This episode dives into a self-sabbotaging psychology and uncovers why people making $150K… $300K… even $900K still feel broke, stressed, and behind. 

Priya shares two real stories of six-figure earners stuck in the same self-defeating loop for totally different reasons, and breaks down the emotional patterns that keep HENRYs [High Earners, Not Rich Yet] in survival mode no matter how much they make. If you’ve ever said “I should be further along by now,” this one’s for you.

Takeaways:

• Why your income level stops mattering once your habits and psychology take over.
• The sneaky loop nearly all six-figure earners fall into and how it quietly destroys long-term wealth.
• How one entrepreneur earned $1.4M and still ended up with credit card debt and no savings (and why it’s more common than you think).
• Why windfalls make smart people act irrationally (yes, even you).
• The real reason two people can spend 10–20 years together and still make zero financial progress.

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The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

SHOW NOTES

In this episode, Priya sits down with writer, money expert, and off-Broadway creator Catie Hogan, whose “portfolio career” proves you can build a life on your own terms, even while raising two kids. From stitching together multiple income streams to surviving a surprise layoff at six months pregnant, Catie breaks down the real tradeoffs behind flexibility, the financial shock of parenthood, the myth of “having it all,” and why your career might actually get better when you stop chasing perfection. They also dive into affordability, home-buying stress, humor as a financial education tool, and how Catie turned a Grease parody into an off-Broadway hit. This one is part money talk, part motherhood reality check, and part masterclass in designing work around your life (not the other way around).

Takeaways:

• The flexibility everyone wants comes with a price.
• If you want kids someday, “we’ll figure how to afford it later” is not a good plan
• You don’t need the perfect house. You need the house that lets you keep your life, budget, and sanity intact.
• The biggest financial shock of parenthood isn’t diapers, it’s the unpredictability you cannot budget your way out of.

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Guest Bio:

Catie Hogan is a personal finance expert and educator. She's the author of the family finances newsletter, Cents of Humor, and an equity analyst for The Motley Fool. She previously ran a financial planning firm for Millennials and spent a decade in financial services. Catie most recently served as the Head of Advice for a New York City-based fintech. When she's not helping people with their money, Catie is an award-winning comedy writer and the creator of Vape! The Grease Parody, which is playing off-Broadway at Theater 555 through January 4th.

Guest Links:

Newsletter - Cents Of Humor

Off-Broadway - Vape The Musical

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Are you accidentally protecting your kids out of becoming financially capable adults? In this episode, Priya sits down with financial planner, author, and mom of four, Jamie Bosse, to talk about the messy overlap of money, parenting, and raising financially confident humans. From the dangers of over-rescuing to the right way to use allowances, Jamie breaks down how your everyday language, habits, and even guilt-driven parenting moments shape your kids’ lifelong relationship with money. This one hits home for parents who want emotionally safe kids and financially competent adults.

And for those of you wondering, this episode’s Best “Bite” features the Carrot Ginger Mule from Linden’s in Tribeca.

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Takeaways:

• Kids form money beliefs by age 10. More is caught than taught
• Gentle parenting can backfire with money
• Your kids pick up on how you and your partner talk (or don’t talk) about money
• Allowance isn’t about paying for chores, it’s about giving kids hands-on practice making decisions

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Guest Bio:

Jamie Bosse is a Financial Planner, Author, and mom of four who helps families navigate life’s transitions and build a financial foundation they can feel confident about. At CGN Advisors, she guides clients through organizing their money, maximizing their human capital, and moving closer to their long-term goals.

A longtime advocate for financial literacy, Jamie wrote Money Boss Mom and the Milton the Money Savvy Pup children’s series. Her next book, Investing for Tweens, arrives January 2026. She also creates free resources—games, worksheets, templates, and more—to help parents and teachers raise money-savvy kids.

Jamie was named to InvestmentNews’ 40 Under 40 list in 2020 for her leadership and contributions to the profession. Her work has appeared in the Kansas City Star, KC Parent, the Journal of Financial Planning, Investment Advisor Magazine, Kansas City PBS, and more. She is a graduate of Kansas State University’s Personal Financial Planning Program.

Guest Links:

Book: Investing For Tweens

Book: Milton The Money Savvy Pup

Book: Money Boss Mom

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Financial problems contribute to 20–40% of U.S. divorces, but the real issue often isn’t the money itself, it’s how couples talk (or don’t talk) about it. In this episode, Priya sits down with power couple Doug & Heather Boneparth, co-authors of Money Together, to unpack the real dynamics behind financial conflict, partnership, resentment, “the Bermuda Triangle” of early parenting, and the habits that either make couples unstoppable… or quietly blow up their finances.

