Grow Money Business With Grant Bledsoe podcast

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The Agile Brand with Greg Kihlström®

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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the industry's trends, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand is hosted by Greg Kihlström, advisor and consultant to leading brands, speaker, entrepreneur, and best-selling author. It provides a fresh perspective on the continually evolving dynamic between brands and the audiences they serve.

Grow Money Business with Grant Bledsoe

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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuable ideas to help you grow your business & wealth.

101 episoder

#Trading #Entrepreneur #Business #Grant Bledsoe #Need To Know

Grow Money Business with Grant Bledsoe

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101 episoder

#Trading #Entrepreneur #Business #Grant Bledsoe #Need To Know

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Ep #257 - Tariffs, Policy, Politics and Your Portfolio 1:01:23

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This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors. We cover an article commenting on a recent wonky U.S. government bond auction and Treasury Secretary Scott Bessent’s comments, and put the rapid pace of the news cycle in perspective. RESOURCES: US Treasury secretary: no risk of China weaponizing Treasuries despite bond market volatility reuters.com/markets/rates-bonds/us-treasury-secretary-no-risk-china-weaponizing-treasuries-despite-bond-market-2025-04-15/…

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Ep #256 - How Much Should We Really Be Saving for Our Kids’ College? 39:04

for 5 weeks siden39:04

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While college savings accounts like 529s provide some nice tax benefits, there are strings attached (including the dreaded 10% penalty for non-education related withdrawals). In this episode of Grow Money Business we dive into how much parents should really be saving for their kids’ college education amid a changing landscape for education and student loans. We also cover an interesting month in the markets and an article reviewing recent performance of single stock ETFs. RESOURCES: Billions Flowed Into New Leveraged ETFs Last Year. Now They’re in Free Fall. wsj.com/finance/investing/billions-flowed-into-new-leveraged-etfs-last-year-now-theyre-in-free-fall-0c413245…

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Ep #255 - I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? 50:53

for 9 weeks siden50:53

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We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second term. The threat of tariffs and inflation, DOGE’s dismantling of legacy government programs, and discussion of annexing Canada and Greenland has many people concerned. This episode we cover the gamut from a financial perspective, including how investors should interpret what’s happening, whether we should be concerned about inflation in the near term, and how the markets have responded so far. RESOURCES Inflation. How worried should we be? stayathomemacro.substack.com/p/inflation-how-worried-should-we-be…

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Ep #254 - I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching My Roth Accounts? 23:18

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It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as U.S. competitors at a fraction of the cost. Nvidia’s stock lost 17% the following day after the company published its work, confirming the threat to Nvidia’s business model. We cover an article highlighting what this all means, review the outperformance of non-U.S. equities, and answer a listener question about whether they can retire early without having to touch their Roth accounts in this episode of Grow Money Business. RESOURCES: Best Part of the DeepSeek Story substack.com/@herbgreenberg/p-155921309…

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Ep #253 - The Market Seems Expensive Right Now. Should I Be Worried? 29:14

for 17 weeks siden29:14

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Should you be concerned that the market’s just made several all time highs? This question comes up in various forms any time stock markets set new records. As tempting as it is to assume that what goes up must come down, the market doesn’t think that way. We cover this concept in detail in today’s episode, along with Vanguard’s recent 2025 market forecast and an update on how markets have done since the election. RESOURCES: Market perspectives advisors.vanguard.com/insights/article/series/market-perspectives…

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Ep #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? 34:47

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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 Trump administration with regard to economic and tax policy. Resources: Small-cap stocks on verge of ending 3 years of futility with record run — if it holds marketwatch.com/story/small-cap-stocks-on-verge-of-ending-3-years-of-futility-with-record-run-if-it-holds-c829d75b?mod=hp_minor_pos27 What’s Flying Higher Than Bitcoin? The Software Company Buying Up Bitcoin wsj.com/finance/currencies/whats-flying-higher-than-bitcoin-the-software-company-buying-up-bitcoin-748fdbd2?mod=hp_lead_pos5…

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Ep #251 - We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? 33:27

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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 provide an update on mortgage and long term bond rates. RESOURCES: Mob Rule humbledollar.com/2024/10/mob-rule/ Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail Hardcover by Ray Dalio amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276…

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Ep #250 - Should I Roll My 401k Into an IRA? 50:38

for 31 weeks siden50:38

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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, many people wonder what they should do with the savings they’ve accumulated in the plans. We’ve noticed that the more people tend to have in their retirement plans, the more reluctant they are to take action out of fear of making a mistake. In this episode of the podcast we’ll answer several questions about 401k rollovers: · Should I keep my savings in the 401k or roll the funds into an IRA? · Can I roll my 401k directly into a Roth IRA? · My savings is in the Federal TSP. I’ve heard the plan is really good. Should I roll the funds into an IRA when I retire or stick with the TSP? We’ll also review the logistics of 401k rollovers and how you can avoid major mistakes. Resources: https://www.morningstar.com/funds/are-low-volatility-etfs-dead…

