Grow Money Business with Grant Bledsoe

By Grant Bledsoe

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Category: Investing

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Episodes: 100

Description

Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He's also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuable ideas to help you grow your business & wealth.

Episode Date
Ep #274 - Government Bonds, Data Centers and Mortgage Rates, Oh My!
Oct 07, 2026
Ep #273 - Why Did Stocks Go Up So Much in August?
Sep 02, 2026
Ep #272 - Fed Chairman Kevin Warsh: New Sheriff in Town
Aug 05, 2026
GMB EP #271 - SpaceX IPO, Fed Independence, and Saylor Selling Bitcoin
Jul 08, 2026
Ep #270 - Should We Be Including the SpaceX IPO in Stock Indexes?
Jun 03, 2026
Ep #269 - Why Does Everything Feel More Expensive Even Though the Market is Going Up?
May 05, 2026
Ep #268 - Should You Collect Social Security Early Since It's Running Out of Money?
Apr 01, 2026
Ep #267 - Is the AI Trade Still the Place to Be in 2026?
Mar 04, 2026
Ep #266 - Grant & Sean Debate Where the Markets Are Headed Next
Feb 04, 2026
Ep #265 - 2025 In Review: Gold, Tech, and the Weak Dollar
Jan 07, 2026
Ep #264 - NVDA Earnings & AI Bubbles
Dec 03, 2025
Ep #263 - The Government Shutdown, Gold, and AI Spending
Nov 05, 2025
Ep #262 - Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin?
Oct 01, 2025
Ep #261 - Fed Independence and Active Management in Bonds
Sep 03, 2025
Ep #260 - Everything You Need to Know About the Big Beautiful Bill
Aug 06, 2025
Ep #259 - The Report is In: Here's When Social Security Will Be Insolvent
Jul 02, 2025
Ep #258 - How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade
Jun 04, 2025
Ep #257 - Tariffs, Policy, Politics and Your Portfolio
May 07, 2025
Ep #256 - How Much Should We Really Be Saving for Our Kids' College?
Apr 02, 2025
Ep #255 - I'm Concerned About What's Happening in Washington. How Can I Protect My Portfolio?
Mar 05, 2025
Ep #254 - I'd Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching My Roth Accounts?
Feb 05, 2025
Ep #253 - The Market Seems Expensive Right Now. Should I Be Worried?
Jan 08, 2025
Ep #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?
Dec 04, 2024
Ep #251 - We're Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?
Nov 06, 2024
Ep #250 - Should I Roll My 401k Into an IRA?
Oct 02, 2024
Ep #249 - We Just Retired. Should We Downsize?
Sep 04, 2024
Ep #248 - I'd Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
Aug 28, 2024
Ep #247 - Should I File for Social Security Before It Runs Out?
Aug 21, 2024
Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally
Aug 14, 2024
Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?
Aug 07, 2024
Ep #244 - Do I Really Need a Living Trust?
Jul 31, 2024
Ep #243 - I'd Like to Retire Early but I'm Concerned About the Penalties
Jul 24, 2024
Ep #242 - Why Would I Ever Want to Invest in Other Countries?
Jul 17, 2024
Ep #241 - Should I Invest in Bitcoin ETFs?
Jul 10, 2024
Ep #240 - What Should I Do With the $850,000 Inheritance I Just Received?"
Jul 03, 2024
Ep #239 - The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration
Jun 26, 2024
Ep #238 - Should I Adjust My Withholdings This Year?
Jun 19, 2024
Ep #237 - Michelle Seiler Tucker on Business Valuations & Interest Rates
Jun 12, 2024
Ep #236 - The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies
Jun 05, 2024
Ep #235 - The Three Golden Rules of Investing
May 29, 2024
Ep #234 - Is It Possible to Live Off Dividend Income Alone in Retirement?
May 22, 2024
Ep #233 - Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?
May 15, 2024
Ep #232 - Don't Let All Time Highs Scare You
May 08, 2024
Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson
May 01, 2024
Ep #230 - The Top 4 Investing Themes I'm Tracking Right Now
Apr 24, 2024
Ep #229 - Modern Financial Literacy with Vince Shorb
Apr 17, 2024
Ep #228 - Tax Relief for American Families and Workers Act of 2024
Apr 10, 2024
Ep #227 - The Economy Is Not As Bad As You Think With Eric Mason
