Grow Money Business with Grant Bledsoe

Apr 24 2024 27

Grow Money Business with Grant Bledsoe Podcast artwork

Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuable ideas to help you grow your business & wealth.

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Ep #230 - The Top 4 Investing Themes I’m Tracking Right Now

Apr 24 2024 33 mins

I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others. In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the

Ep #229 - Modern Financial Literacy with Vince Shorb

Apr 17 2024 47 mins

Vince Shorb joins us this week to discuss the state of financial literacy. Vince is the founder and CEO of the National Financial Educators Council, which provides financial literacy resources to educators and organizations nationwide. He shares why basic financial concepts are not being taught in public schools across America, as well as what parents need to teach their kids about

Ep #228 - Tax Relief for American Families and Workers Act of 2024

Apr 10 2024 27 mins

When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do. This tax reform bill is a little different. The Tax Relief for American Families and Workers Act of 2024 is a bipartisan bill that got through the Ways & Means Committee with a vote of 40-3. And since some of the tax changes would be retroactive to 2023, I fig

Ep #227 - The Economy Is Not As Bad As You Think With Eric Mason

Apr 03 2024 56 mins

This week’s guest on the show is Eric Mason. Eric is a CFO, an economist, and a TEDx speaker. He is the current Chief Financial Officer for Quincy, Massachusetts. where he provides direct analysis of all economic and financial forecasting to the Chief Elected Official. He has an academic background in economics and has worked extensively in the field, with a focus on analytics a

Ep #226 - How to Tell Whether An Annuity Is Right For Your Retirement

Mar 27 2024 33 mins

Annuities have earned a bad reputation within the financial community over the years, but why is that? When might an annuity actually make sense in retirement? And how can you tell whether they’re a good fit for you? We’ve covered annuities a bit on the show over the years but haven’t described the fact pattern where an annuity might actually make some sense. In this episode

Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel

Mar 20 2024 50 mins

This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he has helped companies in the manufacturing, technology, healthcare device, and financial industries achieve sustainable growth and turnarounds. Michael joins us to shar

Ep #224 - Mailbag! Should I Sell My Bond Funds That've Lost Money?

Mar 13 2024 37 mins

Welcome to another mailbag episode. It’s not a surprise that the value of bond funds has gone down with the high interest rates in the past couple of years. But is it a good enough reason to dump your bond funds over it? In this mailbag questions episode, we discuss PIMCO Total Return Instl.., the risks of dumping your bond funds, debt payments, and more. [03.34] Total return fun

Ep #223 - Everything You Need to Know About SBA Lending With "SBA Ray", Ray Drew

Mar 06 2024 43 mins

This week’s episode of Grow Money Business features Ray Drew. Ray is a top-producing SBA 7a Lender, podcast host, and SMB investor. He is currently working as the Managing SBA Business Development Officer at Fund-Ex Solutions Group. Throughout his career, Drew has focused on assisting small business owners with the complexities of small business administration loans. It is his re

Ep #222 - Stock Concentration and the Magnificent 7

Feb 28 2024 29 mins

This week on Grow Money Business we are talking about stock concentration and the Magnificent Seven. Last year, there was a group of seven companies that produced a huge portion of the S&P 500’s approximately 20% annual return. Join us as we dive into why these seven companies out-performed, arguments for why they may or may not continue to out-perform, comparisons for this type

Ep #221 - Profit First With Rocky Lalvani

Feb 21 2024 46 mins

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 c