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.

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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.