Leaving and Receiving Gifts

FromCheck Your Balances

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Leaving and Receiving Gifts

FromCheck Your Balances

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Length:

24 minutes

Released:

Jun 1, 2022

Format:

Podcast episode

Description

Ross and Dan dive into the mailbag for this episode. They tackle a listener question on how to think about inherited assets as well as the strategies for saving money on behalf of your kids. E-mail your questions for the show to checkyourbalances@outlook.com.We're YouTubers! Smash that subscribe button to check out our video content.

Released:

Jun 1, 2022

Format:

Podcast episode

Titles in the series (100)

Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.

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Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders by Check Your Balances
23 min listen
Episode 2: Myths About Retirement Finances by Check Your Balances
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Episode 10: Together We Bake & Helpful Tips by Check Your Balances
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Episode 7: Managing the Downside by Check Your Balances
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When to Sell by Check Your Balances
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Episode 25: Cash Allocations and Beyond by Check Your Balances
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Episode 28: Should you rollover your 401(k)? by Check Your Balances
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Episode 12: Target Date Funds & $100(ish) Million Deli by Check Your Balances
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Episode 26: Revisiting the SECURE Act by Check Your Balances
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Episode 3: Kids and Investing by Check Your Balances
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Episode 1: An Interview with Morgan Housel by Check Your Balances
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Episode 16: What are you excited for in retirement? by Check Your Balances
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Episode 4: An Interview with Chef Jonathan Krinn by Check Your Balances
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Episode 9: Crooked Crab Brewing by Check Your Balances
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Episode 24: Talking Budgets with Kimberly Palmer by Check Your Balances
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Episode 13: The Side Hustle by Check Your Balances
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Episode 11: Talking Credit Cards with Sara Rathner from Nerd Wallet by Check Your Balances
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Richer, Wiser, Happier: A Chat with William Green by Check Your Balances
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Episode 21: 10 Concepts to Make You a Better Investor by Check Your Balances
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Episode 8: Decoding Acronyms by Check Your Balances
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Episode 6: Roth, Social Security, and Tax Smoothing by Check Your Balances
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Episode 15: Jordan Josephs, Celebrity Business Manager by Check Your Balances
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Episode 22: Relocation and Inflation by Check Your Balances
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Episode 19: Active vs Passive Investing by Check Your Balances
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Episode 14: Scott Lloyd Talks Taylor Swift by Check Your Balances
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Episode 27: What can we learn about planning from the lottery? by Check Your Balances
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Episode 30: Talking Banking with Dr. Terri Friedline by Check Your Balances
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Episode 33: Understand your "Options" by Check Your Balances
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Personal Finance Lessons from the Movies by Check Your Balances
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Episode 23: All Things Insurance by Check Your Balances
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Public Access to Private Companies by Check Your Balances
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Finance 101 by Check Your Balances
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Valuation with Ryan Hutchins by Check Your Balances
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Broker Bonuses by Check Your Balances
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Do you feel rich? by Check Your Balances
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Real Estate Update with Adrienne Messeca by Check Your Balances
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March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility by Check Your Balances
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Financial Shame by Check Your Balances
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Is that legal? by Check Your Balances
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The Lindy Effect by Check Your Balances
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Just Add Leverage? by Check Your Balances
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February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans by Check Your Balances
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How Many Bank Accounts? by Check Your Balances
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Magically Change the Tax Code by Check Your Balances
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Billionaire Ideas: Should you ever own a bond? by Check Your Balances
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January Mailbag: Backdoor Roth, I-Bonds, and... dogs? by Check Your Balances
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An Interview with Adam Nash: CEO and Co-Founder of Daffy by Check Your Balances
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An Interview with JL Collins by Check Your Balances
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2023 In Review by Check Your Balances
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Moore vs United States with Taxgirl by Check Your Balances
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Shark Tank by Check Your Balances
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December Mailbag: Securities Lending, Non-controlling Interest, and Gold! by Check Your Balances
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Remembering Charlie by Check Your Balances
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Living Abroad with Stewart Patton by Check Your Balances
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Thanksgiving with Chris Hill by Check Your Balances
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The Cockroach Portfolio by Check Your Balances
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November Mailbag: Time Value of Money, Home Gains Exclusion, and More! by Check Your Balances
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Spooky Season: But, Don't Worry! by Check Your Balances
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Billionaire Money Regrets: Magic Johnson by Check Your Balances
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Did Michael Lewis Get Duped? by Check Your Balances
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January Mailbag: QCDs, Index Fund Components, and Spending Habits by Check Your Balances
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Vacation Homes: How to think about it? by Check Your Balances
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December Mailbag: Securities Lending, Non-controlling Interest, and Gold! by Check Your Balances
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Financial Shame by Check Your Balances
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SMR#214: Talking to Kids About Masturbation: Last week we discussed the importance of disconnecting the subjects of porn and masturbation. We received several emails asking about how to discuss this subject with your kids. That’s what Shannon and Corey talk about in this episode. by Sexy Marriage Radio
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Ep 06 PANTIES. AGAIN.: In a previous episode, Kristen mentioned putting on your grownup panties (metaphorically) as a parent, and now a reader wants to know about our recos for actual grownup panties. We may reveal too much here. Literally. Apologies. Also, are we the only... by Spawned Parenting Podcast with Liz of Cool Mom Picks
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Discover this podcast and so much more

Leaving and Receiving Gifts

Leaving and Receiving Gifts

Description

Titles in the series (100)

More Episodes from Check Your Balances

Related podcast episodes