January Mailbag: QCDs, Index Fund Components, and Spending Habits

On this month's mailbag episode, Ross and Dan talk through questions on Qualified Charitable Distributions (QCDs), how to understand your index funds better, and how we personally look at shopping habits. Send your questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming episode! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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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.