Shows
Grow Money Business with Grant BledsoeGrant & Sean Debate Where the Markets Are Headed NextGrant's colleague Sean Barter joins the show this week to discuss the markets. They flip a coin to argue for & against whether the Mag 7 stocks finish higher or lower on the year, whether mortgage rates are going up or down, whether you should hold gold in your portfolio, and whether we're entering a stock picker's market. We also cover the month in the markets and an article from Morningstar about high yield debt. RESOURCES: Why There Is a Lot Less Junk In the High-Yield Bond Market morningstar.com/bonds/why-there-is-lot-less-junk-high-yield-bond-market ...
2026-02-041h 02Grow Money Business with Grant BledsoeWe Just Retired. Should We Downsize? Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your family's major meeting venue may not be the best choice. This week we respond to a listener question on whether downsizing might be right for them, and cover Nvidia's recent earnings call and an article about the prevalence of gift card scams. Highlights [05.30] Market Update – News on Nvidia earnings. [11.24] Article of the Week – This week's article on gift ca...
2024-09-0426 minGrow Money Business with Grant BledsoeWhat 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 stable financial situation and aren't sure what to do next. Grant shares his thoughts on what the couple should do. We also review an article in The Atlantic covering whether monetary policy actually works in practice, and the presidential debate after a relatively quiet week in the markets. Resources: https://www.theatlantic.com/ideas/archive/2024/06/interest-rates-inflation/678802/
2024-07-0315 minGrow Money Business with Grant BledsoeShould I Adjust My Withholdings This Year? We dedicated this week's episode to another mailbag question from our listeners related to tax withholdings. Here in the U.S., most people set some money aside throughout the year from their income and/or estimated tax payments, to be put toward their income tax bill for the year. Then they cross their fingers when it comes time to file their return, hoping that they don't owe any more than what they've set aside. In this week's episode Grant covers the ins and outs of tax withholdings, and answers a listener's question on whether they should adjust th...
2024-06-1916 minGrow Money Business with Grant BledsoeMichelle Seiler Tucker on Business Valuations & Interest RatesMichelle 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 been in the M&A business for over 20 years (selling over 1,000 business over that time frame). She shares a few basics of what business owners can do now to set themselves up for future success, as well as how the buyer's perspective has changed. We also cover some market news. Gamestop has been in the news recently after Keith Gill, aka "Roaring Kit...
2024-06-1259 minGrow Money Business with Grant BledsoeThe Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition CompaniesThis 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 upcoming election cycle. The financial world changed on Tuesday as well, as the stock settlement cycle was shortened from T+2 to T+1. We cover what all this means for you, how the markets reacted to the Trump verdict, and whether the investment vehicle Trump used to take Truth Social public is something you should consider for your portfolio. Resources: https://www.j...
2024-06-0532 minGrow Money Business with Grant BledsoeThe Three Golden Rules of InvestingWe've covered a lot of technical investment concepts on the show over the last couple years. Since it's sometimes helpful to take a step back and focus on the core foundational concepts, this week's episode covers the three golden rules of investing we should all be trying to use. We also cover Nvidia's stock split and the new world of financial scammers. Resources sherwood.news/tech/investigating-instagram-investing-scams/
2024-05-2949 minGrow Money Business with Grant BledsoeIs It Possible to Live Off Dividend Income Alone in Retirement?A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement. This gentleman had saved up a nice chunk of money and was currently invested 100% in stocks. He was eligible for Social Security benefits, and was intent on never selling any of his shares in retirement. Instead, he wanted to live off the dividends his portfolio produced to pay his expenses. He thought that between his Social Security benefits and dividend income he'd have plenty to pay his bills. I thought this was an interesting question, and dive...
2024-05-2239 minGrow Money Business with Grant BledsoeWhy 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 review news articles you should be paying attention to. Enjoy! Resources: etf.com/sections/news/fidelity-adds-surcharge-etf-platform wsj.com/personal-finance/retirement/inherited-retirement-account-ira-irs-c3c95273?mod=personal-finance_lead_story
2024-05-1541 minGrow Money Business with Grant BledsoeDon't Let All Time Highs Scare YouThe 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? The reality is that markets make new all time highs pretty frequently. Since our economy continues to grow, the size of the pie that drives corporate profits and stock returns simply tends to get bigger and bigger. And even if you invest at a new all ti...
2024-05-0831 minGrow Money Business with Grant BledsoeInvestment Wholesaling, Financial Planning, and the CFA Exams With Tony MathesonTony 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 date, and Tony joins us to share the inside scoop. We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it's really like to study and sit for the CFA exams. Resources Connect with...
2024-05-011h 05Grow Money Business with Grant BledsoeThe Top 4 Investing Themes I'm Tracking Right NowI'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 others. In this episode I cover the top four I'm paying attention to right now: the "Magnificent 7" and the impact on market returns, commercial real estate, the Fed's dot plot, and the Chinese economy. Resources Links: https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/ https://www.npr.org...
2024-04-2433 minGrow Money Business with Grant BledsoeModern Financial Literacy with Vince ShorbVince 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 concepts are not being taught in public schools across America, as well as what parents need to teach their kids about money to set them up for long term success. Resources: https://www.financialeducatorscouncil.org/ https://www.linkedin.com/in/vinceshorb/
2024-04-1747 minGrow Money Business with Grant BledsoeTax Relief for American Families and Workers Act of 2024When 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 Ways & Means Committee with a vote of 40-3. And since some of the tax changes would be retroactive to 2023, I figured it warranted some coverage. You might want not want to file your tax return quite yet if any of these changes apply to you. Links: h...
2024-04-1027 minGrow Money Business with Grant BledsoeThe 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 has an academic background in economics and has worked extensively in the field, with a focus on analytics and public policy. He teaches Principles of Microeconomics as an adjunct instructor at WVU John Chambers College of Business and Economics. Eric joined us today to talk about the current state of the economy in...
2024-04-0356 minGrow Money Business with Grant BledsoeHow to Tell Whether An Annuity Is Right For Your RetirementAnnuities 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 years but haven't described the fact pattern where an annuity might actually make some sense. In this episode we cover the fundamentals of retirement income planning, why mortality credits yield more income than bond interest, and when an annuity might be a good fit for your retirement.
2024-03-2733 minGrow Money Business with Grant BledsoeESOP Opportunities for Business Exits With Michael KoeppelThis 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, healthcare device, and financial industries achieve sustainable growth and turnarounds. Michael joins us to share his knowledge on the ins and outs of the ESOP (Employee Stock Ownership Plan), who may and may not be a good candidate for it, the costs, the benefits, and more. Resources ESOP lakeletag.c...
