Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to…
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The College Funding Toolkit for High-Earning Families
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 cannot fire Fed Governor Lisa Cook for cause, the impacts on incoming Chairman Warsh, and…
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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 you going to pass down any remaining wealth to your family, kids, and grandkids? Where…
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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 continuous “dual blockade” in the Persian Gulf and direct military flare-ups, with U.S. retaliatory strikes…
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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 of your income has changed, you need to deploy different strategies. We’ll take a look…
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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 stock indexes should include them on day one of trading. They also cover whether they’ll…
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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 on tenuous ground. The equity markets, responding in part to a historically strong earnings season,…
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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 up in price even though market values are climbing too. They also review the gold/oil…
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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 helps individuals cover the cost of services such as home health care, assisted living, and…
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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 a story of the impact on the economy. Growth expectations are lower, inflation is higher…
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