Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years…
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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 rate cuts in 2024 to potentially only one rate cut later in the year. However,…
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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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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 Harbour. Jeremy has been involved in the M&A market across the globe for decades. He’s…
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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 met early in the month, and Chairman Powell managed to curb market pessimism by stating…
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Should I Adjust My Withholdings This Year? l Ep 238
We dedicated this week’s episode to another mailbag question from our listeners related to tax withholdings. Here in the U.S., most people set some money aside throughout the year from their income and/or estimated tax…
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Michelle Seiler Tucker on Business Valuations & Interest Rates l Ep 237
Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales. Michelle is the best selling author of Exit Rich and has…
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The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies l Ep 236
This week was relatively slow in market news…..until the Trump verdict came out. Donald Trump was found guilty on all 34 counts brought against him in the hush money trial, which throws more uncertainty into…
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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 sticky again, which forced the market and the Fed to reassess the timing of interest…
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Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? l Ep 233
Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include…
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