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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:

June Mailbag: AI Stock Picking, Social Security Strategy and More! Jun 28, 2023

Show notes

This week we open the mailbag to see what you, our listeners, want to hear about. Should you let AI help with your stock picking? Does the Social Security trust fund running low change your strategy around filing? Tune in to find out.
Send your questions to checkyourbalances@outlook.com to have them featured!

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

Tipping with Dr. Michael Lynn Jun 21, 2023

Show notes

As more Americans seem to be struggling with "Tip fatigue" we wanted to talk about tipping from an academic lens. This week we are joined by Dr. Michael Lynn from Cornell who has studied the service industry and written extensively on tipping practices.
Send questions for upcoming episodes to checkyourbalances@outlook.com.

Send us Fan Mail

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

Vacation Homes: How to think about it? Jun 14, 2023

Show notes

Does beach season have you thinking about how nice a second home would be? This week Ross and Dan unpack some of the considerations, pitfalls, and a simple way to test if your theory is really right.
Send your questions for an upcoming mailbag episode to checkyourbalances@outlook.com to have them featured!

Send us Fan Mail

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

What We're Fearing and What We're Hearing Jun 07, 2023

Show notes

How worried should we be about the increase in consumer debt? What does a persistently low Expecations Index mean? What is the Expectations Index anyway? That and more on this week's show.
If you have any questions for the show send them to checkyourbalances@outlook.com!

Send us Fan Mail

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

Car Buyer University with Chris Johnson May 31, 2023

Show notes

A veteran of the car dealership and finance world, Chris Johnson joins the show to talk about the places where the dealership really makes their money. Do you really need that warranty they offer in the finance office? Tune in this week or check out Chris' e-books to learn more.
Send your 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

Dollar For - Crushing Medical Bills May 24, 2023

Show notes

Non-Profit hospitals in the United States are required to offer Charity Care programs to help reduce or eliminate medical bills for low to midddle income patients. Why don't more of us know about this?
Today we are joined by Jared Walker, founder of the charity Dollar For. His organization is dedicated to increasing awareness of these programs, and advocating for patients to help eliminate medical debt.
To seek assistance, or to support Dollar For, visit: https://dollarfor.org/
Have any questions for the show? Email us at checkyourbalances@outlook.com!

Send us Fan Mail

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

Financial Anxiety with Adam Koren May 17, 2023

Show notes

While most of our loyal listeners are very comfortable in the language of personal finance, we know not everyone feels the same. This week Adam Koren of Adam Koren Coaching joins the show to talk about his approach.
Send 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

May Mailbag: Net Worth Adjusting, Bank Location, and more! May 10, 2023

Show notes

Does it make sense to adjust your net worth for the taxes that are embedded in your portfolio? This week Ross and Dan open up the mailbag to dive into your feedback and questions.
Send your 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

Will Better Credit Hurt Your Mortgage Rate? May 03, 2023

Show notes

The internet was abuzz with a story about how under new mortgage rules, borrowers with better credit will pay more for mortgages than borrowers with poor credit. Could that be true? We dive into that story, as well as a potential tax reduction strategy for owners of pass through entities.
Do you have any questions for the show? Email us at checkyourbalances@outlook.com!

Send us Fan Mail

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

Permission to Spend Your Money Apr 26, 2023

Show notes

Matt Trogdon, CFP joins us for this week's episode to talk about the ways a financial plan can give you permission to spend more of your money rather than saving it. Whether you want permission for the little things or the big things, knowing where you stand can make those choices more comfortable.
Send your 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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