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Latest Podcasts

The Government Shutdown, Gold, and AI Spending l Ep 263
In this episode of Grow Money Business we review the government shutdown and what’s holding up an agreement, how that... Read more

Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin? l Ep 262
In this episode of Grow Money Business we cover the current state of the market and whether we’re in a... Read more

Fed Independence and Active Management in Bonds l Ep 261
In this episode of Grow Money Business we dive into the independence of the federal reserve, including the recent allegations... Read more

Everything You Need to Know About the Big Beautiful Bill l Ep 260
The One Big Beautiful Bill Act has been passed into law, and we dive into it’s details in this episode... Read more

The Report is In: Here’s When Social Security Will Be Insolvent l Ep 259
This episode of Grow Money Business covers everything you need to know about Social Security: from how to get through... Read more
Latest Blog Posts

Government Shutdown, Labor Slowdown, but the Economy is Holding
October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election... Read more

November and December: The Perfect Months for Roth Conversions
As we head into the last couple months of the year, many of us start thinking about holiday plans, family... Read more

October Market Commentary – Is the Market Tuning Out Noise or Ignoring a Warning Siren?
September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024... Read more

Avoiding the Big Retirement Risks
Retirement is just as much a leap of faith as any other significant life change. No matter how much you... Read more

The “One Big Beautiful Bill” Act
The signature Republican megalegislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of... Read more

Lower Rates, Higher Inflation?
August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused... Read more

The Silly Season Gets Serious – August Market Commentary
July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking... Read more

Asset Location: A Tax Lens on Retirement Investing
You’ve built a retirement nest egg by saving consistently and investing carefully. An asset allocation that allowed growth but gradually... Read more

Estate Planning: The Essential Instruments
Estate planning isn’t just about protecting your assets—it’s about protecting yourself and your people. A thoughtful plan can ensure that... Read more





