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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 name's Bond...I Bond. Dec 15, 2021

Show notes

Many of us have experienced inflation to this point in 2021 through rising costs, however there is a flip side to that coin! Series I Savings Bonds, which pay an interest rate tied to inflation, are paying attractive rates. In this episode we discuss I Bonds, and Ross takes us through what it was like to purchase one through TreasuryDirect.gov.
Have you reached any personal financial milestones in 2021? Let us celebrate your success! Email us at checkyourbalances@outlook.com to potentially be featured!

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

Talking with Andrew Schear of Practical Personal Finance Dec 08, 2021

Show notes

This week we welcome Andrew Schear of the Practical Personal Finance YouTube channel to the show. Andrew is a personal finance enthusiast that has documented his own journey and has created a library of more than 180 videos teaching finance concepts in simple, easy-to-understand, language.
To submit a question for our show, email us at checkyourbalances@outlook.com to potentially be featured!

Send us Fan Mail

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

Talking Taxes with the Tax Girl Dec 01, 2021

Show notes

This week we talk taxes with Kelly Phillips Erb, aka the Tax Girl. Together we discuss the challenges of navigating the tax landscape, and Kelly offers some controversial takes on home ownership and Roth IRAs.
You can find Kelly's podcast, blog, and more by visiting: https://www.taxgirl.com/
If you'd like to submit questions or air grievances you can contact us at checkyourbalances@outlook.com.

Send us Fan Mail

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

Funemployment and Thanksgiving! Nov 24, 2021

Show notes

Once again, Matt Trogdon, CFP joins the show to talk about his experience going through a job transition over the summer which he lovingly refers to as "Funemployment."
You can read his Preservation Mode article that he wrote for Humble Dollar.
And to submit your questions for our show, email checkyourbalances@outlook.com.

Send us Fan Mail

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

Rent, Buy, and PMI Nov 17, 2021

Show notes

Ross and Dan have real estate on the brain again. This week they discuss the tough rental market, along with some potential money saving tips whether you already own a home or are in the market for one.
Send your questions for the show to checkyourbalances@outlook.com and receive a CYB mug while supplies last!

Send us Fan Mail

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

Small-Cap and International Investing: A Discussion with Bill Mann Nov 10, 2021

Show notes

Bill Mann joins the show this week to discuss how to think about international investing, changes to the small-cap landscape, and even... crypto.
Send your questions for the show to checkyourbalances@outlook.com and receive a CYB mug while supplies last!

Send us Fan Mail

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

Balancing Short- and Long-Term Goals Nov 03, 2021

Show notes

On this week's episode the team tackles a listener question which spurs a conversation on balancing short- and long-term goals. Ross lets us in on a wedding planning hack. And where in the world is Tyler?
Submit any comments or questions you may have for the show to checkyourbalances@outlook.com and receive a free mug while supplies last!

Send us Fan Mail

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

Happy Halloween: Financial Planning Horror Stories Oct 27, 2021

Show notes

Ross and Dan welcome Matt Trogdon, CFP to the show for the first time to share financial planning horror stories from celebrity life and beyond! Make sure you don't miss this special Halloween episode of Check Your Balances.
Submit horror stories or any questions you may have for the show to checkyourbalances@outlook.com to receive a free mug while supplies last!

Send us Fan Mail

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

Self-Directed IRAs: An Interview with Mat Sorensen Oct 20, 2021

Show notes

Mat Sorensen, an attorney and the CEO of Directed IRA, joins us on this week's show to discuss how IRA funds can be used to make investments beyond traditional securities. This week's show explores a broader investment universe through a lesser known structure.
You can learn more about Mat Sorensen and Self-Directed IRAs here on his website.
Send your questions for the show to checkyourbalances@outlook.com to receive a CYB mug!

Send us Fan Mail

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

Coast FI(RE) and Lifestyle Drift Oct 13, 2021

Show notes

A new term in financial planning to unpack, and one of the key problems that could prevent it from working for you! Check out this week's show on what the Coast FIRE movement is and how little choices make the difference on it working.
Email us at checkyourbalances@outlook.com with your Coast FIRE plans or any stories of personal lifestyle creep that you've experienced!

Send us Fan Mail

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

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