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 income and/or estimated tax payments, to be put toward their income tax bill for the year.  Then they cross their fingers when it comes time to file their return, hoping that they don’t owe any more than what they’ve set aside.

In this week’s episode Grant covers the ins and outs of tax withholdings, and answers a listener’s question on whether they should adjust their withholdings for 2024. 

Most Recent Episodes

November 6, 2024

Ep #251 – We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?

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...

Listen · 33:27

October 2, 2024

Ep #250 – Should I Roll My 401k Into an IRA?

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...

Listen · 50:38

September 4, 2024

Ep #249 – We Just Retired. Should We Downsize?

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,...

Listen · 26:17

Load More Episodes

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.