Parhaat Grant Bledsoe Podcastit (2024)

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Ep #251 - We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? 33:27

20d ago33:27

33:27

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 fo…

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Ep #250 - Should I Roll My 401k Into an IRA? 50:38

2M ago50:38

50:38

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 th…

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Ep #249 - We Just Retired. Should We Downsize? 26:17

3M ago26:17

26:17

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,…

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Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So? 27:39

3M ago27:39

27:39

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 abo…

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Ep #247 - Should I File for Social Security Before It Runs Out? 33:02

3M ago33:02

33:02

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 th…

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Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally 58:21

3M ago58:21

58:21

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…

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Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement? 21:17

4M ago21:17

21:17

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 list…

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Ep #244 - Do I Really Need a Living Trust? 32:09

4M ago32:09

32:09

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.…

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Ep #243 - I’d Like to Retire Early but I’m Concerned About the Penalties 34:38

4M ago34:38

34:38

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 …

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Ep #242 - Why Would I Ever Want to Invest in Other Countries? 26:30

4M ago26:30

26:30

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 market in the world. The U.S. has the strongest, most resilient economy. And the U.S. dollar is the world’s reserve currency. Why would we ever want to invest a…

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Ep #241 - Should I Invest in Bitcoin ETFs? 31:28

5M ago31:28

31:28

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 break from making contributions. Now business is turning around again. I’ve been watching the bitcoin ETFs and am wondering if this is a good investment once I start putting mo…

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Ep #240 - What Should I Do With the $850,000 Inheritance I Just Received?” 15:27

5M ago15:27

15:27

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 wife are in a stable financial situation and aren’t sure what to do next. Grant shares his thoughts on what the couple should do. We also review an article…

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Ep #239 - The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration 46:00

5M ago46:00

46:00

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 international mergers & acquisitions firm. He also runs the Harbour Club, a professional network focused on teaching M&A best practices to entrepreneurs. Jeremy shares wi…

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Ep #238 - Should I Adjust My Withholdings This Year? 16:55

5M ago16:55

16:55

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 retur…

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Ep #237 - Michelle Seiler Tucker on Business Valuations & Interest Rates 59:11

6M ago59:11

59:11

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 has been in the M&A business for over 20 years (selling over 1,000 business over that time frame). She shares a few basics of what business owners can do …

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Ep #236 - The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies 32:14

6M ago32:14

32:14

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 uncertainty into upcoming election cycle. The financial world changed on Tuesday as well, as the stock settlement cycle was shortened from T+2 to T+1. We cover…

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Ep #235 - The Three Golden Rules of Investing 49:35

6M ago49:35

49:35

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 week’s episode covers the three golden rules of investing we should all be trying to use. We also cover Nvidia’s stock split and the new world of financial sc…

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Ep #234 - Is It Possible to Live Off Dividend Income Alone in Retirement? 39:47

6M ago39:47

39:47

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 stocks. He was eligible for Social Security benefits, and was intent on never selling any of his shares in retirement. Instead, he wanted to live off the d…

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Ep #233 - Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? 41:18

7M ago41:18

41:18

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 guests. We’ll spend a couple minutes reviewing the markets. And we’ll review news articles you should be paying attention to. Enjoy! Resources: etf.com/sections/news/fi…

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Ep #232 - Don’t Let All Time Highs Scare You 31:48

7M ago31:48

31:48

The general goal of investing is to buy low and sell high sometime in the future. So how should we handle it when the markets make new all time highs? Should we wait for the market to fall before investing new money? Should we invest it all now to catch upward momentum? The reality is that markets make new all time highs pretty frequently. Since ou…

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Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson 1:05:19

7M ago1:05:19

1:05:19

Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop. We cover how wholesalers work wi…

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Ep #230 - The Top 4 Investing Themes I’m Tracking Right Now 33:16

7M ago33:16

33:16

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 “Magn…

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Ep #229 - Modern Financial Literacy with Vince Shorb 47:33

7M ago47:33

47:33

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 pare…

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Ep #228 - Tax Relief for American Families and Workers Act of 2024 27:59

