Is a Corporate Trustee Right for You?

FromCheck Your Balances

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Is a Corporate Trustee Right for You?

FromCheck Your Balances

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Length:

24 minutes

Released:

Aug 16, 2023

Format:

Podcast episode

Description

Serving as a Trustee comes with a laundry list of responsibilities. This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help.Give us a follow on Instagram, and send your questions to checkyourbalances@outlook.com!

Released:

Aug 16, 2023

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 29: Advice To Our Younger Selves by Check Your Balances
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Episode 32: Back to School - Our Financial Literacy Curriculum by Check Your Balances
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Episode 1: An Interview with Morgan Housel by Check Your Balances
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Episode 2: Myths About Retirement Finances by Check Your Balances
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Episode 3: Kids and Investing 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 8: Decoding Acronyms by Check Your Balances
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Episode 7: Managing the Downside by Check Your Balances
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Episode 22: Relocation and Inflation by Check Your Balances
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Episode 17: Scams by Check Your Balances
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Episode 10: Together We Bake & Helpful Tips by Check Your Balances
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Episode 26: Revisiting the SECURE Act by Check Your Balances
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Episode 15: Jordan Josephs, Celebrity Business Manager 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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When to Sell 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 11: Talking Credit Cards with Sara Rathner from Nerd Wallet by Check Your Balances
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Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders by Check Your Balances
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Personal Finance Lessons from the Movies by Check Your Balances
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Episode 9: Crooked Crab Brewing by Check Your Balances
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An Interview with Brian Feroldi 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 19: Active vs Passive Investing by Check Your Balances
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Episode 18: Could annuities improve your investing? 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 13: The Side Hustle by Check Your Balances
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Episode 20: Health and Wealth with Dr. Michelle Fritsch 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 14: Scott Lloyd Talks Taylor Swift by Check Your Balances
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Episode 24: Talking Budgets with Kimberly Palmer 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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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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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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Is a Corporate Trustee Right for You?

Is a Corporate Trustee Right for You?

Description

Titles in the series (100)

More Episodes from Check Your Balances

Related podcast episodes