Check Your Balances

Back to School: Personal Finance 303+

Ross Anderson, CFP® and Daniel Messeca, CFP® Episode 293

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0:00 | 31:36

What actually belongs in an "advanced" personal finance class? Ross and Dan debate whether advanced planning means mastering the fundamentals or tackling niche, high-level career scenarios. Even if a complex financial milestone doesn't apply to everyone, it matters immensely when it hits your desk. Tune in this week to get prepared for the things you might face.

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