Financial Planning for Dummies (Single or Otherwise) (w/ Sharon Calderini)

Who Run the World

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5M ago 37:12

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Marilyn and her husband Hadi recently decided to buy a new car, a decision that turned out to be an 8-month ordeal. Making big financial decisions as a couple can be quite daunting, but that doesn’t mean that spending your money individually is a walk in the park. In this episode, Rhea and Marilyn invite Marilyn’s financial advisor Sharon Calderini to share tips with listeners for better financial planning in 2024. What are the pillars of wealth you should consider? Why should you be saving for the long term? And what are Rhea and Marilyn’s new year’s resolutions when it comes to their finances? Finally, after a bit of a hiatus, Marilyn and Rhea bring back the recurring segment “Two Kinds of People” to debate the value of spending on yourself.
Got any financial new year’s resolutions? Share them with us on sayhi@whoruntheworldpodcast.com.
Sharon Calderini is a financial advisor with over 16 years of experience. She is a partner at St. James’s Place Wealth Management, where she is helping clients and families in the UK and the UAE reach their full potential through solid financial advice, planning, and education. She has secured Fellow Chartered status as a financial advisor, a title held by only 3% of Chartered Insurance Institute members.
Special thanks to Ciara Chown for her support with this episode.
Who Run the World is a production of Reyzin Media. Hosted by Rhea Chedid and Marilyn Zakhour. Produced by Ahmed Ashour. Follow Who Run the World on Instagram and Tik Tok at @whoruntheworldpod.