Public Access to Private Companies

This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional can kicking on IRS guidance around RMDs. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming shows! Check this episode out on YouTube Find us at @checkyourbalances on Instagram! Send us a text Send your questions for upcoming show to checkyourbalances@...

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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.