Check Your Balances

著者: Ross Anderson CFP® and Daniel Messeca CFP®
  • サマリー

  • Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
    © 2024 Check Your Balances
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あらすじ・解説

Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
© 2024 Check Your Balances
エピソード
  • Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!
    2024/11/13

    As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA.

    Our apologies for the late post, we were having technical difficulties!

    This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    29 分
  • Election Episode
    2024/11/06

    Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financial goals. In this episode, we'll discuss how to avoid making big mistakes with your investing regardless of the election outcome.

    This episode is on YouTube: https://youtu.be/-YTCVeVV_70

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    29 分
  • Reviewing: Rich Dad Poor Dad
    2024/10/30

    In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often necessary. Join us as we separate fact from fiction and provide practical advice to help you achieve your financial goals.

    This episode is on YouTube: https://youtu.be/hpc-FNweaJ0


    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

    続きを読む 一部表示
    29 分

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