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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
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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
5656 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 a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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