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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:

Tax Traps to Avoid Feb 08, 2023

Show notes

This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact.
As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing!
Send your questions for the show to checkyourbalances@outlook.com to be featured!

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

Reactions to FinTok Advice Feb 01, 2023

Show notes

Ross and Dan spend this week trying to react to some of the advice found on TikTok and other social media platforms. With videos about Stock Splits, Roth IRAs, 529s, and even Whole Life Insurance - there is something here for everyone!
Send your questions or topic 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

A Brief History of Retirement Jan 25, 2023

Show notes

Inspired by a listener email, Ross and Dan dive into a brief history of retirement. From some common misconceptions to how recent some of our most beloved tools are, we hope you find this timeline entertaining.
The majority of the data for this show was sourced from this Georgetown Law Timeline.
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

January Mailbag: QCDs, Index Fund Components, and Spending Habits Jan 18, 2023

Show notes

On this month's mailbag episode, Ross and Dan talk through questions on Qualified Charitable Distributions (QCDs), how to understand your index funds better, and how we personally look at shopping habits.
Send your 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

What You Need to Know About 2.0 Jan 11, 2023

Show notes

SECURE Act 2.0 introduces a massive number of changes for American taxpayers. In this week's episode, we outline the updates we think have the biggest impacts on you and your planning.
Send your questions for an upcoming mailbag episode to checkyourbalances@outlook.com!

Send us Fan Mail

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

Bye 2022, Hello 2023! Jan 04, 2023

Show notes

Is tech investing dead? Is a recession already happening? Is the Dow even relevant anymore? This week Ross and Dan take a quick look at closing the books on 2022 and what they're looking at heading into the new year.
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

Episode 100 with Chris Hill Dec 28, 2022

Show notes

We made it! Check Your Balances has produced its first 100 episodes. We are exceptionally grateful to everyone who has tuned in and listened. Whether this is your first time hearing us, or you've listened to every show, we hope you have found our show valuable and entertaining.
This week we are honored to have one of our biggest supporters, Chris Hill, join us for the celebration of making it to 100 shows.
Send your questions for Ross and Dan to checkyourbalances@outlook.com to have them featured in the next 100.

Send us Fan Mail

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

Basketball and Business: A Conversation with Mike Prada Dec 21, 2022

Show notes

Dan sits down for a 1:1 interview with his childhood friend and sports writer Mike Prada to talk about his new book Spaced Out: The Tactical Evolution of the Modern NBA.
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

Year End Planning Ideas Dec 14, 2022

Show notes

As 2022 comes to a close, Ross and Dan kick around planning ideas you may want to consider before we kick off 2023. Should you be thinking about tax loss harvesting or tax gain harvesting? The answers lie ahead in this weeks episode.
Send your questions for our January mailbag episode to checkyourbalances@outlook.com to have them featured on the show!

Send us Fan Mail

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

December Mailbag Dec 07, 2022

Show notes

This week Ross and Dan tackle questions from listeners on topics ranging from the 5-year rule for Roth IRAs to books to learn more about bond investing.
Submit your questions to 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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