
Sign up to save your podcasts
Or


July came and went without us diving into the mailbag, so we kick off August with a few listener questions! Ross and Dan respond to a Money With Katie episode that suggests Roth contributions are rarely more favorable than pre-tax savings, and we share why using a direct indexing strategy is still...indexing.
Send your questions for the show to [email protected]!
Follow us on Instagram @checkyourbalances
Do you like our show? Leave a rating and share with a friend!
Send us Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
July came and went without us diving into the mailbag, so we kick off August with a few listener questions! Ross and Dan respond to a Money With Katie episode that suggests Roth contributions are rarely more favorable than pre-tax savings, and we share why using a direct indexing strategy is still...indexing.
Send your questions for the show to [email protected]!
Follow us on Instagram @checkyourbalances
Do you like our show? Leave a rating and share with a friend!
Send us Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

3,557 Listeners

3,217 Listeners

3,248 Listeners

944 Listeners

521 Listeners

1,955 Listeners

296 Listeners

1,255 Listeners

700 Listeners

3,056 Listeners

452 Listeners

930 Listeners

164 Listeners

1,621 Listeners

95 Listeners