Check Your Balances

Latest Episodes:

Donor Advised Funds Feb 23, 2022

Show notes

Elon Musk has been in the news for giving away Tesla stock, and the news presented an interesting slant on Donor Advised Funds (DAF). Ross and Dan weigh in with their take on why DAF accounts can be a powerful planning tool and how you might consider using them.
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Estate Planning and Uncertainty Feb 16, 2022

Show notes

Ross and Dan explore the basics of estate planning that everyone needs, and how to plan effectively in an area with so many variables. You'll also get to hear about Dan's second career path that could have been at the end.
Submit questions to checkyourbalances@outlook.com to have them featured on the show!

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Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds Feb 09, 2022

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This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates. Do we need to replace the old 4% rule with the 3.3% rule? We also address the differences between ETFs and Mutual Funds when it comes to index investing.
You can download Morningstar's report using this link.
Do you have a question or comment you'd like covered on the show? Email us at checkyourbalances@outlook.com and maybe the spirit will inspire Ross to mail Check Your Balances mugs once again.

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

Business Lessons From Our Favorite Shows Feb 02, 2022

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What real life lessons about business and investing can we learn from scripted television? This week, Ross and Dan pull back the curtain on their TV habits and share some moments from The Office and Silicon Valley that ring true in real life.
Have you had any "a-ha" moments watching your favorite TV show? We'd love to hear about it! Email us at checkyourbalances@outlook.com to share your takeaways with us.

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

Celebrating Our First Year with a Market Correction Jan 26, 2022

Show notes

A roundtable discussion of how to keep the recent market movement in context and focus on the big picture of your personal financial plan. Ross and Dan are joined by Matt Trogdon to discuss how the market has started 2022, and some strategies that we are using to relax along the way.
Send your financial planning questions to us at checkyourbalances@outlook.com!

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

An Interview with Brian Feroldi Jan 19, 2022

Show notes

YouTuber, investor, speaker, and author Brian Feroldi joins the show to talk about the inspiration for his series of personal finance graphics and the book he has coming out this spring.

Pre-order Brian's Book: Why Does the Stock Market Go Up

Follow Brian on: YouTube, Instagram, Twitter

Send your questions for Ross and Dan to us at checkyourbalances@outlook.com.

Send us Fan Mail

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

We Make an NFT Jan 12, 2022

Show notes

Ross and Dan were on a mission to bring to life Bill Mann's vision of a Monkey Butt on the blockchain. They did so by creating the Monkey Butt NFT! This week, we discuss what the process was like to create an NFT, and we also address a listener question about financial aid for college.
To view the Monkey Butt NFT on Rarible click here. Worth a chuckle, but not your hard earned dollars. We don't recommend purchasing it.
If you have personal experience with NFTs or any questions about personal finance, send your notes to checkyourbalances@outlook.com to be featured on the show!

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

January Mailbag Episode Jan 05, 2022

Show notes

We kick off the year feeling 22 and addressing listener questions! This week we address improving a credit score, differences in 529 and ABLE accounts, Fully Paid Securities Lending, and even a hint of Payment For Order Flow.
Send your 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

2021: A Market Review Dec 29, 2021

Show notes

As the year comes to a close, Ross and Dan review the performance of several major stock indexes and discuss their takeaways from 2021. They also address Vanguard's Market Perspectives report which offers their 10 year asset class forecasts. Have you dozed off yet?
E-mail us at checkyourbalances@outlook.com with your biggest investing takeaways from the year!

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

Holiday Gift Guide Dec 22, 2021

Show notes

Do you need last minute gift ideas for the finance nerd in your life? Check out our gift guide for 2021 to help round out your shopping list for the year!
E-mail us at checkyourbalances@outlook.com if you have questions for our year end wrap up show next week, or personal finance questions that we can help with!

Send us Fan Mail

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

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