2024-03-2050 minGrow Money Business with Grant BledsoeMailbag! 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 Total Return Instl.., the risks of dumping your bond funds, debt payments, and more. [03.34] Total return fund – Starting the conversation, Grant talks about the PIMCO Total Return Instl. and its status in recent years. [07.21] Bond funds – Things to consider about bond funds.
2024-03-1337 minGrow Money Business with Grant BledsoeEverything You Need to Know About SBA Lending With "SBA Ray", Ray DrewThis week's episode of Grow Money Business features Ray Drew. Ray is a top-producing SBA 7a Lender, podcast host, and SMB investor. He is currently working as the Managing SBA Business Development Officer at Fund-Ex Solutions Group. Throughout his career, Drew has focused on assisting small business owners with the complexities of small business administration loans. It is his responsibility to assist the entrepreneur in developing a tailored loan solution that addresses the specific requirements of the business. He joined us today to talk about the primary business loan program of SBA, change of ownership, non-bank lenders, the role...
2024-03-0643 minGrow Money Business with Grant BledsoeStock Concentration and the Magnificent 7This week on Grow Money Business we are talking about stock concentration and the Magnificent Seven. Last year, there was a group of seven companies that produced a huge portion of the S&P 500's approximately 20% annual return. Join us as we dive into why these seven companies out-performed, arguments for why they may or may not continue to out-perform, comparisons for this type of stock concentration to other periods historically, and more. [03.38] The magnificent seven – Google, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla are the seven companies recognized for their market dominance in 2023....
2024-02-2829 minGrow Money Business with Grant BledsoeProfit First With Rocky LalvaniIn this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book 'Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine' by Mike Michalowicz. Rocky has access to profit specialists worldwide, is certified in the Profit First method, and has firsthand experience boosting revenue for multiple companies. In this conversation, we talk about small business cash management, managing cash flow and profitability, understanding your business finances, common mistakes business owners make, and more.
2024-02-2146 minGrow Money Business with Grant BledsoeMea Culpa 2023 & Predictions for 2024This week's episode is all about predictions. At the end of the year 2022, Grant made some market predictions for the year 2023. In today's episode, he is going to discuss what he got right and wrong from those predictions. Furthermore, he shares his market predictions for the year 2024. [05.35] Stock market – Starting the conversation, Grant explains how unpredictable the stock market is and why he hesitates to make predictions. [13.25] Inflation – Grant's prediction about inflation by the end of the year 2023. [20.10] FTX – The collapse of FTX and how it affected the other major operators in the crypto...
2024-02-1444 minGrow Money Business with Grant BledsoeAsset Protection, Elder Law and Estate Planning With Asha PauloseAsha Paulose is an elder law and estate planning attorney in New York who operates a virtual law firm for clients living in Long Island, NYC, and the Hudson Valley. Her firm prepares trusts, wills, and other planning documents to help families through death or protect assets as individuals begin to age. She joined us today to talk about the common estate planning mistakes people make, why you should not add your kids' names to your bank account, why you shouldn't have your siblings inherit your assets that meant for your children, and more. [04.05] Asset protection – Asha st...
2024-02-0744 minGrow Money Business with Grant BledsoeHow to Rebalance Your Portfolio for 2024This week's episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into how to rebalance your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more. [03.40] Rebalancing – Grant explains the importance of balancing your investment portfolio. [10.28] Personal priorities – Grant describes how to reassess personal priorities and the importance of having a professional to guide you through them. [15.00] Target bands – Grant explains target band rebalancing. [24...
2024-01-3128 minGrow Money Business with Grant BledsoeThe Tech Landscape With Professor Scott Christianson: Generative AI, CBDCs, and CryptocurrencyScott Christianson is an Associate Teaching Professor at the University of Missouri whose proficiency involves technology, information systems, project management, and education, enabling him to guide students in developing critical thinking skills about upcoming technologies such as artificial intelligence and blockchain. He joined this week's episode of Grow Money Business to update us with his knowledge of generative AI, cryptocurrencies, Central Bank digital currency, and more. [07.45] AI –Scott explains how AI can be inaccurate in specifying details and how we can use it as a tool in our arsenal. [12.50] Copyright issues – Grant and Scott talk abou...
2024-01-241h 00Grow Money Business with Grant BledsoeShould You Add Precious Metals to Your Portfolio? On this week's episode of Grow Money Business we revisit a mailbag question from a few months back: should you be investing in precious metals? Join us as we talk about whether we should include precious metals in our investment portfolios, the pros and cons of doing so, the different ways you can invest in precious metals, and more. [05:34] Investing in gold – Grant starts off the conversation by explaining the history of investing in gold. [14:12] Gold standard – Grant describes how the U.S. decided to abandon silver and move to the gold standard. [20:17] The G...
2024-01-1737 minGrow Money Business with Grant BledsoeBest Practices for Raising Capital With Karl DakinHistorically, business growth was heavily dependent on the ability to obtain a bank loan. Over the last few decades, there have been a lot of advancements in the ways that companies can raise capital for growth. On this week's episode of Grow Money Business we are joined by Karl Dakin, who is a long-time expert in capital raising for small companies. Join us as we dive into the common errors entrepreneurs make when raising capital, deal structures, bank loans for capital raising, market competition & innovation, and more. [07.39] Raising money – Karl explains the process of raising money from inv...
2024-01-1048 minGrow Money Business with Grant BledsoeHow to Pick Index FundsIndex funds are popular investments and come highly recommended by many people. While they are generally a solid investment option, it is still important to have a prudent portfolio and process when making investment decisions for yourself. This week's episode of Grow Money Business is all about how to select index funds. Join as we discuss decision-making when investing, what we should look for in index funds, mutual funds & ETFs, and more. [05.38] Decision making – Grant shares some tips for making the best investment decisions for your portfolio. [13.22] Active management – Grant describes how the active management proce...
2024-01-0339 minGrow Money Business with Grant BledsoeSocial Security Horror Stories With Larry KotlikoffSocial Security retirement benefits are crucial for millions of Americans, but the system and the formula for calculating benefits are complicated. After applying for Social Security payments, some individuals get a clawback letter stating that they owe the government money. On this week's episode of Grow Money Business, Dr. Laurence Kotlikoff returns to the show to discuss his new book 'Social Security Horror Stories,' which reveals the dark side of social security. Throughout the episode we discuss social security as a whole, the steps you need to take once you receive a clawback letter, and more. [07.06] S...
2023-12-271h 26Grow Money Business with Grant Bledsoe5 Year End Financial Moves to ConsiderSince 2023 is coming to an end, we've dedicated this week's episode of Grow Money Business to discussing five year-end financial moves you should consider making. Join us as we talk about gifting both to charity and beneficiaries, cash distributions from businesses, Roth conversions, and harvesting tax losses and gains. [05.00] Charity – Grant starts off the conversation by discussing charitable gifts. [06.37] Donor-advised fund – Grant explains the details of a donor-advised fund. [12.00] Tax professional – Grant shares the importance of collaborating with your tax professional at the end of the year. [17.00] Roth conversions – Grant explains why it mi...
