『Check Your Balances』のカバーアート

Check Your Balances

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.© 2025 Check Your Balances 個人ファイナンス 経済学
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  • What Are the Strategies for Managing an Inherited IRA?
    2025/08/13

    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.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    30 分
  • Scott Galloway Got Rid of His Insurance... Should you?
    2025/08/06

    Scott Galloway recently announced he’s dropped all of his insurance—but is he an anomaly or onto something? Dan and Ross break down his controversial stance and discuss whether most people are actually over-insuring themselves against small risks. Tune in to find out if you're a Scott Galloway, or if you're just paying too much.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    28 分
  • Is the OBBB Beautiful... For You?
    2025/07/30

    The highly anticipated "One Big Beautiful Bill" has officially been signed into law, sparking intense debate and speculation. This week on Check Your Balances, we're cutting through the noise to deliver a crucial breakdown of its sweeping changes. From tax tweaks and investment implications to critical shifts in financial planning, we'll equip you with the essential insights you need to understand exactly how this legislation impacts your individual finances.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    30 分
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