Whether you’re merging lives, managing uneven incomes, or trying to get back on the same team, this episode pulls back the curtain on what truly makes (or breaks) financial partnership, the subtle ways couples undermine each other’s autonomy,  and the single biggest red flag most couples miss.

*Source

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Takeaways:

• The #1 financial red flag isn’t debt.
• Risk-takers and savers can thrive together when they understand each other’s money stories.
• Many couples get stuck trying to split everything 50/50. The healthier (and more realistic) goal is equity, not equality.
• Your financial plan won’t work if only one person knows what’s going on. True partnership requires shared visibility, even if you divide responsibilities.

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Guest Bio:

Heather and Douglas Boneparth are the co-authors of Money Together: How to find fairness in your relationship and become an unstoppable financial team. By day, Douglas Boneparth is the founder of Bone Fide Wealth in New York City. Heather spent more than a decade as a lawyer in the commercial insurance industry before joining the firm as the director of business and legal affairs. They also co-write a weekly newsletter, The Joint Account, which helps couples talk about money.

Guest Links:

• Firm: BoneFideWealth.com
• Book: DoMoneyTogether.com
• Newsletter: ReadTheJointAccount.com

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Gen Z isn’t waiting around for the old rules of wealth building and maybe millennials shouldn’t either. In this episode, Priya sits down with Taylor Price (aka Priceless Tay), the Gen Z money expert who turned a blog into a financial education movement. They dig into why buying a home isn’t Gen Z’s first wealth move, how younger investors think about risk and liquidity, why “investing without goals” is basically gambling, and the foundational habits every twenty- and thirty-something needs to master before chasing returns. If you want a fresh, modern take on money, you’ve arrived.

Takeaways:

• Gen Z isn’t waiting for the white-picket-fence moment.
• You can’t skip the foundation just because “investing feels sexy.”
• PricelessTay’s Foundation First Framework.
• Your habits scale with your income. Your paycheck doesn’t “fix” them.

  
  

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Guest Bio:

Taylor Price is the founder of @PricelessTay, a financial education platform transforming how Gen Z learns about money. After a medical setback ended her neurosurgery ambitions, she shifted her passion to financial empowerment - quickly becoming a pioneer in the financial literacy movement on TikTok. Her content has reached millions and earned features in Good Morning America, The Wall Street Journal, Fortune, The New York Times, CNBC, and more. Named BankRate's Best Financial Activist and GoBankingRates' Most Influential Financial Expert, she has spoken at Google, Nasdaq, and partners with Shark Tank Global on YouTube. Today, she travels the world teaching Gen Z how to build wealth with confidence and clarity.

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Estate planning isn’t just for the ultra-wealthy. Priya and David Meister (CEO of Steward) break down a practical, values-first plan for your 30s: why a revocable trust plus pour-over will beats a will-only setup, how to pick trustees when family dynamics are messy, and the power of updating beneficiaries, granting trustee discretion, “cross-naming” trusted friends, and giving while living.

Takeaways:

• Get the core four in place: revocable living trust, pour-over will, durable power of attorney, and healthcare directive.
• Update beneficiaries across every account (401(k), brokerage, bank, insurance) and consider naming the trust.
• Separate “kid care” from “money care.” Guardians ≠ Trustees.
• Revisit your plan after major life events. Perfection isn’t required. Execution is.

  
  

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Guest Bio:

David Meister is the cofounder and CEO of Steward, a technology-forward estate planning platform pursuing trust company licensure so it can serve as a regulated, fiduciary trustee. A two-time founder (previously at Sidecar), David focuses on helping modern families create and administer customizable, attorney-backed estate plans that prioritize privacy, clarity, and better outcomes across generations.

The Stuff Our Lawyers Want Us to Say:

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Summary:

Priya sits down with writer and editor Lindsey Stanberry to talk about money that looks perfect on Instagram and money that actually works in real life. They trace Lindsey’s path from Refinery29’s Money Diaries to launching The Purse on Substack, dig into trade offs, and get honest about dual-working households, childcare as unseen generational wealth, and why “fancy” often costs more than it’s worth. Expect practical perspective on values-based spending, media myth-busting, and building a life you actually like paying for.

Takeaways:

• How Money Diaries changed the conversation around women and money.
• Why invisible work matters, and how childcare help functions as generational wealth.
• The mindset shift behind leaving a secure job to build something of your own, plus the trade offs that make it possible.

