Check Your Balances copertina

Check Your Balances

Di: Ross Anderson CFP® and Daniel Messeca CFP®
Ascolta gratuitamente

  • Riassunto

  • 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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Episodi
  • May Mailbag: Credit, Share Count, and Rollovers

    May Mailbag: Credit, Share Count, and Rollovers
    May 22 2024

    Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions.

    Send your questions to checkyourbalances@outlook.com to be featured on an upcoming episode!

    Find this episode on YouTube
    We're also on Instagram
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    31 min
  • Paycheck to Paycheck

    Paycheck to Paycheck
    May 15 2024

    This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?

    Send your questions for the show to checkyourbalances@outlook.com!

    Check this episode out on YouTube
    Find us and send your questions on Instagram
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    28 min
  • Public Access to Private Companies

    Public Access to Private Companies
    May 8 2024

    This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional can kicking on IRS guidance around RMDs.

    Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming shows!

    Check this episode out on YouTube
    Find us at @checkyourbalances on Instagram!
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    27 min

Sintesi dell'editore

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
Finanza personale Economia
Mostra di più Mostra meno

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