Yesterday
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
Jan 2021
Practical Money Hacks with Lisa Rowan #307
Lisa Rowan is a staff writer at Forbes Advisor, where she covers banking and personal finance and she was previously a staff writer at Lifehacker’s “Two Cents” covering personal finance. Prior to that, she was a senior writer and on-air analyst at The Penny Hoarder, where she lau ... Show More
44m 59s
Dec 2023
The Investing Expert: How I Went From $0-$1M By 30 (Anyone Can Do THIS!) | Vivian Tu
<p>On a global mission to make the financial industry less “male, pale, and stale,” Vivian Tu is a former Wall Street trader-turned-expert, educator, public speaker, host, entrepreneur, media powerhouse, and the founder and CEO of the financial equity phenomenon, “<a href="https: ... Show More
1h 18m
Apr 2024
Rich Girl Roundup: How to Financially Prepare for Children—Before You Have Them
We're always told how expensive children are once you have them—but how do you prepare for them financially before they're here? How should you adapt or shift your budget when it comes to doctor's visits, insurance policies, TTC tools, and more? Welcome back to #RichGirlRoundup, ... Show More
22m 23s
Nov 2023
471: The Secret to Saving More, Spending Less, and a Perfect Credit Score
Building wealth, saving money, getting rich—it’s much more straightforward than most people think. You don’t need to be a financial expert or millionaire to know what you should do with your money. But if you’ve found yourself in a spot where saving and investing just isn’t happe ... Show More
44m 59s
Jul 2021
YAPLive: Take Control Of Your Financial Future with Andrew Sather, David Ahern and Rachel Podnos O'Leary
Join Hala for a Live episode of Young and Profiting Podcast featuring Andrew Sather and David Ahern, hosts of Investing For Beginners Podcast and Rachel Podnos O’Leary, Financial Planner and Author of 21st Century Wealth. They will share actionable advice on making all of the bes ... Show More
1h 29m
We’ve said goodbye to 2020, thankfully, so how do you make the most of this new year and get your money working for you? Christine DiGangi, editorial director of The Balance, shares tips for getting back on track in 2021 and how to build a financial plan that works in this episode.
Meet Christine
Christine DiGangi has dedicated the majority of her career to ... Show More
<p>On today’s Best of 2020 episode, <a href="https://motivatingthemasses.com" target="_blank">Lisa Nichols</a> reads a letter by a man who wanted to give up but didn’t. He stayed committed to the dream despite having fears so big that they make ours seem trivial.</p><p><br></p><p ... Show More