Public Access to Private Companies - Listen - Check Your Balances

Public Access to Private Companies

Listen now

Description

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 [email protected] to be featured on upcoming shows!Check this episode out on YouTubeFind us at @checkyourbalances on Instagram!

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