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Check Your Balances — Business
Check Your Balances

Managing your money doesn’t have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.

Copyright: © 2023 Check Your Balances

Latest Episodes:

August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More! Aug 21, 2024

Show notes

How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too.
Send your financial planning questions to checkyourbalances@outlook.com to be featured on upcoming episodes!
You can also find us @checkyourbalances on Instagram
This episode is on YouTube: https://youtu.be/vXb4sU4R1lM

Send us Fan Mail

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

Welcome Back Market Volatility Aug 14, 2024

Show notes

The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward.
Send your questions for the show to checkyourbalances@outlook.com
Find each episode on YouTube
We're @checkyourbalances on Instagram

Send us Fan Mail

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

Who Needs Estate Plans? with Meredith Hill, Esq. Aug 07, 2024

Show notes

This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.
Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!
Find this episode on YouTube
We're also on Instagram @checkyourbalances!

Send us Fan Mail

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

The SECURE Act ...again, really. Jul 31, 2024

Show notes

This week we celebrate that the IRS has finally clarified guidance for Inherited IRA Required Minimum Distribution (RMD) rules. And also an update on the ongoing housing drama for Ross.
Send your questions for an upcoming mailbag to checkyourbalances@outlook.com
This, and all new episodes, are on YouTube
Find us @checkyourbalances on Instagram

Send us Fan Mail

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

All Thing Tax with Jasmine DiLucci, JD, CPA, EA Jul 24, 2024

Show notes

This week Ross and Dan welcome tax attorney and expert, Jasmine DiLucci to the show to talk about how you can use the tax code to your advantage, and avoid silly scams that originate online.
Send your questions to the show to checkyourbalances@outlook.com
Find this episode on YouTube
We're also @checkyourbalances on Instagram

Send us Fan Mail

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

How good is your 401(k)? Jul 17, 2024

Show notes

This week Ross and Dan break down what they look for when evaluating a clients' 401(k) plan and whether it's actually any good. Some a great, and some not be the best home for your funds. Tune in this week to find out!
Email checkyourbalances@outlook.com to submit questions to the show!
This episode is on YouTube!
We're also on Instagram!

Send us Fan Mail

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

July Mailbag | Recasting, RMDs, and More! Jul 10, 2024

Show notes

This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD.
Want your question on the show? Email us at checkyourbalances@outlook.com!
Find this episode on YouTube
Or find us on Instagram @checkyourbalances

Send us Fan Mail

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

Beach Reads: Summer Reading List Jul 03, 2024

Show notes

What has been on the recent reading list for Ross and Dan, and should you considering adding it to your beach reads? We'll give you our take so you can decide if you should give it your time.
Send your questions for Check Your Balances to checkyourbalances@outlook.com to be featured on the show!
This episode is on YouTube
We're also on Instagram: @checkyourbalances

Send us Fan Mail

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

Bobby Bonilla Day Jun 26, 2024

Show notes

This week Ross and Dan dive into a deal that Bobby Bonilla made in 1999 that will continue to pay him a reported $1.19 million per year until 2035. Why would the Mets make that deal, and who was the big winner? Tune in to find out!
Send questions to the show at checkyourbalances@outlook.com.
Find this episode on YouTube
We're @checkyourbalances on Instagram

Send us Fan Mail

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

Cranky Advisors: A Rant Episode Jun 19, 2024

Show notes

This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity salesman turns their sights on you.
Send questions for the show to checkyourbalances@outlook.com to have them featured on upcoming episodes!
This episode is on YouTube
We're also on Instagram

Send us Fan Mail

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

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