Check Your Balances podcast

Player FM - Internet Radio Done Right

25 subscribers

تمت الإضافة منذ قبل four أعوام

المحتوى المقدم من Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Netflix Sports Club Podcast

1
America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48

منذ 24 يومًا32:48

التشغيل لاحقا

قوائم

إعجاب

احب

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

Check Your Balances

منزل السلاسل•Feed

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.

228 حلقات

#Trading #Business #Ross Anderson, CFP® and Daniel Messeca, CFP® #Daniel Messeca #Ross Anderson

Check Your Balances

25 subscribers

updated منذ 5 أيام

منزل السلاسل•Feed

228 حلقات

#Trading #Business #Ross Anderson, CFP® and Daniel Messeca, CFP® #Daniel Messeca #Ross Anderson

كل الحلقات

1
Does Chat GPT Know How Taxes Work? 32:00

منذ 5 أيام32:00

32:00

On this week's episode of Check Your Balances, a mailbag episode! Does Chat GPT know how each of your retirement account taxes actually works? How do the fees in mutual funds and ETFs actually get deducted? These questions and more as we dive into what our listeners want to hear us talk about. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Severance & Independence 15:49

منذ 12 يومًا15:49

15:49

What can the hit Apple TV show Severance teach the fellas about saving for financial independence? Join us this week as Ross and Dan explore the idea that you might be "severed" from the version of yourself that you're supposed to be saving money for. Wishing everyone a safe and happy 4th of July! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Liability Matching 31:51

منذ 19 يومًا31:51

31:51

How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While rules of thumb like "The 4% Rule" get all the buzz, this is how to think about actually connecting your money with its purpose. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Over Under: Do we know the average American's finances? 32:03

منذ 26 يومًا32:03

32:03

Think you know the average American? Ross and Dan are about to find out if they do! Welcome to "Over Under," the brand new game on Check Your Balances where our hosts put their statistical savvy to the test. They'll compete in a lighthearted game to see how well they know the wealth and financial habits of the typical American. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
World's Worst Real Estate Investor? 22:23

منذ 5 weeks22:23

22:23

A surge in homes for sale relative to the number of buyers leads Ross to question whether his purchase of a home 6 months ago might have been poorly timed. Is he the worlds worst real estate investor? Only time will tell, but you can hear the boys discuss it on this weeks episode of Check Your Balances. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Should You Use Your Roth as an Emergency Fund? 32:23

منذ 6 weeks32:23

32:23

This week on Check Your Balances, we tackle a listener question: Should your Roth IRA double as an emergency fund? We'll explore the pros and cons. We'll also demystify the critical difference between correlation and causation in personal finance. Understanding this distinction is key to making sound financial decisions, ensuring you build a robust financial plan based on true cause-and-effect, not just coincidental relationships. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
SALT Changes, Housing Choices, and a Recession Coming? 32:17

منذ 7 weeks32:17

32:17

This week we're diving into the big questions we think you should be asking. We break down the latest rumblings around SALT deduction changes and what they could mean for your tax bill. Then, we pivot to the ever-shifting housing market, and whether you should bite off a bigger purchase for better schools. And finally, is a recession really on the horizon? We analyze the economic tea leaves and offer insights to help you prepare. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Do You Trust Your Financial Plan? 25:46

منذ 8 weeks25:46

25:46

What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's about our planning approach, or the deeper issue of trusting the data itself. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Would You Rather...? 29:48

منذ 9 weeks29:48

29:48

Want a fun and engaging way to talk about money with your partner? This episode of Check Your Balances explores how "Would You Rather...?" style finance questions can be a fantastic tool for uncovering each other's financial values and perspectives. We'll show you how these playful scenarios can lead to richer, more meaningful conversations and ultimately strengthen your financial understanding as a couple. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Is That Sloppy Financial Planning? 25:17

منذ 10 weeks25:17

25:17

On this episode of Check Your Balances, we're putting replacement ratios in the hot seat! Is this financial fortune-telling or just lazy math? We'll ask the tough questions: Are they the ultimate shortcut to a comfy retirement, or a recipe for financial disaster served up with a side of wishful thinking? Get ready for a lively debate as we uncover the truth behind these so-called rules of thumb and explore whether they're genius or just plain... well, sloppy. Tune in for a dose of financial reality with a twist of fun – because planning your future shouldn't be a snooze fest! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Save Vs. Splurge: How to Handle "Extra" Cash 23:29

منذ 11 weeks23:29

23:29

Stop wondering what to do with that extra paycheck, bonus, or side hustle income! "Save vs. Splurge" empowers you to make confident financial decisions that align with your values and goals. We explore the art of balancing saving for a secure future with enjoying the present moment. Learn how to make your extra cash work harder for you, whether it's paying down debt, investing wisely, or indulging in something you truly value. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Mailbag: Money Markets, CDs, and Estates! 31:20

منذ 12 weeks31:20

31:20

Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Hedging Your Index Funds 20:41

منذ 13 weeks20:41

20:41

Should you even try to hedge a single position inside an index fund? What happens when you spot a single stock within your broad market index that looks seriously overvalued? We'll weigh the costs, complexities, and potential benefits against simpler, more effective risk management approaches for index fund investors. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Tariff Tantrum 30:22

