The Episode About Couples and Money with Case...

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

Kate and Emily take the mic! It’s that time of year again- when our wives have yet again so graciously agreed to sit down and talk with us about money! Specifically during this episode we dive into Emily’s and Kate’s backstories and histories with money and how that has influence ...  Show more

Original Air Date: January 5, 1987 Oprah talks to three married couples: William and Cindy Roberts, Joel and Cynthia Mays and Steve and Karen Poulsen about how their respective struggles with money problems lead to arguments which negatively affect their relationships. Olivia Mel ...  Show more

Finances get a little more complicated when a significant other enters the equation. There might be additional income which is nice, but don’t forget about their debt, emotional baggage around money, and independent financial goals which hopefully become shared goals! There’s ...

How you talk about and make decisions on money as a couple is extremely important for the unity of your marriage. John and the Smalley's address common mistakes couples make regarding their finances. Then, Jim Daly speaks with Bob and Linda Lotich about some of the rules they hav ...  Show more