According to the Pew Research center, only 52% of Americans invest in the stock market, and 88% of them have incomes over 100K. Investing, even just 10 years ago, felt like something that was unattainable, confusing, and scary.
Thanks to apps like Public.com, the stock market is becoming democratized and using the power of social investing to change the game ... 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
Sep 2020
Part 1: What’s the Stock Market and How to Get Started
<p>What is the stock market and what on earth is this intimating place called wall-st? Sim and Sonya, two millennial investors are hear to break down the all-confusing world of the stock market and help explain how to make money through investing, why people invest, where to inve ... Show More
21m 15s
May 2023
Debate: Should I Get a Financial Advisor or Invest Myself?
<p>In this lively debate, Sim and Sonya discuss the pros and cons of hiring a financial advisor versus investing on your own. They explore factors like fees, personalised advice, and the freedom to make your own investment decisions. While financial advisors can provide expertise ... Show More
27m 28s
Sep 2023
I Invested in My First Startup—And It Was Terrifying
I invested in a startup for the first time as an angel investor, and, honestly, the process was…strange. While public market investing feels comfortable and “safe,” private investments feel like pulling the lever on a slot machine with a few thousand bucks on the line. We're taki ... Show More
1 h
Jun 2023
Unveiling the World of Venture Capital with Stephanie Choo, Investor at Portage VC and Board of Directors at Pearler
<p>This week, we’re excited to be joined by Stephanie Choo, Investor at the FinTech VC strategy of Portage, a global fintech and financial services investment platform, and Board of Directors at Pearler. Steph shares valuable insights on investing and portfolio strategies, and em ... Show More
47m 27s
Aug 2023
4 Green Flags That a Company Is a Good Investment
<p>This week, Sim and Sonya dive into the world of investing, sharing insights about what makes a great company to invest in. They highlight key green flags, like a high return on capital, a clear understanding of how a company generates revenue, and management's commitment to sh ... Show More
27m 5s