พอดคาสท์ Grant Bledsoe ชั้นนำ (2024)

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

4d 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

11d 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

18d 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

25d 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

7M 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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Ep #201 - Tax Strategy For Business Owners With Jeff Trapp 40:57

7M ago40:57

40:57

This week on Grow Money Business our guest is Jeff Trapp, who is a tax strategist and the founder of Tax Planning Pros. Jeff has devoted his career to assisting business owners in reorienting their perspectives towards their taxes, their companies, their wealth, and the legacy they will leave behind. He has saved clients thousands of dollars throug…

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Ep #200 - How and When To Get Out of An Annuity Policy 41:41

7M ago41:41

41:41

Annuity policies are relatively popular ways to guarantee income in retirement. But do you know how and when to get out of an annuity policy if you find it’s not the best option for you? We dedicated this week’s episode of the Grow Money Business podcast to discussing the situations where it makes sense to start an annuity, where it is a good thing…

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Ep #199 - Mailbag: Do Annuities Make Sense With Higher Rates? 34:37

7M ago34:37

34:37

It’s Mailbag Day! We are back with one of our rare episodes where we answer questions from our listeners. Join us as we dive into selected three questions from our mailbag: whether annuities make more sense today because interest rates are a little higher, how to determine whether your financial plan is actually working for you and whether we shoul…

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Ep #198 - Should You View Your House As An Investment? 25:09

8M ago25:09

25:09

We dedicated this week’s episode of Grow Money Business to answering an age-old question: Should you view your house as an investment? Join us as we dive into the arguments for and against this consideration, as well as some specific circumstances in which you should or shouldn’t consider your house an investment. [03.22] Equity – Grant starts the …

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Ep #197 - Checking In on Inflation 37:34

8M ago37:34

37:34

We dedicated this week’s episode of Grow Money Business to inflation. A few years ago, inflation was incredibly low, but for the past 15 months, it has made its presence known in a constantly positive way. Join us as we dive into the current inflation numbers, why we need to pay attention, what we can expect with the inflation, a possible recession…

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Ep #196 - Don't Bet Your Retirement On a Monte Carlo Projection 29:23

8M ago29:23

29:23

We dedicated this week’s episode of Grow Money Business to the Monte Carlo simulation. When multiple outcomes are possible due to the presence of random variables, a Monte Carlo simulation can be used as a model to forecast their probabilities. Join us as we dive into what Monte Carlo simulation is, where it comes from, the assumptions that are use…

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Ep #195 - What is the Bond Market Trying to Tell Us? 34:02

8M ago34:02

34:02

This week’s episode of Grow Money Business is all about the bond market and how it changes with inflation, high-interest rates, and an inverted yield curve. Join us as we dive into the yield curve, a possible recession in the future, money market funds, the TED spread, and more. [06.12] The yield curve – Grant starts the conversation by defining th…

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Ep #194 - Everything You Need to Know About Biden's SAVE Student Loan Repayment Program 32:46

9M ago32:46

32:46

We dedicated this week’s episode to the ongoing news about the student loan system in the US. According to the US Department of Education, the president announced new actions to provide debt relief and support for student loan borrowers. Join us as we dive into the current situation regarding student loans, what the changes to the federal student l…

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Ep #193 - What the US Debt Downgrade Means for Stock & Bond Markets 45:02

9M ago45:02

45:02

It’s been in the news recently that the rating was downgraded from the highest possible level of AAA to the next level down, AA+, by one of the three major independent organizations that evaluate creditworthiness in the US. We dedicated this week’s episode of the Grow Money Business podcast to discussing what the US Debt Downgrade Means for Stock a…

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Ep #192 - How to Invest in AI 27:25

9M ago27:25

27:25

This week’s episode is all about Artificial Intelligence. Of all the new technologies that have been introduced to the world, AI seems to be the turning point for us. In this episode, we discuss what we think about AI, investing in AI, the possibility of AI technology getting out of hand, and more. [01:55] Open AI – Grant starts the conversation of…

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Ep #191 - Reviewing Your Cash Savings Options: The SEC Is Changing Money Market Mutual Funds Again 34:15