2023-12-2035 min
Hvac UncensoredHVAC Uncensored Talks Growing Your Money With Grant BledsoeIn this episode of the HVAC Uncensored Podcast, Gil talks with Grant Bledsoe a financial planner specializing in helping business owners optimize income, pay less in tax, and invest prudently. He is the founder of Three Oaks Wealth, host of the podcast "Grow Money Business", and author of the blog "Above the Canopy." Grant has been in the financial industry for over 15 years. Prior to founding Three Oaks Wealth, he was a Senior Manager and Trader on the institutional securities lending desk at Charles Schwab & Co., Inc. He is frequently quoted in several national publications, including Forbes, CNBC, The...
2023-12-181h 01Grow Money Business with Grant BledsoeEp #211 - How to Buy Real Estate in Your IRA With Alex Perny This week's guest on Grow Money Business is Alex Perny. Alex is a business development specialist at Advanta IRA, a leader in self-directed account administration. He is also the host of Advanta IRA's podcast, The Alternative Investment Advantage. For more than ten years, he has provided assistance to a large number of clients in their investment endeavors, specifically in the areas of precious metals, real estate syndications, private stock offerings, promissory notes, and various other alternative assets. Having extensive expertise in the domain of self-directed investing, he has delivered presentations to thousands of investors nationwide, elucidating the utilization of...
2023-12-131h 03
The Alternative Investing AdvantageEpisode 93: A Guide to Financial Planning for Business Owners with Grant BledsoeIn this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Together, they dive into a variety of financial planning options and strategies business owners can use.
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2023-12-0651 minGrow Money Business with Grant BledsoeHere's What To Do If Your SSN is CompromisedAre you concerned about getting your non-public information compromised? We dedicated this week's episode of Grow Money Business to discussing what to do if your personal information is misplaced or compromised in some way. Join us as we dive into how people can take advantage of your personal information, both yours and banks' responsibilities to mitigate events like this from happening, the credit reporting agencies, how a credit freeze can be of help in a situation like this, how to improve your credit, and more. [05.31] Misplacing personal information – Grant starts the conversation by explaining what other people can...
2023-12-0636 minGrow Money Business with Grant BledsoeThe Do's and Don'ts of Selling Your Company with Chris Younger This week's guest on Grow Money Business is Chris Younger. Chris is the CEO and co-founder of Class VI Partners, an investment bank in Denver, Colorado, specializing in assisting business owners in reaching their full potential during what is arguably the most difficult period of their lives. He is a graduate of Miami University and Harvard Law School and is also the author of the book 'Harvest: The Definitive Guide to Selling Your Company'. Chris joined us today to talk about the things to be aware of when you are planning on stepping out of your business, what the...
2023-11-2951 minGrow Money Business with Grant BledsoeMailbag! Cutting Through Jargon & Interpreting Financial StatementsDo you struggle with interpreting financial disclosures and statements? If so, this week's episode of Grow Money Business is for you. We dedicated this episode to discussing a specific mailbag question, which is a guide to understanding financial disclosures and statements. Throughout the conversation, we dive into the framework for financial disclosures, the purpose of annual reports, how to interpret those as an employee, investor, owner, potential buyer, and more. [06.05] Money and capital – Grant starts the conversation by explaining how the process of growing a company works. [11.12] 10-K & 10-Q – Grant walks us through what is conta...
2023-11-2242 minGrow Money Business with Grant BledsoeThe New Law Impacting 30 Million Small Businesses With Kenny DettmanThe Corporate Transparency Act (CTA) is federal legislation in the United States that seeks to enhance transparency related to business ownership. The legislation was passed in January 2021 and gave rise to a new reporting obligation called the beneficial ownership information report, which is expected to be delivered in 2024. On this week's episode of Grow Money Business, Kenny Dettman returns to the show to talk about a wide range of details about the new legislation. Join us as we dive into what CTA is, who is eligible, who is exempt from it, reporting requirements, the penalties for not having the...
2023-11-1554 minGrow Money Business with Grant BledsoeRoth Accounts & Your Retirement Plan: New Options for Business OwnersThe SECURE 2.0 Act of 2022 is a piece of legislation that passed at the end of last year and created new Roth options for business-sponsored retirement plans. There will be a new set of Roth features available for organizations that offer 401K, SEP IRA, or a simple IRA for their employees. Join us as we dive into the changes that you should know about, what additional Roth options you're going to have available at your disposal in the future, when people can expect to have these new features available, and whether it makes sense for you to offer them to...
2023-11-0833 min
Marketing Boost SolutionsMastering Your Business Cash Flow: Insuring Financial Stability | Grant BledsoeIn this episode of the Marketing Boost Solutions Podcast, Capt. Marco interviews CFP® and CFA, Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Prior to founding it, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. and also held positions at both Smith Barney and American Express. He is frequently quoted in several publications, including Forbes, CNBC, The Huffington Post, and U.S. News.
Grant and his company have the passion for entrepreneurship, and specific expertise working with small business owners. From technical kn...
2023-11-0253 minGrow Money Business with Grant BledsoeThe Structure of Success With Patrick EspositoPatrick Esposito is an entrepreneur, business executive, attorney, advisor, and author. He currently serves as president of ACME General Corp., a leading public-sector innovation advisory business based in New York, Austin, and Morgantown. He recently launched Initiative Labs LLC to help small and medium-sized business leaders. Over the course of more than two decades, he has founded, led, and advised small and medium-sized enterprises in technology, consulting, retail, banking, real estate, and other sectors, in addition to U.S. government agencies. He joined us today to talk about his book 'The Structure of Success: A Framework to Help Build...
2023-11-0146 minGrow Money Business with Grant BledsoeEp #204 - What Does Inflation Mean for Your Retirement Plan? We dedicated this week's episode of Grow Money Business to discussing inflation and how it might affect your retirement plan. Throughout the episode, we dive into technicalities in detail, research what the data tells us, incorporate this concept into your retirement planning, the 4% rule, Monte Carlo simulations, stocks and bonds in inflation, and more. Show Notes [05:44] 4% Rule – Grant starts the conversation by explaining the 4% rule for retirement and how it enables you to live comfortably. [14:55] Monte Carlo simulations - The Monte Carlo simulation is a mathematical method used to estimate the ran...
