Are you ready to learn how to build wealth the simple way? In this episode, David Hegarty, the Founder, and CEO of Playbook, a step-by-step app for building wealth, is here to deliver some serious money gems. He’s throwing out traditional wealth-building wisdom and instead sharing little-known strategies to help you reach financial freedom by optimizing tax ... Show More
Jun 9
Build a Summer Spending Plan That Lets You Spend Without Regret
Summer has a way of making everyone a little looser with money. Dinners, trips, long weekends, weddings, beauty appointments, beach days, concerts, random Target runs, and that very dangerous sentence: “It’s summer, I’m just going to enjoy it.” And honestly? You should enjoy it. ... Show More
39m 22s
Jun 2
Why Your Budget Keeps Failing — And the Automatic System That Actually Works
Budgeting has a branding problem. For a lot of people, it feels restrictive, shame-filled, tedious, and honestly kind of like financial punishment. But what if the problem is not you? What if the problem is that what you’ve been calling budgeting is really just tracking where you ... Show More
33m 30s
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
43m 40s
Apr 2024
Ask HTM - Investing Deadlines, Building Generational Wealth, & Coping With Financial Regrets #808
<p>Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step g ... Show More
56m 36s
Nov 2023
471: The Secret to Saving More, Spending Less, and a Perfect Credit Score
Building wealth, saving money, getting rich—it’s much more straightforward than most people think. You don’t need to be a financial expert or millionaire to know what you should do with your money. But if you’ve found yourself in a spot where saving and investing just isn’t happe ... Show More
44m 59s
Jan 2022
TIP417: The Incredible Story of the PayPal Mafia W/ Jimmy Soni
IN THIS EPISODE, YOU'LL LEARN: 1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be. 36:35 - The many trials that Paypal endured. 50:24 - The culture at Paypal and how it developed. 57:59 - Jimmy's main takeaways having personally interv ... Show More
1h 5m
Sep 2020
Designing SMARTER Money Goals #248
We could share the best money tips out there with you every single episode, but it would never really matter if you haven’t identified proper money goals for your life. What good is it to know the best ways to earn more, spend less, and invest your money if you don’t even know wh ... Show More
34m 32s