide to Getting Your Sh*t Together, and an accomplished humor writer and performer. Catie is on a mission to help young adults, particularly women and those in marginalized communities, become more financially literate and empowered. She does this using simple explanations of complex topics, personal anecdotes, and humorous relatability.

Catie understands what it means to be a broke Millennial. She finished college with six-figures in student loan debt, worked entry-level jobs to make ends meet, and had no idea how or where to save and invest money. But after reading several personal finance books, she realized she was one of millions of young adults in this situation—and this became the catalyst for her current career. Catie is putting a fresh, new spin on the fundamentals of personal finance. She believes learning how to be a successful adult doesn't have to be so serious.

Catie's book: https://www.amazon.com/Millennials-Guide-Getting-Your-Together/dp/1521998639

Element Financial Group: http://www.elementfinancialgroup.com/

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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895: Liz Dennery Sanders, Founder of SheBrand Jun 05, 2019

Show notes

Why do you love some of your favorite brands? Is it because of their funny commercials, the fact that they give back, or because they truly care about their customers?

And, what can companies - big or small - do to convey their brand accurately? How can they make sure their message is getting across? As an individual, what is YOUR personal brand?

Today’s guest is an expert on branding, especially for women. Liz Dennery is the founder of SheBrand, where she and her team support companies with their brand development and positioning. They also help with creative direction, website development, social media marketing, and celebrity and influencer outreach.

Liz has worked with brands like Escada, Hale Bob, Anastasia, Blue Cult, Bejeweled, Avia Spa, Paulina Maternity, The Tiger Woods Foundation, Elyse Walker, The Pink Party and Cedars-Sinai Medical Center.

She’s also a huge supporter of non-profits that help women like Girl Up!, WriteGirl, Step Up Women’s Network and Kiva.

Learn more about Liz at www.SheBrand.com and follow her on social media on Instagram, Twitter, and Facebook.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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894: Sophia Parsa, Entrepreneur and Founder of Mountain Gate Jun 03, 2019

Show notes

"My relationship with money is money comes and money goes. For me, it’s not the point of success. It’s important for me to be financially stable and it’s important for me to be making a lot of money, but it’s not what I consider personal success.”

Sophia Parsa is a tech co-founder, Forbes 30 under 30 honoree and a very accomplished entrepreneur. She co-founded the company Toot, which is an on-demand tutoring service after her tutor bailed on her the night before a big exam in college. The night before the test, she found a new tutor, thanks to the help of a professor, but then realized there's probably a better way to connect with tutors on-demand. The idea for Toot was born.

Later, Sophia launched a dinner club called Mountain Gate, where entrepreneurs gather for dinner. Through Mountain Gate, entrepreneurs can get advice, they can form business partnerships and just connect with people who are like-minded. Today, Sophia is the director of community at FabFitFun, which is occasionally a sponsor of this show.

FabFitFun is a subscription box that delivers a selection of full-size premium products to your front door. We discuss Sophia's transition to working for a company and why it was important for her professional development. We also dive deep into the growing pains of the early days of entrepreneurship, how to score some investment capital and what she plans to do with her money right now.

Follow her on Instagram @SophiaParsa and her business @Mountaingate.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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893: Ask Farnoosh: Do student loans need to be paid off after the borrower passes away? May 31, 2019

Show notes

Financial expert Megan Gorman co-hosts with Farnoosh Torabi to provide answers to your latest money questions.

Do student loans need to be paid off after the borrower passes away? Any pros or cons to transferring debt to a lower rate loan?

How to manage money in your relationship?

How much stock exposure is safe for someone in their 60's?

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

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