Margie Shard's Podcast

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Paying for school is a huge challenge. With fees so high, it's essential that finances become part of the college decision making process. Whether it's parents putting their retirements at risk to pay for school, or kids taking on debt that could burden them for years to come, finding a way to afford an education is a big issue modern families have to address. Join Margie Shard and Yussef Gheriani as they take a look at some options you and your family might want to consider while making your college decisions

We’d all love to retire at 40 and travel the world, but how realistic is that for you? While thoughtful retirement planning and a mastery of cash flow can certainly help you make the most out of your retirement, it’s also crucial that you discuss some realistic expectations with your financial planner – the last thing you want is to finally get to retirement and realize you can’t afford the lifestyle you’ve always wanted! Join Margie Shard and Yussef Gheriani as they take a look at what kinds of expectations they’ve encountered and what you can do to make sure you’re on track for retirement on this week’s take of the Margie Shard Show!

Naps are great - especially on St. Patrick's Day. You get to take it easy, get some rest, and put off things you should be doing. But there are some things you can't afford to put off, not if you want to be financially healthy. Whether it's a will and testament, debts, insurance, or more, there are some things you have to face before you can sit back and rest easy. Join Margie Shard and her team as they go through the five key things you can't afford to miss!

China's party meetings, jobs reports, market rallies, BackPack Night, March is setting up to be a whirlwind of a month and it's only a few days old. Join Margie Shard as she examines what's driving the markets this week and discusses the plight of the more than 20,000 hungry children in Genesee County!

Yussef Gheriani joins Margie Shard, CFP® for a quick update on the markets, OPEC and Britain's possible European Union exit. They also discuss how people are embracing Virtual Financial Planning and breaking the barriers of location, drive time, babysitters, etc. Stop making excuses you don't have enough money or time to get your financial health in order! Click here to listen!

Join Margie Shard and Jen Verscheure from Shard Financial for a quick market update and 5 ideas for your tax refund to help get you financially fit in 2016!

It's tax time! There's no avoiding it, you've got to get them done! Whether you're a simple statement, you run your own business, have complex investments, or anything else, it's the time of year to pull out the books and reach out to both your financial planner and your CPA. Work with them to make sure you're on track and not paying more in taxes than you have to!

The world economic outlook is concerning and oil continues to dive, but fears over the future may be overblown. Whether you're concerned this is 2008 all over again, or you think this is an opportunity to buy on the dip, get educated on the situation! Tune in to this episode of The Margie Shard Show for the scoop!

Education costs are rising higher each year. Many parents are looking at how they can afford to save for their children's college and their own retirement. Join Margie Shard as she takes a deep dive into why higher education is still important for you or your kids, different tools you can use to save for education, and when you need to start thinking about your children's education!

Divorce is complicated. From the home to the children to the savings and the incomes, it's a messy process for everyone involved. Join Margie Shard as she brings on Aimee Johnson to provide keen insights on the financial ramifications of divorce. Whether you're in a healthy marriage or in the midst of a divorce proceeding, this is an episode you shouldn't miss!

China, the Middle East, North Korea, the beginning of 2016 has been an absolute whirlwind! From geopolitical tension to stock market lock outs, there have been a lot of confusing headlines for everyone to deal with. Stay informed and on a level footing with this timely episode of the Margie Shard Show. Join Margie and the team as they break down what's happening in the world and keep you in the know!

Everyone makes a New Year Resolution, right? Going to the gym, saving more, getting organized, everyone has something they want to improve upon in the new year - but how many of them actually get it done? Forget the whole year, how many people stick to their resolution for a week? Tune in and find out what the biggest resolutions are and how you can stick to yours on this week's episode of the Margie Shard Show!

Fires, Floods, Accidents, catastrophic events are always going to be hard, but having the right coverage and the right people on your side can definitely make it easier. Join Margie Shard as she brings on insurance specialist Jason Orton and restoration specialist Ryan Garn to find out just how difficult it can be to get your claim filed, what you can do to make sure you're covered, and just what you can expect from the restoration process.

Rent or buy? It's a dilemma many of today's millennials face as they consider how they're going to settle down, start a family, or even just keep their budget balanced. With rising rents, rising interest rates, student debts, and a whole lot more to consider, it's not an easy decision to make. Listen in and learn as this week's special guest Rebecca Bartley from Icon Mortgage explains about all the different tools available to millennials and other first time home buyers, and why for some people it might just make more sense to buy than rent.

Holiday parties, the in-laws, Christmas shopping, the end of the year is a busy time! Regardless of how busy it is though, there are a few things you should be thinking about as the year wraps up, such as how to get your shopping done without breaking the bank, what to do with that bonus check or that upcoming raise, and tax planning! If that sounds like an overwhelming list, then this episode is one you have to listen to!

The end of the year means people are going crazy with holiday shopping. How is this holiday spending impacting the economy? Do you need some tips on how to keep your wallet a little bit more full this year? Join Margie Shard, Yussef Gheriani, and Jen Verscheure on this episode of The Margie Shard Show as they discuss what holiday spending does to your finances!

Investing from the couch, packages delivered to the door, eating out all the time; just how much are millennials focused on convenience, and how much is it impacting the American economy? With more than a quarter of America's spending power, is this generation going to disrupt all the established norms? Find out more about millennial habits, preferences, savings, and spending on this episode of the Margie Shard Show!

How do international events like the attacks in Paris impact your investment portfolio? Do you make emotional decisions in the face of tragedy and instability? Find out how international events, emotional reactions, and geopolitics can all throw off your retirement plans in this episode with Margie and Shard Financial's Research Guru Yussef Gheriani!

How we access information, communicate with our friends, and entertain ourselves has fundamentally changed. Technology has become an integrated part of our lives. But after the tech bubble crashed at the turn of the century, it's fair to ask whether or not technology should be an equally important part of investing and building for retirement. Don't miss this episode of The Margie Shard Show with Margie and Shard Financial's Research Guru Yussef Gheriani!