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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:

The Biggest Loser: Thinking About Stocks with Big Losses Jul 13, 2022

Show notes

On this week's episode we discuss our feelings for Jimmy Buffet's music and review our thoughts on App Economy Insight's article, How To Handle Big Losers.
Submit questions for the show to checkyourbalances@outlook.com to have Ross and Dan weigh in!

Send us Fan Mail

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

5 Levels of Financial Independence Jul 06, 2022

Show notes

We celebrate Independence Day with a breakdown of how we define 5 (or is it 6?) levels of financial freedom. Our simple to understand framework should apply to wherever you are in your financial life today and give you a target for how to get to the next step.
Submit questions for the show to checkyourbalances@outlook.com to have Ross and Dan weigh in!

Send us Fan Mail

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

The Scout Mindset Jun 29, 2022

Show notes

How can approaching things with a "scout mindset" make us better investors? Ross and Dan discuss their takeaways from Julia Galef's book The Scout Mindset: Why Some People See Things Clearly and Others Don't.
Shoot a note to checkyourbalances@outlook.com with any questions, comments, or jokes for the team!

Send us Fan Mail

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

SECURE 2.0 - What's coming? Jun 22, 2022

Show notes

It feels like just yesterday we were talking about what was in the first SECURE act, and now we get to talk about the sequel. Ross and Dan talk about what is expected (and stupid) in the current proposals.
Send your questions to checkyourbalances@outlook.com to have them answered on our air!

Send us Fan Mail

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

FPA Takeaways: Upstream Gifting, QSBS Exclusions Jun 15, 2022

Show notes

Ross and Dan recap their takeaways from last week's Financial Planning Association conference. In particular they cover two strategies that can help avoid capital gains tax: upstream gifting, and the qualified small business stock exclusion.
E-mail your questions or thoughts for Ross and Dan to checkyourbalances@outlook.com!

Send us Fan Mail

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

Is a recession coming? Jun 08, 2022

Show notes

Do you share the same financial concerns as Cardi B? We think you might. This week's show addresses a 20:1 stock split and how negative the overall sentiment seems right now.
The chart Ross references in the show can be seen here.
E-mail your questions for Ross and Dan to checkyourbalances@outlook.com to have them weigh in!

Send us Fan Mail

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

Leaving and Receiving Gifts Jun 01, 2022

Show notes

Ross and Dan dive into the mailbag for this episode. They tackle a listener question on how to think about inherited assets as well as the strategies for saving money on behalf of your kids.
E-mail your questions for the show to checkyourbalances@outlook.com.
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Send us Fan Mail

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

Nowhere to hide? May 25, 2022

Show notes

This week Dan and Ross consider whether life insurance could act as a safe haven in what we're calling the "Nowhere to hide" market. And we also answer a listener question about where to focus savings.
E-mail your questions for the show to checkyourbalances@outlook.com.
YouTube Channel coming soon...

Send us Fan Mail

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

Robert Brokamp - Rule Your Retirement May 18, 2022

Show notes

This week, we are joined by our old friend Robert "Bro" Brokamp, from Motley Fool's Rule Your Retirement service. Tune is as we talk financial calculators, financial therapy, and more!
Test out CalcXML's retirement calculator by clicking here.
Join Robert Brokamp's Rule Your Retirement Service here.
Shoot us an email with your personal finance and investing questions at checkyourbalances@outlook.com.

Send us Fan Mail

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

Nick Maggiulli - Just Keep Buying May 11, 2022

Show notes

This week, Nick Maggiulli joins the podcast to talk about his new book Just Keep Buying: Proven Ways to Save Money and Build Your Wealth. He's also the author of the blog Of Dollars and Data, and the Chief Operations Officer at Ritholtz Wealth Management. We are thrilled to have Nick join us!
Shoot us an email with your personal finance and investing questions 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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