Annuities have earned a bad reputation within the financial community over the years, but why is that? When might an annuity actually make sense in retirement? And how can you tell whether they’re a good…
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This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he…
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February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different. But one point of view has been remarkably consistent this year: the market does not…
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Mailbag! Should I Sell My Bond Funds That Have Lost Money? Welcome to another mailbag episode. It’s not a surprise that the value of bond funds has gone down with the high interest rates…
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This week’s episode of Grow Money Business features Ray Drew and is all about SBA Lending. Ray is a top-producing SBA 7a Lender, podcast host, and SMB investor. He is currently working as the Managing…
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Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can provide you with the income you want throughout your retirement. But what about the asset…
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This week on Grow Money Business we are talking about stock concentration and the Magnificent 7. Last year, there was a group of seven companies that produced a huge portion of the S&P 500’s approximately…
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January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the stock market as measured by the S&P came in strongly…
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Mea Culpa 2023 and 2024 Predictions This week’s episode of Grow Money Business is all about Mea Culpa 2023 and 2024 predictions. About a year ago, Grant discussed some loose economic and financial predictions. In…
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It’s been a multi-year process, but the FAFSA Simplification Act (FSA) passed back in 2021 is finally showing results, and the new FAFSA has been promised to be rolled out online by December 31, 2023….
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