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Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
254 episodes
1 day ago
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode! Send us a text Send your questions for upcoming show to...
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Investing
Education,
Business,
Self-Improvement
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All content for Check Your Balances is the property of Ross Anderson, CFP® and Daniel Messeca, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode! Send us a text Send your questions for upcoming show to...
Show more...
Investing
Education,
Business,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/42/67/d1/4267d105-08ed-885c-a967-2f286695cd94/mza_16737884829422073968.jpg/600x600bb.jpg
Does a 50 Year Mortgage Make Sense? - Mailbag Episode
Check Your Balances
26 minutes
1 month ago
Does a 50 Year Mortgage Make Sense? - Mailbag Episode
Could a half-century loan be the answer to the housing crisis, or is it a financial nightmare waiting to happen? We break down the pros, cons, and the brutal amortization schedules of 50-year mortgages to see who actually benefits. Plus, we’re emptying the mailbag to cover the specific financial hurdles you are facing right now. Tune in to this week's mailbag episode! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
Check Your Balances
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode! Send us a text Send your questions for upcoming show to...