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Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
246 episodes
1 week ago
This week, Ross and Dan tackle a fun question... If you had to invest $100,000 without using the stock market, what would you do? Would you become a landlord and try to buy real estate? Would you try to start a business or invest in something truly "passive?" Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
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Investing
Business
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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.
This week, Ross and Dan tackle a fun question... If you had to invest $100,000 without using the stock market, what would you do? Would you become a landlord and try to buy real estate? Would you try to start a business or invest in something truly "passive?" Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
Show more...
Investing
Business
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What Are the Strategies for Managing an Inherited IRA?
Check Your Balances
30 minutes
3 months ago
What Are the Strategies for Managing an Inherited IRA?
Are you one of the many people who've inherited a retirement account and are now wondering, "What's an RMD and how do I manage it?" The rules around inherited IRAs and required minimum distributions have changed, and it can be confusing. In this episode of Check Your Balances, we're tackling the complex topic of managing Required Minimum Distributions (RMDs) on an inherited IRA. We'll break down the key rules, including the 10-year rule, and discuss how to create a strategy that works for you...
Check Your Balances
This week, Ross and Dan tackle a fun question... If you had to invest $100,000 without using the stock market, what would you do? Would you become a landlord and try to buy real estate? Would you try to start a business or invest in something truly "passive?" Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram