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Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
244 episodes
6 days ago
First up: A listener challenges our take on Dollar Cost Averaging out. Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise). 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.
First up: A listener challenges our take on Dollar Cost Averaging out. Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise). 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
2 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
First up: A listener challenges our take on Dollar Cost Averaging out. Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise). Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram