Check Your Balances - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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:

June Mailbag: Inherited IRAs, Trusts, and Part-time Planning Jun 12, 2024

Show notes

This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!
Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode!
This episode is on YouTube
Find us on Instagram

Send us Fan Mail

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

Reckless Predictions Jun 05, 2024

Show notes

Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.
Check this episode out on YouTube
Follow us on Instagram @checkyourbalances
Or email us at checkyourbalances@outlook.com to have your questions or topics featured on the show!

Send us Fan Mail

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

Mo' Valuation with Brian Feroldi May 29, 2024

Show notes

This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out.
Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!
Find this episode on YouTube
We're also on Instagram

Send us Fan Mail

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

May Mailbag: Credit, Share Count, and Rollovers May 22, 2024

Show notes

Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions.
Send your questions to checkyourbalances@outlook.com to be featured on an upcoming episode!
Find this episode on YouTube
We're also on Instagram

Send us Fan Mail

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

Paycheck to Paycheck May 15, 2024

Show notes

This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?
Send your questions for the show to checkyourbalances@outlook.com!
Check this episode out on YouTube
Find us and send your questions on Instagram

Send us Fan Mail

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

Public Access to Private Companies May 08, 2024

Show notes

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 Fan Mail

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

Finance 101 May 01, 2024

Show notes

Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest form without getting too lost in the weeds.
Email your questions for the show to checkyourbalances@outloook.com to be featured on an upcoming mailbag episode!
Find this episode on YouTube
We're in Instagram!

Send us Fan Mail

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

Valuation with Ryan Hutchins Apr 24, 2024

Show notes

This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner.
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Find us on Instagram!
This episode is also on YouTube!

Send us Fan Mail

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

Broker Bonuses Apr 17, 2024

Show notes

If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode.
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Find this episode on YouTube
Follow us on Instagram

Send us Fan Mail

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

Do you feel rich? Apr 10, 2024

Show notes

This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.
Send your questions to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Show us some love on Instagram @checkyourbalances
Find this episode on YouTube

Send us Fan Mail

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

Related Podcasts