Ep #268 – Should You Collect Social Security Early Since It's Running Out of Money?

Ep #268 - Should You Collect Social Security Early Since It's Running Out of Money? Grant Bledsoe 58:57

Grant and Sean review a number of topics in today’s episode of Grow Money Business, including whether you should file early for Social Security given that the trust is projected to be depleted sometime in 2033. They also review the lifetime exclusion amount for Estate taxes, what they think the price of oil will be in 12 months, and how the geopolitical climate will impact portfolios.

Resources:

Polymarket, Kalshi Take On Insider Trading as Scrutiny Grows

bloomberg.com/news/articles/2026-03-23/polymarket-implements-new-insider-trading-rules-after-scrutiny

Polymarket Says It Predicts the Truth. Its Social Feeds Are Filled With Falsehoods.

nytimes.com/2026/03/20/technology/polymarket-social-feeds-falsehoods.html

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.

What can we help you find?

Popular Content Tags

Ep #268 – Should You Collect Social Security Early Since It's Running Out of Money?

Recent Articles

Recent Articles

Recent Podcasts

Search

Account