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Grow Money Business with Grant Bledsoe

Nov 6, 2024

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


Oct 2, 2024

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...


Sep 4, 2024

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...


Aug 28, 2024

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. ...


Aug 21, 2024

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...