Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?

Grow Money Business with Grant Bledsoe

Grant Bledsoe에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Grant Bledsoe 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Lost Cultures: Living Legacies

1
Bermuda: The Crossroads of the Atlantic 51:57

16일 전51:57

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리스트

51:57

On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

약 1년 전 27:39

MP3•에피소드 홈

Mailbag Question:

“I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?”

Intro:

“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 when it will or will not help you.”

Resources:

Donor-Advised Funds (DAFs): What They Are and How They Work

nerdwallet.com/article/taxes/donor-advised-funds

Qualified Charitable Distributions (QCDs)

fidelity.com/building-savings/learn-about-iras/required-minimum-distributions/qcds

The New Etiquette of Negotiating With Your Real-Estate Agent

wsj.com/personal-finance/the-new-etiquette-of-negotiating-with-your-real-estate-agent-1ff585c7

100 에피소드

#Trading #Entrepreneur #Business #Grant Bledsoe #Need To Know

Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?

Grow Money Business with Grant Bledsoe

published 약 1년 전

MP3•에피소드 홈

Mailbag Question:

“I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?”

Intro:

Resources:

Donor-Advised Funds (DAFs): What They Are and How They Work

nerdwallet.com/article/taxes/donor-advised-funds

Qualified Charitable Distributions (QCDs)

fidelity.com/building-savings/learn-about-iras/required-minimum-distributions/qcds

The New Etiquette of Negotiating With Your Real-Estate Agent

wsj.com/personal-finance/the-new-etiquette-of-negotiating-with-your-real-estate-agent-1ff585c7

100 에피소드

#Trading #Entrepreneur #Business #Grant Bledsoe #Need To Know

सभी एपिसोड

Grow Money Business with Grant Bledsoe

1
Ep #258 - How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade 41:48

2일 전41:48

나중에 재생

리스트

41:48

In this episode of Grow Money Business we review what the markets have done as news of trade negotiations has trickled out over the last few weeks. We review whether tariff policy leads to inflation to consumers, Moody’s recent downgrade of US debt, and what to look for in the coming weeks as we approach the 90-day tariff pause deadline. RESOURCES: Moody's Ratings downgrades United States ratings to Aa1 from Aaa; changes outlook to stable moodys.com/web/en/us/about-us/usrating.html The Effects of Tariffs on Inflation and Production Costs frbsf.org/research-and-insights/publications/economic-letter/2025/05/effects-of-tariffs-on-inflation-and-production-costs/ Detecting Tariff Effects on Consumer Prices in Real Time federalreserve.gov/econres/notes/feds-notes/detecting-tariff-effects-on-consumer-prices-in-real-time-20250509.html…

Grow Money Business with Grant Bledsoe

1
Ep #257 - Tariffs, Policy, Politics and Your Portfolio 1:01:23

30일 전1:01:23

나중에 재생

리스트

1:01:23

This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors. We cover an article commenting on a recent wonky U.S. government bond auction and Treasury Secretary Scott Bessent’s comments, and put the rapid pace of the news cycle in perspective. RESOURCES: US Treasury secretary: no risk of China weaponizing Treasuries despite bond market volatility reuters.com/markets/rates-bonds/us-treasury-secretary-no-risk-china-weaponizing-treasuries-despite-bond-market-2025-04-15/…

Grow Money Business with Grant Bledsoe

1
Ep #256 - How Much Should We Really Be Saving for Our Kids’ College? 39:04

9 weeks 전39:04

나중에 재생

리스트

39:04

While college savings accounts like 529s provide some nice tax benefits, there are strings attached (including the dreaded 10% penalty for non-education related withdrawals). In this episode of Grow Money Business we dive into how much parents should really be saving for their kids’ college education amid a changing landscape for education and student loans. We also cover an interesting month in the markets and an article reviewing recent performance of single stock ETFs. RESOURCES: Billions Flowed Into New Leveraged ETFs Last Year. Now They’re in Free Fall. wsj.com/finance/investing/billions-flowed-into-new-leveraged-etfs-last-year-now-theyre-in-free-fall-0c413245…

