Dec 18, 2023
In this episode of the HVAC Uncensored Podcast, Gil talks with Grant Bledsoe a financial planner specializing in helping business owners optimize income, pay less in tax, and invest prudently. He is the founder of Three Oaks Wealth, host of the podcast "Grow Money Business", and author of the blog "Above the Canopy." Grant has been in the financial industry for over 15 years. Prior to founding Three Oaks Wealth, he was a Senior Manager and Trader on the institutional securities lending desk at Charles Schwab & Co., Inc. He is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. I also want to discuss how techs can set themselves up for live after HVAC.
Find Grant @ http://www.threeoakswealth.com
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