How to Use Investing Trends to Build Wealth |...

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

Today our $Pro, Paula Pant, is going to reframe what it means to be an investor - does investing some money make you an actual investor? And what role should your emotions play when it comes to investing? Paula has broken the shackles of paycheck-dependence and has been sharing h ...  Show more

This week, Sim and Sonya discuss their investment strategies if they had $1000 to invest. They weigh the pros and cons of diversifying across thousands of companies versus focusing on a select few they believe in. Sonya also shares her cultural perspective on investing in gold ...

On today’s Millennial Investing Rewind Episode, Robert Leonards chats with Chris Kawaja to learn about why and how he believes you should be investing your emergency fund, using The Ultimate Liquidity Portfolio strategy. Chris is a Stanford and Harvard graduate who worked at Gold ...  Show more

We understand how you might be feeling right now - that you don't know enough about investing and the markets to get started. Let us comfort you by saying it is ok to feel like this. Investing is a life-long journey, and you will continue to learn more and more as you go.At this ...  Show more