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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