Do you feel it? The tide is changing and that’s a good thing. You want more – you want to invest in companies focused on sustainability, doing good for the planet, companies that you believe in. Sustainable investing is the wave of the future and investing expert Sarah Bengtsson will show you how you can invest sustainably and build wealth at the same time.
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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 2023
Creating a Financial Plan That Lasts
Are you ready to take control of your financial future? Welcome to The Real Estate InvestHER Show! In this episode, we have the legend, Sharon Lechter. Sharon Lechter is a financial literacy expert, keynote speaker, and business mentor. She is a 5-time New York Times bestselling ... Show More
55m 39s
May 2024
The Uncomfortable Truth about Sustainable Investing
ESG (or “environmental, social, and governance”) investing has been one of the hottest financial trends in recent years. It promises something that sounds too good to be true: You can invest in a way that aligns with your moral compass, and you don’t have to sacrifice returns to ... Show More
59m 34s
Jun 2022
TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti
IN THIS EPISODE, YOU'LL LEARN:
14:38 - How to calculate your retirement needs.
20:32 - How to determine how much cash you should reserve.
39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc.
51:17 - The ideal allocation of index funds.
1:00:34 ... Show More
1h 9m
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
Jul 2023
Is There Ever Such Thing as a Self-Made Millionaire?
<p>This week, Sim and Sonya discuss the concept of self-made millionaires versus being "community made" in a candid conversation. They delve into the role of privilege, including factors like family support, education, and connections, in achieving success. They explore why some ... Show More
35m 13s
<p>With the looming recession, Sim and Sonya dive into what you can do to make sure you're setting future you up for success.</p><p>Watch the episode on <a href="https://www.youtube.com/@ms.simrankaur?sub_confirmation=1" rel="noopener noreferrer" target="_blank">Youtube here</a>< ... Show More
