A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the…
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GMB Ep 251: We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?
This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and…
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GMB Ep 250: Should I Roll My 401k Into an IRA?
Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not,…
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GMB Ep 249: Everyone Talks About Downsizing in Retirement, But I’m Not Sure It’s the Right Move For Me
Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your…
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Ep 248: I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient charitable giving, and…
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GMB Ep 247: Should I File for Social Security Before It Runs Out?
Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few years. Does that mean you should get your money out now…
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GMB Ep 246: Using Tech Tools to Bypass IRS Hold Times with Tomas Nally
It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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GMB Ep 245: Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?
Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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Ep #244: Do I Really Need a Living Trust?
This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of…
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Ep 243 – I’d Like to Retire Early, But I’m Concerned About the Penalties
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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