  
  

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Guest Bio:

Lindsey Stanberry is the founder of The Purse, a newsletter-first women’s media company. She spent the last decade working for some of the biggest brands in digital media. As an executive editor at Fortune, Lindsey oversaw the launch of a number of initiatives to help the storied brand reach younger and more diverse audiences. Before joining Fortune, she was the deputy managing editor at CNBC Make It and CNBC Select. At Refinery29, she launched the Work & Money vertical and ran Money Diaries, a franchise that garnered an international cult following. Lindsey is the author of Money Diaries: Everything You Want to Know About Your Finances…And Everyone Else’s. She lives in Brooklyn with her husband and son.

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

He’s the most photographed stockbroker on Earth and his story is as wild as the trading floor itself. From Studio 54 nights to shaving his head on the NYSE for charity, Peter “Einstein of Wall Street” Tuchman has seen every market cycle (and hairstyle) imaginable. In this episode, Priya Malani sits down with the Wall Street legend to talk ego, resilience, and the timeless money advice that never goes out of style.

Guest Bio:

Known worldwide as the Einstein of Wall Street, Peter Tuchman has spent nearly four decades on the floor of the New York Stock Exchange. With his expressive face and electric personality, he’s become the most photographed stockbroker on Earth - appearing everywhere from CNBC and CNN to the front pages of global newspapers.

Beyond trading, Peter is a partner at the NYSE and co-founder of the Wall Street Global Trading Academy, where he and fellow trader David Green teach thousands of students technical analysis, risk management, and real-world trading discipline. A sought-after speaker and educator, Peter brings humor, heart, and hard-earned perspective to every conversation about markets, mindset, and the psychology of money.

Takeaways:

• Why “invest in stocks, not stuff” might be the smartest financial advice you’ll ever get
• What the chaos of the 1980s trading floor can teach us about discipline and mindset today
• How Einstein’s wild path - from Studio 54 doorman to Wall Street icon - shaped his view on risk and reward
• The simple math behind turning $250 a month into $1 million

  
  

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THE STUFF OUR LAWYERS WANT US TO SAY:

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Ashley and Priya get real about what it takes to feel in control of your money. They unpack why traditional budgeting rarely works, how to think about spending in terms of happiness instead of guilt, and what it means to be a true financial adult. Ashley shares insights from her 30-Day Money Cleanse and Financial Adulting, along with stories about navigating money in relationships, planning for kids, and redefining what financial readiness actually looks like.

The conversation blends practical advice with real-life honesty that’s the right kind of approachable.

Takeaways:

• How to rethink budgeting as a happiness allocation instead of a restriction
• Why understanding your (and your partner’s) money story matters more than splitting hairs over expenses
• The real costs of planning for kids—and how to know when you’re actually ready
• Simple ways to track and reflect on spending without turning it into a second job
• Participants save an average of $950 in the first month using the method outlined in Ashley’s first book, The 30-Day Money Cleanse

  
  

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Guest Bio:

Ashley Feinstein Gerstley, CFP®, is a personal finance expert, speaker, and the author of the award-winning books Financial Adulting and The 30-Day Money Cleanse. She founded The Fiscal Femme to get women wealthy and has helped thousands of people feel financially confident, achieve major financial goals, and destress their relationships with money.

Guest Links:

https://www.instagram.com/thefiscalfemme/

https://www.thefiscalfemme.com/money-club

https://www.instagram.com/howdoyouaffordthis/

30 Day Money Cleanse: https://a.co/d/dVzsbgC

Financial Adulting: https://a.co/d/bYsUqub

The Stuff Our Lawyers Want Us to Say:

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

If you grew up trusting your parents’ financial advisor, you might assume you’re in good hands. But what if that loyalty is quietly costing you thousands?

In this episode, Priya Malani unpacks a real story of a “legacy” advisor who mismanaged a client’s trust fund for years, proof that what worked for your parents’ generation doesn’t work for today’s high earners. She breaks down how outdated investment frameworks can stall your progress, why blind trust isn’t a financial strategy, and what to look for in an advisor who actually understands your goals and lifestyle.

By the end, you’ll know exactly how to spot red flags, modernize your money strategy, and make sure your money’s growing with you, not stuck in the past.

Takeaways:

• Outdated “family” advice can quietly cost you six figures.
• Personalized planning isn’t a luxury, it’s the only way to grow wealth intentionally.
• The right advisor builds a plan around your life, not your parents’ playbook.Blind trust is not a strategy; understanding what your want your money to do is.

LinkedIn | Instagram | YouTube | Stash Wealth

The Stuff Our Lawyers Want Us to Say:

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

If you’re making six figures but still feel like you’re spinning your wheels, you’re not alone. Too many high achievers obsess over the wrong financial details: tracking every coffee, juggling ten checking accounts, or chasing credit card points, while ignoring the big levers that actually move the needle.

