Check Your Balances

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Reviewing: Rich Dad Poor Dad Oct 30, 2024

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In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often necessary. Join us as we separate fact from fiction and provide practical advice to help you achieve your financial goals.
This episode is on YouTube: https://youtu.be/hpc-FNweaJ0

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Send your questions for upcoming show to checkyourbalances@outlook.com
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Love is... Blind? Oct 22, 2024

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Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll analyze their choices through a financial lens and discuss how their financial literacy (or lack thereof) could impact their relationships and future. Will their love stand the test of money?
This episode is on YouTube: https://youtu.be/xeYk37KxFYc

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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Taxes After Retirement Oct 16, 2024

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Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones where you'll have to take care of it yourself.
Find this episode on YouTube: https://youtu.be/WFBaNImVUpM

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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

October Mailbag: Safe Withdrawal Rate, Different Investments at $500K? Oct 09, 2024

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Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:

Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?
Investing $500K: Do your portfolio options need to change as your capital grows?

Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're

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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

New Home with Drew McKenzie Oct 02, 2024

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The final chapter (we hope) in the Ross' house saga. Drew McKenzie from Long and Foster joins the show to talk about what it's like trying to give advice to a guy that gives advice for a living.
Find this episode on YouTube (to see the inside of the actual home): https://youtu.be/GpjBZlu_r68
We're @checkyourbalances on Instagram
Send us questions you want answered about your finances to checkyourbalances@outlook.com

Send us Fan Mail

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Rate Cut: What does it mean for you? Sep 25, 2024

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It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.
Send your questions for the show to checkyourbalances@outlook.com!
This episode is on YouTube: https://youtu.be/vLpQz4b6y0k
We're @checkyourbalances on Instagram

Send us Fan Mail

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Is Your 401(k) a Scam? Sep 18, 2024

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Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.
Send your personal finance questions to checkyourbalances@outlook.com
This episode is on YouTube: https://youtu.be/J0wkYS_MBsY
@checkyourbalances on Instagram

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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Refi Time... Already? Sep 11, 2024

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Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.
Send your questions for the show to checkyourbalances@outlook.com!
We're @checkyourbalanes on Instagram
This show is on YouTube

Send us Fan Mail

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

September Mailbag: Should you get married for tax benefits? Sep 04, 2024

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Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.
Send your questions to checkyourbalances@outlook.com to be featured on an upcoming show!
We're @checkyourbalances on Instagram
This episode is on YouTube: https://youtu.be/-Iy271i2XY8

Send us Fan Mail

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

The Impact of Social Security Aug 28, 2024

Show notes

We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans.
Find this episode on YouTube: https://youtu.be/5NcTxmt0Xf4
We're @checkyourbalances on Instagram
Email checkyourbalances@outlook.com to send questions to the show!

Send us Fan Mail

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

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