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Garrett's Garage is a blog about all things financial.  From concept to completion, ideas to showroom ready.

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Financial Planning for Business Owners

In this episode, hosts Paul and Garrett provide practical insights into financial planning for business owners. They underline the practicality of separating personal finances from business finances and delve into the real-world challenges and strategies of investing outside one's business. The conversation covers various practical considerations, including tax and legal implications, the significance of seeking professional advice, and the practicality of building a diversified investment portfolio.

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What to do With a Lump Sum

In this episode, hosts Paul and Garrett explore the prudent management of lump sums, such as inheritances, bonuses, or significant investment returns. They discuss the emotional and financial ramifications of sudden wealth and offer strategic advice on handling such funds responsibly. Emphasizing the importance of patience, the hosts suggest parking newfound wealth in a high-yield savings account to buy time for careful planning. This conversation is essential for anyone facing the complex decisions that accompany unexpected financial gains.

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Healthcare Expenses in Retirement

Join hosts Paul and Garrett as they explore the important topic of healthcare expenses in retirement. They discuss the financial challenges and decisions surrounding healthcare as we age, outlining the options available for managing these costs. From government programs like Medicare and Medicaid to the details of long-term care insurance and self-funding, Paul and Garrett provide a clear overview of the pros, cons, and strategies to effectively handle healthcare expenses in retirement. This episode offers essential guidance for anyone planning for their future or advising a loved one.

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Financial Success Equation

In this episode, Paul and Garrett outline a comprehensive approach to achieving financial success through a three-part equation: money habits, financial planning, and strategic implementation. They provide actionable insights into building effective money habits, creating adaptable financial plans, and selecting appropriate strategies for investments, insurance, taxes, and estate planning. The hosts share personal anecdotes and practical advice to help listeners construct a solid foundation for their financial future.

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Reducing Money Stress: A Guide to Financial Well-being

This episode with Paul and Garrett tackles the pervasive issue of financial stress, offering listeners practical strategies to foster a healthier relationship with money. They discuss the importance of viewing money as a tool, the benefits of a saver's mindset, the critical role of an emergency fund, and how aligning investments with long-term goals can ease financial worries. The discussion also covers the necessity of regular portfolio reviews to adapt to life's changes, aiming to provide listeners with a blueprint for financial peace of mind.

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