The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for savers and taxpayers, this means that the big increases we’ve…
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. There’s a lot to think about, plan for, and organize, but one of the things…
Read More
Planning for Taxes 2024: Inflation Edition
The inflation rate has come down precipitously from the forty-year highs we saw in 2022, but it is still elevated. While we are seeing relief on prices, there are some positive impacts of higher inflation….
Read More
Social Security Horror Stories with Laurence Kotlikoff l Ep 213
Social Security retirement benefits are crucial for millions of Americans, but the system and the formula for calculating benefits are complicated. After applying for Social Security payments, some individuals get a clawback letter stating that…
Read More
Rethinking Taxes from a Risk Perspective
When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the…
Read More
Retirement Planning for a New Paradigm
Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
Read More
Making the Retirement Leap in 2023
Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
Read More
Revisiting Social Security: The Social Security 2100 Act | Ep 103
The Social Security 2100 Act was recently introduced by the Social Security Subcommittee of the House Ways and Means Committee. The reinstatement follows the Social Security Administration’s latest forecasts that the trust funds will…
Read More
Mailbag! What Grant is Doing With His Kids’ 529 Plans, Spousal vs. Survivor Social Security Benefits, and Whether Value is Dead | Ep 47
This week on the Grow Money Business podcast we have another financial planning mailbag episode. Grant covers four questions from our listeners about Social Security benefits, the future of value investing, distribution strategies for retirement,…
Read More
Did Trump Just Kill Social Security? | Ep 42
The Social Security system has been under stress for years, and lost tax receipts due to COVID-19 hasn’t helped the viability of the program. President Trump recently issued an executive order that allows employers to…
Read More