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Financial planning insights, guides, and articles
Latest Podcasts

Government Bonds, Data Centers and Mortgage Rates, Oh My! l Ep 274
In this episode of Grow Money Business Grant covers the recent news and changes in the bond markets. September saw... Read more

Why Did Stocks Go Up So Much in August? l Ep 273
In this episode of Grow Money Business Grant covers what happened in the stock and bond markets in August.  He reviews... Read more

Fed Chairman Kevin Warsh: New Sheriff in Town | Ep 272
In this episode of Grow Money Business Grant reviews how the markets have handled the new fed chairman’s comments about... Read more

SpaceX IPO, Fed Independence, and Saylor Selling Bitcoin l Ep 271
This week on the podcast Grant and Sean discuss the SpaceX IPO, the recent supreme court ruling that President Trump... Read more

Should We Be Including the SpaceX IPO in Stock Indexes? l Ep 270
In this episode of Grow Money Business Grant and Sean discuss the upcoming SpaceX and OpenAI IPOs and whether the... Read more
Latest Blog Posts

The Annual Financial Review: What Actually Belongs on the Agenda
You probably have a standing appointment on the calendar: the annual check-in with your financial advisor. The portfolio report arrives,... Read more

Medicare Open Enrollment Starts October 15: What You Can Change for 2027
If you already have Medicare, the calendar just handed you a fixed window. Open Enrollment runs from October 15 through... Read more

September 2026 Market Commentary – Stocks Rebound, The Test Waits
July left two stories on the table: a split equity tape under a nearly unchanged S&P 500, and a war... Read more

Gift or Loan: Helping a Child With a Down Payment
The offer is accepted, the closing date is on the calendar, and the gap between what the lender wants at... Read more

August Market Commentary – Fed Holds, Investors Sell
As the conflict between the U.S. and Iran wages on, its impact on oil prices proves continuously relevant to market... Read more

The College Funding Toolkit for High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning... Read more

Trust Fundamentals: A Flexible Framework for Your Estate
You’ve worked hard to build your wealth, you have the strong nest egg for your retirement years, but how are... Read more

June Market Commentary – Hiring Makes An Unexpected Recovery, But A Rate Hike May Be On The Horizons
The war with Iran remains highly tumultuous despite April’s indefinite ceasefire extension. The truce has been critically strained by a... Read more

Wait or Win? Timing Social Security and Taxes
Minimizing taxes in retirement is just as important as it is during your working life – but since the source... Read more





