Episode #255: I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? (Copy)

Episode #255: I’m Concerned About What’s Happening in Washington.  How Can I Protect My Portfolio? (Copy)

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.

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

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

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.

Episode #253: The Market Seems Expensive Right Now. Should I Be Worried?

Episode #253: The Market Seems Expensive Right Now. Should I Be Worried?

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.

Episode #252: What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?

Episode #252: What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?

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.

Episode #251: We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?

Episode #251: We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?

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.

Episode #250: Should I Roll My 401k Into an IRA?

Episode #250: Should I Roll My 401k Into an IRA?

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.

Episode #249: Everyone Talks About Downsizing in Retirement, But I'm Not Sure It's the Right Move For Me

Episode #249: Everyone Talks About Downsizing in Retirement, But I'm Not Sure It's the Right Move For Me

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.

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

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

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.

Episode #247: Should I File for Social Security Before It Runs Out?

Episode #247: Should I File for Social Security Before It Runs Out?

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.

Episode #246: Using Tech Tools to Bypass IRS Hold Times with Tomas Nally

Episode #246: Using Tech Tools to Bypass IRS Hold Times with Tomas Nally

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.

Episode #245: Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?

Episode #245: Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?

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.

Episode #244: Do I Really Need a Living Trust?

Episode #244: Do I Really Need a Living Trust?

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.

Episode #243: I'd Like to Retire Early, But I'm Concerned About the Penalties

Episode #243: I'd Like to Retire Early, But I'm Concerned About the Penalties

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.

Episode #242: Why Would I Ever Want to Invest in Other Countries?

Episode #242: Why Would I Ever Want to Invest in Other Countries?

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.

Episode #241: Should I Invest in Bitcoin ETFs?

Episode #241: Should I Invest in Bitcoin ETFs?

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.

Episode #240: What Should I Do With the $850,000 Inheritance I Just Received?

Episode #240: What Should I Do With the $850,000 Inheritance I Just Received?

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.

Episode #239: The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration

Episode #239: The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration

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.

Episode #238: Should I Adjust My Withholdings This Year?

Episode #238: Should 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 their withholdings for 2024. 

Episode #237: Michelle Seiler Tucker on Business Valuations and Interest Rates

Episode #237: Michelle Seiler Tucker on Business Valuations and Interest Rates

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.

Episode #236: The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies

Episode #236: The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies

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.