*** Please Vote for So Money in the 2024 Webbys.*** Named a Best Podcast By The New York Times, Time Magazine, Real Simple and MSNBC *** Host Farnoosh Torabi is an award-winning financial strategist, TV host and bestselling author. Her newest book is entitled A Healthy State of Panic. With over 30 million downloads, So Money is dedicated to sharing inspiring money strategies and stories straight from today's financial leaders, bestselling authors and entrepreneurs. One day, hear an intimate money conversation with industry greats like Queen Latifah, Barbara Corcoran or Margaret Cho. Another day learn the basics of cryptocurrency and its impact on our wallets. On Fridays, tune in as Farnoosh answers our most pressing financial questions about saving, investing and building wealth. Advice and insights always delivered through a lens of equity, inclusivity and the changing world we live in. Want more? Join the So Money Members Club. Hosted on Acast. See acast.com/privacy for more information.
http://somoneypodcast.com
900: (Live!) Priya Malani, CEO of Stash Wealth
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices