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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:

Wrong Decisions, Right Outcomes May 04, 2022

Show notes

Inspired by the story of Fred Smith gambling to save FedEx early on, Ross and Dan explore scenarios where wrong financial decisions may have positive outcomes.
Send questions for the show to checkyourbalances@outlook.com to be featured on the show.

Send us Fan Mail

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

Positive Actions in Negative Markets Apr 27, 2022

Show notes

Market got you down? Ross and Dan kick around positive actions that you can (potentially) take in a negative market.
Send questions for the show to checkyourbalances@outlook.com to be featured on the show (and get a CYB mug!).

Send us Fan Mail

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

Student Loans with Anna Helhoski Apr 20, 2022

Show notes

On this episode, Ross and Dan are joined by Anna Helhoski - Nerdwallet's authority on Student Loans.
Read more from Anna by visiting her Nerdwallet profile here:
https://www.nerdwallet.com/blog/author/anna/
Email us at checkyourbalances@outlook.com if you have any questions or comments for the show!

Send us Fan Mail

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

Does the traditional 401(k) suck? Apr 13, 2022

Show notes

This week we're calling it a rant episode. Ross and Dan take on some very broad tax advice being given out on social media, and debate whether you should get excited about stock splits.
Submit your financial planning questions to checkyourbalances@outlook.com to be featured on the show!

Send us Fan Mail

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

FIRE with Sean Gates, CFP Apr 06, 2022

Show notes

Our former colleague, the recently retired, Sean Gates, joins us to talk about his journey. Sean has embraced the Financial Independence Retire Early (FIRE) movement for his entire career and has just recently made the transition out of full time work. Hear more about his story on this week's show.
To submit your personal finance questions or thoughts tot he show, email us at checkyourbalances@outlook.com.

Send us Fan Mail

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

Cryptocurrency with Dr. Lawrence White Mar 30, 2022

Show notes

This week we are joined by George Mason University professor Dr. Lawrence White. Dr. White has spent his academic career studying monetary systems, banking, and more recently cryptocurrencies. He joins the show to share what is going on in the space and how crypto is being used.
Submit your questions for the show to checkyourbalances@outlook.com to have a question featured!

Send us Fan Mail

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

Regret as a Tool Mar 23, 2022

Show notes

Inspired by Dan Pink's new book The Power of Regret, Ross and Dan reflect on how regret has played a part in their financial planning practice.
Also, Dan shaved his beard and head to support St. Baldrick's Foundation.
Send us your questions and thoughts to checkyourbalances@outlook.com!

Send us Fan Mail

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

Couples and Money Mar 16, 2022

Show notes

Resident "engaged guy" Matt Trogdon joins the show to talk about how he and his fiancée are dealing with combining finances.
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

iBuying (or iSelling) - Ross Sold His House Mar 09, 2022

Show notes

Ross sold his home recently and details what an exploration of the iBuying process was like. A farewell episode to "Dirty Mike and the Boys."
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

Janice Gets a Job Offer Mar 02, 2022

Show notes

Of course more money is better than less money (unless you ask Biggie, in which case mo money is mo problems), but how much can a shift in salary impact your retirement trajectory? Ross and Dan create a scenario for their made up client, Janice McExample, to see how it plays out.
Email us at checkyourbalances@outlook.com if you have any questions for the show!

Send us Fan Mail

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

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