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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 6: Roth, Social Security, and Tax Smoothing Mar 10, 2021

Show notes

Is the Roth IRA for you? When should you file Social Security? When does it make sense to accelerate your taxable income? Ross and Dan talk through three common planning issues 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

Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders Mar 03, 2021

Show notes

Investing icon Warren Buffet writes a letter to Berkshire Hathaway shareholders each year. Ross and Dan break down the 2021 letter and share their top 10 takeaways that you can apply to your financial life and investing.
E-mail us at checkyourbalances@outlook.com if you had a different take or with any questions that you think we should cover in upcoming shows!

Send us Fan Mail

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

Episode 4: An Interview with Chef Jonathan Krinn Feb 24, 2021

Show notes

The chef and restaurateur behind the award winning Clarity restaurant in Vienna, VA joins us to talk about his journey and what it has been like adapting a restaurant in the pandemic. There are lessons for all business owners and entrepreneurs in the way chef Krinn has been able to navigate the situation.
E-mail us at checkyourbalances@outlook.com with any feedback, questions, or to participate in this week's gift card challenge! And visit clarityvienna.com to learn more about our guest and his establishment.

Send us Fan Mail

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

Episode 3: Kids and Investing Feb 17, 2021

Show notes

College savings plans, picking stocks your kids will understand, and more. Our resident Advisor-Dad takes you through his process and what you need to be thinking about if you're interested to get your kids started on their investing journey.
E-mail us at checkyourbalances@outlook.com with questions you want us to cover and feedback!

Send us Fan Mail

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

Episode 2: Myths About Retirement Finances Feb 10, 2021

Show notes

Should you make it a goal to payoff your mortgage? Do you need to convert to a dividend focused portfolio? What's the right allocation for your age? This week Ross and Dan unpack 3 common myths that investors have as they approach retirement.

Send us Fan Mail

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

Episode 1: An Interview with Morgan Housel Feb 03, 2021

Show notes

Morgan Housel, author of The Psychology of Money and partner at The Collaborative Fund joins Ross and Dan to discuss his book.
Check Your Balances is a journey through investing, personal finance, and business with an emphasis on always understanding the tradeoffs. Ross and Dan unpack common financial planning anecdotes and lore to help listeners get down to what will really make the most impact for them. Subscribe so you don't miss an episode!

Send us Fan Mail

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

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