With over 10M downloads, join Sim, an optometrist turned Forbes 30 under 30 investor, as she breaks down the intimidating and not-so-well-taught world of investing and growing wealth, minus the jargon.
New episodes every Tuesday!
Hosted on Acast. See acast.com/privacy for more information.
With over 10M downloads, join Sim, an optometrist turned Forbes 30 under 30 investor, as she breaks down the intimidating and not-so-well-taught world of investing and growing wealth, minus the jargon.
New episodes every Tuesday!
Hosted on Acast. See acast.com/privacy for more information.
This week, Sim sits down with bestselling author and ex–financial advisor Glen James to unpack advanced investing strategies, including core and satellite portfolios, real diversification, and why long-term investors should ride out market cycles instead of timing them. They share practical tactics like rebalancing, dollar cost averaging, holding some cash for opportunities while keeping an emergency fund, and checking ETF overlap to avoid concentration risk. Sim and Glen also debate FIRE versus building a life on your terms, agreeing that consistent market returns that beat inflation plus strong career income and disciplined behavior usually outperform chasing hot stocks or using margin.
Watch the episode on Youtube here
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This week, Sim shares her lazy girl bill management system to help you pay bills on time, stress free, and without late fees. She walks you through setting up a separate bills account, automating direct debits, tracking subscriptions, and using simple tools like Notion and CSV downloads to see where your money is going. By the end, you will know exactly how to budget for fixed costs, add a buffer, and automate your finances so you can get back to living your life.
Watch the episode on Youtube here
For more Friends That Invest:
Stock Market Tea newsletter: build financial freedom in under 5 minutes a week. Join 115,000+ investors in training.
Hosted on Acast. See acast.com/privacy for more information.
This week, Sim shares how to teach kids about money at every age, from building delayed gratification in toddlers to opening simple investing accounts and paying kids for chores so they learn the value of a dollar. She explains how to introduce shares and index funds in a fun, age-appropriate way, involve teens in real family money decisions, and start a simple save-and-spend budget so good habits stick. You will also hear smart coaching for young adults on avoiding lifestyle creep, paying yourself first, and investing early so wealth grows with confidence.
Watch the episode on Youtube here
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This week, Sim chats with Shilpa Maniar, a former Google executive who built her wealth and career over 15 years in a traditional nine-to-five, proving you don’t have to start a business to achieve financial freedom. They dive into the money lessons Shilpa learned growing up in an immigrant household, how intentional goal-setting and visibility helped her rise through the corporate ranks, and why investing wisely matters even with a big salary. You’ll also hear practical tips on negotiating pay, building confidence at work, and using career coaches to level up your own corporate journey.
Watch the episode on Youtube here
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This week, Sim breaks down exactly how much you should have saved at each decade to hit a comfortable retirement, from 1 to 2 months of expenses in your 20s to 1x your salary in your 30s, 3x in your 40s, 6x in your 50s, and 8x in your 60s on the way to 10x by age 67. She explains why these benchmarks work no matter your income and how lifestyle creep can derail progress if you are not careful. You will get simple, actionable steps like grabbing your employer match, automating weekly investments into broad index funds, and using separate accounts so you can stay consistent without overthinking it.
Watch the episode on Youtube here
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This week, Sim breaks down 7 quiet money traps that cost you thousands a year from hoarding cash instead of investing to chasing fashion trends, FOMO stocks, and overspending on housing. She explains how living beyond your means, relying on credit cards you can’t clear monthly, and falling into the comparison trap sabotage wealth. You’ll get simple fixes like building an emergency fund, dollar cost averaging into broad index funds, curating a timeless wardrobe, and focusing on your own goals so your money actually grows.
Watch the episode on Youtube here
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This week, Sim unpacks why the real secret to saving money is self-esteem, not strict budgets, and how low self-worth and fear of judgment can drive compulsive shopping. She breaks down the science behind retail therapy and dopamine, the real signs of overspending, and the myth that women shop more while showing how comparison culture keeps us swiping. You’ll leave with practical, research-backed steps to stop impulse buys and save more, like the 48-hour rule, deleting shopping apps, buying for you not for likes, and building confidence or seeking therapy when needed.
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This week, Sim shares the 9 income streams she’s built by 28 with real numbers and honest ratings, from affiliate marketing that made her $8 last year ($13 this year) to YouTube ads bringing in $100 to $400 a month. She walks through rentals grossing $4,680 monthly, consulting and board work, her Friends That Invest salary journey, paid speaking at $4,000 to $10,000 per gig, and ongoing book royalties after selling 100,000+ copies. Finally, Sim explains how dividends and a simple drawdown strategy can replace a paycheck for true financial independence, proving sustainable wealth beats any get rich quick promise.
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This week, Sim dives into the surprising science of money and happiness, breaking down why earning more doesn’t always mean feeling more fulfilled. She unpacks common myths, from the salary “sweet spot” to why comparing ourselves to others keeps us stuck in financial anxiety. With research-backed insights and real talk, this episode will change how you think about wealth, wellbeing, and what it really takes to feel content.
Watch the episode on Youtube here
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This week, Sim chats with Jasleen about her journey from corporate life at Deloitte and Goldman Sachs to choosing the stay-at-home wife path and building her own platform on TikTok. They dive into money anxiety, navigating financial conversations in marriage, and why creating purpose outside of a 9–5 matters. With candid insights on feminism, career breaks, and financial independence, this episode is a refreshing look at redefining success on your own terms .
Watch the episode on Youtube here
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This week, Sim chats with Ankur Nagpal, the founder of Teachable and Carry, about his journey from building a $250M edtech company to helping people grow wealth through smart tax strategies. They dive into the biggest money mistakes high earners make, why tax optimization matters, and how everyday employees and business owners can keep more of what they earn. Packed with practical finance tips and entrepreneurial lessons, this episode will change the way you think about money, taxes, and building long-term wealth.
