4 Steps to Figuring Out How Much Money Should...

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

We talk a little differently about how much you need to save for retirement compared to what Dave Ramsey recommends. So what do we recommend, and why? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resource ...  Show more

In this episode of the Personal Finance Podcast, we are going to talk about we're going to talk about how to retire by the age 55. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your path ...  Show more

In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about: how do I know if I am on track to retire! Today we are going to answer these questions: Question 1: How do I Know If I am On Track to Retire? Question 2: Can both my Spouse and I max out our HS ...  Show more

We're all for aggressive retirement savings. However, it’s important to acknowledge that there’s a point where the financial mutant starts to move to the dark side and becomes… the financial miser. Here are four signs you’re starting to move to the dark side. Jump start your ...  Show more