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The Business Owner's Guide To Wealth
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Financial planning insights, guides, and articles
The Small Business Guide to Cash Management
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Four Easy Ways for Business Owners to Save Money on Taxes
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The 5 Step Retirement Income Plan
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How to Choose the Best Retirement Plan for Your Business
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Best Practices for Surviving Market Volatility
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The 7 Step Checklist for Preparing Your Business for Sale
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Latest Podcasts
Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? l Ep 233
We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include a... Read more
Don’t Let All-Time Highs Scare You l Ep 232
The general goal of investing is to buy low and sell high sometime in the future. So how should we... Read more
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... Read more
The Top 4 Investing Themes I’m Tracking Right Now l Ep 230
I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t... Read more
Modern Financial Literacy with Vince Shorb l Ep 229
Vince Shorb joins us this week to discuss the state of financial literacy. Vince is the founder and CEO of... Read more
Latest Blog Posts
Retirement Is About Income … and Taxes
You’ve figured out your budget, your retirement nest egg is substantial and you’re ready to make the transition to living... Read more
Do You Need an LLC for a Rental Property Investment?
Investing in a rental property can be a good way to achieve financial goals. It can be a source of... Read more
April Market Commentary – What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his... Read more
529 Plans and SECURE 2.0: More Flexibility
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education... Read more
March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different.... Read more
Is Your Home Part of Your Retirement Plan?
Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can... Read more
February Market Commentary – Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged... Read more
What’s New With the FAFSA?
It’s been a multi-year process, but the FAFSA Simplification Act (FSA) passed back in 2021 is finally showing results, and... Read more
January Market Commentary: Is Rate Relief In Sight?
December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term... Read more