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Financial planning insights, guides, and articles
Latest Podcasts

SpaceX IPO, Fed Independence, and Saylor Selling Bitcoin l Ep 271
This week on the podcast Grant and Sean discuss the SpaceX IPO, the recent supreme court ruling that President Trump... Read more

Should We Be Including the SpaceX IPO in Stock Indexes? l Ep 270
In this episode of Grow Money Business Grant and Sean discuss the upcoming SpaceX and OpenAI IPOs and whether the... Read more

Why Does Everything Feel More Expensive Even Though the Market is Going Up? l GMB Ep 269
In this episode of Grow Money Business Grant and Sean discuss the disconnect between the feeling like everything is going... Read more

Should You Collect Social Security Early Since It’s Running Out of Money? l Ep 268
Grant and Sean review a number of topics in today’s episode of Grow Money Business, including whether you should file... Read more

Is the AI Trade Still the Place to Be in 2026? l Ep 267
Sean Barter rejoins the show in this episode of Grow Money Business for another spirited debate on the capital markets. ... Read more
Latest Blog Posts

Trust Fundamentals: A Flexible Framework for Your Estate
You’ve worked hard to build your wealth, you have the strong nest egg for your retirement years, but how are... Read more

June Market Commentary – Hiring Makes An Unexpected Recovery, But A Rate Hike May Be On The Horizons
The war with Iran remains highly tumultuous despite April’s indefinite ceasefire extension. The truce has been critically strained by a... Read more

Wait or Win? Timing Social Security and Taxes
Minimizing taxes in retirement is just as important as it is during your working life – but since the source... Read more

May Market Commentary – A New Fed Chairman Takes the Helm
The ongoing war with Iran appears to have no clear off ramp in sight, and the ceasefire seems to be... Read more

Long-Term Care Insurance Premiums: Understanding Costs and Finding Affordable Coverage
Long-term care insurance (LTCI) can play a helpful role in retirement planning – for some people. In general the coverage... Read more

April Market Commentary – Markets Are Up, Consumers Are Down
We’re a little more than a month into the war with Iran, and recent data releases are beginning to tell... Read more

Understanding Social Security Spousal Benefits: Rules, Strategies, and Timing
Social Security spousal benefits are one of the most valuable—and most misunderstood—features of the retirement system. For married couples, coordinating... Read more

March Market Commentary – Shocks at Home and Abroad
The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After... Read more

Growing Wealth Means Managing Spending, Saving…and Debt
Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what... Read more





