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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:

September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs! Sep 06, 2023

Show notes

This week's show gets into how a Backdoor Roth actually works (and whether it's actually legal), the mechanics of a target date fund, and a notable stock spin-off.
To have your question featured on the next mailbag episode, email us at checkyourbalances@outlook.com.

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

Rent vs. Buy: 2023 Edition Aug 30, 2023

Show notes

The real estate landscape has changed meaningfully since Ross and Dan recorded the "Rent, Buy and PMI" episode in late 2021. This week, they discuss how this new environment is impacting the way people approach housing.
The Check Your Balances crew also wants to give a very special shout out to our partner Matt for welcoming a new baby girl to his family. Congratulations!
Have thoughts or questions for the show? Email us at checkyourbalances@outlook.com or shoot us a note on Instagram!

Send us Fan Mail

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

Rob the Roth? & Safe-Harbor for Taxes Aug 23, 2023

Show notes

This week, Ross and Dan take on two topics that felt important but didn't quite need a full show on their own. Should you take money out of your retirement accounts in an emergency situation? How do you avoid tax penalties for under-withholding? Tune in this week to find out.
Send your questions for the show to checkyourbalances@outlook.com or slide in our DMs on Instagram!

Send us Fan Mail

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

Is a Corporate Trustee Right for You? Aug 16, 2023

Show notes

Serving as a Trustee comes with a laundry list of responsibilities. This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help.
Give us a follow on Instagram, and send your questions to checkyourbalances@outlook.com!

Send us Fan Mail

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

Logical Extremes Aug 09, 2023

Show notes

A good idea taken to its most extreme place can lead to trouble. This week, Ross and Dan unpack what might have seemed like a good idea to the programmers at a prominent "Robo-advisor," but might not be the best in practical application...
Give us a follow on Instagram, and send your questions to checkyourbalances@outlook.com!

Send us Fan Mail

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

August Mailbag: Roth Never? Aug 02, 2023

Show notes

July came and went without us diving into the mailbag, so we kick off August with a few listener questions! Ross and Dan respond to a Money With Katie episode that suggests Roth contributions are rarely more favorable than pre-tax savings, and we share why using a direct indexing strategy is still...indexing.
Send your questions for the show to checkyourbalances@outlook.com!
Follow us on Instagram @checkyourbalances
Do you like our show? Leave a rating and share with a friend!

Send us Fan Mail

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

Talking Money with Mom and Dad Jul 26, 2023

Show notes

What are the critical discussions you should be having with your parents about money? As you transition from your formative first impressions of money to trying to "lead up" - how do you even start to bring it up?
Send your questions for Ross and Dan to checkyourbalances@outlook.com to be featured on an upcoming show!

Send us Fan Mail

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

The History and Future of Index Funds Jul 19, 2023

Show notes

Index funds have become a popular tool for investors when building a portfolio. This week, we talk about the origins of the earliest indexes, their rise to popularity, and how direct indexing could change the way we think about index investing.
Send your questions and feedback to checkyourbalances@outlook.com, or connect with us on Instagram!

Send us Fan Mail

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

Would You Rather? Jul 12, 2023

Show notes

This week Ross and Dan ponder a range of "Would you rather?" style questions from the practical to the absurd. We hope you enjoy the hot takes on a wide range of topics.
Send your questions and feedback to checkyourbalances@outlook.com, or connect with us on Instagram!

Send us Fan Mail

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

Mortgage Mania Jul 05, 2023

Show notes

This week Ross and Dan use two listener questions to reflect on the current state of the mortgage market.
Check your own math with this handy Free Amortization Calculator.
Send questions to the show to checkyourbalanaces@outlook.com.

Send us Fan Mail

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

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