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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:

Doom and Gloom Sep 21, 2022

Show notes

Forget beets, bears and Battlestar Galactica...this week it is all about burgers, buyouts, and bear markets! Join Ross and Dan as they tackle some listener questions and address the bearish sentiments expressed last week.
Send your questions for the show to checkyourbalances@outlook.com for the chance to be featured.

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

Private Companies We Wish We Could Buy Sep 14, 2022

Show notes

Ross and Dan reveal 6 different private companies that they wish they had the opportunity to learn more about and possibly invest in.
And we immediately have to retract our shade thrown at the Washington Commanders as apparently the mugs were not in the stadium.
Speaking of mugs... shoot your questions for the show to checkyourbalances@outlook.com and we will send you a Check Your Balances coffee mug for your contribution (while supplies last)!

Send us Fan Mail

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

Interview with David Blanchett Sep 07, 2022

Show notes

David Blanchett is the Managing Director and Head of Retirement Research with PGIM DC Solutions. His work has been featured prominently in many industry publications as well as the Wall Street Journal. This week, he shares some of his research with the Check Your Balances team.
Keep up to date on David's research by visiting his website:
https://www.davidmblanchett.com/
Have questions or thoughts for the podcast? Email us at checkyourbalances@outlook.com.

Send us Fan Mail

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

Summer Hodgepodge: Student Loan Relief & More Aug 31, 2022

Show notes

A sad tale of the sandwich that never got eaten, Ross and Dan follow up on the $100 Million deli. They also discuss the student loan relief package and the food budget of a 20-something high-earner in DC.
E-mail us with questions at checkyourbalances@outlook.com with show topics, questions, or feedback!

Send us Fan Mail

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

The Integrated Life with Sharon Schneider Aug 24, 2022

Show notes

This week we are joined by Sharon Schneider, author of Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices with Your Internal Compass. Sharon has overseen the deployment of over $1.5 Billion in philanthropic capital for some of America's most prominent families, and has now written a guide on how to be more purposeful with the dollars flowing through your household budget.
Visit Sharon's website: https://www.theintegratedlife.com/
Click here to get your copy of Handbook for an Integrated Life
Have questions for Ross and Dan? Email us at checkyourbalances@outlook.com.

Send us Fan Mail

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

Investing in Real Estate Aug 17, 2022

Show notes

Ross and Dan clarify their position that they aren't (complete) bears when it comes to real estate investing, but they want to consider the range of options available. Check out this week's show to hear some of their favorite ways to access a lucrative asset class.
Send your stories or questions for the show to checkyourbalances@outlook.com to be featured!

Send us Fan Mail

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

Getting a Late Start to Saving Aug 10, 2022

Show notes

Are you one of the many people who feel they got a late start saving for their future? In this episode, we discuss how to approach your finances if you fall into that camp. Ross also gets a rare message of support for one of his unpopular opinions.
Send your questions to checkyourbalances@outlook.com.

Send us Fan Mail

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

The Most Important Number Aug 03, 2022

Show notes

Is it possible to boil your financial planning down to a single critical number? In this week's episode, Ross and Dan try to get to the bottom of that question.
Send your questions and thoughts on rice cakes to checkyourbalances@outlook.com.

Send us Fan Mail

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

Point-Counterpoint Jul 27, 2022

Show notes

Ready for a financial planning throwdown? Ross and Dan go head to head as they debate heated topics in financial planning. Friend of the show Matt Trogdon joins as moderator.
In the episode Dan made reference to a book, but forgot the name. It was The Outsiders by William N. Thorndike, Jr., which tells the story of 8 unconventional CEOs and how their approach to capital allocation led to their success.

Send us Fan Mail

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

Travel Talk with Andrea Sachs Jul 20, 2022

Show notes

Washington Post reporter Andrea Sachs joins the show to talk about what is going on in the travel market today, and where the deals still exist if you're looking. In an era where everybody seems to want travel built into their financial plan, we thought it was important to share.
Send your questions on personal finance, investing, or business to the show at checkyourbalances@outlook.com.

Send us Fan Mail

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

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