On today’s show, Liz talks with Shari Greco Reiches – The Life Maximizer. Shari’s adoptive father gave her a great piece of advice early in her life: “You can have anything you want, but you can’t have everything you want.”
Shari has taken that advice and used it as the foundation for how she advises her clients as the founder of Rappaport Reiches Capital Management. Her firm’s motto: “How can we help you maximize your return on life?”, builds on that early advice by helping clients figure out their core values and then balancing their wants against those values and their financial portfolio.
While Shari is still actively involved in running her firm, she is creating her own third act within the firm, distilling all the valuable lessons she’s learned and giving them back through a blog, book, and podcast.
2:41 Getting into banking early in life
6:35 The lessons from the Bank of Highwood
12:35 Starting her own business
16:48 The shift to maximizing clients’ return on life
18:47 Writing her book
23:52 Managing time in pretirement
26:37 “So how much do you spend?”
You can find out more about Shari Greco Reiches here.
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