It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
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Do I Really Need a Living Trust? This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who…
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I’d Like to Retire Early but I’m Concerned About the Penalties To retire early is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal…
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June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,…
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International Diversification: Why Would I Ever Want to Invest in Other Countries ? One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock…
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Should I Invest in Bitcoin ETFs? Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement…
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The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging. There’s a lot to think about, plan for, and organize, but one of the things…
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What Should I Do With the $850,000 Inheritance I Just Received? This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after…
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