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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:

Real Estate Update with Adrienne Messeca Apr 03, 2024

Show notes

This week, The Realtress, Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much you'll pay your agent while buying, there is a lot changing right now. Tune in for our update this week, and check out her blog: https://adriennemesseca.substack.com/
Email your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!
Check this episode out on YouTube
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility Mar 27, 2024

Show notes

This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility.
Email us at checkyourbalances@outlook.com to be featured on an upcoming show!
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

Financial Shame Mar 20, 2024

Show notes

This week Ross and Dan explore the observance of people who feel shame about their finances. From those in relatively great situations to those in very challenging situations, the best path forward is simply to start today in tackling it.
Send your questions for the upcoming mailbag episode to checkyourbalances@outlook.com to be featured!
Find this episode on YouTube
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Send us Fan Mail

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

Is that legal? Mar 13, 2024

Show notes

This week Ross and Dan explore concepts that seemingly should be illegal, but fascinatingly aren't. From regulators trading stocks in companies they influence to credit monitors selling ways to improve your score.
Email us your financial planing questions 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

The Lindy Effect Mar 06, 2024

Show notes

This week Ross and Dan unpack how The Lindy Effect could be considered as part of your investing journey. Check out the Market Sentiment post that inspired the show for a great study on how investing in the old guard might be your best bet.
Email your questions or ideas to checkyourbalances@outlook.com.
Check out this week's show on YouTube.
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Send us Fan Mail

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

Just Add Leverage? Feb 28, 2024

Show notes

Is leverage the wealth building tool that you've been missing this whole time? An article from The Economist sparks an old idea. Why can we use long-term fixed leverage to buy a house but not a portfolio?
Email your questions for Ross and Dan to checkyourbalances@outlook.com to be featured on upcoming shows!
Check this episode out on YouTube
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Send us Fan Mail

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

February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans Feb 21, 2024

Show notes

This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies.
To have your questions featured, email checkyourbalances@outlook.com!
Check this episode out on YouTube.
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Send us Fan Mail

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

How Many Bank Accounts? Feb 14, 2024

Show notes

This week we share our system for how many savings accounts to use so that you can accurately track your savings and spending guilt-free at the same time. If you've had trouble keeping your savings organized, this episode is for you!
Check this episode out on YouTube
Email us your questions to be featured on upcoming episodes to checkyourbalances@outlook.com
Follow us on Instagram

Send us Fan Mail

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

Magically Change the Tax Code Feb 07, 2024

Show notes

If you gave us a magic wand and let us change the tax code, what would we do to it? Hear our take as well as the advice from several tax experts on this week's show!
Check this episode out on YouTube
Email us your questions at checkyourbalances@outlook.com to be featured
Follow us on Instagram

Send us Fan Mail

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

Billionaire Ideas: Should you ever own a bond? Jan 31, 2024

Show notes

Longtime listener and cute dog owner, Tyler, sends us a clip of Ron Baron talking about bonds. Does this billionaire's advice apply to your life? Probably not, but we had fun discussing it anyway.
Find this episode on YouTube
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Email your questions to checkyourbalances@outlook.com

Send us Fan Mail

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

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