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Grow Money Business with Grant Bledsoe

Mar 27, 2024

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 fit for you?

We’ve covered annuities a bit on the show over the years but haven’t described the fact pattern...


Mar 20, 2024

This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he has helped companies in the manufacturing, technology, healthcare device, and financial industries...


Mar 13, 2024

Welcome to another mailbag episode.

It’s not a surprise that the value of bond funds has gone down with the high interest rates in the past couple of years. But is it a good enough reason to dump your bond funds over it? In this mailbag questions episode, we discuss PIMCO Total Return Instl.., the risks of dumping...


Mar 6, 2024

This week’s episode of Grow Money Business features Ray Drew. Ray is a top-producing SBA 7a Lender, podcast host, and SMB investor. He is currently working as the Managing SBA Business Development Officer at Fund-Ex Solutions Group. Throughout his career, Drew has focused on assisting small business owners with the...


Feb 28, 2024

This week on Grow Money Business we are talking about stock concentration and the Magnificent Seven. Last year, there was a group of seven companies that produced a huge portion of the S&P 500’s approximately 20% annual return. Join us as we dive into why these seven companies out-performed, arguments for why they may...