In this episode, Priya Malani breaks down why ambitious 30-somethings get stuck in the weeds and how to shift your focus to the questions that truly change your financial trajectory. You’ll hear a real client story, insights from Ramit Sethi’s “$3 vs. $30,000 questions,” and Natalie Taylor’s framework for “impact-weighted work.” By the end, you’ll have a clear path to simplify your money, reduce stress, and start making progress that actually matters.

Tune Into This Episode to Hear:

• Why activity ≠ progress when it comes to your money
• The difference between $3 questions (skip Starbucks?) and $30,000 questions (negotiate your comp?)
• How “impact-weighted work” can help you stop overanalyzing and start moving forward
• A simple framework to consolidate accounts, automate, and focus on big levers like income, savings, investing, and protection

  
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that’s us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Feeling guilty every time you spend, even when you make good money? Struggling to let yourself enjoy life now because you’re constantly worried about the future?

You might be stuck in a deprivation mindset.

In this episode, Priya unpacks the sneaky ways a deprivation mindset shows up (even in high earners), why it’s not the badge of honor you think it is, and how it’s keeping you from making progress with your money and your life.

Tune into this episode to hear:

• Why over-saving and over-restricting can backfire
• The link between deprivation and binge spending
• How to build a financial plan that actually lets you enjoy your money - guilt-free

The Bottom LineA healthy financial life isn’t about restriction, it’s about clarity. When you stop depriving yourself and start planning with intention, money becomes a tool to enjoy life, not a source of stress.

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THE STUFF OUR LAWYERS WANT US TO SAY:
Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

She’s one of the smartest (and sassiest) voices in personal finance and today she’s here to talk about money, mindset, and building a life with intention.

In this episode, Priya sits down with bestselling author and podcast host Katie Gatti Tassin, aka Money With Katie, to unpack what wealth really means, the mindset shifts that unlock financial clarity, and how we can balance ambition with self-compassion in a world that constantly tells us we’re behind.

They also get personal about what it's like to date, partner up, and build a life when you’re the one in the relationship who has your financial sht together. Whether you’re early in your wealth-building journey or already making six figures but still feeling unsure what “on track” really looks like—this conversation will leave you inspired and equipped.

Tune Into This Episode to Hear:

• Why having a plan is the turning point for most high achievers
• The emotional shift that happens when you finally start investing (spoiler: it’s not about being perfect)
• Why money and self-respect are more connected than we think
• What Katie wishes more couples understood about shared finances—and why “separate” accounts don’t always mean separate money
• The balance between acknowledging systemic barriers and reclaiming your financial agency
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Wall Street wants you to believe that performance is everything. That the only way to “win” with your money is to beat the market, pick the next hot stock, or time things just right. But here's the truth: chasing returns is gambling. And it’s keeping you distracted from what actually builds wealth: goals-based investing.

In this episode, Priya Malani debunks the myth that return is the most important metric in investing and explains why it’s time to stop treating your portfolio like a casino. Whether you’re a spreadsheet-obsessed performance chaser or someone who feels totally confused about how to invest, this episode will show you the smarter (and less stressful) way to grow your wealth.

Tune Into This Episode to Hear:

• Why even the pros can’t consistently beat the marketand why you shouldn’t try
• The emotional and financial cost of chasing performance
• What goals-based investing is and why it actually works
• A real client story that proves you don’t need to take big risks to build big wealth
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that’s us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

We spend so much time trying to avoid fear. But what if fear was actually the fastest route to clarity and confidence with your money?

In this episode, Priya sits down with best-selling author and So Money host Farnoosh Torabi to challenge the idea that fear holds us back. Instead, they explore how fear can be a powerful guide in your financial life—especially when you're facing a big decision, having hard conversations with your partner, or questioning whether you're doing "enough."

Farnoosh shares stories from her own career and personal life, offers a reframe on fear that actually feels empowering, and gives tactical advice for using fear to make better, more aligned money decisions. If you’ve ever felt stuck or scared to take the next step, this one’s for you.

Tune into this episode to hear:

• How fear can be a financial superpower when you stop running from it
• What to do when you're scared to make a big money move
• The hidden link between fear of rejection and your relationship with money
• Farnoosh’s favorite strategy for making peace with uncertainty
  

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THE STUFF OUR LAWYERS WANT US TO SAY:Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There… we said it.

We don’t talk enough about how your partner’s income impacts your future. Not because you’re shallow, but because you’re ambitious.

