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This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!
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Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.
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This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out.
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Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions.
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This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?
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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.
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Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest form without getting too lost in the weeds.
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This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner.
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If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode.
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This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.
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This week, The Realtress, Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much you'll pay your agent while buying, there is a lot changing right now. Tune in for our update this week, and check out her blog: https://adriennemesseca.substack.com/
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This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility.
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This week Ross and Dan explore the observance of people who feel shame about their finances. From those in relatively great situations to those in very challenging situations, the best path forward is simply to start today in tackling it.
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This week Ross and Dan explore concepts that seemingly should be illegal, but fascinatingly aren't. From regulators trading stocks in companies they influence to credit monitors selling ways to improve your score.
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This week Ross and Dan unpack how The Lindy Effect could be considered as part of your investing journey. Check out the Market Sentiment post that inspired the show for a great study on how investing in the old guard might be your best bet.
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Is leverage the wealth building tool that you've been missing this whole time? An article from The Economist sparks an old idea. Why can we use long-term fixed leverage to buy a house but not a portfolio?
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This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies.
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This week we share our system for how many savings accounts to use so that you can accurately track your savings and spending guilt-free at the same time. If you've had trouble keeping your savings organized, this episode is for you!
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If you gave us a magic wand and let us change the tax code, what would we do to it? Hear our take as well as the advice from several tax experts on this week's show!
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Longtime listener and cute dog owner, Tyler, sends us a clip of Ron Baron talking about bonds. Does this billionaire's advice apply to your life? Probably not, but we had fun discussing it anyway.
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Email your questions to [email protected] - Visa fler