The Alternative Investing Advantage

Episode 93: A Guide to Financial Planning for Business Owners with Grant Bledsoe


Listen Later

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Together, they dive into a variety of financial planning options and strategies business owners can use.

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Alternative Investing Advantage is brought to you by

Advanta IRA.

Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

...more
View all episodesView all episodes
Download on the App Store

The Alternative Investing AdvantageBy Advanta IRA