In this episode, Priya Malani unpacks the emotional and financial weight that income differences can bring into a relationship, especially for high-achieving 30-somethings. From carrying the financial momentum to feeling unsupported or unable to take risks, she makes the case that talking about money with your partner isn’t transactional. It’s essential.

Whether you’re dating, engaged, or deep into a long-term partnership, this conversation will help you reframe the way you think about compatibility, ambition, and financial alignment.

Tune into this episode to hear:

• Why “I make enough for both of us” isn’t a long-term strategy
• The subtle resentment that builds when one person carries the financial load
• Key questions to ask yourself (and your partner) to avoid future friction
• Why financial intentionality, not income equality, is the goal
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There… we said it.

What if your six-figure income, Roth IRA, and decent savings still aren’t giving you the clarity you want with your money?

In this episode, Priya speaks directly to the high earners who are “winging it well” (doing fine on paper, but feeling low-key uncertain under the surface). She explains why traditional financial advice (like risk tolerance questionnaires and chasing market returns) misses the mark, and how goals-based financial planning changes everything.

You’ll hear why having a financial plan isn’t about restrictions. It’s about freedom: like knowing you can drop $20K on a Maldives trip and still retire early. Or confidently skipping a concert, knowing your money’s already doing what it’s supposed to.

If you’ve ever thought, “I make good money, I just don’t know if I’m doing the right things with it,” this episode will feel like a wake-up call and a relief all at once.

Tune into this episode to hear:

• Why traditional advisors still ask the wrong first question
• What to do after you've been “winging it” successfully
• How goals-based planning changes your relationship with money
• The emotional freedom that comes from knowing what “on track” looks like
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

If you've ever looked at a startup job offer and thought, “This sounds exciting… but what does any of this actually mean?”, this episode is for you. 

Priya sits down with fintech veteran and former VC partner Liran Amrany to demystify startup equity. Together, they break down what you're being offered (ISOs, NSOs, RSUs, and more), how to evaluate the value of equity compensation, and the lifestyle tradeoffs that come with betting on a startup.

Whether you're negotiating an offer or just want to understand how startup equity works, this episode gives you the tools and questions to confidently navigate it all.
Takeaways

• What all those acronyms in your offer letter mean (ISOs, NSOs, RSUs, etc.)
• How to ask smart questions about valuation, cap tables, and strike prices
• The tradeoffs between cash comp and equity—and how to make that decision
• Why “You have 90 days to exercise” is a big deal
• How to make startup equity enhance your financial plan; not be your only plan
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There… we said it.

You’ve probably wondered if AI can handle your finances. After all, it’s fast, smart, and knows how to crunch the numbers.

But here’s the problem: money is personal, and algorithms don’t do personal.

In this episode of The F. Word, Priya explains why your financial plan needs more than a robo-advisor and a risk slider. From navigating money baggage to prioritizing complex goals like home buying, IVF, or a sabbatical, AI might be able to generate answers - but it doesn’t ask the right questions.

You’ll hear real examples from clients who used AI tools but still felt lost and how human advice helped them get clarity and actually move forward. Plus, a breakdown of where AI can be helpful and where it fails, especially if you’re earning six figures and want your money to feel as good as it looks on paper. If you’ve ever felt like you’re doing everything “right” but still not making progress, this one’s for you.

Tune Into This Episode to Hear:

• Why AI can build a smart plan, but not YOUR plan
• What robo-advisors consistently get wrong for high earners
• How human advice helps you change your habits and follow through
• What financial planning should actually feel like when it’s working
  

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THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that’s us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Your 30s aren't just another chapter, they're the turning point. This decade is when the most important financial decisions of your life are made, from who you choose as a partner to how you handle big expenses like kids, career pivots, or real estate. It’s also when your money habits either set you up for long-term wealth… or quietly sabotage it.

In this episode, Priya breaks down why your 30s matter so much and how to take control now before lifestyle creep, outdated budgeting strategies, or relationship mismatches get in your way.

She also shares how couples can avoid building resentment over money (hint: you’ve got to stop making trade-offs based on vibes), why oversaving can be just as problematic as overspending, and the one mindset shift that will make your plan stick.

Tune Into This Episode to Hear:

• The massive impact your partner has on your financial future—and how to get aligned now
• Why your 30s are your financial fork in the road (and how to avoid costly detours)
• The hidden risks of oversaving in retirement accounts and emergency funds
• How to stop “winging it” and start using your money to build the life you actually want

Follow Priya Malani: LinkedIn | Instagram | YouTube | Stash Wealth

THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There… we said it.