A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the Trump...

This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio.  We also review an article about market...

Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like.  And when you leave a job, due to a retirement...

Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice.  Even though smaller homes are less costly & easier to maintain,...

Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes.  Is there a way I can make a gift that reduces my...

Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years.  Is there a good reason I shouldn’t file for benefits now...

It’s no secret that the IRS is underfunded right now.  It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS. ...

Mailbag question: “My husband and I are assembling our retirement plan and planning to relocate once I quit working.  We’re trying to decide between Tennessee, Florida and Texas, since they’re...

  Mailbag Question: “I recently met with an attorney to get my estate plan done.  They recommended that I create a living trust to hold some investments and my house.  Is that legitimate?  It...

Early retirement is a popular goal for many, but actually making it happen can be challenging.  One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks...

One question we get a lot is why we’d ever want to invest in countries other than the U.S.  The U.S. stock market has done far better than other countries recently.  It’s the biggest national...

Mailbag Questions: 1)         “I’m a small business owner, and have a SEP-IRA that I’d contributed to annually until a few years ago.  Then things got tight during COVID and I took a...

This week we cover a listener question about how to handle an inheritance of $850,000.  Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly.  He and his...

Our guest on the show this week is Jeremy Harbour.  Jeremy has been involved in the M&A market across the globe for decades.  He’s the founder and CEO of the Unity Group, a boutique...

We dedicated this week’s episode to another mailbag question from our listeners related to tax withholdings.  Here in the U.S., most people set some money aside throughout the year from their...

Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales.  Michelle is the best selling author of Exit Rich and...

This week was relatively slow in market news…..until the Trump verdict came out.  Donald Trump was found guilty on all 34 counts brought against him in the hush money trial, which throws more...

We’ve covered a lot of technical investment concepts on the show over the last couple years.  Since it’s sometimes helpful to take a step back and focus on the core foundational concepts, this...

A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement.  This gentleman had saved up a nice chunk of money and was currently invested 100% in...

We’re trying a new format on the show!  Starting this week each episode of Grow Money Business will include a few consistent sections.  We’ll answer mailbag questions.  We’ll interview...