Asha Paulose is an elder law and estate planning attorney in New York who operates a virtual law firm for clients living in Long Island, NYC, and the Hudson Valley. Her firm prepares trusts, wills,…
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GMB Ep 218: How to Rebalance Your Portfolio for 2024
This week’s episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you….
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GMB Ep 217: The Tech Landscape With Professor Scott Christianson: Generative AI, CBDCs, and Cryptocurrency
Scott Christianson is an Associate Teaching Professor at the University of Missouri whose proficiency involves technology, information systems, project management, and education, enabling him to guide students in developing critical thinking skills about upcoming technologies…
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GMB Ep 216: Should You Add Precious Metals to Your Portfolio?
On this week’s episode of Grow Money Business we revisit a mailbag question from a few months back: should you be investing in precious metals? Join us as we talk about whether we should include…
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GMB Ep 215 – Best Practices for Raising Capital with Karl Dakin
Historically, business growth was heavily dependent on the ability to obtain a bank loan. Over the last few decades, there have been a lot of advancements in the ways that companies can raise capital for…
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GMB Ep 214 – How to Pick Index Funds
Index funds are popular investments and come highly recommended by many people. While they are generally a solid investment option, it is still important to have a prudent portfolio and process when making investment decisions…
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GMB Ep 213: Social Security Horror Stories with Laurence Kotlikoff
Social Security retirement benefits are crucial for millions of Americans, but the system and the formula for calculating benefits are complicated. After applying for Social Security payments, some individuals get a clawback letter stating that…
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GMB Ep 212: Five Year End Financial Moves to Consider
Since 2023 is coming to an end, we’ve dedicated this week’s episode of Grow Money Business to discussing five year-end financial moves you should consider making. Join us as we talk about gifting both to…
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GMB Episode 211 – How to Buy Real Estate in Your IRA with Alex Perny
This week’s guest on Grow Money Business is Alex Perny. Alex is a business development specialist at Advanta IRA, a leader in self-directed account administration. He is also the host of Advanta IRA’s podcast, The…
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GMB Ep 210: Here’s What to do if Your SSN is Compromised
Are you concerned about getting your non-public information compromised? We dedicated this week’s episode of Grow Money Business to discussing what to do if your personal information is misplaced or compromised in some way. Join…
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