8M ago27:59

27:59

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 w…

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Ep #227 - The Economy Is Not As Bad As You Think With Eric Mason 56:04

8M ago56:04

56:04

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 fie…

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Ep #226 - How to Tell Whether An Annuity Is Right For Your Retirement 33:01

8M ago33:01

33:01

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 …

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Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel 50:42

8M ago50:42

50:42

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 tur…

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Ep #224 - Mailbag! Should I Sell My Bond Funds That've Lost Money? 37:09

9M ago37:09

37:09

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, an…

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Ep #223 - Everything You Need to Know About SBA Lending With "SBA Ray", Ray Drew 43:53

9M ago43:53

43:53

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 ad…

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Ep #222 - Stock Concentration and the Magnificent 7 29:05

9M ago29:05

29:05

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-per…

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Ep #221 - Profit First With Rocky Lalvani 46:16

9M ago46:16

46:16

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 prof…

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Ep #220 - Mea Culpa 2023 & Predictions for 2024 44:38

10M ago44:38

44:38

This week’s episode is all about predictions. At the end of the year 2022, Grant made some market predictions for the year 2023. In today’s episode, he is going to discuss what he got right and wrong from those predictions. Furthermore, he shares his market predictions for the year 2024. [05.35] Stock market – Starting the conversation, Grant expla…

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Ep #219 - Asset Protection, Elder Law and Estate Planning With Asha Paulose 44:05

10M ago44:05

44:05

Asha Paulose is an elder law and estate planning attorney in New York who operates a virtual law firm for clients living in Long Island, NYC, and the Hudson Valley. Her firm prepares trusts, wills, and other planning documents to help families through death or protect assets as individuals begin to age. She joined us today to talk about the common …

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Ep #218 - How to Rebalance Your Portfolio for 2024 28:37

10M ago28:37

28:37

This week’s episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into how to rebalance your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more. [03.40] Rebala…

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Ep #217 - The Tech Landscape With Professor Scott Christianson: Generative AI, CBDCs, and Cryptocurrency 1:00:50

10M ago1:00:50

1:00:50

Scott Christianson is an Associate Teaching Professor at the University of Missouri whose proficiency involves technology, information systems, project management, and education, enabling him to guide students in developing critical thinking skills about upcoming technologies such as artificial intelligence and blockchain. He joined this week’s epi…

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Ep #216 - Should You Add Precious Metals to Your Portfolio? 37:19

10M ago37:19

37:19

On this week’s episode of Grow Money Business we revisit a mailbag question from a few months back: should you be investing in precious metals? Join us as we talk about whether we should include precious metals in our investment portfolios, the pros and cons of doing so, the different ways you can invest in precious metals, and more. [05:34] Invest…

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Ep #215 - Best Practices for Raising Capital With Karl Dakin 48:59

11M ago48:59

48:59

Historically, business growth was heavily dependent on the ability to obtain a bank loan. Over the last few decades, there have been a lot of advancements in the ways that companies can raise capital for growth. On this week’s episode of Grow Money Business we are joined by Karl Dakin, who is a long-time expert in capital raising for small companie…

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Ep #214 - How to Pick Index Funds 39:12

11M ago39:12

39:12

Index funds are popular investments and come highly recommended by many people. While they are generally a solid investment option, it is still important to have a prudent portfolio and process when making investment decisions for yourself. This week’s episode of Grow Money Business is all about how to select index funds. Join as we discuss decisio…

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Ep #213 - Social Security Horror Stories With Larry Kotlikoff 1:26:42

11M ago1:26:42

1:26:42

Social Security retirement benefits are crucial for millions of Americans, but the system and the formula for calculating benefits are complicated. After applying for Social Security payments, some individuals get a clawback letter stating that they owe the government money. On this week’s episode of Grow Money Business, Dr. Laurence Kotlikoff retu…

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Ep #212 - 5 Year End Financial Moves to Consider 35:34

11M ago35:34

35:34

Since 2023 is coming to an end, we’ve dedicated this week’s episode of Grow Money Business to discussing five year-end financial moves you should consider making. Join us as we talk about gifting both to charity and beneficiaries, cash distributions from businesses, Roth conversions, and harvesting tax losses and gains. [05.00] Charity – Grant star…

