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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 16: What are you excited for in retirement? May 19, 2021

Show notes

Could a new framework around what retirement means let you get to the fun stuff early? Ross and Dan discuss different ways to think about what retirement could be and what they learned in starting their business about financially preparing for mini-retirements.
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

Episode 15: Jordan Josephs, Celebrity Business Manager May 12, 2021

Show notes

How realistic are TV shows like Ballers and Entourage? This week we invited Jordan Josephs to answer that question and more as he gives us a glimpse into his life. Jordan has been named as one of Billboard's top business managers for 2021 and awarded Variety's "Business Manager Elite" title.
Email us at checkyourbalances@outlook.com for questions or topics you want us to cover on our show!

Send us Fan Mail

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

Episode 14: Scott Lloyd Talks Taylor Swift May 05, 2021

Show notes

Taylor Swift is in the process of recording fresh versions of her first six studio albums. She is doing this because she does not own the master recordings of those original tracks, and hopes to regain control of her music by creating new versions ("Taylor's Versions" as she calls them).
To learn more about Taylor Swift's efforts, and to more broadly explore intellectual property rights, we welcome Scott Lloyd to the show. He is a principal with the law firm Offit Kurman and does work in the intellectual property space.
Email us at checkyourbalances@outlook.com with questions or ideas that you want us to share on the show!

Send us Fan Mail

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

Episode 13: The Side Hustle Apr 28, 2021

Show notes

Ross and Daniel discuss side hustles, offer their thoughts on rental real estate, and share why you should beware if you happen upon raccoons in your attic.
Email us at checkyourbalances@outlook.com to submit questions or topics for discussion on the show!

Send us Fan Mail

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

Episode 12: Target Date Funds & $100(ish) Million Deli Apr 21, 2021

Show notes

Ross and Dan unpack some of the financial statements on a single deli that trades as a public company with an eye popping valuation, as well as review an incredibly prominent financial product that you may have in your 401(k) right now.
Email us at checkyourbalances@outlook.com to submit questions or topics for discussion on the show!

Send us Fan Mail

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

Episode 11: Talking Credit Cards with Sara Rathner from Nerd Wallet Apr 14, 2021

Show notes

The "Credit Card Queen," as we appointed her, Sara Rathner from Nerd Wallet joins the show this week to talk all things credit cards! We also dive into the importance of bringing nuance to financial media.
Email us at checkyourbalances@outlook.com for questions or topics you want us to cover on our show!

Send us Fan Mail

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

Episode 10: Together We Bake & Helpful Tips Apr 07, 2021

Show notes

We are thrilled to welcome Together We Bake to our show to share some of the great work they are doing in the Northern Virginia community to support women in the area. We also kick off financial literacy month with some shortcuts for math and quick tips that we use as planners.
Email us at checkyourbalances@outlook.com with questions or ideas that you want us to share on the show!

Send us Fan Mail

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

Episode 9: Crooked Crab Brewing Mar 31, 2021

Show notes

The founders of Crooked Crab Brewing join our show to tell the story of how three friends put their combined skills together to create an award winning up-and-comer of a craft brewery.
Email us at checkyourbalances@outlook.com if you've got feedback, finance questions, or topics you want to hear us cover!

Send us Fan Mail

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

Episode 8: Decoding Acronyms Mar 24, 2021

Show notes

The language of investing is constantly changing - are you keeping up to date? Join Ross and Dan as they explore a few acronyms showing up more frequently in the world of finance. Be sure to stick around until the end for their rapid fire "meme-talk" round.
E-mail us at checkyourbalances@outlook.com to submit your questions for the show!

Send us Fan Mail

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

Episode 7: Managing the Downside Mar 17, 2021

Show notes

It has been shown that people hate losing money about twice as much more than they like making it. How does that translate to the way you look at your portfolio during turbulent markets? Ross and Dan discuss their philosophy on managing the downside in this week's show.
E-mail us at checkyourbalances@outlook.com to submit your 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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