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Inside TBT

The Basketball Tournament

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Inside TBT (TBT's Official Podcast) features interviews, inside information and everything else you could want to know about The Basketball Tournament, the world's first truly open sporting event. Winner take all. For more, check out TheTournament.com and watch ESPN. Your Teams. Your Tournament. Hosted by Andrew Zoldan
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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 valuabl ...
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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 fie…
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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 others. In this episode I cover the top four I’m paying attention to right now: the “Magn…
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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 concepts are not being taught in public schools across America, as well as what pare…
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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 Ways & Means Committee with a vote of 40-3. And since some of the tax changes w…
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On today's episode, Russ Smith joins the show to talk about playing with The Ville again, what it was like playing in TBT last summer and the addition on Montrezl Harrell (0:00 - 14:23) and then Willie Cauley-Stein joins the show to breakdown his commitment to play with La Familia (Kentucky Alumni) in TBT this summer, what it will be like to be bac…
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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 years but haven’t described the fact pattern where an annuity might actually make …
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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, healthcare device, and financial industries achieve sustainable growth and tur…
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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, an…
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This 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 ad…
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Today on the show, former Butler player Sean McDermott talks about playing with All Good Dawgs (Butler Alumni) at Hinkle Fieldhouse this summer (0:00 - 8:00) and then former NBA 6MOTY, Montrezl Harrell, discusses playing with The Ville (Louisville Alumni) and getting to hoop in front of the Louisville fans again this summer (8:00 - 22:42)! TBT REGI…
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This 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-per…
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In 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 prof…
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In today's episode of Inside TBT, Andrew Zoldan breaks down the four TBT regionals that were announced this week (Wichita, Butler, Lexington & Cincinnat) (0:00 - 2:30) then Shelvin Mack joins the show to talk about All Good Dawgs, Butler's TBT team that will be hosting a regional at the historic Hinkle Fieldhouse (2:30 - 13:41) and then Eric Bledso…
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This 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 expla…
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Asha 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 …
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This 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] Rebala…
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Scott 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 epi…
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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] Invest…
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Historically, 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 companie…
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Index 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 decisio…
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Social 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 retu…
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Since 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 star…
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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 e…
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Are 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 …
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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 Sch…
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Do 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 discl…
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The 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 episod…
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The 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 ab…
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Patrick 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 m…
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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…
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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, w…
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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, a…
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This 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 throug…
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Annuity 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…
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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 shoul…
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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 …
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We 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…
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We 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 use…
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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 th…
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We 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 l…
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It’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 a…
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This 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 of…
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The 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.…
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Insurance 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 insu…
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FINAL EPISODE BEFORE TBT TIPS-OFF!Taj Gibson joined the show as his team (Team Gibson) gets set for their TBT debut! We talked TBT, NBA, Derrick Rose, Joakim Noah and more (0:00 - 28:29) and then Fran Fraschilla joins the show to preview the Wichita Super Regional (28:29 - 47:26)! Presented by Pedego Wichita: https://pedegoelectricbikes.com/dealers…
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This 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 i…
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In today's episode of Inside TBT, Devin Funchess (former NFL WR) joins the show to talk about playing with Team Gibson, basketball being his first love, his time in the NFL and more (0:00 - 13:52), then Fort Wayne Champs' Tayler Persons come on to talk TBT 2023, pick-up hoops and what he loves about TBT (13:52 - 26:14) and then Marcus Santos-Silva …
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NBA Veteran, Jason Thompson, is a part of Broad Street Birds (Temple Alumni) and he came on the show to talk NBA, TBT, the Sacramento Kings, Boogie and more (0:00 - 20:58) and then Bleed Green's Brandon Jefferson comes on to talk North Texas, year two of Bleed Green, tell pick-up hoops stories and more (20:58 - 38:16)!Enjoy -…
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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 de…
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In today's episode of Inside TBT, The Ringer's Tate Frazier stops by to talk about this year's players, give his scouting report on the Thompson Twins, build his UNC TBT team and more (0:00 - 30:07) then Tyshawn Taylor hops on to talk Kansas, TBT, NBA, The Border War and more (30:07 - 1:00:00)!Enjoy -…
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