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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:

The Cockroach Portfolio Nov 15, 2023

Show notes

This week, Ross and Dan react to a portfolio proposal called "The Cockroach Portfolio" from Market Sentiment. Should our goal be to just survive? Tune in this week to find out.
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November Mailbag: Time Value of Money, Home Gains Exclusion, and More! Nov 08, 2023

Show notes

Before getting to your questions, Ross and Dan stop to see who can win the most money with a biased coin. Play the simulator for yourself here.
Email questions for upcoming shows to checkyourbalances@outlook.com
Check out this episode on YouTube
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Spooky Season: But, Don't Worry! Nov 01, 2023

Show notes

As we celebrate the end of "Spooky Season," Ross and Dan pull back the curtain on a few transactions in finance that may seem scary, but really shouldn't be. Hopefully understanding how they work gives you more confidence the next time you have a scary transaction to handle.
Email questions for an upcoming mailbag show to checkyourbalances@outlook.com
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Send your questions for upcoming show to checkyourbalances@outlook.com
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Billionaire Money Regrets: Magic Johnson Oct 25, 2023

Show notes

Money regrets aren't limited to mere mortals. Magic Johnson spoke recently about his regrets about what could have been if he had taken Nike's offer of stock in the company versus a higher cash offer from Converse. We break down his comments and offer our own thoughts.
Email your questions and thoughts to checkyourbalances@outlook.com
This week's show is on YouTube.
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Did Michael Lewis Get Duped? Oct 18, 2023

Show notes

Famed author, Michael Lewis, is taking a lot of heat for his portrayal of Sam Bankman-Fried in his new book, Going Infinite: The Rise and Fall of a New Tycoon. Dan's take on the book and a discussion of how much you need to be offered to switch banks on this week's show.
Send questions to checkyourbalances@outlook.com
Check out the show on YouTube
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Can you write off your dog? Oct 11, 2023

Show notes

This week Ross and Dan unpack how a charitable deduction really works to reduce your taxes as well as some other unique areas of the tax code that you might consider (only with the help of your CPA or tax professional).
Send your questions for the show to checkyourbalances@outlook.com
Check this episode out on YouTube
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

October Mailbag: Carve Out Clarification, Great States, and More! Oct 04, 2023

Show notes

It's October, so we pay a visit to our email queue to address your questions.
Check this episode out on YouTube.
Email your questions to checkyourbalances@outlook.com
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Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Where to Retire? Sep 27, 2023

Show notes

We spend a lot of time talking about how to retire, but not a lot talking about where. This week we unpack some of the main considerations we hear from clients, and help you look for pitfalls to avoid.
Check this episode out on YouTube.
Email your questions to checkyourbalances@outlook.com
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Send us Fan Mail

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

Carve Out vs. Dividends: Portfolio Income Showdown Sep 20, 2023

Show notes

Check this episode out on our YouTube Channel if you'd rather see us do this same show!
This week Ross and Dan revisit a popular topic in their practice which is how to approach portfolio income. Should you be switching to a dividend-focused approach, or would a "Carve Out" strategy give you better access to the funds you'll need to live on in retirement?
Email your questions for the show to checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!

Send us Fan Mail

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

Clickbait We Hate Sep 13, 2023

Show notes

This week Ross and Dan rant about some of the headlines commonly seen in the personal finance space. Why we hate them, and you should too!
Email questions for the show 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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