منذ 14 weeks30:22

30:22

The headlines are screaming about tariffs and trade wars, but what does it all mean for your wallet? In this episode of Check Your Balances, we break down the "Tariff Tantrum" and explore how these international trade spats could impact business and ultimately your portfolio. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

1
Money March Madness 33:18

منذ 16 weeks33:18

33:18

It's March Madness, but make it money ! This week, we're pitting the biggest personal finance debates against each other in a head-to-head bracket showdown. From "Debt Snowball vs. Avalanche" to "Roth vs. Traditional IRA," which financial strategies will reign supreme? Tune in for the ultimate financial face-off and level up your money game! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Accessing Your Home Equity 24:07

منذ 17 weeks24:07

24:07

What if you had access to capital, but it cost you some of the upside value of your home? This week Ross and Dan explore a product that they were recently introduced to and look at what situations it makes sense for. Like most exotic lending options, this one can be really dangerous if not used correctly! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Market Timing 25:58

منذ 19 weeks25:58

25:58

Ever wonder if all those market buzzwords—overvalued, undervalued, fear, greed—are just dressed-up ways to say "time the market"? In a world where it's easy to get spooked by the news and want to sit on the sidelines, let's get real about market timing. Let's break down the concept of market timing and discuss how to navigate the market with clarity. This episode is on YouTube: https://youtu.be/ZV-tF62eB_Q Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

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The "Oracle" Still Loves Equities 28:22

منذ 20 weeks28:22

28:22

Warren Buffett's annual letter is a must-read for investors. Join us as we break down the key takeaways from his 2024 missive, exploring his insights on the economy, Berkshire Hathaway's performance, and of course , his enduring love for equities. Is his wisdom still relevant in today's market? We'll discuss that and more on this episode. Find us on YouTube: https://youtu.be/VVCCeGuH5RA Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Mailbag: Can You Have Too Much in Your 401(k)? 27:50

منذ 21 weeks27:50

27:50

This week's Mailbag episode has great listener questions about whether rolling money back into a 401(K) is worth it for backdoor Roth IRA contributions, how to withhold taxes for a small business, and whether you can actually have too much money in your 401(K) plan. Send us your questions to be featured on an upcoming mailbag episode! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Golden Handcuffs: Restricted Stock Units (RSUs) 28:14

منذ 23 weeks28:14

28:14

Are your RSUs a golden ticket to financial freedom or just a confusing piece of your compensation package? This week, we demystify Restricted Stock Units and show you how to turn them into a powerful wealth-building tool. Learn how to navigate vesting schedules, understand the tax implications, and develop a smart strategy for managing your RSUs. Don't leave money on the table – tune in and unlock the potential of your equity compensation. This episode is on YouTube: https://youtu.be/KfX1rEcPwGs Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
What Do Advisors Actually Do? 29:19

منذ 24 weeks29:19

29:19

In a world where everyone from the car finance office to an insurance salesperson calls themselves a "Financial Advisor" what can advisors actually provide? Do you have to have your money managed, or can they simply act as a consultant? Tune int his week for Ross and Dan's take on a listener question about what advisors can actually offer. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
What's Your Money Personality? 24:15

منذ 25 weeks24:15

24:15

Your money personality plays a bigger role in your financial success than you might think. In this episode, Ross and Dan introduce a framework of four distinct money personalities. Learn how to identify your own archetype and understand how it impacts your saving, investing, and overall financial well-being. We'll also discuss strategies for leveraging your strengths and mitigating your weaknesses to achieve your financial goals. This episode is on YouTube: https://youtu.be/94wRwj_f1RM Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Leasing & More with Jesse Cramer of Best Interest 39:02

منذ 26 weeks39:02

39:02

This week Jesse Cramer of the Best Interest Blog and Podcast joins the show to talk about how different advisors can approach the same decision of getting to where we need to go. Join us for a fun conversation about Jesse's journey and how we all approach the vehicle decisions. This episode is on YouTube: https://youtu.be/pShIUwiYJTM Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Happy New Years! Let's Locate Your Assets! 27:06

منذ 28 weeks27:06

27:06

We kick off 2025 with an update on a few of the key things you might want to update heading into the new year and then move into a discussion about asset location. Are your growth assets in the right buckets? Are your safe assets in the right buckets? We give our current thoughts on how to think about it. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Would You Buy a Home With Cash Right Now? 31:11

منذ 29 weeks31:11

31:11

If you had the money to buy a home outright, would you still take a mortgage at our current rates? This week's episode dives into the pros and cons of whether it makes sense to borrow money or invest based on the current landscape. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
The Gift You Don't Want: Timeshares 23:36

منذ 30 weeks23:36

23:36

This time of year we think a lot about gift giving. But what about the gifts you truly don't want? We don't mean a bad neck tie or macaroni art, but maybe one that costs you thousands of dollars just to maintain... tune in this week for our discussion about how to avoid inheriting a timeshare. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
December Mailbag: Super Catch-Up, Taxes on Gifts, and More! 30:16

