This week’s episode of Grow Money Business features Kenneth Dettman, the CEO and Managing Director at EZ-ERC. He is a highly technical CPA with extensive “big consulting” tax advisory experience and was recently named an…
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GMB Ep #175: Using Creative Trusts & Estate Planning to Minimize Taxation with Dohn Thornton
On this week’s episode of Grow Money Business, we are joined by Dohn Thornton. Dohn is a specialist in estate planning and joined us today to share his specific strategy to help business owners and…
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GMB #172: Tax Basics for Business Owners
Since we are in the middle of tax season, this week’s episode of the Grow Money Business Podcast is dedicated to tax basics for business owners. Throughout the episode, we dive into the difference between…
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GMB Ep #155: How to Avoid the 10% Withdrawal Penalty if You’re Retiring Early
If you’re planning for early retirement and have saved money in tax qualified accounts, there are some important considerations to be aware of. In this week’s episode of Grow Money Business, we are going to…
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Keeping Your Balance: Lowering Volatility and Managing Risk
Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is…
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Inflation Has Tax Impacts, Too
Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have skyrocketed. The Federal Reserve is attempting to lower inflation by using…
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GMB #150: 5 Investment Considerations for Business Owners in Down Markets
The recent increase in interest rates has resulted in lower asset prices across the board. For investors, it’s always beneficial to be aware of ways to minimize the impact of unfavorable market conditions. In this…
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Staying Stable With Sudden Wealth
Even when the influx of a large amount of money is a happy event, it can provoke many uncomfortable feelings. There can be even more emotions at play when it is an inheritance, a sale…
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The College Payment Puzzle For High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to…
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GMB #143: The Back to Front of Cryptocurrency Taxation With Micah Fraim
Cryptocurrency as an investment is relatively new, especially compared to other investment vehicles such as stocks and bonds. Because of this, there is a lot of confusion and a lack of guidance around how taxation…
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