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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:

Episode 26: Revisiting the SECURE Act Jul 28, 2021

Show notes

At the end of 2019 a major piece of tax legislation was signed into law. The SECURE Act may have flown under the radar of many Americans as our focus quickly shifted towards a global pandemic. On this episode Ross and Dan review some major provisions of the SECURE Act and what they might mean for you.
E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!

Send us Fan Mail

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

Episode 25: Cash Allocations and Beyond Jul 21, 2021

Show notes

How much cash is too much in your portfolio? Ross and Dan launch from a listener question into their theory about allocation bands and how you choose to treat risk in your portfolio. They also react to Malcom Gladwell's enthusiasm for self-driving cars.
E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!

Send us Fan Mail

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

Episode 24: Talking Budgets with Kimberly Palmer Jul 14, 2021

Show notes

Kimberly Palmer, author of "Smart Mom, Rich Mom" and personal finance expert at NerdWallet, joins the show to talk about budgeting. Ross and Dan have historically considered themselves "anti-budgeters", but Kimberly flips them by offering a simple and practical framework for regaining control of your spending.
E-mail us your personal finance questions or topics at checkyourbalances@outlook.com.

Send us Fan Mail

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

Episode 23: All Things Insurance Jul 07, 2021

Show notes

Ross and Dan ambitiously try to tackle life insurance, disability insurance, and long-term care insurance in a single episode. How to think about what you really need, and what products get sold in all the wrong ways.
E-mail checkyourbalances@outlook.com to submit questions or feedback to the show!

Send us Fan Mail

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

Episode 22: Relocation and Inflation Jun 30, 2021

Show notes

Ross and Dan answer a listener question on relocation, provide a helpful (free) resource for estimating your costs, and unpack what the bond market is currently telling us to expect in terms of inflation.
Shoot us an email at checkyourbalances@outlook.com to let us know where you're thinking of relocating to in retirement or with other questions for the show!

Send us Fan Mail

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

Episode 21: 10 Concepts to Make You a Better Investor Jun 23, 2021

Show notes

Ross and Dan compile a list of 10 of the most powerful concepts, mantras, and lessons they have learned about investing. Whether they help with your mindset, developing good habits, or combating a dangerous bias, we hope you take something positive from this week's show.
Shoot an email to checkyourblaances@outlook.com to share your favorite investing lesson or a question you'd like Ross and Dan to weigh in on!

Send us Fan Mail

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

Episode 20: Health and Wealth with Dr. Michelle Fritsch Jun 16, 2021

Show notes

Dr. Michelle Fritsch, author of Preventative Maintenance for a High Mileage Life, joins the show to talk about health when making the transition into retirement. Her background as a pharmacist uncovered gaps that need addressing in the medical field that she is actively working to solve.
Learn more about Michelle at retirewellness.com or email her at michelle@retirewellness.com.
E-mail us your personal finance questions or topics at checkyourbalances@outlook.com.

Send us Fan Mail

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

Episode 19: Active vs Passive Investing Jun 09, 2021

Show notes

Ross and Dan weigh in on one of the biggest debates in the investing world: active versus passive investing.
E-mail us at checkyourbalances@outlook.com with questions for the show or anything you'd like us to weigh in on!

Send us Fan Mail

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

Episode 18: Could annuities improve your investing? Jun 02, 2021

Show notes

A new Dalbar study suggests that investors with variable annuities did better in 2020. Ross and Dan unpack some of the possible reasons and discuss whether data like this would alter our traditional thinking around retirement income.
E-mail us at checkyourbalances@outlook.com with questions for the show or anything you'd like us to weigh in on!

Send us Fan Mail

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

Episode 17: Scams May 26, 2021

Show notes

Ross and Dan receive an email from a "listener" in need of assistance. This spurs a conversation about common scams and some preventative measures people should be taking.
Send us what you're excited to do with your free time to checkyourbalances@outlook.com or submit questions or topics you'd like to hear us cover on our show!

Send us Fan Mail

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

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