Happy New Years! Let's Locate Your Assets!

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. Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram