Ep 118 – The Importance of Financial Planning with Shari Rash

Watch the Episode

Subscribe

AIA podcast YouTube banner button

AIA Apple Podcasts banner button

 

AIA podcast Spotify banner button

AIA Google Podcasts banner button

Listen to the Episode 

All Episodes 

The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Shari Rash to discuss the importance of financial planning. Shari founded Greenway Wealth Advisory and firmly believes financial advice should be personalized for each individual or family.

During this episode, Shari discusses the importance of alternative ways of looking at financial planning and advisory services. She touches on the issue of debt and explains the benefits of utilizing a Roth IRA as a backup savings account. Shari also covers client goals, time horizon, cost, and tax treatment when investing. Additionally, she explains the differences between single individuals, married couples, and single individuals, and how money makes them feel along with their general goals.

Learn more about the importance of financial planning.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Guest Shari Rash headshot of Shari Rash

Shari Rash founded Greenway Wealth Advisory, bringing experience from previous roles at Orion Portfolio Solutions, CLS Investments, LLC, and Prudential Financial. She holds a Bachelor of Science (BS) in Finance from Temple University Fox School of Business and Management. Shari has a robust skill set that includes Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, and more.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.