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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:

January Mailbag: Backdoor Roth, I-Bonds, and... dogs? Jan 24, 2024

Show notes

This week's mailbag episode features questions on backdoor Roth conversions gone wrong, how attractive are I-Bonds today, and how a dog photo will ensure your question makes it to our air!
Thanks for sending in question to the show! To have your questions featured on an upcoming episode email us at checkyourbalances@outlook.com.
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

An Interview with Adam Nash: CEO and Co-Founder of Daffy Jan 17, 2024

Show notes

This week Adam Nash joins the show to talk about his newest business, Daffy, which is broadening access to a Donor Advised Fund (DAF) platform.
He's a Silicon Valley veteran and the former CEO of Wealthfront. His resume includes experience at Dropbox, LinkedIn, eBay, and many others... and he even teaches a personal finance class at Stanford.
Email checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Check out 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

An Interview with JL Collins Jan 10, 2024

Show notes

The author of A Simple Path to Wealth, JL Collins, is back with a new book called Pathfinders. JL Joins us this week to talk about his views on building wealth and investing in an easy to follow plan.
Email your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag 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

2023 In Review Jan 03, 2024

Show notes

Ross and Dan Reveal Their Most Ridiculous (and Relatable) 2023 Purchases and how the markets did. We've all been there: splurging on something we definitely didn't need. Ross and Dan take you on a lighthearted journey through their own hilariously questionable spending habits of 2023. You'll laugh, you'll cringe, you'll realize you're not alone in your financial oddities.
Email your questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming mailbag.
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

Moore vs United States with Taxgirl Dec 27, 2023

Show notes

This week, Kelly Phillips Erb (AKA Taxgirl), joins the show again to explain a meaningful tax case that is currently being argued in the Supreme Court. How could Moore vs. United States impact us in the future? Tune in to find out.
Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!
Check out 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

Shark Tank Dec 20, 2023

Show notes

With the announcement that Mark Cuban is leaving Shark Tank, Ross and Dan reflect on the show's accomplishments and places where it can be misleading for entrepreneurs and investors. What's really a "flyer" when you have a reported $6.2 Billion net worth?
Email your questions for upcoming episodes to checkyourbalances@outlook.com
Check out 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

December Mailbag: Securities Lending, Non-controlling Interest, and Gold! Dec 13, 2023

Show notes

This week Ross and Dan dip into the listener questions and talk about Securities Based Lending, Noncontrolling Interest on a balance sheet, and the role of gold in a portfolio.
Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!
This episode is on YouTube.

Send us Fan Mail

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

Remembering Charlie Dec 06, 2023

Show notes

This week Ross and Dan raise a glass in memory of investing legend Charlie Munger. From his thoughts on business incentives to simply winning by not being stupid... we owe Charlie a lot.
Add your questions to the comments section on YouTube or email us at checkyourbalances@outlook.com to be featured on the show!

Send us Fan Mail

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

Living Abroad with Stewart Patton Nov 29, 2023

Show notes

This week, US Tax Attorney and Expat Entrepreneur, Stewart Patton joins the show to talk about some of the methods and pitfalls you should consider if you're planning to live or work outside of the United States. This is a complex topic area, so as always, we recommend consulting with a tax advisor personally. But we hope this episode gives you a few ideas on where to start your international living journey!
Email your questions, topic ideas, and comments to checkyourbalances@outlook.com
View 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

Thanksgiving with Chris Hill Nov 22, 2023

Show notes

This week is the first repeat guest in show history! Chris Hill joins Ross & Dan for a lighthearted discussion about investing and the best dishes to bring to Thanksgiving dinner!
Email checkyourbalances@outlook.com to send your questions to the show!
Check out this episode on YouTube.
Find us on Instagram.

Send us Fan Mail

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

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