Grow Money Business with Grant Bledsoe

Dec 04 2024 100 ep. 38 mins 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 #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?

Dec 04 2024 34 mins  
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 administration with regard to economic and tax policy. Resources: Small-cap stocks on verge of ending 3 years of futility with record run — if it holds marketwatch.com/story/small-cap-stock

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

Nov 06 2024 33 mins  
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 efficiency / inefficiency, and provide an update on mortgage and long term bond rates. RESOURCES: Mob Rule humbledollar.com/2024/10/mob-rule/ Principles for Dealing with the Changing Worl

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

Oct 02 2024 50 mins  
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 transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans. We’ve noticed that the more people tend to have in their retirement plans, the mor

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

Sep 04 2024 26 mins  
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, giving up your family's major meeting venue may not be the best choice. This week we respond to a listener question on whether downsizing might be right for them, and cover Nvidia's recent earnin

Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?

Aug 28 2024 27 mins  
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 taxes?” Intro: “There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient chari

Ep #247 - Should I File for Social Security Before It Runs Out?

Aug 21 2024 33 mins  
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 before the money runs out?” Intro: “Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few years. Does t

Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally

Aug 14 2024 58 mins  
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. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with the IRS database and simply

Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?

Aug 07 2024 21 mins  
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 all states with lower tax and retirement lifestyle costs. Which do you think is best? The lists are all different.” Intro: Financial media love to create lists of the “best” and

Ep #244 - Do I Really Need a Living Trust?

Jul 31 2024 32 mins  
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 sounds like an upsell better suited for very rich people.” Intro: This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spo

Ep #243 - I’d Like to Retire Early but I’m Concerned About the Penalties

Jul 24 2024 34 mins  
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 before 59 ½ years of age. This week on the show we answer a listener question about how to navigate this landscape and a few possible workarounds. We also cover whether index investing has impac