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Have you ever wondered why we eat turkey, mashed potatoes, gravy, and our favorite veggie dish for Thanksgiving? The Thanksgiving meal has evolved so much since the early 1900s and become the holiday we associate with eating until we can't eat anymore. In this Friendsgiving episode, I sat down with the amazing Katherine Spiers, host of the Smart Mouth Podcas ... Show More
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May 27
What Is a Roth Conversion — And How Can You Do It Wrong?
Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ... Show More
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The Tax Strategy High Earners Are Missing: How to Stop Playing Defense With the IRS
Taxes are not just something you deal with once a year when it is time to file. For high earners, business owners, and investors, taxes are part of the bigger wealth-building strategy. In this episode, Shari Rash talks with CPA and tax strategist Catrina M. Craft about how to sto ... Show More
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