Check Your Balances - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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:

Golf and Investing Apr 19, 2023

Show notes

This week Ross and Dan look at all of the parallels between the game of golf and the game of investing. From temperament to where you focus your time, there are a lot of ways they can be compared.
Send your questions or ideas for the show to checkyourbalances@outlook.com.

Send us Fan Mail

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

Tax Time! Apr 12, 2023

Show notes

As the 2023 tax deadline looms, Ross and Dan talk through a number of situations that seem to come up frequently.
Dial in your withholding with the IRS Withholding Estimator.

Send us Fan Mail

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

April Mailbag: Bank Rants, SIPC Limits, and More! Apr 05, 2023

Show notes

How safe is your money with SIPC, and what does it even protect? We answer that and more on this week's mailbag episode.
Send your questions to checkyourbalances@outlook.com to have Ross and Dan weigh in on your finance questions!

Send us Fan Mail

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

FREE Student Loan Resources with Betsy Mayotte Mar 29, 2023

Show notes

While researching a complex loan situation for a client, Dan stumbled upon The Institute of Student Loan Advisors (TISLA). Betsy Mayotte was kind enough to join us for an interview to talk about the landscape of student loans and all of the great work that she and her team at TISLA are doing FOR FREE!
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag!

Send us Fan Mail

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

Silicon Valley Bust Mar 22, 2023

Show notes

In the wake of multiple bank failures, Ross and Dan talk about the implications of the Silicon Valley Bank failure and the cloudy nature of the current banking environment. Where might you be exposed to the problems, and what should you be doing about it? Tune in to hear.
Send questions for the show to checkyourbalances@outlook.com to be featured on an upcoming episode!

Send us Fan Mail

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

Insurance Trends: An Conversation with Matt Malkus Mar 15, 2023

Show notes

Matt Malkus, Partner and Director of Analytics at Institutional Life, joins the show to talk about what is going on behind the scenes in the insurance world.
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

10 Takeaways from Warren Buffett's 2023 Letter Mar 08, 2023

Show notes

It's the most wonderful time of the year... no, not that one. The annual Berkshire Hathaway report with Warren Buffett's letter to shareholders is out, and we give you our 10 takeaways.
Send questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming episode!

Send us Fan Mail

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

Chat GPT for financial advice? Mar 01, 2023

Show notes

This week Ross and Dan ask Chat GPT to craft answers to financial planning questions and evaluate how safe their jobs are from the AI sensation.
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

February Mailbag: Rentals, B-Corporations, and More! Feb 22, 2023

Show notes

Are you converting a rental into your primary residence, or thinking about how many different accounts you should have? This week's mailbag episode could be for you.
Send your questions for the CYB Podcast 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

Love and Money Feb 15, 2023

Show notes

This week, Ross and Dan celebrate Valentine's day with a Love and Money episode. From gift-giving to challenging conversations around estate planning, there are endless ways that your money and relationships ultimately intersect.
Send your questions to checkyourbalances@outlook.com to have them featured on an upcoming mailbag episode!

Send us Fan Mail

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

Related Podcasts