The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
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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 in our mailbag after receiving the inheritance unexpectedly. He and his wife are in a…
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Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson l Ep 231
Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector…
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Have Stocks Already Hit Bottom? | Ep 153
Stocks and bonds have had a terrible time this year, and many wonder if the worst is over or if the next 12 months will bring more hardship. However, although the economy faces challenges, there…
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A Top Economist’s Take on Personal Finance With Dr. Laurence Kotlikoff | Ep 117
Economics applies to every industry at the individual, national, and global level. In this week’s episode, we have a distinguished guest who is on a mission to make economics useful at all levels. Dr. Laurence…
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How Securities Lending Drives Down Investment Costs | Ep 88
Securities lending is one of the widely misunderstood concepts in the investment community, and securities lending shows up intermittently in the news for both positive and negative reasons. However, this complex trading pattern driven by…
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This is How I Evaluate Mutual Funds & ETFs | Ep 84
Evaluating investment funds or any other type of investment is crucial for a savvy investor. In today’s environment, it’s easy for investors to get influenced by misinformation that ultimately leads them to make sub-optimal investment…
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Non-Qualified Stock Option Basics | Ep 51
Non-qualified stock options are a great way to incentivize and reward employees and the management of publicly traded companies. We dedicated today’s episode to exploring the non-qualified stock option basics. Throughout the episode, Grant reviews…
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My Best & Worst Trades Ever | Ep 50
Over the last few months, we have received numerous questions from our listeners that have focused on what Grant is doing personally with his finances. In today’s episode, Grant shares two stories about his best…
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Using Asset Location to Improve Investment Results | Ep 44
This week on Grow Money Business we dive into an area that is often overlooked in the investment arena: asset location. Asset location is the concept of placing investment assets in different types of accounts…
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