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
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
Oct 2021
Friday Flight - Scraping by on $500k, Scammer Magnets, & the Cure for High Gas Prices #420
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
28m 16s
Jul 2021
Friday Flight - Getting Paid On Demand, Sneaky Internet Bill Increases, & New Cheap Drugs #384
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 43s
Jun 2023
Friday Flight - Costco’s Crackdown, Bad Vibes, & Forgotten 401k Accounts #690
<p>Time for a Friday Flight- our sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead ... Show More
33m 56s
Oct 2022
Friday Flight - Retreating Rewards, New Tax Brackets, & Workplace TRAPs #582
<p>Time for our Friday Flight! These episodes are a sampling of 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 y ... Show More
30m 24s
Dec 2021
Friday Flight - Unprepared Borrowers, Unconscionable Bank Fees, & Uplifting Tax Strategies #444
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
26m 24s
Mar 2022
Friday Flight - Annoying Tipping Trends, Dumb ARM Mortgages, & Family Plans Forever! #492
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
31m 5s
Mar 2023
Friday Flight - Bank Blow-Ups, Is Your Money Safe, & Plastered Purchases #645
<p>Time for a Friday Flight- our sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil it down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead wi ... Show More
29m 3s
Jan 2024
Friday Flight - The Wealth Effect, Christmas Returns, & BNPL IRL #771
<p>Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ... Show More
27m 25s
It's that time of year again for Black Friday, Cyber Monday and all the deals. It's easy to get carried away and spend more money than you want during this time of year. Luckily, I’ve got Julie Ramhold from DealNews and Jay Klauminzer from Raise on this episode to help us sort out the money-saving tips we need for Black Friday and Cyber Monday.
What You'll ... Show More
