Those of you who know me know that I’m a massive baseball fan. And when it comes to famous quotes from baseball players, one person comes to mind more than any other: Yogi Berra. Yogi…
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Episode #52: Top Year End Tax Planning Moves with Biden in the White House
After weeks of delay caused by legal battles surrounding the election, at this point, all signs point to the fact that Joe Biden will be inaugurated as the President of the United States of…
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How & Why to Open a Roth IRA For Your Kids
One thing all parents have in common is wanting what’s best for their kids. We all want to give our kids ample opportunities for success. We all want to keep them rooted in family values. …
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Episode #51: Non-Qualified Stock Option Basics
Non-qualified stock options are a great way to incentivize and reward employees and the management of publicly traded companies, and we dedicated today’s episode to exploring the basics. Throughout the episode, Grant reviews how non-qualified…
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Episode #50: My Best & Worst Trades Ever
Over the last few months, we have received numerous questions from our listeners that have focused on what Grant is doing personally with his finances. In today’s episode, Grant shares two stories about his best…
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How & Why Asset Classes Compete With Each Other
Diversification is one of the first things most people learn about investing. The phrase “don’t put all your eggs in one basket” probably sounds familiar. At its core, diversification means that when we build a…
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Episode #49: How to Make Millions While Paying $0 In Federal Income Tax
A few weeks ago, The New York Times published an article that created controversy around President Trump’s tax returns. One of the most controversial claims of this article was that President Trump paid only $750…
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Episode #48: The Three Golden Rules of Investing
Many of the investing principles we use in our portfolios today are related to a concept called modern portfolio theory. This concept was first introduced by Nobel Laureate Harry Markowitz in a paper written in…
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Market Update: Q3 2020
With the election right around the corner, Q3 was another hot quarter for global capital markets. U.S. stocks appreciated considerably, and the bond market’s outlook for the economy improved as the yield curve steepened. At…
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Episode #47: Mailbag! What Grant is Doing With His Kids’ 529 Plans, Spousal vs. Survivor Social Security Benefits, and Whether Value is Dead
This week on the Grow Money Business podcast we have another mailbag episode. Grant covers four questions from our listeners about Social Security benefits, the future of value investing, distribution strategies for retirement, and saving for your kids’…
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