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Financial planning insights, guides, and articles
Latest Podcasts

Should You Collect Social Security Early Since It’s Running Out of Money? l Ep 268
Grant and Sean review a number of topics in today’s episode of Grow Money Business, including whether you should file... Read more

Is the AI Trade Still the Place to Be in 2026? l Ep 267
Sean Barter rejoins the show in this episode of Grow Money Business for another spirited debate on the capital markets. ... Read more

Grant & Sean Debate Where the Markets Are Headed Next l Ep 266
Grant’s colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for... Read more

2025 In Review: Gold, Tech, and the Weak Dollar l Ep 265
In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S.... Read more

NVDA Earnings & AI Bubbles l Ep 264
In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia (NVDA) earnings... Read more
Latest Blog Posts

Understanding Social Security Spousal Benefits: Rules, Strategies, and Timing
Social Security spousal benefits are one of the most valuable—and most misunderstood—features of the retirement system. For married couples, coordinating... Read more

March Market Commentary – Shocks at Home and Abroad
The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After... Read more

Growing Wealth Means Managing Spending, Saving…and Debt
Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what... Read more

February Market Commentary – Labor, Tariffs, AI and Rates
January saw an increase in volatility, as geopolitical tensions centered around tariffs and the Trump administration’s increasing bellicosity about Greenland... Read more

A Social Security Primer: Breaking Down Your Options
When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will... Read more

What’s New in the 2026 Tax Season (Filing Your 2025 Return)
What’s New in the 2026 Tax Season Tax season is officially open: the IRS began accepting and processing 2025 individual... Read more

January Market Commentary: Regime Change
December Recap and January Outlook The weekend after a mid-week New Year’s Eve is usually a slow news cycle. Not... Read more

Everything You Need to Know About Trump Accounts
“Trump Accounts” have been in the news recently – the ones opened for newborns that are funded by the government... Read more

December Market Commentary – Waiting for the Data
November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September... Read more





