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Financial planning insights, guides, and articles
Latest Podcasts
Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin? l 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
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
Latest Blog Posts
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
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