Mailbag! 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…
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Mailbag! l Ep 199
Business Lifecycle & Planning Needs
Starting and growing a business brings unique challenges. For many entrepreneurs, the main focus is simply to stay in the game and keep their business open for the first few years. Once you build some…
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Should You Consider Your House as an Investment? l Ep 198
Should You Consider Your House an Investment? We dedicated this week’s episode of Grow Money Business to answering an age-old question: should you consider your house an investment? Join us as we dive into the…
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Checking in on Inflation l Ep 197
Checking in on Inflation We dedicated this week’s episode of Grow Money Business to inflation. A few years ago inflation was incredibly low. Then all of a sudden (aka after $6 trillion in money printing)…
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The Roth-Only Catch-Up Contribution Rule Will Get Time to Catch Up
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to…
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Monte Carlo Projection: Don’t Bet Your Retirement on One l Ep 196
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…
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The Bond Market: What is it Trying to Tell Us? l Ep 195
What is the Bond Market Trying to Tell Us? 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….
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August Market Commentary – The Sunny Side of the Street?
July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to…
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SAVE – Biden’s Student Loan Repayment Program I Ep 194
SAVE Student Loan Repayment Plan 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…
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What the US Debt Downgrade Means for Stock and Bond Markets l Ep 193
What the US Debt Downgrade Means for Stock and Bond Markets It’s been in the news recently that one of the three major independent organizations that evaluate creditworthiness in the US downgraded the rating from…
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