9M ago34:15

34:15

The SEC has just voted to make changes to the regulatory landscape that money market mutual funds must abide by. We dedicated this week’s episode to talking about cash savings options and money market mutual funds. Join us as we dive into money market mutual funds, stress testing, swing pricing, the current state of the money market, and more. [03.…

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Ep #190 - Top 5 Insurance Coverages Business Owners Need to Consider 34:03

9M ago34:03

34:03

Insurance is something that we consider unnecessary but that happens to be very useful in certain circumstances. Business owners take a lot of risks every day. Insurance is designed to transfer those risks to them in exchange for affordable monthly, quarterly, or annual premium insurance plans. Today on the show, Grant talks about the top five insu…

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Ep #189 - Here Come Spot Bitcoin ETFs 30:51

10M ago30:51

30:51

This week’s episode is all about Bitcoin ETFs. It has been in the news recently that the biggest investment management companies have submitted new filings to bring spot Bitcoin ETFs to market. In this episode, we dive into the current state of Bitcoin, why we should pay attention to the Bitcoin ETF filings, and whether it’s safe or not to invest i…

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Ep #188 - Asset Protection Using LLCs with Lee Phillips 49:19

10M ago49:19

49:19

This week’s episode of Grow Money Business features Lee Phillips. Lee is a US Supreme Court counselor and Federal Tax Court attorney, specializing in asset protection using business structures like LLCs. He is the founder of LegaLees Corp., a company specializing in solving asset protection and tax problems for high-net-worth individuals. He has de…

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Ep #187 - Teaching Our Kids to Use Credit Responsibly With Dionne Perry 44:50

10M ago44:50

44:50

This week’s episode of Grow Money Business features Dionne Perry. Dionne is an author, speaker, and board-certified Credit Consultant. Dionne has created Credit-Lit Ambassador programs to empower youth and train educators, counselors, community activists, financial advisors, and other adults on credit scoring processes. Join us as we dive into cred…

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Ep #186 - Financial Planning for the Child Free With Jay Zigmont 50:44

10M ago50:44

50:44

This week’s episode of Grow Money Business features Jay Zigmont. Jay is a wealth specialist, and the founder of Childfree Wealth, which is a financial planning firm specializing in working with people who are childfree and plan to continue being childfree in the future. Join us as we talk about Jay’s philosophy on working with childless individuals…

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Ep #185 - Everything You Need to Know About the Employee Retention Tax Credit With Kenny Dettman 56:31

11M ago56:31

56:31

This week’s episode of Grow Money Business features Kenneth Dettman. He is the CEO and Managing Director at EZ-ERC. He is a highly technical CPA with extensive "big consulting" tax advisory experience and was recently named an official member of the Forbes Business Council. He is known as a pioneer in the Employee Retention Credit (ERC) industry, h…

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Ep #184 - How & When to Take Cash Out of Your Business 34:43

11M ago34:43

34:43

Today’s episode of the Grow Money Business podcast is all about cash. Join us as we talk about what to do with the cash in your business, how much cash you need to have in your business, the appropriate time to take cash out of your account, how you should pay yourself as the business owner, how you can take cash out in a tax-sensitive manner, and …

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Ep #183 - Tax Free Capital Gains & Qualified Small Business Stock 27:50

11M ago27:50

27:50

Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital gains when structured correctly. While not every company qualifies, it's crucial to consider this provision when buying or selling …

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Ep #182 - Unmasking the Flaws in Dividend Investing 40:38

11M ago40:38

40:38

This week’s show is all about dividend investing, which is a popular investment strategy amongst a lot of people. In the episode, we discuss what dividend investing is, where the cash comes from, and alternatives for management, such as whether to pay dividends or hang on to the cash. We also pay attention to why the strategy can seem misplaced. [0…

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Ep #181 - How to Choose a Financial Advisor 47:22

12M ago47:22

47:22

If you're currently searching for financial assistance, you're likely aware that there is a wide array of practitioners available to help you. However, not all financial professionals are the same—they possess different expertise, work in diverse ways, and are compensated differently. In today's episode, we walk you through what you should look for…

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