منذ 31 weeks30:16

30:16

This month's mailbag episode is a super-sized catch-up! We're diving deep into your burning questions about personal finance. From the ins and outs of taxes on gifts to strategies for supercharging your retirement savings, we've got you covered. Tune in to hear our expert insights and practical advice. This episode is on YouTube: https://youtu.be/Atb7blHB7wY Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Capital Gains | Should you be taking gains? 26:17

منذ 32 weeks26:17

26:17

Confused about capital gains tax and whether you should be selling stocks before the end of the year? In this episode, we break down the basics of capital gains tax and discuss the factors to consider when deciding whether to sell your stocks before year end. This episode is on YouTube: https://youtu.be/c5ME5uG-Ny0 Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Episode 200: Happy Thanksgiving! 15:47

منذ 33 weeks15:47

15:47

This week Ross and Dan celebrate their 200th episode of Check Your Balances with a lighthearted reflective episode of the journey up to this point. We appreciate each and every one of you, whether you've listened to a single segment or every single episode of the show up to this point. Happy Thanksgiving! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Debate 2024: Ross and Dan Face off 34:43

منذ 34 weeks34:43

34:43

When financial decisions matter most, you need strong arguments to consider. This week episode brings you a lighthearted debate on 5 financial topics: - How relevant is net worth as a metric? - Should I just invest in the S&P 500 and stop overthinking it? - Do you really need an emergency fund before investing? - Is the FIRE movement good for personal finance? - Should you have a side hustle to accelerate your progress? Tune in this week to hear us battle it out! This episode is on YouTube: https://youtu.be/W5_yW6JimE0 Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more! 28:55

منذ 35 weeks28:55

28:55

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 us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Election Episode 28:42

منذ 36 weeks28:42

28:42

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 us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Reviewing: Rich Dad Poor Dad 29:00

منذ 37 weeks29:00

29:00

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 us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Love is... Blind? 23:29

منذ 38 weeks23:29

23:29

Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll analyze their choices through a financial lens and discuss how their financial literacy (or lack thereof) could impact their relationships and future. Will their love stand the test of money? This episode is on YouTube: https://youtu.be/xeYk37KxFYc Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Taxes After Retirement 25:31

منذ 39 weeks25:31

25:31

Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones where you'll have to take care of it yourself. Find this episode on YouTube: https://youtu.be/WFBaNImVUpM Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
October Mailbag: Safe Withdrawal Rate, Different Investments at $500K? 27:57

منذ 40 weeks27:57

27:57

Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on: Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year? Investing $500K: Do your portfolio options need to change as your capital grows? Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
New Home with Drew McKenzie 27:37

منذ 41 weeks27:37

27:37

The final chapter (we hope) in the Ross' house saga. Drew McKenzie from Long and Foster joins the show to talk about what it's like trying to give advice to a guy that gives advice for a living. Find this episode on YouTube (to see the inside of the actual home): https://youtu.be/GpjBZlu_r68 We're @checkyourbalances on Instagram Send us questions you want answered about your finances to checkyourbalances@outlook.com Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Rate Cut: What does it mean for you? 24:21

منذ 42 weeks24:21

24:21

It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you. Send your questions for the show to checkyourbalances@outlook.com ! This episode is on YouTube: https://youtu.be/vLpQz4b6y0k We're @checkyourbalances on Instagram Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Is Your 401(k) a Scam? 23:37

منذ 43 weeks23:37

23:37

Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take. Send your personal finance questions to checkyourbalances@outlook.com This episode is on YouTube: https://youtu.be/J0wkYS_MBsY @checkyourbalances on Instagram Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Refi Time... Already? 23:14

منذ 44 weeks23:14

23:14

Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take. Send your questions for the show to checkyourbalances@outlook.com ! We're @checkyourbalanes on Instagram This show is on YouTube Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
September Mailbag: Should you get married for tax benefits? 31:18

منذ 45 weeks31:18

31:18

Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode. Send your questions to checkyourbalances@outlook.com to be featured on an upcoming show! We're @checkyourbalances on Instagram This episode is on YouTube: https://youtu.be/-Iy271i2XY8 Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
The Impact of Social Security 28:32

منذ 46 weeks28:32

28:32

We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans. Find this episode on YouTube: https://youtu.be/5NcTxmt0Xf4 We're @checkyourbalances on Instagram Email checkyourbalances@outlook.com to send questions to the show! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More! 32:01

منذ 47 weeks32:01

32:01

How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too. Send your financial planning questions to checkyourbalances@outlook.com to be featured on upcoming episodes! You can also find us @checkyourbalances on Instagram This episode is on YouTube: https://youtu.be/vXb4sU4R1lM Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Welcome Back Market Volatility 28:12

منذ 48 weeks28:12

28:12

The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward. Send your questions for the show to checkyourbalances@outlook.com Find each episode on YouTube We're @checkyourbalances on Instagram Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

Check Your Balances

1
Who Needs Estate Plans? with Meredith Hill, Esq. 34:42

منذ 49 weeks34:42

34:42

This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming mailbag episodes! Find this episode on YouTube We're also on Instagram @checkyourbalances ! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.