2023-10-2539 minGrow Money Business with Grant BledsoeEp #203 - Everything You Need to Know About Medicare With Christian Worstell We are rapidly approaching the annual enrollment period for Medicare Advantage plans, and if you need to enroll, it's important that you have a thorough knowledge of Medicare before doing so. This week on the show, we are joined by Christian Worstell. Christian is an author, writer, journalist, and health insurance specialist for helpadvisor.com, where he writes and publishes content about public health systems for anyone over 65. Throughout the conversation, we dive into Medicare enrollment, eligibility, enrollment windows, the differences between parts A, B, and D, and more. [04.51] Medicare – Grant and Christian start the conversation by def...
2023-10-1857 minGrow Money Business with Grant BledsoeT-Bills, I-Bonds, and Government Debt, Oh My!This week's episode of Grow Money Business is all about US government debt. We dive into this from the perspectives of investors, the government, and the citizens of the US. Join us as we discuss using T-Bills as an alternative to cash in your bank account, the purpose of an emergency fund, TIPS and I-bonds, the US dollar as the reserve currency, and more. [05.38] Using Treasury bill – Grant starts the conversation by explaining how T-Bills work as an alternative to cash in your bank account. [09.56] Emergency fund – Grant shares why you shouldn't take too much from...
2023-10-1132 minGrow Money Business with Grant BledsoeTax Strategy For Business Owners With Jeff TrappThis week on Grow Money Business our guest is Jeff Trapp, who is a tax strategist and the founder of Tax Planning Pros. Jeff has devoted his career to assisting business owners in reorienting their perspectives towards their taxes, their companies, their wealth, and the legacy they will leave behind. He has saved clients thousands of dollars through innovative tax tactics and preparation. Jeff joined us today to talk about top tax planning strategies for business owners, common mistakes, how to reduce your chances of getting audited, general tax savings tips, and more. [05.35] The importance of tax...
2023-10-0440 minGrow Money Business with Grant BledsoeHow and When To Get Out of An Annuity PolicyAnnuity policies are relatively popular ways to guarantee income in retirement. But do you know how and when to get out of an annuity policy if you find it's not the best option for you? We dedicated this week's episode of the Grow Money Business podcast to discussing the situations where it makes sense to start an annuity, where it is a good thing to hang on to your current annuity, and when you should think about getting out of your annuity. [05.55] Forms of annuities – Starting the conversation, Grant explains some forms of annuities and how they wo...
2023-09-2741 min
The Maven ShowHow To Pay Yourself As An Entrepreneur With Grant Bledsoe | S1 EP66Timestamps:
00:00 - Introduction
03:00 - How to plan Finances
05:35 - How to structure the organization
13:05 - C & S corporations.
15:06 - Feedback for C corporations
16:58 - How to save taxes.
19:52 - How to pay yourself as an entrepreneur
24:00 - Advice for upcoming entrepreneurs
In this episode of The Maven Show, Rohit Arora, the founder and CEO of Mavenwit, hosts Grant Bledsoe, an Entrepreneur and Financial Planner. The two first discuss the journey of Grant and how to do financial planni...
2023-09-2125 min
The Maven ShowHow To Pay Yourself As An Entrepreneur With Grant Bledsoe | S1 EP66Timestamps:
00:00 - Introduction
03:00 - How to plan Finances
05:35 - How to structure the organization
13:05 - C & S corporations.
15:06 - Feedback for C corporations
16:58 - How to save taxes.
19:52 - How to pay yourself as an entrepreneur
24:00 - Advice for upcoming entrepreneurs
In this episode of The Maven Show, Rohit Arora, the founder and CEO of Mavenwit, hosts Grant Bledsoe, an Entrepreneur and Financial Planner. The two first discuss the journey of Grant and how to do financial planni...
2023-09-2125 minGrow Money Business with Grant BledsoeMailbag: Do Annuities Make Sense With Higher Rates?It's Mailbag Day! We are back with one of our rare episodes where we answer questions from our listeners. Join us as we dive into selected three questions from our mailbag: whether annuities make more sense today because interest rates are a little higher, how to determine whether your financial plan is actually working for you and whether we should be concerned about the stock market with the news that Michael Berry has just placed a lot of money in short positions, betting against it. [03.22] Annuities – Starting the conversation, Grant defines both annuities and the most basic fo...
2023-09-2034 minGrow Money Business with Grant BledsoeShould You View Your House As An Investment?We dedicated this week's episode of Grow Money Business to answering an age-old question: Should you view your house as an investment? Join us as we dive into the arguments for and against this consideration, as well as some specific circumstances in which you should or shouldn't consider your house an investment. [03.22] Equity – Grant starts the conversation by explaining how you can build equity by considering your house as an investment. [08.20] Budget & Savings – We dive into why we shouldn't confuse a housing budget with investment savings. [13.40] Is This Right for You? – Real estate invest...
2023-09-1325 minGrow Money Business with Grant BledsoeChecking In on InflationWe dedicated this week's episode of Grow Money Business to inflation. A few years ago, inflation was incredibly low, but for the past 15 months, it has made its presence known in a constantly positive way. Join us as we dive into the current inflation numbers, why we need to pay attention, what we can expect with the inflation, a possible recession in the future, and more. [04.28] Measuring inflation – Grant starts the conversation by explaining how the government measures inflation. [09.26] Interest rates – We talk about how increasing interest rates typically slows inflation. [14.08] Deflation – Grant shares...
2023-09-0637 minGrow Money Business with Grant BledsoeDon't Bet Your Retirement On a Monte Carlo ProjectionWe dedicated this week's episode of Grow Money Business to the Monte Carlo simulation. When multiple outcomes are possible due to the presence of random variables, a Monte Carlo simulation can be used as a model to forecast their probabilities. Join us as we dive into what Monte Carlo simulation is, where it comes from, the assumptions that are used in this kind of analysis, and how much trust we can put in these kinds of analyses when we are making decisions regarding retirement. [04.31] 4% withdrawal rule – Grant starts the conversation by explaining how the 4% withdrawal rule works....
2023-08-3029 min
The Paranormal UFO Consciousness PodcastGrant Cameron Interviews Chris Bledsoe Part 2This is the 2nd part of my important conversation with Chris Bledsoe.
I first met Chris Bledsoe in 2012. We had a dramatic encounter at his home together in 2013. We have been close friends since then. It was Chris who was providing me inside information in 2016 that "high level officials are going to come forward. They are going to say UFO exist and force disclosure. That is exactly what happened.
I wrote a chapter on Chris and his UFO story in 2014 in a book called "alien Bedtime Stories." It presents some material that has...
