Today's episode was inspired by a listener question wanting to know how to use their summer hours to check some items off the good ole' money checklist - the only problem is where to start. Your summer money checklist can be comprised of anything that you want to accomplish - but remember to keep it simple and relatively easy to accomplish so you'll make sur ... Show More
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
Jan 2022
Taking Back Control of Your Financial Life with Kumiko Love #457
With all the craziness we’ve experienced in our world recently, whether that was because of school shutdowns or rising prices due to inflation, it’s tempting to believe that we’re no longer in the driver’s seat. But our guest today, Kumiko Love, who is also known as the Budget Mo ... Show More
52m 23s
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
Feb 2024
Money and Lifestyle Habits That Are Wasting Your Paycheck
Want to pay off your debt faster? Stick around! This week, you’ll learn five ways to speed up your debt payoff. Plus, don’t miss my #1 tip for never running out of money before your next paycheck, and Nisha Vora joins me to share some of her favorite grocery shopping hacks and af ... Show More
30m 29s