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

May 22

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

42m 13s

May 19

Before Summer Gets Expensive, Do This Money Reset

Summer spending can feel casual… until the trips, camps, dinners, Target runs, kid expenses, travel plans, and “let’s just enjoy it” purchases start stacking up. In this episode, Shari Rash walks you through the money reset you need before summer gets expensive. Because the probl ... Show More

32m 35s

Jun 2019

A Game Changing Approach to Financial Education with Dan LaSalle #098

So many of us grew up without any sort of formal or informal education about personal finance. Few states offer a personal finance course in their public schools and even fewer participate in any sort of standardized testing for the courses they do offer. That’s why we’re really ... Show More

49m 36s

Apr 2023

Demolishing College Costs with Ann Garcia #655

<p>Over the last 20 years, college tuition and fees have exploded- increasing by nearly 180% to the chagrin of many parents and high school seniors. But it turns out that you don’t <em>have</em> to pay that overinflated sticker price of a higher education. That’s what we discuss ... Show More

57m 19s

Nov 2021

Graduating? Here are 10 money lessons you need to hear now

If you’ve just finished year 12, TAFE or university, you’re probably starting to realise that the world out there is a big place (especially now that the borders are opening again). You may also be starting to realise that the place you’ve been spending the last few years of your ... Show More

47m 48s

Jul 2021

1597: How To Pay Off 10000 Of Debt In One Year by Robert Farrington of The College Investor on Money Strategies

Robert Farrington of The College Investor talks about how to pay off $10,000 of debt in one year Episode 1597: How To Pay Off $10,000 Of Debt In One Year by Robert Farrington of The College Investor on Money Strategies Robert Farrington is a personal finance expert that focuses ... Show More

11m 1s

Jul 2021

Friday Flight - Crazy Rich Millennials, Rising Rents, & A Shady Way to Pay for College #387

It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help you t ... Show More

29m 6s

Jun 2021

Saving for College is Overrated #368

For most financially responsible parents out there, it’s not a question of if they should be saving for their kid’s college, but how much. Oftentimes parents are wondering how much they need to save in order to be performing their proper parental duty. But we’re taking a more cou ... Show More

42m 11s

Jul 2020

Friday Flight - Mortgage Rates at All Time Lows and Back to School Spending #231

Friday Flight episodes are all about the week’s news and the effects of Covid-19 on your personal finances. There are a lot of headlines out there, but we are distilling it down to specific takeaways that will allow you to not just weather this health and financial crisis, but to ... Show More

25m 26s

Dec 2023

Money Confessions: I Cant Decide If I Should Put Money Towards a House or My Loans

<p>Welcome back to Money Confessions, a weekly series where you tell us your deepest, darkest money secrets or hot takes. This week, Sim discusses a common financial dilemma faced by a UK medical student with a significant student loan debt. She explores the pros and cons of payi ... Show More

15m 6s

Mar 2020

Ask HTM - Day Trading, Student Credit Cards, and Utilizing a VA Loan to Purchase a Home #178

We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/ask/1 - Should I utilize a VA loan to purchase a home?2 - As a graduate student, what do I need to keep in mind as I’m applying for m ... Show More

39m 26s

Feb 2022

An MLM Expert On What Everyone Needs To Know About MLMs

In this episode, Chelsea sits down with Dr. Bill Keep to talk all things MLMs. Dr. Bill is a professor of marketing at The College of New Jersey who’s been studying MLMs since before they were trending. Thanks Avast.com for sponsoring this episode of The Financial Confessions! Su ... Show More

56m 37s

The Top 5 College Financial Aid Mistakes...