900: (Live!) Priya Malani, CEO of Stash Wealth

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 17 June 2019

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

I was just so shocked. I remember one time I was pulling together like a financial plan for a really wealthy client and I was like, wait, this is how we show investment data to a human?” – Priya Malani Today’s episode is an interview with Priya Malani is an entrepreneur and founding partner at Stash Wealth, a financial planning firm for HENRY’s. which stands for High Earners, Not Rich Yet. We recorded this interview in front of a live audience at Luminary, an incredible collaboration hub for women to develop, network and connect.Priya, who previously worked on Wall Street for 10 years, launched Stash Wealth after realizing how sorely underserved young professionals were in the financial services market. Highlights from our conversation: Why Priya’s known as the Rebel of Wall Street.Can Millennials really achieve financial freedom?Priya’s financial upbringing and her biggest money mistake.The “best” credit card on the market. Special thanks to our host, Cate Luzio and her team at Luminary, as well as our sponsors for the evening, Birchbox and O’Neill Vintners. Also thank you MouthMedia for making sure the podcast went on without a hitch! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Money episode 900, Priya Malani, CEO of Stash Wealth, a live studio audience recording.
0:08.0	You're listening to So Money, with award-winning Money Guru Farnu Farnoosh Karabi.
0:14.0	Each day get a 30 minute dose of financial inspiration from the world's top business minds,
0:19.4	authors, influencers, and from Farnus yourself.
0:23.7	Looking for ways to save on gas or double your double coupons?
0:27.3	Sorry, you're in the wrong place.
0:29.4	Seeking profound ways to live a richer, happier life.
0:32.9	Welcome to So Money.
0:36.5	That is Priya Malani for you.
0:38.3	She is the CEO of Stash Wealth.
0:41.4	Welcome to So Money, everybody. I'm your host,
0:43.4	Farno Chirapi. Special treat for you. This is a recording of So Money that
0:47.9	was done in front of a live audience. Not too long ago, we all gathered at a beautiful, incredible gathering place for female
0:56.8	professionals in New York City called Loominary. So thank you to Loominary for hosting us.
1:02.2	Kate Lusio is the founder of Loominary,
1:05.0	and you can actually hear Kate and I discuss
1:08.0	her launch of Loominary and also her background on So Money.
1:11.9	That's episode 847. Check that out. Yeah, so this is my attempt to try to
1:17.8	shake things up a little bit here on the podcast, you know, as we approach episode 1,000. We have a hundred episodes to go want to kind of make
1:24.9	them all really stand out and this one we were lucky enough to be able to do in front of
1:30.8	about 60-70 people on a very rainy night in New York City.
1:35.0	So thank you to all the audience members who decided to make the track and come and see and hear
	...

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