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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:

Liability Matching Jun 25, 2025

Show notes

How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While rules of thumb like "The 4% Rule" get all the buzz, this is how to think about actually connecting your money with its purpose.

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

Over Under: Do we know the average American's finances? Jun 18, 2025

Show notes

Think you know the average American? Ross and Dan are about to find out if they do! Welcome to "Over Under," the brand new game on Check Your Balances where our hosts put their statistical savvy to the test. They'll compete in a lighthearted game to see how well they know the wealth and financial habits of the typical American.

Send us Fan Mail

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

World's Worst Real Estate Investor? Jun 11, 2025

Show notes

A surge in homes for sale relative to the number of buyers leads Ross to question whether his purchase of a home 6 months ago might have been poorly timed. Is he the worlds worst real estate investor? Only time will tell, but you can hear the boys discuss it on this weeks episode of Check Your Balances.

Send us Fan Mail

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

Should You Use Your Roth as an Emergency Fund? Jun 04, 2025

Show notes

This week on Check Your Balances, we tackle a listener question: Should your Roth IRA double as an emergency fund? We'll explore the pros and cons. We'll also demystify the critical difference between correlation and causation in personal finance. Understanding this distinction is key to making sound financial decisions, ensuring you build a robust financial plan based on true cause-and-effect, not just coincidental relationships.

Send us Fan Mail

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

SALT Changes, Housing Choices, and a Recession Coming? May 28, 2025

Show notes

This week we're diving into the big questions we think you should be asking. We break down the latest rumblings around SALT deduction changes and what they could mean for your tax bill. Then, we pivot to the ever-shifting housing market, and whether you should bite off a bigger purchase for better schools. And finally, is a recession really on the horizon? We analyze the economic tea leaves and offer insights to help you prepare.

Send us Fan Mail

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

Do You Trust Your Financial Plan? May 22, 2025

Show notes

What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's about our planning approach, or the deeper issue of trusting the data itself.

Send us Fan Mail

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

Would You Rather...? May 14, 2025

Show notes

Want a fun and engaging way to talk about money with your partner? This episode of Check Your Balances explores how "Would You Rather...?" style finance questions can be a fantastic tool for uncovering each other's financial values and perspectives. We'll show you how these playful scenarios can lead to richer, more meaningful conversations and ultimately strengthen your financial understanding as a couple.

Send us Fan Mail

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

Is That Sloppy Financial Planning? May 07, 2025

Show notes

On this episode of Check Your Balances, we're putting replacement ratios in the hot seat! Is this financial fortune-telling or just lazy math? We'll ask the tough questions: Are they the ultimate shortcut to a comfy retirement, or a recipe for financial disaster served up with a side of wishful thinking? Get ready for a lively debate as we uncover the truth behind these so-called rules of thumb and explore whether they're genius or just plain... well, sloppy. Tune in for a dose of financial reality with a twist of fun – because planning your future shouldn't be a snooze fest!

Send us Fan Mail

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

Save Vs. Splurge: How to Handle "Extra" Cash Apr 30, 2025

Show notes

Stop wondering what to do with that extra paycheck, bonus, or side hustle income! "Save vs. Splurge" empowers you to make confident financial decisions that align with your values and goals. We explore the art of balancing saving for a secure future with enjoying the present moment. Learn how to make your extra cash work harder for you, whether it's paying down debt, investing wisely, or indulging in something you truly value.

Send us Fan Mail

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

Mailbag: Money Markets, CDs, and Estates! Apr 23, 2025

Show notes

Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you!

Send us Fan Mail

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

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