
Check Your Balances
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.
Check Your Balances
Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!
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Ross Anderson, CFP® and Daniel Messeca, CFP®
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Episode 198
As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA.
Our apologies for the late post, we were having technical difficulties!
This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY
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