This week on Grow Money Business we have another distinguished guest: Tammi Caress. Tammi is an estate planning attorney, and the founder of Caress Law, P.C.. Throughout the episode, we dive deep into the process…
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Episode #64: Where to Invest an Extra $50,000 Right Now
With the stock markets going straight up, equities being more expensive, and bonds offering extremely low interest rates, many people seem to be wondering what’s the best way to invest extra cash they have….
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Episode #59: Everything You Need to Know About Buying & Selling Small Businesses With Greg K Williams
In today’s episode, we have another distinguished guest: Greg K Williams. Greg is a certified mergers & acquisitions professional who has years of experience helping business owners and buyers through the process of…
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Episode #58: Top Strategies for Tax-Efficient Charitable Giving
The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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Episode #56: Last Minute Retirement Plan: Tips & Tricks for 2020 Procrastinators
At the end of every year, some business owners face situations where they need to set up a last minute retirement plan due to numerous reasons. We dedicated this episode to reviewing how business…
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How To Calculate Solo 401(k) Contribution Limits
Solo 401k plans have many aliases: solo-k, uni-k, and one-participant-k, among others. Whatever you want to call it, the retirement plan is one of my very favorite for small business owners without eligible participants. They’re…
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Episode #53: Unexpected Retirement: How to Determine Whether to Take an Early Retirement Package
In recent months, many companies have been struggling with numerous aspects of their business due to the economic hardships caused by the pandemic. This situation forces businesses to look for creative ways to cut…
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Case Study: Retiring With $1,000,000
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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