Do you feel rich? - Listen - Check Your Balances

Do you feel rich?

Listen now

Description

This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems. Send your questions to [email protected] to be featured on an upcoming mailbag episode! Show us some love on Instagram @checkyourbalances Find this episode on YouTube

More Episodes

See all »

Debate 2024: Ross and Dan Face off

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...

Published 11/20/24

Check Your Balances

Published 11/20/24

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

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...

Published 11/13/24