Grant and Sean review a number of topics in today’s episode of Grow Money Business, including whether you should file early for Social Security given that the trust is projected to be depleted sometime in 2033. They also review the lifetime exclusion amount for estate taxes, what they think the price of oil will be in 12 months, and how the geopolitical climate will impact portfolios.
Show Notes
[01.52] Market Update – Changes in the market in the month of March.
[03.44] Article of the Week – NYT and Bloomberg’s articles on Polymarket.
[08.03] Social Security – Grant and Sean discuss why social security claims should be based on personal financial strategy, not fear-driven assumptions about the system collapsing.
[22.21] The CFA Program – Sean shares how he feels about finishing the final level of CFA exams.
[25.17] US Economic Dominance – Grant shares his opinion on the slow degradation of U.S. economic influence and how the markets are starting to reflect it.
[31.40] Geopolitics – Sean points out how the big forces driving markets haven’t really changed amid the Middle-East conflict.
[40.15] Federal Estate Tax Threshold – Sean explains why federal estate tax is likely to remain unchanged in the near future.
[47.32] Price of Oil – Sean and Grant share their thoughts on the possibility of rising oil prices due to the Middle-East conflict.
Resources
Polymarket, Kalshi Take On Insider Trading as Scrutiny Grows
Polymarket Says It Predicts the Truth. Its Social Feeds Are Filled With Falsehoods.
nytimes.com/2026/03/20/technology/polymarket-social-feeds-falsehoods.html