![Universal Hero Resources hero image](https://www.threeoakswealth.com/wp-content/uploads/2022/06/universal-hero-scaled.jpg)
Resources
Complimentary Download
The Business Owner's Guide To Wealth
We believe good financial guidance should revolve around optimization: doing the very best you can with what you have.
Download a copy of The Business Owner's Guide to Wealth.
"*" indicates required fields
![Business Owner’s Guide To Wealth Business Owner’s Guide To Wealth](https://www.threeoakswealth.com/wp-content/uploads/2022/08/Business-Owners-Guide-to-Wealth.png)
Financial planning insights, guides, and articles
Latest Podcasts
I’d Like to Retire Early but I’m Concerned About the Penalties l Ep 243
Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is... Read more
Why Would I Ever Want to Invest in Other Countries? l Ep 242
One question we get a lot is why we’d ever want to invest in countries other than the U.S. The... Read more
Should I Invest in Bitcoin ETFs? l GMB Ep 241
Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask... Read more
What Should I Do With the $850,000 Inheritance I Just Received? l Ep 240
This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question... Read more
The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration l Ep 239
The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour Our guest on the show this week is Jeremy... Read more
Latest Blog Posts
July Market Commentary – A Disinflationary Trend Re-emerges
June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple... Read more
Keeping Seniors Safe From Financial Scams
The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging.... Read more
June Market Commentary – A Fragile Balance at the Mid-Point of the Year
May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed... Read more
Required Minimum Distribution Rules Are Updated – Again
Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations... Read more
May Market Commentary – A New POV Takes Hold
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving... Read more
Retirement Is About Income … and Taxes
You’ve figured out your budget, your retirement nest egg is substantial and you’re ready to make the transition to living... Read more
Do You Need an LLC for a Rental Property Investment?
Investing in a rental property can be a good way to achieve financial goals. It can be a source of... Read more
April Market Commentary – What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his... Read more
529 Plans and SECURE 2.0: More Flexibility
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education... Read more