As our guest today, Benjamin Brant a fellow CFP says, planning your amazing retirement starts today. You’re never too young to think about how you want to live your life in the future. It might not work out that way, but who cares, at least you’re taking some steps to get yourself there vs. waiting and wishing that you somehow hit the jackpot and win the lot ... Show More
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
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
Sep 2020
How People Are Retiring in Their 30s: Financial Independence Retire Early (FIRE)
<p>Imagine retiring at 30, sounds a little insane doesn't it? Listen to Sim to Sonya, two millennial investors, as they walk you through the Financial Independence Retire Early (FIRE) movement that has been taking the finance world by storm. We explain step by step how it's actua ... Show More
39m 54s
Oct 2022
A Beginner’s Guide to Creating Passive Income - Jaspreet Singh
Today's episode is for anyone who wants to get out of debt, start investing, or create a personal plan for building wealth. Generating passive income is more accessible than ever. But how do you get started? Vishen is joined by Jaspreet Singh, CEO of Market Briefs and the host of ... Show More
42m 22s
Jun 2022
1444 | Bob Proctor: “What’s the Best that Could Happen?”
<p>The late <a href="https://www.proctorgallagherinstitute.com" target="_blank">Bobby P</a> is back on the QOD stage to reveal the only thing that can stop your dreams from coming true. If you want to live a successful life, you have to make decisions, take risks, and plant those ... Show More
17m 40s
Jul 2024
Catching up to FI w/ Jackie Cummings Koski #848
Nobody likes to be late to a party – the good snacks and drinks are gone, you’ve missed out on some inside jokes, and other friends may have already dipped out! It’s a bummer to feel like you’re out of the loop, because once you finally do learn about something important, like in ... Show More
59m 55s