August Mailbag: Roth Never?

July came and went without us diving into the mailbag, so we kick off August with a few listener questions! Ross and Dan respond to a Money With Katie episode that suggests Roth contributions are rarely more favorable than pre-tax savings, and we share why using a direct indexing strategy is still...indexing. Send your questions for the show to checkyourbalances@outlook.com! Follow us on Instagram @checkyourbalances Do you like our show? Leave a rating and share with a f...

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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.