EPISODE · Jul 24, 2025 · 15 MIN
Ep 28 | This is What High Achievers are Planning For
from El podcast de Erika Martinez Bastida · host Erika Martinez Bastida
Think financial planning is just about retirement accounts and cutting back? Think again. In this episode, Priya pulls back the curtain on what today’s high earners are really planning for and, spoiler alert, it’s not just a down payment and 401(k).From a post-breakup glow-up fund to a Dutch hot tub to sending your parents on a cruise, this is financial planning that actually reflects your real life and real values. Priya explains how to align your money with your priorities so you can stop winging it and start living a little (or a lot).Tune Into This Episode to Hear:Why even people making $500K/year feel like they don’t have enoughThe most common short- and mid-term goals clients are planning for (besides retirement)Why financial planning isn’t about restriction, it’s about freedomWhy putting a plan in place actually gives you permission to want moreFollow Priya Malani: LinkedIn | Instagram | YouTube | Stash WealthTHE 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 this episode covers
Think financial planning is just about retirement accounts and cutting back? Think again. In this episode, Priya pulls back the curtain on what today’s high earners are really planning for and, spoiler alert, it’s not just a down payment and 401(k).From a post-breakup glow-up fund to a Dutch hot tub to sending your parents on a cruise, this is financial planning that actually reflects your real life and real values. Priya explains how to align your money with your priorities so you can stop winging it and start living a little (or a lot).Tune Into This Episode to Hear:Why even people making $500K/year feel like they don’t have enoughThe most common short- and mid-term goals clients are planning for (besides retirement)Why financial planning isn’t about restriction, it’s about freedomWhy putting a plan in place actually gives you permission to want moreFollow Priya Malani: LinkedIn | Instagram | YouTube | Stash WealthTHE 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.
NOW PLAYING
Ep 28 | This is What High Achievers are Planning For
No transcript for this episode yet
Similar Episodes
Dec 5, 2025 ·50m
Oct 9, 2025 ·33m
Oct 3, 2025 ·40m
Sep 11, 2025 ·31m
Aug 27, 2025 ·39m
Aug 18, 2025 ·54m