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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:

Richer, Wiser, Happier: A Chat with William Green Oct 06, 2021

Show notes

On this week's episode we welcome William Green, author of Richer, Wiser, Happier. His book draws on his interviews with some of the world's greatest investors and highlights the principles and habits that make them successful. In his chat with Dan, they discuss how many of these lessons extend beyond the world of investing.
You can learn more about William Green and his work by visiting https://www.williamgreenwrites.com/.
E-mail us at checkyourbalances@outlook.com to submit questions for the show!

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Send your questions for upcoming show to checkyourbalances@outlook.com
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When to Sell Sep 29, 2021

Show notes

People often grow comfortable with buying stocks, but how should you think about selling them? Ross and Dan talk about a few of the situations where you should say goodbye to shares within your portfolio.
E-mail us at checkyourbalances@outlook.com to submit questions for the show!

Send us Fan Mail

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

Personal Finance Lessons from the Movies Sep 22, 2021

Show notes

What personal finance lessons can we take away from a Will Ferrel movie? Check out this week's show to find out as Ross and Dan break down personal finance lessons from some popular movies.
E-mail us at checkyourbalances@outlook.com to submit questions for the show!

Send us Fan Mail

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

Episode 33: Understand your "Options" Sep 15, 2021

Show notes

In a world where yield is hard to come by, learn how you can leverage simple options strategies to boost portfolio income.
Email your questions for the show to checkyourbalances@outlook.com to potentially have your question featured!

Send us Fan Mail

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

Episode 32: Back to School - Our Financial Literacy Curriculum Sep 08, 2021

Show notes

As kids head back to school for the fall, Ross and Dan breakdown what would be in their financial literacy course if they got to design it for high school students.
Email your questions for the show to checkyourbalances@outlook.com to potentially have your question featured!

Send us Fan Mail

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

Episode 31: The Advisory Business, Interview with Alan Moore Sep 01, 2021

Show notes

This week Ross and Dan are joined by Alan Moore. He is the CEO and co-founder of XY Planning Network, which has created a community of over 1,000 fee-only advisors focused on serving Gen X and Gen Y clients.
To submit questions or topics for the show, email us at checkyourbalances@outlook.com!

Send us Fan Mail

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

Episode 30: Talking Banking with Dr. Terri Friedline Aug 25, 2021

Show notes

Dr. Terri Friedline is the author of Banking on a Revolution and a professor at University of Michigan. She joins Ross and Dan to talk about underbanked and unbanked communities and structural reform that is needed in the banking system.
To submit questions or topics for the show, email us at checkyourbalances@outlook.com!

Send us Fan Mail

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

Episode 29: Advice To Our Younger Selves Aug 18, 2021

Show notes

The blog post Go Big, Then Stop by Nick Maggiulli inspired Ross and Dan to think about advice they would give to their younger selves. They reflect on the early days of their careers, the power of compounding, and the risks of faking it until you make it.
Submit questions or feedback to the show using checkyourbalances@outlook.com!

Send us Fan Mail

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

Episode 28: Should you rollover your 401(k)? Aug 11, 2021

Show notes

A mailbag episode, Ross and Dan read listener responses to how they'd spend lottery winnings and answer questions on net worth and 401(k) rollovers. There's a lot to unpack this week!
Submit questions or feedback to the show using checkyourbalances@outlook.com!

Send us Fan Mail

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

Episode 27: What can we learn about planning from the lottery? Aug 04, 2021

Show notes

We examine the math on how lottery payouts are actually made and then apply those same fundamentals to a much more likely scenario... pension planning! Check out this week's episode whether you're thinking about your pension or the Powerball.
Receive a Check Your Balances mug by sending in great questions for the show at checkyourbalances@outlook.com (while supplies last!).

Send us Fan Mail

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

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