Leaving and Receiving Gifts
Check Your Balances - A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays

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Ross and Dan dive into the mailbag for this episode. They tackle a listener question on how to think about inherited assets as well as the strategies for saving money on behalf of your kids. E-mail your questions for the show to [email protected]. We're YouTubers! Smash that subscribe button to check out our video content. Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram