Roth Accounts & Your Retirement Plan: New Options for Business Owners The SECURE 2.0 Act of 2022 is a piece of legislation that passed at the end of last year and created new Roth options…
Read More
The Structure of Success With Patrick Esposito l Ep 205
This week on Grow Money Business we are joined by Patrick Esposito. Patrick is an entrepreneur, business executive, attorney, advisor, and author who currently serves as president of ACME General Corp., a leading public-sector innovation…
Read More
October Market Commentary: A New Era for the Economy Creates Uncertainty
September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described as a “hawkish pause,” and the Fed was clear in…
Read More
Tax Strategy For Business Owners With Jeff Trapp l Ep 201
Tax Strategy for Business Owners This week on Grow Money Business our guest is Jeff Trapp, who is a tax strategist and the founder of Tax Planning Pros. Jeff has devoted his career to assisting…
Read More
Asset Protection Strategies Using LLCs With Lee Phillips I Ep #188
This week’s episode of Grow Money Business features Lee Phillips. Lee is a US Supreme Court counselor and Federal Tax Court attorney, specializing in asset protection using business structures like LLCs. He is the founder…
Read More
Small Business Retirement Plans — SIMPLE, SEP-IRA and Solo 401(k)
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension…
Read More
The Business Owner’s Financial Order of Operations
Fundamentally, the best way to build wealth consistently is to spend a little less than you earn. The more you earn and the less you spend, the more money you have left over at the…
Read More
How & When to Take Cash Out of Your Business I Ep 184
Taking Cash Out of Your Business : How & When Today’s episode of Grow Money Business is all about cash. Many business owners are looking for guidance on how to pay themselves, and how to…
Read More
Tax-Free Capital Gains & Qualified Small Business Stock
Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital…
Read More
Managing Your Mindset For Small Business Success With Alicia Cramer l Ep 178
So much of running a successful business is related to an entrepreneur’s mindset. This week on Grow Money Business, we are joined by Alicia Cramer, who is a business mindset expert, a certified hypnotherapist, and…
Read More