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.

  
  

Follow Priya Malani:

LinkedIn | Instagram | Stash Wealth

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

  
  

Follow Priya Malani:

LinkedIn | Instagram | 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.