2023-08-231h 23Grow Money Business with Grant BledsoeWhat is the Bond Market Trying to Tell Us?This week's episode of Grow Money Business is all about the bond market and how it changes with inflation, high-interest rates, and an inverted yield curve. Join us as we dive into the yield curve, a possible recession in the future, money market funds, the TED spread, and more. [06.12] The yield curve – Grant starts the conversation by defining the yield curve and the reasons we care about it. [12.23] Recession – Grant shares his thoughts on the possibility of a recession. [16.50] Money Market Funds – Grant describes difference between Money market mutual funds and other money market...
2023-08-2334 minThe Paranormal UFO Consciousness PodcastGrant Cameron Interviews Chris Bledsoe Part 1I first met Chris Bledsoe in 2012. We had a dramatic encounter at his home together in 2013. We have been close friends since then. It was Chris who was providing me inside information in 2016 that "high level officials are going to come forward. They are going to say UFO exist and force disclosure. That is exactly what happened.
I wrote a chapter on Chris and his UFO story in 2014 in a book called "alien Bedtime Stories." It presents some material that has never been brought up in other accounts.
In this interview done...
2023-08-221h 17Grow Money Business with Grant BledsoeEverything You Need to Know About Biden's SAVE Student Loan Repayment ProgramWe dedicated this week's episode to the ongoing news about the student loan system in the US. According to the US Department of Education, the president announced new actions to provide debt relief and support for student loan borrowers. Join us as we dive into the current situation regarding student loans, what the changes to the federal student loan system are going to be, income-driven payment plans, Federal Pell Grants, public service loan forgiveness, and more. [06.40] Income-driven payment plans – Starting the conversation, Grant explains income-driven payment plans and how it works. [11.42] Repayment plans - Income co...
2023-08-1632 minGrow Money Business with Grant BledsoeWhat the US Debt Downgrade Means for Stock & Bond MarketsIt's been in the news recently that the rating was downgraded from the highest possible level of AAA to the next level down, AA+, by one of the three major independent organizations that evaluate creditworthiness in the US. We dedicated this week's episode of the Grow Money Business podcast to discussing what the US Debt Downgrade Means for Stock and Bond Markets. [03.13] The bond market – Starting the conversation, Grant explains why the bond market is way larger than the stock market. [10.24] US government debt – We talk about why it is safe to buy US government debt...
2023-08-0945 minGrow Money Business with Grant BledsoeHow to Invest in AIThis week's episode is all about Artificial Intelligence. Of all the new technologies that have been introduced to the world, AI seems to be the turning point for us. In this episode, we discuss what we think about AI, investing in AI, the possibility of AI technology getting out of hand, and more. [01:55] Open AI – Grant starts the conversation off by explaining open AI and the importance of open source. [05:32] Chat GPT – Grant shares his thoughts on ChatGPT and describes it's capabilities. [09:22] Invest in AI – Grant shares some ways you can invest in AI.
2023-08-0227 minGrow Money Business with Grant BledsoeReviewing Your Cash Savings Options: The SEC Is Changing Money Market Mutual Funds AgainThe SEC has just voted to make changes to the regulatory landscape that money market mutual funds must abide by. We dedicated this week's episode to talking about cash savings options and money market mutual funds. Join us as we dive into money market mutual funds, stress testing, swing pricing, the current state of the money market, and more. [03.18] Money market mutual funds – Grant starts the conversation by defining money market mutual funds and how different they are from other mutual funds. [08.34] How they work – Grant walks us through how money market mutual funds work.
2023-07-2634 minGrow Money Business with Grant BledsoeTop 5 Insurance Coverages Business Owners Need to ConsiderInsurance is something that we consider unnecessary but that happens to be very useful in certain circumstances. Business owners take a lot of risks every day. Insurance is designed to transfer those risks to them in exchange for affordable monthly, quarterly, or annual premium insurance plans. Today on the show, Grant talks about the top five insurance coverages that business owners should at least consider. [03.20] A business decision – Starting the conversation, Grant shares why it does make sense to have insurance for your business. [08.10] Umbrella Personal Liability Policy - An additional liability coverage that exceeds th...
2023-07-1934 minGrow Money Business with Grant BledsoeHere Come Spot Bitcoin ETFsThis week's episode is all about Bitcoin ETFs. It has been in the news recently that the biggest investment management companies have submitted new filings to bring spot Bitcoin ETFs to market. In this episode, we dive into the current state of Bitcoin, why we should pay attention to the Bitcoin ETF filings, and whether it's safe or not to invest in them. [03.04] What's on the market – Starting the conversation, Grant shares the existing Bitcoin ETFs at the moment and the difference between a mutual fund and an ETF. [07.37] Closed-end fund – Grant shares the reason why...
2023-07-1230 minGrow Money Business with Grant BledsoeAsset Protection Using LLCs with Lee Phillips This week's episode of Grow Money Business features Lee Phillips. Lee is a US Supreme Court counselor and Federal Tax Court attorney, specializing in asset protection using business structures like LLCs. He is the founder of LegaLees Corp., a company specializing in solving asset protection and tax problems for high-net-worth individuals. He has delivered over 3,000 event speeches across the United States, Canada, and the Pacific Rim as one of the country's most captivating and energetic presenters. More than a million people have benefited from his assistance in understanding the law and using it to increase income and safeguard assets...
2023-07-0549 minGrow Money Business with Grant BledsoeEp #187 - Teaching Our Kids to Use Credit Responsibly With Dionne Perry This week's episode of Grow Money Business features Dionne Perry. Dionne is an author, speaker, and board-certified Credit Consultant. Dionne has created Credit-Lit Ambassador programs to empower youth and train educators, counselors, community activists, financial advisors, and other adults on credit scoring processes. Join us as we dive into credit literacy, the FICO score, how to improve your credit score, how to handle credit disputes, and more. [06:03] Credit Literacy – Dionne starts the conversation by sharing the backstory of how credit literacy became her passion. [13:22] FICO score – Grant and Dionne discuss how a FICO Score evaluates a bo...
2023-06-2844 minGrow Money Business with Grant BledsoeFinancial Planning for the Child Free With Jay ZigmontThis week's episode of Grow Money Business features Jay Zigmont. Jay is a wealth specialist, and the founder of Childfree Wealth, which is a financial planning firm specializing in working with people who are childfree and plan to continue being childfree in the future. Join us as we talk about Jay's philosophy on working with childless individuals and the difference in the financial planning process when you don't have kids. [06.40] Childfree – Jay starts the conversation by explaining the reason for choosing to work with people without children. [14.34] Advice-only approach – We talk about Jay's reason for choo...
2023-06-2150 minGrow Money Business with Grant BledsoeEp #185 - Everything You Need to Know About the Employee Retention Tax Credit With Kenny Dettman This week's episode of Grow Money Business features Kenneth Dettman. He is 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 official member of the Forbes Business Council. He is known as a pioneer in the Employee Retention Credit (ERC) industry, having successfully sourced and underwritten one of the first ERC tax insurance policies in the country. He joined us today to talk about the ins and outs of the employee retention tax credit, who qualifies and who doesn't, how much the credit...
