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.

Episode #235: The Three Golden Rules of Investing

Episode #235: The Three Golden Rules of Investing

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 #234: Is It Possible to Live Off Dividend Income Alone in Retirement?

Episode #234: Is It Possible to Live Off Dividend Income Alone 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 #233: Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?

Episode #233: Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?

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 #232: Don't Let All-Time Highs Scare You

Episode #232: Don't Let All-Time Highs Scare You

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 #231: Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson

Episode #231:  Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson

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 #230: The Top 4 Investing Themes I’m Tracking Right Now

Episode #230:  The Top 4 Investing Themes I’m Tracking Right Now

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.