Grow Money Business with Grant Bledsoe

1
Ep #255 - I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? 50:53

13 weeks 전50:53

나중에 재생

리스트

50:53

We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second term. The threat of tariffs and inflation, DOGE’s dismantling of legacy government programs, and discussion of annexing Canada and Greenland has many people concerned. This episode we cover the gamut from a financial perspective, including how investors should interpret what’s happening, whether we should be concerned about inflation in the near term, and how the markets have responded so far. RESOURCES Inflation. How worried should we be? stayathomemacro.substack.com/p/inflation-how-worried-should-we-be…

Grow Money Business with Grant Bledsoe

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Ep #254 - I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching My Roth Accounts? 23:18

17 weeks 전23:18

나중에 재생

리스트

23:18

It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as U.S. competitors at a fraction of the cost. Nvidia’s stock lost 17% the following day after the company published its work, confirming the threat to Nvidia’s business model. We cover an article highlighting what this all means, review the outperformance of non-U.S. equities, and answer a listener question about whether they can retire early without having to touch their Roth accounts in this episode of Grow Money Business. RESOURCES: Best Part of the DeepSeek Story substack.com/@herbgreenberg/p-155921309…

Grow Money Business with Grant Bledsoe

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Ep #253 - The Market Seems Expensive Right Now. Should I Be Worried? 29:14

21 weeks 전29:14

나중에 재생

리스트

29:14

Should you be concerned that the market’s just made several all time highs? This question comes up in various forms any time stock markets set new records. As tempting as it is to assume that what goes up must come down, the market doesn’t think that way. We cover this concept in detail in today’s episode, along with Vanguard’s recent 2025 market forecast and an update on how markets have done since the election. RESOURCES: Market perspectives advisors.vanguard.com/insights/article/series/market-perspectives…

Grow Money Business with Grant Bledsoe

1
Ep #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? 34:47

26 weeks 전34:47

나중에 재생

리스트

34:47

A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the Trump administration with regard to economic and tax policy. Resources: Small-cap stocks on verge of ending 3 years of futility with record run — if it holds marketwatch.com/story/small-cap-stocks-on-verge-of-ending-3-years-of-futility-with-record-run-if-it-holds-c829d75b?mod=hp_minor_pos27 What’s Flying Higher Than Bitcoin? The Software Company Buying Up Bitcoin wsj.com/finance/currencies/whats-flying-higher-than-bitcoin-the-software-company-buying-up-bitcoin-748fdbd2?mod=hp_lead_pos5…

Grow Money Business with Grant Bledsoe

1
Ep #251 - We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? 33:27

30 weeks 전33:27

나중에 재생

리스트

33:27

This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates. RESOURCES: Mob Rule humbledollar.com/2024/10/mob-rule/ Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail Hardcover by Ray Dalio amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276…

Grow Money Business with Grant Bledsoe

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Ep #250 - Should I Roll My 401k Into an IRA? 50:38

35 weeks 전50:38

나중에 재생

리스트

50:38

Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans. We’ve noticed that the more people tend to have in their retirement plans, the more reluctant they are to take action out of fear of making a mistake. In this episode of the podcast we’ll answer several questions about 401k rollovers: · Should I keep my savings in the 401k or roll the funds into an IRA? · Can I roll my 401k directly into a Roth IRA? · My savings is in the Federal TSP. I’ve heard the plan is really good. Should I roll the funds into an IRA when I retire or stick with the TSP? We’ll also review the logistics of 401k rollovers and how you can avoid major mistakes. Resources: https://www.morningstar.com/funds/are-low-volatility-etfs-dead…

Grow Money Business with Grant Bledsoe

1
Ep #249 - We Just Retired. Should We Downsize? 26:17

39 weeks 전26:17

나중에 재생

리스트

26:17

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 card fraud. [15.40] Downsizing – Grant explains the reasons why people choose to downsize. [20.00] Not for everybody – Grant explains why downsizing doesn’t suit everybody. [23.36] Advice - What to consider before downsizing. Resources Why gift card fraud slips through the cracks of America’s banking regulation system https://theconversation.com/why-gift-cards-fall-into-a-gap-in-the-2-tier-banking-regulation-system-and-a-brief-history-of-why-that-gap-exists-236478 Dow Jones Futures Rise; Nvidia Pares Earnings Losses, Salesforce Jumps investors.com/market-trend/stock-market-today/dow-jones-futures-nvidia-earnings-guidance-salesforce-crowdstrike/ Outlive: The Science and Art of Longevity By Peter Attia amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599…