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Ep #249 - We Just Retired. Should We Downsize? 26:17

for 35 weeks siden26:17

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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 family's major meeting venue may not be the best choice. This week we respond to a listener question on whether downsizing might be right for them, and cover Nvidia's recent earnings call and an article about the prevalence of gift card scams. Highlights [05.30] Market Update – News on Nvidia earnings. [11.24] Article of the Week – This week’s article on gift card fraud. [15.40] Downsizing – Grant explains the reasons why people choose to downsize. [20.00] Not for everybody – Grant explains why downsizing doesn’t suit everybody. [23.36] Advice - What to consider before downsizing. Resources Why gift card fraud slips through the cracks of America’s banking regulation system https://theconversation.com/why-gift-cards-fall-into-a-gap-in-the-2-tier-banking-regulation-system-and-a-brief-history-of-why-that-gap-exists-236478 Dow Jones Futures Rise; Nvidia Pares Earnings Losses, Salesforce Jumps investors.com/market-trend/stock-market-today/dow-jones-futures-nvidia-earnings-guidance-salesforce-crowdstrike/ Outlive: The Science and Art of Longevity By Peter Attia amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599…

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Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So? 27:39

for 36 weeks siden27:39

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Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?” Intro: “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 when it will or will not help you.” Resources: Donor-Advised Funds (DAFs): What They Are and How They Work nerdwallet.com/article/taxes/donor-advised-funds Qualified Charitable Distributions (QCDs) fidelity.com/building-savings/learn-about-iras/required-minimum-distributions/qcds The New Etiquette of Negotiating With Your Real-Estate Agent wsj.com/personal-finance/the-new-etiquette-of-negotiating-with-your-real-estate-agent-1ff585c7…

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Ep #247 - Should I File for Social Security Before It Runs Out? 33:02

for 37 weeks siden33:02

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Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?” Intro: “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 before it does? This week we respond to a listener question about by explaining what’s going on with Social Security, how long it’ll be before the Social Security trust runs out of money, and what will happen when it does. We also cover an article from Consumer Affairs about why car insurance premiums are rising so much, and review a very strong rebound in the markets” Resources The 2024 OASDI Trustees Report ssa.gov/OACT/TR/2024/ A Summary of the 2024 Annual Reports ssa.gov/OACT/TRSUM/index.html Auto insurance is outpacing inflation and getting worse consumeraffairs.com/news/auto-insurance-is-outpacing-inflation-and-getting-worse-081524.html…

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Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally 58:21

for 38 weeks siden58:21

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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 IRS. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with the IRS database and simply notifies you when there are updates to your account. It’s a sorely needed tool, and Tom walks us through what he’s built and how the launch has gone. We also cover an article about Trump’s interest in allowing the sitting president more control over monetary policy, and summarize a volatile week in the markets. Resources Trump’s Plans Stir Fears for Fed Independence, Inflation wsj.com/politics/elections/trumps-plans-stir-fears-for-fed-independence-inflation-689bc113 Connect with Tomas Nally LinkedIn - linkedin.com/in/tomasnally/ Website - taxnow.com/…

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Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement? 21:17

for 39 weeks siden21:17

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Mailbag question: “My husband and I are assembling our retirement plan and planning to relocate once I quit working. We’re trying to decide between Tennessee, Florida and Texas, since they’re all states with lower tax and retirement lifestyle costs. Which do you think is best? The lists are all different.” Intro: Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the differences between Tennessee, Texas, and Florida as retirement destinations, and what you should consider when relocating in retirement. Resources The best states to retire in 2024 – Ranked moneywise.com/retirement/best-states-to-retire-in The Most Affordable U.S. States to Retire in 2024 fool.com/retirement/relocation/cheapest-states-to-retire/ A Strong Year for 401(k) Balances Masks the Truth About Long-Term Performance crr.bc.edu/a-strong-year-for-401k-balances-masks-the-truth-about-long-term-performance/…

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Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital gains when structured correctly. While not every company qualifies, it's crucial to consider this provision when buying or selling a business, as it can be a game-changer! Today, let us unlock the immense potential it holds for prudent business owners seeking to navigate the complex realm of taxation and investment! [01:16] Maximizing Tax Benefits: Exploring the Potential of Section 1202 for Small Business Owners [03:56] Eligibility and Limitations: Understanding the Parameters of Section 1202 [08:05] Evolution of Exclusions: The Historical Development of Section 1202 [09:54] Direct Acquisition and Compensation: Requirements for Tax-Free Capital Gains [12:21] Unlocking Growth Potential: Harnessing Section 1202 for Angel Investors and Employee Incentives [14:32] Maximizing Tax-Free Gains: Limits and Strategies under Section 1202 [16:50] Navigating Taxable Income: Considerations and Strategies for Share-Based Compensation [19:13] Tax-Free Growth: Exploring Opportunities for Equity Investments and Future Exits Resources: Understanding the QSBS Tax Exemption: northerntrust.com/united-states/institute/articles/understanding-the-qsbs-tax-exemption A Lavish Tax Dodge for the Ultrawealthy is Easily Multiplied: nytimes.com/2021/12/28/business/tax-break-qualified-small-business-stock.html Qualified Small Business Stock (QSBS) Definition and Tax Benefits: investopedia.com/terms/q/qsbs-qualified-small-business-stock.asp…

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