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 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 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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GMB Ep 237 – Michelle Seiler Tucker on Business Valuations & Interest Rates
Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales. Michelle is the best selling author of Exit Rich and has…
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GMB Ep 236 – The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies
This week was relatively slow in market news…..until the Trump verdict came out. Donald Trump was found guilty on all 34 counts brought against him in the hush money trial, which throws more uncertainty into…
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GMB Ep 233: Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?
We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include a few consistent sections. We’ll answer mailbag questions. We’ll interview guests. We’ll spend a couple minutes…
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GMB Ep 232: Don’t Let All Time Highs Scare You
The general goal of investing is to buy low and sell high sometime in the future. So how should we handle it when the markets make new all-time highs? Should we wait for the market…
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