Check Your Balances

著者： Ross Anderson CFP® and Daniel Messeca CFP®
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  • 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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  • September Mailbag: Should you get married for tax benefits?

    September Mailbag: Should you get married for tax benefits?
    2024/09/04

    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
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    31 分
  • The Impact of Social Security

    The Impact of Social Security
    2024/08/28

    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!
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    29 分
  • August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More!

    August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More!
    2024/08/21

    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
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    32 分

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
個人ファイナンス 経済学
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