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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:

Dealing with Job Loss Nov 30, 2022

Show notes

Many high profile tech companies have already announced largescale layoffs, and it is likely we will see more to come in the future. In this episode, Ross and Dan address what you should be thinking about if you or someone you know is facing job loss.
...and do you know your blood type?
E-mail your questions for the show to checkyourbalance@outlook.com for a chance to be featured on our December mailbag episode!

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

Happy Thanksgiving from Check Your Balances! Nov 23, 2022

Show notes

The Check Your Balances team wishes a happy and meaningful Thanksgiving to all our listeners. We hope you enjoy the holidays and look forward to getting back to our regularly scheduled program next week.
E-mail checkyourbalance@outlook.com to weigh in on the best Thanksgiving side dishes!

Send us Fan Mail

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

What in the FTX is going on here? Nov 16, 2022

Show notes

The collapse of a $32 billion dollar market cap exchange is a story that seems to just be getting started. Ross and Dan weigh in with a high level review of what's going on, and what it means moving forward.
E-mail your questions for the show to checkyourbalance@outlook.com to have a question featured on the show!

Send us Fan Mail

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

Side Hustles Nov 09, 2022

Show notes

Matt Trogdon, CFP joins the show to talk about all things side hustle. From the aversions that people have when considering them to some simple ideas that can be pursued. The team shares their insight on what kind of impact a side business can have.
E-mail your questions for the team to checkyourbalances@outlook.com to be featured on the show and a chance to get one of the last remaining CYB coffee mugs!

Send us Fan Mail

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

Mailbag: Wash Sales, Long-Term Care and More! Nov 02, 2022

Show notes

Kicking off November with a mailbag episode where we talk through your feedback and answer questions on wash sales and long-term care needs!
E-mail your questions for the show to checkyourbalances@outlook.com to get one of the few remaining CYB coffee mugs!

Send us Fan Mail

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

The Role of Bonds Oct 26, 2022

Show notes

At the risk of putting you to sleep, Ross and Dan try to take on bonds. As an incredibly large, meaningful, and often misunderstood asset class, the primer on how and why bonds might belong in your portfolio is hopefully helpful.
Ross talks briefly about this chart showing the 10 year treasury yield relative to the real yield, and we know you love a good chart.
Send your questions for the show to checkyourbalances@outlook.com to have questions or topics featured!

Send us Fan Mail

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

Cost of Living Adjustments Oct 19, 2022

Show notes

Ross and Dan talk through cost of living updates as they relate to Social Security as well as the cost of having children.
See the Washington Post's coverage of Brookings Institute data on costs of childcare: https://www.washingtonpost.com/business/interactive/2022/cost-raising-child-calculator/
Send your questions or what you a decluttering to checkyourbalances@outlook.com!

Send us Fan Mail

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

Assumable Loans, Social Security and Insurance Options Oct 12, 2022

Show notes

This week Ross and Dan explore three possible strategies for the challenging environment we find ourselves in. Whether you're considering a home transaction or looking for cash, we just might have an idea that will help.
E-mail questions or topic suggestions to the show at checkyourbalances@outlook.com!

Send us Fan Mail

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

Can Saving for Retirement Wait? Oct 05, 2022

Show notes

A recent article from MarketWatch suggests that many young people should not be saving for retirement. Ross and Dan react.
You can read the article by clicking here.
We love hearing from you! Send any comments or questions to checkyourbalances@outlook.com for the chance to be featured on the show.

Send us Fan Mail

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

September Mailbag: Tax Withholding Strategies & Access to Roth Options Sep 28, 2022

Show notes

This week Ross and Dan dive into the mailbag to answer listener questions on tax withholding possibilities as well as why there aren't always as many Roth options available as there should be.
Send your questions for the show to checkyourbalances@outlook.com to have a question featured and get a CYB coffee mug if you want one!

Send us Fan Mail

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

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