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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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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Reviewing the Biden Tax Plan
With the election in November creeping closer, the campaign season is now in full swing. And the closer we get, the more details & campaign promises start to emerge from the candidates. Biden’s tax plan…
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Your Business is an Investment
Quick anecdote to kick off today’s post. In a small town in the midwest there are two plumbers: Jim and Jason. Both are 50 years old, and both are married with two kids who will…
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