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Ep #211 - How to Buy Real Estate in Your IRA With Alex Perny 1:03:17

12M ago1:03:17

1:03:17

This week’s guest on Grow Money Business is Alex Perny. Alex is a business development specialist at Advanta IRA, a leader in self-directed account administration. He is also the host of Advanta IRA’s podcast, The Alternative Investment Advantage. For more than ten years, he has provided assistance to a large number of clients in their investment e…

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Ep #210 - Here's What To Do If Your SSN is Compromised 36:20

12M ago36:20

36:20

Are you concerned about getting your non-public information compromised? We dedicated this week’s episode of Grow Money Business to discussing what to do if your personal information is misplaced or compromised in some way. Join us as we dive into how people can take advantage of your personal information, both yours and banks' responsibilities to …

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Ep #209 - The Do's and Don'ts of Selling Your Company with Chris Younger 51:05

12M ago51:05

51:05

This week’s guest on Grow Money Business is Chris Younger. Chris is the CEO and co-founder of Class VI Partners, an investment bank in Denver, Colorado, specializing in assisting business owners in reaching their full potential during what is arguably the most difficult period of their lives. He is a graduate of Miami University and Harvard Law Sch…

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Ep #208 - Mailbag! Cutting Through Jargon & Interpreting Financial Statements 42:09

1y ago42:09

42:09

Do you struggle with interpreting financial disclosures and statements? If so, this week’s episode of Grow Money Business is for you. We dedicated this episode to discussing a specific mailbag question, which is a guide to understanding financial disclosures and statements. Throughout the conversation, we dive into the framework for financial discl…

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Ep #207 - The New Law Impacting 30 Million Small Businesses With Kenny Dettman 54:14

1y ago54:14

54:14

The Corporate Transparency Act (CTA) is federal legislation in the United States that seeks to enhance transparency related to business ownership. The legislation was passed in January 2021 and gave rise to a new reporting obligation called the beneficial ownership information report, which is expected to be delivered in 2024. On this week’s episod…

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Ep #206 - Roth Accounts & Your Retirement Plan: New Options for Business Owners 33:32

1y ago33:32

33:32

The SECURE 2.0 Act of 2022 is a piece of legislation that passed at the end of last year and created new Roth options for business-sponsored retirement plans. There will be a new set of Roth features available for organizations that offer 401K, SEP IRA, or a simple IRA for their employees. Join us as we dive into the changes that you should know ab…

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Ep #205 - The Structure of Success With Patrick Esposito 46:37

1y ago46:37

46:37

Patrick Esposito is an entrepreneur, business executive, attorney, advisor, and author. He currently serves as president of ACME General Corp., a leading public-sector innovation advisory business based in New York, Austin, and Morgantown. He recently launched Initiative Labs LLC to help small and medium-sized business leaders. Over the course of m…

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Ep #204 - What Does Inflation Mean for Your Retirement Plan? 39:34

1y ago39:34

39:34

We dedicated this week’s episode of Grow Money Business to discussing inflation and how it might affect your retirement plan. Throughout the episode, we dive into technicalities in detail, research what the data tells us, incorporate this concept into your retirement planning, the 4% rule, Monte Carlo simulations, stocks and bonds in inflation, and…

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Ep #203 - Everything You Need to Know About Medicare With Christian Worstell 57:41

1y ago57:41

57:41

We are rapidly approaching the annual enrollment period for Medicare Advantage plans, and if you need to enroll, it’s important that you have a thorough knowledge of Medicare before doing so. This week on the show, we are joined by Christian Worstell. Christian is an author, writer, journalist, and health insurance specialist for helpadvisor.com, w…

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Ep #202 - T-Bills, I-Bonds, and Government Debt, Oh My! 32:33

1y ago32:33

32:33

This week’s episode of Grow Money Business is all about US government debt. We dive into this from the perspectives of investors, the government, and the citizens of the US. Join us as we discuss using T-Bills as an alternative to cash in your bank account, the purpose of an emergency fund, TIPS and I-bonds, the US dollar as the reserve currency, a…

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