The Investing In Your Values Podcast features real people sharing authentic stories of how they’ve aligned financial decisions with their core values to create meaningful success. Hosted by behavioral finance expert Shari Greco Reiches, the show delivers inspiring conversations that encourage listeners to live and invest with purpose.
Shari is a frequent speaker on financial planning and values, author of Maximize Your Return on Life – Invest Your Time and Money in What You Value Most, and a dedicated mentor to women in the wealth management profession. You can learn more about Shari’s work, speaking engagements, and writing at sharigrecoreiches.com.
The show is presented in partnership with EP Wealth Advisors, a nationally recognized investment management, financial planning, and wealth advisory firm ranked among Barron’s Top 15 RIA Firms. EP Wealth Advisors combines deep market insights, decades of experience, and a commitment to exceptional client care.
In today’s constantly changing economic environment, EP Wealth Advisors understands that financial planning is never one-size-fits-all. Their mission is to understand each client’s unique circumstances and create a customized plan to help achieve their goals. With a team of highly credentialed professionals and a long history of trusted client relationships, they deliver integrated investment portfolios and personalized wealth strategies — bringing clarity, confidence, and peace of mind.
Learn more at epwealth.com.