2023-06-1456 minGrow Money Business with Grant BledsoeHow & When to Take Cash Out of Your BusinessToday's episode of the Grow Money Business podcast is all about cash. Join us as we talk about what to do with the cash in your business, how much cash you need to have in your business, the appropriate time to take cash out of your account, how you should pay yourself as the business owner, how you can take cash out in a tax-sensitive manner, and more. [02.21] A rainy day fund – Starting the conversation, Grant explains the importance of having an emergency fund. [09.42] Extra Cash – How to Use Extra Cash Effectively [15.31] Setting a ta...
2023-06-0734 minGrow Money Business with Grant BledsoeTax Free Capital Gains & Qualified Small Business StockSection 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital gains when structured correctly. While not every company qualifies, it's crucial to consider this provision when buying or selling a business, as it can be a game-changer! Today, let us unlock the immense potential it holds for prudent business owners seeking to navigate the complex realm of taxation and investment! [01:16] Maximizing Tax Benefits: Exploring the Potential of Section 1202 for Small Business Owners
2023-05-3127 minGrow Money Business with Grant BledsoeEp #182 - Unmasking the Flaws in Dividend InvestingThis week's show is all about dividend investing, which is a popular investment strategy amongst a lot of people. In the episode, we discuss what dividend investing is, where the cash comes from, and alternatives for management, such as whether to pay dividends or hang on to the cash. We also pay attention to why the strategy can seem misplaced. [01:50] Dividend investing – Grant starts off the conversation by defining dividend investing. [09:22] Growth and value companies – Grant shares some different growth and value companies that have growing revenues and profits at an above-average rate. [13:35] The...
2023-05-2440 minGrow Money Business with Grant BledsoeEp #181 - How to Choose a Financial AdvisorIf you're currently searching for financial assistance, you're likely aware that there is a wide array of practitioners available to help you. However, not all financial professionals are the same—they possess different expertise, work in diverse ways, and are compensated differently. In today's episode, we walk you through what you should look for in a financial advisor, exploring the factors that will help you choose a professional who aligns with your goals and priorities. By the end of this episode, you'll have a clearer understanding of what to look for, enabling you to confidently navigate the search for fi...
2023-05-1747 minGrow Money Business with Grant BledsoeHow To Get the Most Out Of Your FDIC InsuranceIn the past few weeks, we have been in a banking environment where lenders are running into problems that started at Silicon Valley Bank six weeks ago. Today on the show, we are going to talk about the situation of the banks, the risks, and, more importantly, what you should do if you are concerned about the viability of your bank. We will also cover FDIC insurance, what's covered and not covered in it, the limits on different types of accounts, the difference between banks and credit unions, a few strategies you can use to protect your cash, and...
2023-05-1042 minGrow Money Business with Grant BledsoeEverything You Need to Know About the Debt CeilingThe debt ceiling has made its way into the news recently, with reports saying that the USA has reached the federal debt limit. In today's episode, Grant is going to discuss what the debt ceiling is, the reason for having a debt ceiling in the USA, and what kind of consequences there will be if the government is unable to come to an agreement. [04.18] The debt ceiling – Starting the conversation, Grant explains the reasons why only a few countries in the world have debt ceilings. [10.43] Removing debt ceiling – Grant shares why he thinks the debt ceil...
2023-05-0333 minGrow Money Business with Grant BledsoeEp #178 - Managing Your Mindset For Small Business Success with Alicia Cramer So much of running a successful business is related to an entrepreneur's mindset. This week on Grow Money Business, we are joined by Alicia Cramer, who is a business mindset expert, a certified hypnotherapist, and a metaphysical practitioner. Alicia is also a sales and marketing consultant with an extensive business development background who helps small business owners manage their own mindsets and set themselves up for success. Alicia joined us today to talk about some of the tools she uses, the psychology and physiology behind why they're important, and some of the tips you can use to optimize your...
2023-04-2655 minGrow Money Business with Grant BledsoeEp #177 - How Long Will the U.S. Dollar Remain the World's Reserve Currency?Recently, there has been a rumor circulating that the US dollar is losing its status as the reserve currency. In this week's episode of Grow Money Business, we discuss the security of the US dollar remaining the world's reserve currency, the background of the concerns, the macroeconomics of the situation, and more. [04.18] World's reserve currency – Grant starts the conversation by explaining the economic benefit of residing in a country that has the world's reserve currency. [06.25] US dollar in the world – We discuss some of the reasons why the world deals in US dollars. [12.39] Cent...
2023-04-1932 min
Financial Survival NetworkSuccessful Small Business Tax Planning Saves A Fortune - Grant Bledsoe #5782Summary: What do you do to prepare for a recession? Grant Bledsoe comes on the show to address this topic; specializing in financial planning for business owners, he explains a lot of the struggles that businesses encounter when handing their cash. A lot of small businesses struggle with knowing when to take cash out, how much to pay themselves, and how much to set aside for operating purposes. Grant provides useful tips for entrepreneurs and business owners, so be sure to tune in for more information. Useful Links: Financial Survival Network Above The Canopy
2023-04-1812 minKerry Lutz's--Financial Survival NetworkSuccessful Small Business Tax Planning Saves A Fortune - Grant Bledsoe #5782Summary: What do you do to prepare for a recession? Grant Bledsoe comes on the show to address this topic; specializing in financial planning for business owners, he explains a lot of the struggles that businesses encounter when handing their cash. A lot of small businesses struggle with knowing when to take cash out, how much to pay themselves, and how much to set aside for operating purposes. Grant provides useful tips for entrepreneurs and business owners, so be sure to tune in for more information. Useful Links: Financial Survival Network Above The Canopy
2023-04-1812 minGrow Money Business with Grant BledsoeNavigating the Financial Side of Divorce with Rachael BurnsIn this week's episode, our guest is Rachael Burns. She is a certified financial planner and a certified divorce financial analyst. She helps women navigate the financial intricacies of divorce and widowhood. Rachel is the proprietor and financial planner at True Worth Financial Planning. She joined us today to share her wisdom about the financial implication of getting a divorce and some things women need to keep in mind before entering that phase, especially business owners. [04.47] Repeating mistakes – Starting the conversation, Rachael explains some of the common mistakes women make when going through a divorce. [15.51] Co...
