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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.

Recent Content

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Gmb Ep #270 - Should We Be Including The Spacex Ipo In Stock Indexes? &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
GMB Ep #270 – Should We Be Including the SpaceX IPO in Stock Indexes?

In this episode of Grow Money Business Grant and Sean the upcoming SpaceX and OpenAI IPOs and whether the stock indexes should include them on day one of trading. They also cover whether they'll be op…

In this episode of G…

In this episode of Grow Money Business Grant and Sean the upcoming SpaceX and OpenAI IPOs and whether the stock indexes should include them on day one of trading. They also cover whether they'll be opening Trump accounts for their kids, and whether stocks are still compelling given that the earnings yield is creeping lower. Resources: The Risk Premium for Holding Stocks Over Bonds Is Vanishing wsj.com/Finance/stocks/the-risk-premium-for-holding-stocks-over-bonds-is-vanishing-95be5b9d?st=xZLd9G&reflink=desktopwebshare_permalink

Listen · 56:35
Ep #269 - Why Does Everything Feel More Expensive Even Though The Market Is Going Up? &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #269 – Why Does Everything Feel More Expensive Even Though the Market is Going Up?

In this episode of Grow Money Business Grant and Sean discuss the disconnect between the feeling like everything is going up in price even though market values are climbing too. They also review the g…

In this episode of G…

In this episode of Grow Money Business Grant and Sean discuss the disconnect between the feeling like everything is going up in price even though market values are climbing too. They also review the gold/oil trade, their thoughts on prediction markets, and an article about index funds are handling the upcoming SpaceX and OpenAI IPOs. RESOURCES: Stock Indexes Are Contorting Themselves to Include SpaceX and OpenAI wsj.com/finance/stocks/stock-indexes-are-contorting-themselves-to-include-spacex-and-openai-92136b13

Listen · 58:59
Ep #268 - Should You Collect Social Security Early Since It'S Running Out Of Money? &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #268 – Should You Collect Social Security Early Since It's Running Out of Money?

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 sometim…

Grant and Sean revie…

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…

Listen · 58:57
Ep #267 - Is The Ai Trade Still The Place To Be In 2026? &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #267 – Is the AI Trade Still the Place to Be in 2026?

Sean Barter rejoins the show in this episode of Grow Money Business for another spirited debate on the capital markets. Sean and Grant take turns arguing whether bitcoin will end the year above or bel…

Sean Barter rejoins …

Sean Barter rejoins the show in this episode of Grow Money Business for another spirited debate on the capital markets. Sean and Grant take turns arguing whether bitcoin will end the year above or below $85,000, whether we'll see a 15% correction in the S&P 500 this year, whether the Fed will cut rates twice this year, and whether the easy money has already been made in the AI trade. We also review an article covering the redemption pause at private credit manager Blue Owl Capital. RESOURCES: Blue Owl halts redemptions at one of its funds, deepening selloff in private equity shares By …

Listen · 44:24
Ep #266 - Grant &Amp; Sean Debate Where The Markets Are Headed Next &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #266 – Grant & Sean Debate Where the Markets Are Headed Next

Grant's colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for & against whether the Mag 7 stocks finish higher or lower on the year, whether mortgage…

Grant's colleague Se…

Grant's colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for & against whether the Mag 7 stocks finish higher or lower on the year, whether mortgage rates are going up or down, whether you should hold gold in your portfolio, and whether we're entering a stock picker's market. We also cover the month in the markets and an article from Morningstar about high yield debt. RESOURCES: Why There Is a Lot Less Junk In the High-Yield Bond Market morningstar.com/bonds/why-there-is-lot-less-junk-high-yield-bond-market

Listen · 1:02:22
Ep #265 - 2025 In Review: Gold, Tech, And The Weak Dollar &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #265 – 2025 In Review: Gold, Tech, and the Weak Dollar

In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S. and non-U.S. stocks, and what to expect going forward RESOURCES: Understanding Gold – …

In this episode of G…

In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S. and non-U.S. stocks, and what to expect going forward RESOURCES: Understanding Gold – Hedge, Diversifier, or Overpriced Insurance? quantpedia.com/understanding-gold-hedge-diversifier-or-overpriced-insurance/?a=6080

Listen · 41:37
Ep #264 - Nvda Earnings &Amp; Ai Bubbles &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #264 – NVDA Earnings & AI Bubbles

