Check Your Balances

Latest Episodes:

Rule Breaker Investing with David Gardner Sep 03, 2025

Show notes

This week we are honored to have the Co-Founder and Chief Rule Breaker of The Motley Fool, David Gardner, join the show. David has an unbelievable investing track record, and his new book Rule Breaker Investing is his formula for success. We know many of our listeners are excited to hear David's thoughts!

Send us Fan Mail

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

August Mailbag: When does overpaying a mortgage make sense? Aug 27, 2025

Show notes

Got extra cash and wondering if you should throw it at your mortgage? 🤔 This week, we dive into the age-old debate: when does it actually make sense to overpay your mortgage? What are you using if you still mourn the loss of Mint.com? That and more in this week's mailbag episode.

Send us Fan Mail

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

Are these the dumbest finance theories? Aug 20, 2025

Show notes

When it comes to talking about finance, not all of the theories you hear out there are going to be winners. What are some of the dumbest theories that we've come across, and why are they wrong? Tune in to find out.

Send us Fan Mail

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

What Are the Strategies for Managing an Inherited IRA? Aug 13, 2025

Show notes

Are you one of the many people who've inherited a retirement account and are now wondering, "What's an RMD and how do I manage it?" The rules around inherited IRAs and required minimum distributions have changed, and it can be confusing.

In this episode of Check Your Balances, we're tackling the complex topic of managing Required Minimum Distributions (RMDs) on an inherited IRA. We'll break down the key rules, including the 10-year rule, and discuss how to create a strategy that works for you.

Send us Fan Mail

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

Scott Galloway Got Rid of His Insurance... Should you? Aug 06, 2025

Show notes

Scott Galloway recently announced he’s dropped all of his insurance—but is he an anomaly or onto something? Dan and Ross break down his controversial stance and discuss whether most people are actually over-insuring themselves against small risks. Tune in to find out if you're a Scott Galloway, or if you're just paying too much.

Send us Fan Mail

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

Is the OBBB Beautiful... For You? Jul 30, 2025

Show notes

The highly anticipated "One Big Beautiful Bill" has officially been signed into law, sparking intense debate and speculation. This week on Check Your Balances, we're cutting through the noise to deliver a crucial breakdown of its sweeping changes. From tax tweaks and investment implications to critical shifts in financial planning, we'll equip you with the essential insights you need to understand exactly how this legislation impacts your individual finances.

Send us Fan Mail

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

Do You Own Enough Emerging Markets? With Callum Thomas Jul 23, 2025

Show notes

In this episode of Check Your Balances, we're joined by Callum Thomas to tackle a crucial question for your portfolio: Do you own enough emerging markets? Callum shares his expert insights on the current landscape, potential, and risks of investing in these dynamic economies. Tune in to understand if your asset allocation is truly optimized for global growth.

Learn more about Callum at Top Down Charts and The Weekly ChartStorm

Send us Fan Mail

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

Is the New Chase Sapphire Reserve Worth It? with Sara Rathner Jul 16, 2025

Show notes

This week, NerdWallet's Sara Rathner makes a second appearance on the show to talk about the changes to the Chase Sapphire Reserve card. As one of the most prominent travel cards and the market, and one that Ross happens to personally use... this was of particular interest.

Sara Rathner is a NerdWallet travel and credit cards expert. She has appeared on the “Today” show and CNBC’s “Nightly Business Report,” and has been quoted in The New York Times, The Washington Post, The Wall Street Journal, Yahoo Finance, Time, Reuters, NBC News, Business Insider and MarketWatch.

Learn more about her work here: https://www.nerdwallet.com/author/sara-rathner

Send us Fan Mail

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

Does Chat GPT Know How Taxes Work? Jul 09, 2025

Show notes

On this week's episode of Check Your Balances, a mailbag episode! Does Chat GPT know how each of your retirement account taxes actually works? How do the fees in mutual funds and ETFs actually get deducted? These questions and more as we dive into what our listeners want to hear us talk about.

Send us Fan Mail

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

Severance & Independence Jul 02, 2025

Show notes

What can the hit Apple TV show Severance teach the fellas about saving for financial independence? Join us this week as Ross and Dan explore the idea that you might be "severed" from the version of yourself that you're supposed to be saving money for.

Wishing everyone a safe and happy 4th of July!

Send us Fan Mail

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected