How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade l Ep 258
In this episode of Grow Money Business we review what the markets have done as news of trade negotiations has... Read more
Tariffs, Policy, Politics and Your Portfolio l Ep 257
This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret... Read more
How Much Should We Really Be Saving For Our Kids’ College? l Ep 256
How Much Should We Really Be Saving For Our Kids' College? While college savings accounts like 529s provide some nice... Read more
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? l EP 255
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change... Read more
I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching my Roth Accounts? l Ep 254
Retire at 55 - How to Access Retirement Without Penalties It’s been an interesting few weeks in the markets since... Read more
Planning for Long-Term Care: For Your Parents and Yourself
Effective financial planning is about saving, investing—and managing risk. The saving and investing part is usually focused on retirement, so... Read more
Does Volatility + Uncertainty Equal Recession
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than... Read more
Retirement Spending and Investing: 4% Rule or U-Shaped Curve
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally... Read more
Market Perspectives: Tariffs, Media & Diversification
Regardless of where you fall on the political spectrum, I think we can all agree that Trump’s fiscal and foreign... Read more
Estate Planning: Streamlining the Transition
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover—it’s really about... Read more
April Market Commentary: A Shock to the System: Tariffs, Stagflation and Market Corrections
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected,... Read more
Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop... Read more
Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements... Read more
Social Security and Taxes: Changes for 2025
Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the... Read more