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
How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade l Ep 258
In this episode of Grow Money Business we review what the markets have done as news of trade negotiations has... Read more
Tariffs, Policy, Politics and Your Portfolio l Ep 257
This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret... Read more
How Much Should We Really Be Saving For Our Kids’ College? l Ep 256
How Much Should We Really Be Saving For Our Kids' College? While college savings accounts like 529s provide some nice... 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
Everything is Different Now – July Market Commentary
June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran... Read more
A New Approach to Paying for College
A recent study found that a bachelor’s degree is estimated to be worth $2.8 million on average over a lifetime,... Read more
The Limits of Data in an Ever-Changing Environment
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a... Read more
Planning for Long-Term Care: For Your Parents and Yourself
Effective financial planning is about saving, investing—and managing risk. The saving and investing part is usually focused on retirement, so... Read more
Does Volatility + Uncertainty Equal Recession
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than... Read more
Retirement Spending and Investing: 4% Rule or U-Shaped Curve
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally... Read more