2023-04-1256 minGrow Money Business with Grant BledsoeUsing Creative Trust & Estate Planning to Minimize Taxation with Dohn ThorntonThis week's episode of the Grow Money Business podcast features Dohn Thornton. He is a specialist in estate planning and joined us today to share his specific strategy to help business owners and real estate investors minimize taxation on their assets. Throughout the conversation, we cover Dohn's background, the copyright story of the trust, the leaseback strategy, state taxes, and more. [03.52] Dohn's background – We start the conversation with a brief introduction to Dohn's background. [14.52] The copyright – We go through the story about the copyright of the trust. [25.25] Leaseback strategy – Dohn defines the leaseback strate...
2023-04-0549 minGrow Money Business with Grant BledsoeHelping Business Owners Manage Their Tax Bill With Wendy BarlinThis week's episode of the Grow Money Business podcast features Wendy Barlin. She is an accountant for a CPA and worked in different accounting firms before starting her own firm after her move to Los Angeles. In today's conversation, we talk about minimizing business owners' taxation, handling cash, entity structure, and more. [02.22] Wendy's background – Starting the conversation, Wendy shares her story of moving to America in 1997 and how she worked hard to start her own firm. [06.37] Reasonable compensation – Wendy defines reasonable compensation and how she helps people decide a reasonable compensation on the basis of indu...
2023-03-2943 minGrow Money Business with Grant BledsoeAll About Silicon Valley BankThis week's episode is all about the Silicon Valley Bank failure, which works primarily with startups. Throughout the episode, Grant discusses everything that happened in the bank, the reasons behind it, and how we should be careful about the situation as investors, depositors, or users. [05.27] Signs of stress – We start the conversation by sharing the reasons why Silicon Valley Bank is in trouble. [13.25] The mistake – Grant explains the mistake Silicon Valley Bank made by going out on the maturity curve. [20.25] Creative ways – We talk about different creative ways that can be used to get ou...
2023-03-2249 minGrow Money Business with Grant BledsoeTax Basics for Business OwnersSince we are in the middle of tax season, this week's episode of the Grow Money Business Podcast is dedicated to basic tax principles for business owners. Throughout the episode, we dive into the difference between credit and deduction, common misconceptions about tax brackets, cash accumulation, and more. [06.10] Credit vs. deduction – Starting the discussion, Grant explains the difference between a credit and a deduction. [11.05] Misconception – We go through the most common misconception regarding tax brackets and why people need to be aware of it. [15.19] Business owners – Business owners being insecure about taking cash out of...
2023-03-1526 minGrow Money Business with Grant BledsoeWhy You Shouldn't Care About Technical AnalysisInvesting is good, especially for young people. But they have to be careful about where they invest their money. There seems to be a growing number of young people who are interested in technical analysis by following social media videos without a fundamental grounding. In this week's episode of the Grow Money Business podcast, Grant discusses his thoughts on technical analysis and its place today. [03.16] Technical analysis – Starting the conversation, Grant explains technical analysis and how people often overlook its legitimacy. [10.55] Choosing securities – Grant shares the risk of choosing securities based only on technical analysis.
2023-03-0826 minGrow Money Business with Grant BledsoeEp #170 - Where to Borrow Short Term Cash With Rising Interest Rates This week's episode of Grow Money Business podcast is all about loans and cash. Throughout the episode, we discuss 401K plans, personal loans, credit cards, margin loans, home equity lines of credit, and more. [04.08] Personal loans - Starting the conversation, Grant defines personal loans and how they work in paying off your credit card. [08.00] HELOC – Grant explains the home equity line of credit and its advantages and disadvantages. [16.38] 401K plan – Grant dives deep into how 401K loans work, their advantages, and the unnecessary taxes and penalties that come with them. [19.00] Margin loans...
2023-03-0133 minGrow Money Business with Grant BledsoeIs Now the Time to Jump Into Bitcoin?Bitcoin and Ethereum are the two biggest cryptocurrencies in the world. They experienced a severe fall last year, but in the past couple of months, they have started to rebound. It's time to stay alert if you are interested in purchasing cryptocurrency ahead of time. This week on the show, we discuss whether it's a good idea to jump back into cryptocurrency, how to make a Bitcoin purchase, cryptocurrency as an alternative investment, the current state of El Salvador, and more. [06.26] Bitcoin transaction – Grant explains the effectiveness and efficiency of Bitcoin transactions, which are direct transactions through th...
2023-02-2228 minGrow Money Business with Grant BledsoeHere's What I Plan to Teach My Kids About MoneyIt's never too late or too early to make your kids save money because saving today is an investment in the future. In this week's episode of the Grow Money Business podcast, Grant talks about the financial lessons you should teach your kids. Throughout the conversation, we cover, the importance of saving, compound interest, tax-advantaged investing, employing your kids in your business, and more. [05.51] The importance of saving – Starting the conversation, Grant shares why we need our kids to know the importance of saving money for themselves. [09.35] The power of compound interest – Grant discusses how to m...
2023-02-1428 minGrow Money Business with Grant BledsoeCase Studies : The $2 Million RetirementEver wonder what a $2 million retirement actually looks like behind the scenes? In this episode Grant covers five case studies that were recently published in a Wall Street Journal article. We review distribution rates, contentment, Social Security decisions, taxes, and each couples' biggest financial concern after giving up their income stream permanently. [04.10] John's case – Starting the conversation, Grant goes through the first case mentioned in The Wall Street Journal about 2 million retirement savings, a retired police officer named John. [10.00] The guardrails approach – Grant defines the guardrails approach and how it works. [16.38] Taking...
2023-02-0831 min
SimonSaysSimplifySales - Micro PodcastGrant Bledsoe - The biggest hurdle I have overcome as a sales person wasGrant Bledsoe is the Founder of Three Oaks Wealth. He is a financial planner and small business expert, and helps main street business owners align & optimize their personal and business resources. Website: https://www.threeoakswealth.com/ Website: https://www.abovethecanopy.us/ LinkedIn: https://www.linkedin.com/in/grantbledsoe/ Twitter: https://twitter.com/GSBledsoe SimonSaysSimplifySales is your go to Micro-Podcast for sales inspiration. Whether you are working on getting better leads, finding the right customer contact strategy or becoming better at closing the sales, often the best ideas come from listening to others...
2022-09-2802 min
The Paranormal UFO Consciousness PodcastEmily Bledsoe Holloway Goes PublicIn 2007 there was a dramatic encounter with a series of UFOs and beings with five witnesses, including Chris Bledsoe Sr. and his son Chris Bledsoe Jr. The four children of Chris Bledsoe Sr. have now gone public on the Bledsoe Said So podcast, headed up up Ryan Bledsoe, telling of their sightings and how the family was affected by the UFO events they have experienced.
In listening to the children who I talked to in 2013 I was struck with the interview done by Emily who is a witness to the aftermath of the 2007 UFO encounter at the C...
