The Three Golden Rules of Investing We’ve covered a lot of technical investment concepts on the show over the last couple years. Since it’s sometimes helpful to take a step back and focus on the…
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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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Is it Possible to Live Off Dividend Income Alone in Retirement? l Ep 234
Is it Possible to Live Off Dividend Income Alone in Retirement? A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement. This gentleman had…
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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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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 handle it when the markets make new all-time highs? Should we wait for the market…
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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 on income from savings instead of income from work. But have you thought through the…
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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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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 steady income, potentially provide capital appreciation, help diversify your portfolio, and provide tax benefits. There…
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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 investing themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation,…
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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 the National Financial Educators Council, which provides financial literacy resources to educators and organizations nationwide. …
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