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…
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Ep 248: I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
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…
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GMB Ep 247: Should I File for Social Security Before It Runs Out?
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…
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GMB Ep 246: Using Tech Tools to Bypass IRS Hold Times with Tomas Nally
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…
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GMB Ep 245: Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?
Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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Ep #244: Do I Really Need a Living Trust?
This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of…
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Ep 243 – I’d Like to Retire Early, But I’m Concerned About the Penalties
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…
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GMB Episode #242 : Why Would I Ever Want to Invest In Other Countries?
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…
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GMB Ep 241 – Should I Invest in Bitcoin ETFs?
Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement account now that he’s back to…
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GMB Ep 240: What Should I Do With the $850,000 Inheritance I Just Received?
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…
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