Rachel Lawrence
Certified Financial Planner and fintech leader who leads advice and planning at Monarch Money and runs a fee-only financial planning firm, Reverie Wealth; focuses on personal finance, behavior, technology, and AI.
Best podcasts with Rachel Lawrence
Ranked by the Snipd community
26 snips
Dec 28, 2025 • 1h 21min
Monarch Money Masterclass: How to Organize Your Financial Life | Rachel Lawrence | 187
In this enlightening discussion, Rachel Lawrence, a Certified Financial Planner and fintech innovator, shares her journey from a low-income background to leading Monarch Money. She dives into the importance of behavioral finance and how her platform democratizes financial planning. Rachel introduces Monarch’s innovative features like AI transaction categorization and automation. Listeners learn about customizable budgeting methods and tools for debt paydown. She also teases exciting upcoming investment tracking features, promising a modern twist to managing finances.
Oct 28, 2024 • 31min
25 Smart Ways to Save on Daycare
Rachel Lawrence, Head of Advice and Planning at Monarch, shares insights on tackling daycare costs. She presents smart strategies like starting in-home daycare services and utilizing community resources to ease financial burdens. The conversation emphasizes the necessity of collaborative budgeting for couples, aligning financial goals with shared values. Fun concepts like 'super sexy money dates' are introduced to make financial discussions enjoyable, highlighting the role of communication and emotional factors in managing family finances.
