How to Rebalance Your Portfolio for 2024 This week’s episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether…
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January Market Commentary: Is Rate Relief In Sight?
December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first…
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Should You Add Precious Metals to Your Portfolio? l Ep 216
Should You Add Precious Metals to Your Portfolio? On this week’s episode of Grow Money Business we revisit a mailbag question from a few months back: should you be investing in precious metals? Join us…
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Best Practices for Raising Capital With Karl Dakin l Ep 215
Historically, business growth was heavily dependent on the ability to obtain a bank loan. Over the last few decades, there have been a lot of advancements in the ways that companies can raise capital for…
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Planning for Taxes 2024: Inflation Edition
The inflation rate has come down precipitously from the forty-year highs we saw in 2022, but it is still elevated. While we are seeing relief on prices, there are some positive impacts of higher inflation….
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How to Pick Index Funds l Ep 214
How to Pick Index Funds Index funds are popular investments and come highly recommended by many people. While they are generally a solid investment option, it is still important to have a prudent portfolio and…
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Social Security Horror Stories with Laurence Kotlikoff l Ep 213
Social Security retirement benefits are crucial for millions of Americans, but the system and the formula for calculating benefits are complicated. After applying for Social Security payments, some individuals get a clawback letter stating that…
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Rethinking Taxes from a Risk Perspective
When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the…
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Five Year End Financial Moves to Consider l Ep 212
Five Year End Financial Moves to Consider Since 2023 is coming to an end, we’ve dedicated this week’s episode of Grow Money Business to discussing five year end financial moves you should consider making. Join…
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How to Buy Real Estate In Your IRA With Alex Perny l Ep 211
This week’s guest on Grow Money Business is Alex Perny. Alex is a business development specialist at Advanta IRA, a leader in self-directed account administration. He is also the host of Advanta IRA’s podcast, The…
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