Audio Player

Grant BledsoeEp #254 - I’d like to retire at 55.  How can I access my retirement without paying penalties or touching my Roth accounts?

Use Up/Down Arrow keys to increase or decrease volume.

00:00

0:00 / 23:18

1. Ep #254 - I’d like to retire at 55.  How can I access my Retirement without paying penalties or touching my Roth accounts? Grant Bledsoe 23:18

It’s been an interesting few weeks in the markets since President Trump’s inauguration.  A Chinese company produced an AI chatbot that performs as well as U.S. competitors at a fraction of the cost.  Nvidia’s stock lost 17% the following day after the company published its work, confirming the threat to Nvidia’s business model.  We cover an article highlighting what this all means, review the outperformance of non-U.S. equities, and answer a listener question about whether they can retire early without having to touch their Roth accounts in this episode of Grow Money Business. 

RESOURCES:

Best Part of the DeepSeek Story

substack.com/@herbgreenberg/p-155921309 

Most Recent Episodes

March 5, 2025

Ep #255 – I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio?

We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second term.  The threat of tariffs and inflation, DOGE’s dismantling of...

Listen · 50:53

January 8, 2025

Ep #253 – The Market Seems Expensive Right Now. Should I Be Worried?

Should you be concerned that the market’s just made several all time highs?  This question comes up in various forms any time stock markets set new records.  As tempting as it is to assume that...

Listen · 29:14

December 4, 2024

Ep #252 – What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?

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...

Listen · 34:47

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.