Watch the episode on Youtube here
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This week, Sim sits down with Lindsey, the creator of the cult-favorite Money Diaries, to uncover the fascinating truths behind how women really spend and talk about money. They explore why financial transparency is still taboo, how values shape spending, and what it takes to confidently navigate career breaks without sacrificing long-term financial goals. Packed with real-world money insights and career wisdom, this episode is a must-listen for women ready to take control of their finances and rewrite their money story.
For more Lindsey... check out thepurse.substack.com
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This week, Sim dives into how more women are retiring in their 40s and how the FIRE movement is making it possible. She breaks down the strategies these women use, from high savings rates and investing in index funds to multiple income streams and geo-arbitrage. You’ll learn the different types of FIRE, the trade-offs involved, and how to decide if early retirement fits your life and values.
Watch the episode on Youtube here
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This week, Sim breaks down the drama around the US dollar and whether it's really heading for a so-called 'dollar apocalypse.' From inflation and debt to global shifts in currency power, she unpacks what de-dollarization means in plain English and what it could mean for your money. You'll learn how to protect your finances with smart diversification strategies in an increasingly unpredictable economy.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.
*Rate as of 6/24/25. APY is variable and subject to change.
**Terms and Conditions apply.
Watch the episode on Youtube here
For more Friends That Invest:
Sign up for the weekly Stock Market Tea newsletter
Hosted on Acast. See acast.com/privacy for more information.
This week, Sim breaks down everything you need to know about Bitcoin in under 15 minutes – no tech degree required. You’ll learn why some investors treat Bitcoin like digital gold, how it compares to the share market, and the risks that come with crypto’s lack of regulation. Whether you're crypto-curious or deciding how much belongs in your portfolio, this episode helps you understand if Bitcoin fits your investing style.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.
*Rate as of 6/24/25. APY is variable and subject to change.
**Terms and Conditions apply.
Watch the episode on Youtube here
For more Friends That Invest:
Sign up for the weekly Stock Market Tea newsletter
Hosted on Acast. See acast.com/privacy for more information.
This week, Sim sits down with therapist, author, and Brown Girl Therapy founder Sahaj Kohli to unpack the psychology behind how we self-sabotage our financial success. From inherited money beliefs to feeling undeserving of wealth, Sahaj breaks down why emotional regulation and self-compassion are the keys to financial empowerment. If you’ve ever struggled with guilt, fear, or avoidance around money, this conversation will change how you see your inner child and your bank account.
⭐ Watch the episode on Youtube here ⭐
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'Til next week, team! 💖
🎧Listen to "The Rundown" podcast here
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This week, Sim sits down with Ramit Sethi- best-selling author and star of the Netflix show “How to Get Rich”- to unpack what it really means to live a Rich Life. From navigating money in relationships to unapologetically spending on what you love, Ramit breaks down how couples can build wealth without shame or guilt. Whether you're single, married, or somewhere in between, this episode is packed with no-fluff advice on spending, saving, and setting your financial values. This is an episode you don't want to miss!!!
⭐ Watch the episode on Youtube here ⭐
For more Friends That Invest:
🎧 Check out The Rundown Podcast here
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This week, Sim breaks down what war really means for the stock market, the economy, and your investments. While global conflicts cause devastation, history shows that the share market often tells a different story. Learn why long-term investors stay calm during geopolitical crises—and how to protect your portfolio when the world feels uncertain.
⭐ Watch the episode on Youtube here ⭐
For more Girls That Invest:
'Til next week, team! 💖
Thank you to our partner PensionBee, a global leader in the consumer retirement market whose mission is to build retirement confidence. With PensionBee you can combine retirement savings into a new investment account or pension plan which you can manage from the palm of your hand.Take control of your future, so that you can enjoy a happy retirement and join over 265,000 customers in the UK and US saving with PensionBee.
When investing, your capital is at risk.
Hosted on Acast. See acast.com/privacy for more information.
This week, Sim sits down with Chelsea Fagan, founder of The Financial Diet, to unpack the hidden pressures behind overconsumption, financial independence, and modern relationships. From lifestyle inflation to the tradwife trend, Chelsea shares her honest take on what it really means for women to build wealth and power. If you've ever felt behind financially or questioned the hustle culture, this candid conversation is for you.
⭐ Watch the episode on Youtube here ⭐
For more Friends That Invest:
'Til next week, team! 💖
Thank you to our partner PensionBee, a global leader in the consumer retirement market whose mission is to build retirement confidence. With PensionBee you can combine retirement savings into a new investment account or pension plan which you can manage from the palm of your hand.Take control of your future, so that you can enjoy a happy retirement and join over 265,000 customers in the UK and US saving with PensionBee.
When investing, your capital is at risk.
Hosted on Acast. See acast.com/privacy for more information.
This week, Sim unpacks the overwhelming pressure and skyrocketing costs of modern Indian weddings. From navigating family expectations to confronting the unrealistic price tags, she shares a personal and financial perspective on planning a celebration that stays true to your values. If you've ever felt like your wedding is more about others than yourself, this honest episode is a must-listen.
⭐ Watch the episode on Youtube here ⭐
For more Friends That Invest:
'Til next week, team! 💖
Thank you to our partner PensionBee, a global leader in the consumer retirement market whose mission is to build retirement confidence. With PensionBee you can combine retirement savings into a new investment account or pension plan which you can manage from the palm of your hand.Take control of your future, so that you can enjoy a happy retirement and join over 265,000 customers in the UK and US saving with PensionBee.
When investing, your capital is at risk.
Hosted on Acast. See acast.com/privacy for more information.
