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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.
Send your questions for the show to [email protected] to be featured on upcoming shows!
Check this episode out on YouTube
Find us at @checkyourbalances on Instagram!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
5656 ratings
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.
Send your questions for the show to [email protected] to be featured on upcoming shows!
Check this episode out on YouTube
Find us at @checkyourbalances on Instagram!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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