When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different…
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Grant’s colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for & against whether the Mag 7 stocks finish higher or lower on the year, whether…
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What’s New in the 2026 Tax Season Tax season is officially open: the IRS began accepting and processing 2025 individual tax returns on January 26, 2026, and most taxpayers have until April 15, 2026 to…
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December Recap and January Outlook The weekend after a mid-week New Year’s Eve is usually a slow news cycle. Not this year. 2026 started off with the announcement that the Trump administration had captured Nicolas…
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In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S. and non-U.S. stocks, and what to expect going forward. Show Notes…
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“Trump Accounts” have been in the news recently – the ones opened for newborns that are funded by the government that you may have heard about. Questions about them have started flowing into our office,…
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November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November…
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Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple transaction: you write a check to a cause you care about, and at tax time…
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In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia (NVDA) earnings call, and the November rout in cryptocurrencies. Show Notes [01:44] Market…
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October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
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