Jul 31, 2024
Mailbag Question:
“I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.”
Intro:
This week on Grow Money Business we answer a listener...
Jul 24, 2024
Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years of age.
This week on the show we answer a listener question about how to navigate this landscape and a few...
Jul 17, 2024
One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national market in the world. The U.S. has the strongest, most resilient economy. And the U.S. dollar is the world’s...
Jul 10, 2024
Mailbag Questions:
1) “I’m a small business owner, and have a SEP-IRA that I’d contributed to annually until a few years ago. Then things got tight during COVID and I took a break from making contributions. Now business is turning around again. I’ve been watching the bitcoin ETFs and am wondering if...
Jul 3, 2024
This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly. He and his wife are in a stable financial situation and aren’t sure what to do next. Grant shares his thoughts on what the couple...