2022-06-0421 min
Profit Tool Belt I Construction I Contracting I Renovations I Remodelling I Construction Business Coach Dominic Rubino135 – Don't pay ALL of your taxes – Here's HOW with Grant BledsoeIn this episode of the Profit Tool Belt podcast, Dominic Rubino speaks with Grant Bledsoe, President of Three Oaks Wealth and host of the Grow Money Business podcast, about financial planning, tax deductions, planning your exit, choosing the right financial planner, implementing strategies, and more.
2022-03-1554 minProfit Tool Belt135 – Don't pay ALL of your taxes – Here's HOW with Grant BledsoeIn this episode of the Profit Tool Belt podcast, Dominic Rubino speaks with Grant Bledsoe, President of Three Oaks Wealth and host of the Grow Money Business podcast, about financial planning, tax deductions, planning your exit, choosing the right financial planner, implementing strategies, and more.
2022-03-1554 min
Providers Properties and PerformanceFinancial Strategies of Physician Ownership with Grant BledsoeTrisha's guest this week is Grant Bledsoe, Certified Financial Planner with Three Oaks Wealth. His company works with a lot of physicians and business owners. He advocates for physician ownership in the properties where they practice for long-term financial benefits, increased equity, and tax advantages. In this episode, we talk about… [3:10] Grant's background and the history of Three Oaks Wealth [5:44] Financial planning for physician ownership [9:08] The tax benefits of physician ownership [11:34] The benefits of physician ownership for business operation [14:40] Reduction in ordinary income [17:41] Long-t...
2022-02-2228 min
The Tech Talk for Accountants ShowGrant Bledsoe-Adding Value With a Certified Financial PlannerGrant Bledsoe`s firm, Three Oaks Capital Management, is designed to help our clients plan for the future & ensure their long term financial success. In short, we help people do the very best they can with what they have.
A typical engagement includes an analysis & recommendations across various areas of your finances: investment management, tax minimization, insurance & risk management, cash flow & debt, estate planning, business planning, and anything else that comprises your financial life.
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2021-12-2736 min
The Paranormal UFO Consciousness PodcastLooking Back: My Interview with Ryan BledsoeHere is my interview with Ryan Bledsoe, one of the four children of experiencer Chris Bledsoe. Ryan has become a key spokesman for the family on the series of UFO and other paranormal things that have been experienced by the Bledsoe family since 2007.
In the interview we talk about Ryan's UFO experiences, his father's numerous encounters. We talk about the famous burning tree which Ryan filmed as it took place. We talk about UFO metals, the infamous Tim Taylor and other high level government officials who have followed the events in North Carolina, and have interacted to...
2021-06-132h 28
The Paranormal UFO Consciousness PodcastEpisode 4 - UFO Experiencer Chris Bledsoe Flies the CraftOn January 8th 2007, Chris Bledsoe Sr, came face to face with entities and had missing time. This happened on the banks of the Cape Fear River in North Carolina. His son son Chris Jr. and three of his subcontractors where nearby and all experienced an array of unexplained phenomena, leading them to believe this was the end of the world.
In 2012 Chris had a vision and a prophetic message on from a being he refers to as "The Lady."
In this episode he describes how he was allowed to pilot the craft. As with others...
2021-03-2707 min
Discovering MultifamilyReal Estate For Medical Professionals With Grant BledsoeReal Estate For Medical Professionals With Grant Bledsoe: Discovering Multifamily Podcast 131On this episode of Discovering Multifamily, Grant Bledsoe joins us as the Founder of Three Oaks Capital Management, which is designed to help their clients plan for the future & ensure their long term financial success.Podcast Links: iTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688#episodeGuid=Buzzsprout-3366217 Website: www.redknightproperties.com/media Spotify: https://lnkd.in/gfcVc3p YouTube: https://youtu.be/3Vw2Lg3s4eA Links/Shout-Outs Mentioned: www.redknightproperties.com - Red Knig...
2021-03-1916 minRetirement Starts Today RadioOptimizing Your Retirement Planning Strategies with Grant Bledsoe, Ep # 149Well, today you get to find out. Since I am attempting a family road trip with 6 kids under 12, I can’t personally be with you all this week. But I am excited to share with you a bit of my interview with my friend Grant Bledsoe on his podcast, Grow Money Business. Listen in […]
The post Optimizing Your Retirement Planning Strategies with Grant Bledsoe, Ep # 149 appeared first on Retirement Starts Today Radio.
2020-07-2000 minRetirement Starts Today RadioAnswering Listener Questions with Grant Bledsoe, Ep # 145I’ve got an exciting episode planned for you today. This episode will focus solely on listener questions but as an added twist I’ve asked my friend Grant Bledsoe over at Grow Money Business Podcast to join me in answering these questions. I think you’ll benefit from Grant’s expertise as a Registered Investment Advisor and enjoy […]
The post Answering Listener Questions with Grant Bledsoe, Ep # 145 appeared first on Retirement Starts Today Radio.
2020-06-2200 min
Retirement Starts TodayAnswering Listener Questions with Grant BledsoeI've got an exciting episode planned for you today. This episode will focus solely on listener questions but as an added twist I've asked my friend Grant Bledsoe over at Grow Money Business Podcast to join me in answering these questions. I think you'll benefit from Grant's expertise as a Registered Investment Advisor and enjoy hearing his perspective as he helps me answer your questions. Listen in to hear our two points of view about rebalancing in difficult markets, quarterly tax payments, and choosing between a lump sum or monthly payments. Outline of This Episode [1:22] How to rebalance...
2020-06-2225 min
Real World ProductivityEpisode 34 - Early Growth For Better Results With Grant BledsoeJoining me on this episode is Grant Bledsoe, owner of 3 Oaks Capital - a capital management firm that he founded in 2014.
Grant makes use of many practical devices to stay productive and manage his time well, including automations from tools like Zapier that let him connect his software tools in order to spend more time focused on what matters - his clients and their results.
But it’s not all tactics and tools - Grant has some good high-level insights that help him achieve his goals and can certainly help you too.
Time bl...
2020-05-1245 min
90% MentalDrew Bledsoe, Super Bowl Chamion: In and Out of the Pocket Podcast with Jake " Snake" Plummer & Grant Parr Series 3Drew Bledsoe, Super Bowl Chamion: In and Out of the Pocket Podcast with Jake " Snake" Plummer & Grant Parr Series 3 by 90% Mental
2020-05-0537 min
Behind The AdvisorEp #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant BledsoeGrant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided to get his CFP and has seen his company growing rapidly ever since. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/211
2019-07-031h 04Behind The AdvisorEp #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant BledsoeGrant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided to get his CFP and has seen his company growing rapidly ever since. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/211
2019-07-031h 04