7 Steps to Mapping Your Financial Future with...

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

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

Sure you could simply invest in a target date fund, or even take the more aggressive path by going all-in on equities and investing solely in the S&P 500. But what if that means you’re potentially leaving millions on the table by the time you reach retirement? That’s the q ...

This show exists to make sure that you know the best ways to earn, save, and invest your money so that ultimately you’re in a great financial position down the road. And a part of that journey towards financial independence includes making sure that you have the right attitudes t ...  Show more

Getting your driver’s license was a liberating milestone worth celebrating because it meant you no longer needed your parents to drop you off at work, or it meant that your friends didn’t need to pick you up to hang out- you had some freedom to do what you wanted! It was a per ...

IN THIS EPISODE, YOU'LL LEARN: 1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be. 36:35 - The many trials that Paypal endured. 50:24 - The culture at Paypal and how it developed. 57:59 - Jimmy's main takeaways having personally interv ...  Show more