Tuesday - February 27th, 2024
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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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Ep #221 - Profit First With Rocky Lalvani &Raquo; Grow Money Business 2022
Ep #221 – Profit First With Rocky Lalvani

In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written …

In this episode of G…

In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book ‘Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine’ by Mike Michalowicz. Rocky has access to profit specialists worldwide, is certified in the Profit First method, and has firsthand experience boosting revenue for multiple companies. In this conversation, we talk about small business cash management, managing cash flow and profitability, und…

Listen · 46:16
Profit First With Rocky Lalvani &Raquo; Hqdefault 388
Profit First with Rocky Lalvani

In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written …

In this episode of G…

In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book ‘Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine’ by Mike Michalowicz. Rocky has access to profit specialists worldwide, is certified in the Profit First method, and has firsthand experience boosting revenue for multiple companies. In this conversation, we talk about small business cash management, managing cash flow and profitability, und…

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Ep #220 - Mea Culpa 2023 &Amp; Predictions For 2024 &Raquo; Grow Money Business 2022
Ep #220 – Mea Culpa 2023 & Predictions for 2024

This week’s episode is all about predictions. At the end of the year 2022, Grant made some market predictions for the year 2023. In today’s episode, he is going to discuss what he got right and wr…

This week’s episod…

This week’s episode is all about predictions. At the end of the year 2022, Grant made some market predictions for the year 2023. In today’s episode, he is going to discuss what he got right and wrong from those predictions. Furthermore, he shares his market predictions for the year 2024. [05.35] Stock market – Starting the conversation, Grant explains how unpredictable the stock market is and why he hesitates to make predictions. [13.25] Inflation – Grant’s prediction about inflation by the end of the year 2023. [20.10] FTX – The collapse of FTX and how it affected the other major …

Listen · 44:38
Ep #219 - Asset Protection, Elder Law And Estate Planning With Asha Paulose &Raquo; Grow Money Business 2022
Ep #219 – Asset Protection, Elder Law and Estate Planning With Asha Paulose

Asha Paulose is an elder law and estate planning attorney in New York who operates a virtual law firm for clients living in Long Island, NYC, and the Hudson Valley. Her firm prepares trusts, wills, an…

Asha Paulose is an e…

Asha Paulose is an elder law and estate planning attorney in New York who operates a virtual law firm for clients living in Long Island, NYC, and the Hudson Valley. Her firm prepares trusts, wills, and other planning documents to help families through death or protect assets as individuals begin to age. She joined us today to talk about the common estate planning mistakes people make, why you should not add your kids' names to your bank account, why you shouldn't have your siblings inherit your assets that meant for your children, and more. [04.05] Asset protection – Asha starts the convers…

Listen · 44:05
Ep #218 - How To Rebalance Your Portfolio For 2024 &Raquo; Grow Money Business 2022
Ep #218 – How to Rebalance Your Portfolio for 2024

A Happy New Year to all our listeners! This week’s episode is all about your investment portfolio. Going into 2024, you can take this as an opportunity to rebalance your portfolio and think about wh…

A Happy New Year to …

A Happy New Year to all our listeners! This week’s episode is all about your investment portfolio. Going into 2024, you can take this as an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into rebalancing your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more. [03.40] Rebalancing – Starting the conversation, Grant explains why we need to care about rebalancing our investment portfolios. [10.28] Personal priorities - Reassessing personal priorities and the importance of having a professional t…

Listen · 28:37