In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia earnings call, and the November rout in cryptocurrencies. RESOURCES: Boom, bubble, bust, boom. Why …

In this episode of G…

In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia earnings call, and the November rout in cryptocurrencies. RESOURCES: Boom, bubble, bust, boom. Why should AI be different? crazystupidtech.com/2025/11/21/boom-bubble-bust-boom-why-should-ai-be-different/

Listen · 30:11
Ep #263 - The Government Shutdown, Gold, And Ai Spending &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #263 – The Government Shutdown, Gold, and AI Spending

In this episode of Grow Money Business we review the government shutdown and what's holding up an agreement, how that impacts the financial markets, what's happening with gold, and a different perspec…

In this episode of G…

In this episode of Grow Money Business we review the government shutdown and what's holding up an agreement, how that impacts the financial markets, what's happening with gold, and a different perspective on the AI spending race. RESOURCES: The Hilarious World of Estate Planning words.paulollinger.com/p/the-hilarious-world-of-estate-planning

Listen · 36:23
Ep #262 - Are We In A Stock Market Bubble? Should I Buy Gold Or Bitcoin? &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #262 – Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin?

In this episode of Grow Money Business we cover the current state of the market and whether we’re in a bubble or not.  We also respond to a listener question about whether they should add gold or b…

In this episode of G…

In this episode of Grow Money Business we cover the current state of the market and whether we’re in a bubble or not.  We also respond to a listener question about whether they should add gold or bitcoin to their portfolio, and review an article on why mortgage rates haven’t moved much even though the Federal Reserve recently reduced short term interest rates.   RESOURCES: Borrowing costs are falling—why aren’t mortgage rates? cnbc.com/2025/09/26/why-borrowing-costs-are-falling-but-mortgage-rates-arent.html   Gold Hasn’t Rallied This Much Since 1979 wsj.com/finance/commodities-f…

Listen · 43:14
Ep #261 - Fed Independence And Active Management In Bonds &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #261 – Fed Independence and Active Management in Bonds

In this episode of Grow Money Business we dive into the independence of the federal reserve, including the recent allegations of mortgage fraud by one of the fed’s governors and some of the history …

In this episode of G…

In this episode of Grow Money Business we dive into the independence of the federal reserve, including the recent allegations of mortgage fraud by one of the fed’s governors and some of the history of the central bank going back to the early 1900s.  We also cover whether active management in bonds makes sense, and everything that’s happened in the markets over the last month.  Resources: Why the Bond Market Is Fertile Ground for Active Management | Morningstar https://www.morningstar.com/financial-advisors/why-bond-market-is-fertile-ground-active-management

Listen · 33:50
Ep #260 - Everything You Need To Know About The Big Beautiful Bill &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #260 – Everything You Need to Know About the Big Beautiful Bill

The One Big Beautiful Bill Act has been passed into law, and we dive into it’s details in this episode of Grow Money Business.  We cover the changes to tax laws that you should know about, includin…

The One Big Beautifu…

The One Big Beautiful Bill Act has been passed into law, and we dive into it’s details in this episode of Grow Money Business.  We cover the changes to tax laws that you should know about, including planning opportunities around charitable giving, solar panels & EVs, Social Security, and the child tax credit.  We also cover an article about the most important financial metric that even millionaires get wrong, the recent fed decision on interest rates, and the jobs report.   RESOURCES: Even Multi-Millionaires Can’t Get This Basic Idea Right bestinterest.blog/even-multi-millionaires-…

Listen · 51:27
Ep #259 - The Report Is In: Here’s When Social Security Will Be Insolvent &Raquo; Copy Of Copy Of Yellow Green Dark Blue Clean Cutout Tech Business Podcast Cover 1 8
Ep #259 – The Report is In: Here’s When Social Security Will Be Insolvent

This episode of Grow Money Business covers everything you need to know about Social Security: from how to get through to your local office & the expected wait times for their 1-800 number to how l…

This episode of Grow…

This episode of Grow Money Business covers everything you need to know about Social Security: from how to get through to your local office & the expected wait times for their 1-800 number to how long we’ll be able to pay retiree benefits.  The background here is that the trustees of Social Security are required to publish a report on the funding of the program annually.  The 2025 report was published just a few weeks ago, and this episode covers what you need to know about it. Resources: What the Heck Is Happening at Social Security?: https://www.nextavenue.org/what-the-heck-is-happen…

Listen · 35:39