I’m asked pretty frequently what I think of the market, and what investing themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation,…
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Modern Financial Literacy with Vince Shorb l Ep 229
Vince Shorb joins us this week to discuss the state of financial literacy. Vince is the founder and CEO of the National Financial Educators Council, which provides financial literacy resources to educators and organizations nationwide. …
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Tax Relief for American Families and Workers Act of 2024 l Ep 228
When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do. This tax reform bill is a little different. The Tax Relief for American…
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The Economy is Not As Bad As You Think With Eric Mason l Ep 227
This week’s guest on the show is Eric Mason. Eric is a CFO, an economist, and a TEDx speaker. He is the current Chief Financial Officer for Quincy, Massachusetts. where he provides direct analysis of…
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How to Tell Whether an Annuity is Right for Your Retirement l Ep 226
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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ESOP Opportunities for Business Exits With Michael Koeppel l Ep 225
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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Mailbag! Should I Sell My Bond Funds That Have Lost Money? l Ep 224
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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Everything You Need to Know About SBA Lending with “SBA Ray,” Ray Drew l Ep 223
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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Stock Concentration and the Magnificent 7 l Ep 222
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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Profit First With Rocky Lalvani | Ep 221
In this week’s episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book…
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