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 receiving the inheritance unexpectedly. He and his wife are in a…
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The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration l Ep 239
The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour Our guest on the show this week is Jeremy Harbour. Jeremy has been involved in the M&A market across the globe for decades. He’s…
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Should I Adjust My Withholdings This Year? l Ep 238
We dedicated this week’s episode to another mailbag question from our listeners related to tax withholdings. Here in the U.S., most people set some money aside throughout the year from their income and/or estimated tax…
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Michelle Seiler Tucker on Business Valuations & Interest Rates l Ep 237
Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales. Michelle is the best selling author of Exit Rich and has…
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The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies l Ep 236
This week was relatively slow in market news…..until the Trump verdict came out. Donald Trump was found guilty on all 34 counts brought against him in the hush money trial, which throws more uncertainty into…
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The Three Golden Rules of Investing l Ep 235
The Three Golden Rules of Investing We’ve covered a lot of technical investment concepts on the show over the last couple years. Since it’s sometimes helpful to take a step back and focus on the…
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Is it Possible to Live Off Dividend Income Alone in Retirement? l Ep 234
Is it Possible to Live Off Dividend Income Alone in Retirement? A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement. This gentleman had…
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Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? l Ep 233
Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include…
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Don’t Let All-Time Highs Scare You l Ep 232
The general goal of investing is to buy low and sell high sometime in the future. So how should we handle it when the markets make new all-time highs? Should we wait for the market…
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Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson l Ep 231
Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector…
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