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Grow Money Business with Grant Bledsoe

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.

Last Episode Date: 15 May 2024

Total Episodes: 100

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15 May 2024
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 reviewing the markets. And we’ll rev...

41 min
8 May 2024
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 to fall before investing new money? Should we invest it all now to catch upward momentum...

31 min
1 May 2024
Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson

Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector of the industry we haven’t discussed much on the podcast to da...

65 min
24 April 2024
Ep #230 - The Top 4 Investing Themes I’m Tracking Right Now

I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than ot...

33 min
17 April 2024
Ep #229 - Modern Financial Literacy with Vince Shorb

Vince Shorb joins us this week to discuss the state of financial literacy. Vince is the founder and CEO of the National Financial Educators Council, which provides financial literacy resources to educators and organizations nationwide. He shares why basic financial conce...

47 min
10 April 2024
Ep #228 - Tax Relief for American Families and Workers Act of 2024

When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do. This tax reform bill is a little different. The Tax Relief for American Families and Workers Act of 2024 is a bipartisan bill that got through the ...

27 min
3 April 2024
Ep #227 - The Economy Is Not As Bad As You Think With Eric Mason

This week’s guest on the show is Eric Mason. Eric is a CFO, an economist, and a TEDx speaker. He is the current Chief Financial Officer for Quincy, Massachusetts. where he provides direct analysis of all economic and financial forecasting to the Chief Elected Official. He...

56 min
27 March 2024
Ep #226 - How to Tell Whether An Annuity Is Right For Your Retirement

Annuities have earned a bad reputation within the financial community over the years, but why is that? When might an annuity actually make sense in retirement? And how can you tell whether they’re a good fit for you? We’ve covered annuities a bit on the show over the ye...

33 min
20 March 2024
Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel

This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he has helped companies in the manufacturing, technology, hea...

50 min
13 March 2024
Ep #224 - Mailbag! Should I Sell My Bond Funds That've Lost Money?

Welcome to another mailbag episode. It’s not a surprise that the value of bond funds has gone down with the high interest rates in the past couple of years. But is it a good enough reason to dump your bond funds over it? In this mailbag questions episode, we discuss PIMCO ...

37 min
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