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
Happy New Years! Let's Locate Your Assets!
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Ross Anderson, CFP® and Daniel Messeca, CFP®
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Episode 205
We kick off 2025 with an update on a few of the key things you might want to update heading into the new year and then move into a discussion about asset location. Are your growth assets in the right buckets? Are your safe assets in the right buckets? We give our current thoughts on how to think about it.
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