What exactly is a financial plan—and why does it matter so much more than most people think? Priya Malani kicks off a new Q&A series by unpacking the real purpose of financial planning. It’s not about spreadsheets, restriction, or being “good with money”—it’s about building a life you’re excited to live, with your money fully aligned to support it. From practical strategies to wild-but-true client goals (hello, Toto toilets and vow renewals), this episode reveals how a plan can take you from winging it to feeling totally in control. Whether you’re flying solo or merging finances with a partner, it’s time to stop guessing and start designing a life that works for you.

Tune Into This Episode to Hear:

• Why a financial plan is more than just a spreadsheet—it’s a blueprint for your life

• Real (and hilarious) examples of what people are actually planning for

• How couples with different money habits get on the same page through shared goals

• Why it’s easier to make smart money moves when you know exactly what you’re working toward
  

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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.

For high-achieving 30-somethings, the word "rich" often feels loaded—tied to guilt, judgment, or outdated ideas of success.

Instead, Priya reframes the conversation around building wealth—not just in terms of money, but in terms of freedom, clarity, and intentional living. She unpacks why “rich” feels performative, while wealthy feels personal—and why that shift in mindset might be the key to finally feeling like your financial success fits.

Tune Into This Episode to Hear:

• Why “rich” feels cringe—and how the wealthy mindset offers something more meaningful.

• How growing up without money can shape your view of success (and make you flinch at the word “rich”).

• What it actually means to live well—not just look like you’re doing well.

• The difference between income and clarity—and why only one leads to real wealth.

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.

In this episode of The F Word, Priya Malani tackles the financial anxiety surrounding tariffs and market volatility—without the jargon. She draws a powerful parallel between lane-switching in traffic and panic-driven investing, reminding listeners that reaction isn’t always strategy.

Through real examples from 2008, COVID, and previous tariff scares, Priya breaks down why staying invested—especially during uncertain times—is the smartest long-term move. This isn’t about ignoring bad news. It’s about having a plan that’s built for it. If headlines are making you question your portfolio, this episode will help you pause, zoom out, and move forward with clarity.

Tune Into This Episode to Hear:

• Why reacting to market dips usually leaves you worse off

• The surprising story of who actually outperforms in the market (hint: it’s not the pros)

• What history teaches us about staying calm through crashes, tariffs, and chaos

• Three steps to take when headlines make you want to pull your money out

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.