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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:

Hedging Your Index Funds Apr 16, 2025

Show notes

Should you even try to hedge a single position inside an index fund? What happens when you spot a single stock within your broad market index that looks seriously overvalued? We'll weigh the costs, complexities, and potential benefits against simpler, more effective risk management approaches for index fund investors.

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

Tariff Tantrum Apr 09, 2025

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The headlines are screaming about tariffs and trade wars, but what does it all mean for your wallet? In this episode of Check Your Balances, we break down the "Tariff Tantrum" and explore how these international trade spats could impact business and ultimately your portfolio.

Send us Fan Mail

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

Money March Madness Mar 26, 2025

Show notes

It's March Madness, but make it money! This week, we're pitting the biggest personal finance debates against each other in a head-to-head bracket showdown. From "Debt Snowball vs. Avalanche" to "Roth vs. Traditional IRA," which financial strategies will reign supreme? Tune in for the ultimate financial face-off and level up your money game!

Send us Fan Mail

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

Accessing Your Home Equity Mar 19, 2025

Show notes

What if you had access to capital, but it cost you some of the upside value of your home? This week Ross and Dan explore a product that they were recently introduced to and look at what situations it makes sense for. Like most exotic lending options, this one can be really dangerous if not used correctly!

Send us Fan Mail

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

Market Timing Mar 05, 2025

Show notes

Ever wonder if all those market buzzwords—overvalued, undervalued, fear, greed—are just dressed-up ways to say "time the market"? In a world where it's easy to get spooked by the news and want to sit on the sidelines, let's get real about market timing. Let's break down the concept of market timing and discuss how to navigate the market with clarity.

This episode is on YouTube: https://youtu.be/ZV-tF62eB_Q

Send us Fan Mail

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

The "Oracle" Still Loves Equities Feb 26, 2025

Show notes

Warren Buffett's annual letter is a must-read for investors. Join us as we break down the key takeaways from his 2024 missive, exploring his insights on the economy, Berkshire Hathaway's performance, and of course, his enduring love for equities. Is his wisdom still relevant in today's market? We'll discuss that and more on this episode.

Find us on YouTube: https://youtu.be/VVCCeGuH5RA

Send us Fan Mail

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

Mailbag: Can You Have Too Much in Your 401(k)? Feb 19, 2025

Show notes

This week's Mailbag episode has great listener questions about whether rolling money back into a 401(K) is worth it for backdoor Roth IRA contributions, how to withhold taxes for a small business, and whether you can actually have too much money in your 401(K) plan.

Send us your questions to be featured on an upcoming mailbag episode!

Send us Fan Mail

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

Golden Handcuffs: Restricted Stock Units (RSUs) Feb 05, 2025

Show notes

Are your RSUs a golden ticket to financial freedom or just a confusing piece of your compensation package? This week, we demystify Restricted Stock Units and show you how to turn them into a powerful wealth-building tool. Learn how to navigate vesting schedules, understand the tax implications, and develop a smart strategy for managing your RSUs. Don't leave money on the table – tune in and unlock the potential of your equity compensation.

This episode is on YouTube: https://youtu.be/KfX1rEcPwGs

Send us Fan Mail

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

What Do Advisors Actually Do? Jan 29, 2025

Show notes

In a world where everyone from the car finance office to an insurance salesperson calls themselves a "Financial Advisor" what can advisors actually provide? Do you have to have your money managed, or can they simply act as a consultant? Tune int his week for Ross and Dan's take on a listener question about what advisors can actually offer.

Send us Fan Mail

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

What's Your Money Personality? Jan 22, 2025

Show notes

Your money personality plays a bigger role in your financial success than you might think. In this episode, Ross and Dan introduce a framework of four distinct money personalities. Learn how to identify your own archetype and understand how it impacts your saving, investing, and overall financial well-being. We'll also discuss strategies for leveraging your strengths and mitigating your weaknesses to achieve your financial goals.
This episode is on YouTube: https://youtu.be/94wRwj_f1RM

Send us Fan Mail

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

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