Grow Money Business with Grant Bledsoe

1
Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So? 27:39

40 weeks 전27:39

나중에 재생

리스트

27:39

Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?” Intro: “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 when it will or will not help you.” Resources: Donor-Advised Funds (DAFs): What They Are and How They Work nerdwallet.com/article/taxes/donor-advised-funds Qualified Charitable Distributions (QCDs) fidelity.com/building-savings/learn-about-iras/required-minimum-distributions/qcds The New Etiquette of Negotiating With Your Real-Estate Agent wsj.com/personal-finance/the-new-etiquette-of-negotiating-with-your-real-estate-agent-1ff585c7…

Grow Money Business with Grant Bledsoe

1
Ep #247 - Should I File for Social Security Before It Runs Out? 33:02

41 weeks 전33:02

나중에 재생

리스트

33:02

Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?” Intro: “Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few years. Does that mean you should get your money out now before it does? This week we respond to a listener question about by explaining what’s going on with Social Security, how long it’ll be before the Social Security trust runs out of money, and what will happen when it does. We also cover an article from Consumer Affairs about why car insurance premiums are rising so much, and review a very strong rebound in the markets” Resources The 2024 OASDI Trustees Report ssa.gov/OACT/TR/2024/ A Summary of the 2024 Annual Reports ssa.gov/OACT/TRSUM/index.html Auto insurance is outpacing inflation and getting worse consumeraffairs.com/news/auto-insurance-is-outpacing-inflation-and-getting-worse-081524.html…

Grow Money Business with Grant Bledsoe

1
Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally 58:21

42 weeks 전58:21

나중에 재생

리스트

58:21

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 IRS. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with the IRS database and simply notifies you when there are updates to your account. It’s a sorely needed tool, and Tom walks us through what he’s built and how the launch has gone. We also cover an article about Trump’s interest in allowing the sitting president more control over monetary policy, and summarize a volatile week in the markets. Resources Trump’s Plans Stir Fears for Fed Independence, Inflation wsj.com/politics/elections/trumps-plans-stir-fears-for-fed-independence-inflation-689bc113 Connect with Tomas Nally LinkedIn - linkedin.com/in/tomasnally/ Website - taxnow.com/…

Grow Money Business with Grant Bledsoe

1
Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement? 21:17

43 weeks 전21:17

나중에 재생

리스트

21:17

Mailbag question: “My husband and I are assembling our retirement plan and planning to relocate once I quit working. We’re trying to decide between Tennessee, Florida and Texas, since they’re all states with lower tax and retirement lifestyle costs. Which do you think is best? The lists are all different.” Intro: Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the differences between Tennessee, Texas, and Florida as retirement destinations, and what you should consider when relocating in retirement. Resources The best states to retire in 2024 – Ranked moneywise.com/retirement/best-states-to-retire-in The Most Affordable U.S. States to Retire in 2024 fool.com/retirement/relocation/cheapest-states-to-retire/ A Strong Year for 401(k) Balances Masks the Truth About Long-Term Performance crr.bc.edu/a-strong-year-for-401k-balances-masks-the-truth-about-long-term-performance/…

Grow Money Business with Grant Bledsoe

1
Ep #244 - Do I Really Need a Living Trust? 32:09

44 weeks 전32:09

나중에 재생

리스트

32:09

Mailbag Question: “I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.” Intro: This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of his plan. We cover the pros and cons of living trusts and whether the recommendation is an upsell from the attorney. Links: https://www.wsj.com/finance/stocks/a-stock-market-rotation-of-historic-proportions-is-taking-shape-da9b6546?mod=finance_feat2_stocks_pos2 https://www.weareatticus.com/learn/what-is-the-uniform-probate-code…

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Grow Money Business with Grant Bledsoe « » Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?

Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?

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Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?