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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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? We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include…
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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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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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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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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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When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do. This tax reform bill is a little different. The Tax Relief for American…
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This week’s guest on the show is Eric Mason. Eric is a CFO, an economist, and a TEDx speaker. He is the current Chief Financial Officer for Quincy, Massachusetts. where he provides direct analysis of…
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Annuities have earned a bad reputation within the financial community over the years, but why is that? When might an annuity actually make sense in retirement? And how can you tell whether they’re a good…
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