Ep 93 – A Guide to Financial Planning for Business Owners with Grant Bledsoe

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Grant Bledsoe for a discussion on financial planning for business owners. Grant is the Founder and Senior Financial Planner of Three Oaks Wealth, a registered wealth management firm in the states of Oregon and California.

During this episode, Grant shares a guide to financial planning for business owners. He covers the importance of finding someone who operates in a fiduciary capacity or advisory capacity to clients when they need more help. Grant also explains the differences between various financial professionals and the importance of choosing the right one for each client’s needs. Additionally, he highlights the benefits of a solo 401(k) for self-employed business owners.

Learn more about financial planning for business owners.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Guest Grant Bledsoe

Headshot of Grant Bledsoe

Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. He holds an MBA, a B.S. in Applied Economics from Ithaca College, and several professional designations. In his free time, Grant loves being outside. During the winter, you can find him scouring snow reports and planning his next ski trip. In the summers, he enjoys chasing around his three kids, coaching little league baseball, and tragically following the Seattle Mariners.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.