Apr 03, 2024
Ep #226 - How to Tell Whether An Annuity Is Right For Your Retirement
Mar 27, 2024
Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel
Mar 20, 2024
Ep #224 - Mailbag! Should I Sell My Bond Funds That've Lost Money?
Mar 13, 2024
Ep #223 - Everything You Need to Know About SBA Lending With "SBA Ray", Ray Drew
Mar 06, 2024
Ep #222 - Stock Concentration and the Magnificent 7
Feb 28, 2024
Ep #221 - Profit First With Rocky Lalvani
Feb 21, 2024
Ep #220 - Mea Culpa 2023 & Predictions for 2024
Feb 14, 2024
Ep #219 - Asset Protection, Elder Law and Estate Planning With Asha Paulose
Feb 07, 2024
Ep #218 - How to Rebalance Your Portfolio for 2024
Jan 31, 2024
Ep #217 - The Tech Landscape With Professor Scott Christianson: Generative AI, CBDCs, and Cryptocurrency
Jan 24, 2024
Ep #216 - Should You Add Precious Metals to Your Portfolio?
Jan 17, 2024
Ep #215 - Best Practices for Raising Capital With Karl Dakin
Jan 10, 2024
Ep #214 - How to Pick Index Funds
Jan 03, 2024
Ep #213 - Social Security Horror Stories With Larry Kotlikoff
Dec 27, 2023
Ep #212 - 5 Year End Financial Moves to Consider
Dec 20, 2023
Ep #211 - How to Buy Real Estate in Your IRA With Alex Perny
Dec 13, 2023
Ep #210 - Here's What To Do If Your SSN is Compromised
Dec 06, 2023
Ep #209 - The Do's and Don'ts of Selling Your Company with Chris Younger
Nov 29, 2023
Ep #208 - Mailbag! Cutting Through Jargon & Interpreting Financial Statements
Nov 22, 2023
Ep #207 - The New Law Impacting 30 Million Small Businesses With Kenny Dettman
Nov 15, 2023
Ep #206 - Roth Accounts & Your Retirement Plan: New Options for Business Owners
Nov 08, 2023
Ep #205 - The Structure of Success With Patrick Esposito
Nov 01, 2023
Ep #204 - What Does Inflation Mean for Your Retirement Plan?
Oct 25, 2023
Ep #203 - Everything You Need to Know About Medicare With Christian Worstell
Oct 18, 2023
Ep #202 - T-Bills, I-Bonds, and Government Debt, Oh My!
Oct 11, 2023
Ep #201 - Tax Strategy For Business Owners With Jeff Trapp
Oct 04, 2023
Ep #200 - How and When To Get Out of An Annuity Policy
Sep 27, 2023
Ep #199 - Mailbag: Do Annuities Make Sense With Higher Rates?
Sep 20, 2023
Ep #198 - Should You View Your House As An Investment?
Sep 13, 2023
Ep #197 - Checking In on Inflation
Sep 06, 2023
Ep #196 - Don't Bet Your Retirement On a Monte Carlo Projection
Aug 30, 2023
Ep #195 - What is the Bond Market Trying to Tell Us?
Aug 23, 2023
Ep #194 - Everything You Need to Know About Biden's SAVE Student Loan Repayment Program
Aug 16, 2023
Ep #193 - What the US Debt Downgrade Means for Stock & Bond Markets
Aug 09, 2023
Ep #192 - How to Invest in AI
Aug 02, 2023
Ep #191 - Reviewing Your Cash Savings Options: The SEC Is Changing Money Market Mutual Funds Again
Jul 26, 2023
Ep #190 - Top 5 Insurance Coverages Business Owners Need to Consider
Jul 19, 2023
Ep #189 - Here Come Spot Bitcoin ETFs
Jul 12, 2023
Ep #188 - Asset Protection Using LLCs with Lee Phillips
Jul 05, 2023
Ep #187 - Teaching Our Kids to Use Credit Responsibly With Dionne Perry
Jun 28, 2023
Ep #186 - Financial Planning for the Child Free With Jay Zigmont
Jun 21, 2023
Ep #185 - Everything You Need to Know About the Employee Retention Tax Credit With Kenny Dettman
Jun 14, 2023
Ep #184 - How & When to Take Cash Out of Your Business
Jun 07, 2023
Ep #183 - Tax Free Capital Gains & Qualified Small Business Stock
May 31, 2023
Ep #182 - Unmasking the Flaws in Dividend Investing
May 24, 2023
Ep #181 - How to Choose a Financial Advisor
May 17, 2023
Ep #180 - How To Get the Most Out Of Your FDIC Insurance
May 10, 2023
Ep #179 - Everything You Need to Know About the Debt Ceiling
May 03, 2023
Ep #178 - Managing Your Mindset For Small Business Success with Alicia Cramer
Apr 26, 2023
Ep #177 - How Long Will the U.S. Dollar Remain the World's Reserve Currency?
Apr 19, 2023
Ep #176 - Navigating the Financial Side of Divorce with Rachael Burns
Apr 12, 2023
Ep #175 - Using Creative Trust & Estate Planning to Minimize Taxation with Dohn Thornton
Apr 05, 2023