Why You Should Be Focusing on Big Financial W...

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

Wish you had a few money hacks to help with things like getting out of debt, finding the right assets to invest in, and growing your nest egg? The average person may not even know where to start! Today’s guest is using her platform to help simplify money concepts and improve fina ...  Show more

This week, we’re bringing you a special crossover episode with Lucie Fink — podcast host, video producer, digital educator, and host of “The Real Stuff with Lucie Fink.” In this insightful conversation, Tori details her journey to becoming a multimillionaire, demystifying the con ...  Show more

It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help you t ...  Show more

This week we’re taking on all of your financial questions. What the heck is a Roth IRA? How should you approach spending money? What’s a high-yield savings account and should I have one? Internationally recognized money expert Tori Dunlap joins Jonathan to answer all these questi ...  Show more