November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting…
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What to do if Your SSN is Compromised l GMB Ep 210
Are you concerned about getting your non-public information compromised? We dedicated this week’s episode of Grow Money Business to discussing what to do if your personal information is misplaced or compromised in some way. Join…
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The Dos and Don’ts of Selling Your Company with Chris Younger l Ep 209
This week’s guest on Grow Money Business is Chris Younger. Chris is the CEO and co-founder of Class VI Partners, an investment bank in Denver, Colorado, specializing in assisting business owners in reaching their full…
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Mailbag! Cutting Through Jargon & Interpreting Financial Statements l Ep 208
Do you struggle with interpreting financial disclosures and statements? If so, this week’s episode of Grow Money Business is for you. We dedicated this episode to discussing a specific mailbag question, which is a guide…
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Retirement Planning for a New Paradigm
Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
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CTA : The New Law Impacting 30 Million Small Businesses with Kenny Dettman l Ep 207
The Corporate Transparency Act (CTA) is federal legislation in the United States that seeks to enhance transparency related to business ownership. The legislation was passed in January 2021 and gave rise to a new reporting…
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November Market Commentary – Powell on Rate Cuts: Nope.
October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields. And by rollercoaster,…
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Roth Accounts & Your Retirement Plan: New Options for Business Owners l Ep 206
Roth Accounts & Your Retirement Plan: New Options for Business Owners The SECURE 2.0 Act of 2022 is a piece of legislation that passed at the end of last year and created new Roth options…
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The Structure of Success With Patrick Esposito l Ep 205
This week on Grow Money Business we are joined by Patrick Esposito. Patrick is an entrepreneur, business executive, attorney, advisor, and author who currently serves as president of ACME General Corp., a leading public-sector innovation…
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What Does Inflation Mean For Your Retirement Plan? l Ep 204
We dedicated this week’s episode of Grow Money Business to discussing inflation and how it might affect your retirement plan. Throughout the episode, we dive into technicalities in detail, research what the data tells us,…
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