What can we help you find?

This week Jesse Cramer of the Best Interest Blog and Podcast joins the show to talk about how different advisors can approach the same decision of getting to where we need to go. Join us for a fun con…

This week Jesse Cram…

This week Jesse Cramer of the Best Interest Blog and Podcast joins the show to talk about how different advisors can approach the same decision of getting to where we need to go. Join us for a fun conversation about Jesse's journey and how we all approach the vehicle decisions.This episode is on YouTube: https://youtu.be/pShIUwiYJTMSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This week Jesse Cramer of the Best Interest Blog and Podcast joins the show to talk about how different advisors can approach the same decision of getting to where we need to go. Join us for a fun con…

This week Jesse Cram…

This week Jesse Cramer of the Best Interest Blog and Podcast joins the show to talk about how different advisors can approach the same decision of getting to where we need to go. Join us for a fun conversation about Jesse's journey and how we all approach the vehicle decisions.This episode is on YouTube: https://youtu.be/pShIUwiYJTMSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Have you dreamed about what you'd buy if you won the lottery? You certainly wouldn't be alone there. But how about thinking about how you'd handle and invest all of that Money. This wee…

Have you dreamed abo…

Have you dreamed about what you'd buy if you won the lottery? You certainly wouldn't be alone there. But how about thinking about how you'd handle and invest all of that money. This week we touch on that and other listener questions for a mailbag episode!This show is on YouTube: https://youtu.be/Ba7JmDZrEkISend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

We kick off 2025 with an update on a few of the key things you might want to update heading into the new year and then move into a discussion about asset location. Are your Growth assets in the right …

We kick off 2025 wit…

We kick off 2025 with an update on a few of the key things you might want to update heading into the new year and then move into a discussion about asset location. Are your growth assets in the right buckets? Are your safe assets in the right buckets? We give our current thoughts on how to think about it.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

If you had the money to buy a home outright, would you still take a mortgage at our current rates? This week's episode dives into the pros and cons of whether it makes sense to borrow money or in…

If you had the money…

If you had the money to buy a home outright, would you still take a mortgage at our current rates? This week's episode dives into the pros and cons of whether it makes sense to borrow money or invest based on the current landscape.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This time of year we think a lot about gift giving. But what about the gifts you truly don't want? We don't mean a bad neck tie or macaroni art, but maybe one that costs you thousands of dol…

This time of year we…

This time of year we think a lot about gift giving. But what about the gifts you truly don't want? We don't mean a bad neck tie or macaroni art, but maybe one that costs you thousands of dollars just to maintain... tune in this week for our discussion about how to avoid inheriting a timeshare.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This month's mailbag episode is a super-sized catch-up! We're diving deep into your burning questions about personal finance. From the ins and outs of taxes on gifts to strategies for superc…

This month's ma…

This month's mailbag episode is a super-sized catch-up! We're diving deep into your burning questions about personal finance. From the ins and outs of taxes on gifts to strategies for supercharging your Retirement savings, we've got you covered. Tune in to hear our expert insights and practical advice.This episode is on YouTube: https://youtu.be/Atb7blHB7wYSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Confused about capital gains tax and whether you should be selling stocks before the end of the year? In this episode, we break down the basics of capital gains tax and discuss the factors to consider…

Confused about capit…

Confused about capital gains tax and whether you should be selling stocks before the end of the year? In this episode, we break down the basics of capital gains tax and discuss the factors to consider when deciding whether to sell your stocks before year end. This episode is on YouTube: https://youtu.be/c5ME5uG-Ny0Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This week Ross and Dan celebrate their 200th episode of Check Your Balances with a lighthearted reflective episode of the journey up to this point. We appreciate each and every one of you, whether you…

This week Ross and D…

This week Ross and Dan celebrate their 200th episode of Check Your Balances with a lighthearted reflective episode of the journey up to this point. We appreciate each and every one of you, whether you've listened to a single segment or every single episode of the show up to this point. Happy Thanksgiving!Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

When financial decisions matter most, you need strong arguments to consider. This week episode brings you a lighthearted debate on 5 financial topics:- How relevant is net worth as a metric? - Should…

When financial decis…

When financial decisions matter most, you need strong arguments to consider. This week episode brings you a lighthearted debate on 5 financial topics:- How relevant is net worth as a metric? - Should I just invest in the S&P 500 and stop overthinking it?- Do you really need an emergency fund before investing?- Is the FIRE movement good for personal finance?- Should you have a side hustle to accelerate your progress?Tune in this week to hear us battle it out!This episode is on YouTube: https://youtu.be/W5_yW6JimE0Send your questions for upcoming show to checkyourbalances@outlook.com @check…

As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a …

As we celebrate our …

As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA. Our apologies for the late post, we were having technical difficulties!This episode is on YouTube: https://youtu.be/IP_b-5Ea5VYSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financia…

Elections can be a r…

Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financial goals. In this episode, we'll discuss how to avoid making big mistakes with your investing regardless of the election outcome.This episode is on YouTube: https://youtu.be/-YTCVeVV_70Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challeng…

In this episode, we …

In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often necessary. Join us as we separate fact from fiction and provide practical advice to help you achieve your financial goals.This episode is on YouTube: https://youtu.be/hpc-FNweaJ0Send your questions for …

Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll an…

Ever wondered how th…

Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll analyze their choices through a financial lens and discuss how their financial literacy (or lack thereof) could impact their Relationships and future. Will their love stand the test of money? This episode is on YouTube: https://youtu.be/xeYk37KxFYcSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones whe…

Ever wondered how yo…

Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones where you'll have to take care of it yourself.Find this episode on YouTube: https://youtu.be/WFBaNImVUpMSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:Safe Withdrawal Rate: How much can you safely wit…

Join us for the Octo…

Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?Investing $500K: Do your portfolio options need to change as your capital grows?Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe'reSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

The final chapter (we hope) in the Ross' house saga. Drew McKenzie from Long and Foster joins the show to talk about what it's like trying to give advice to a guy that gives advice for a liv…

The final chapter (w…

The final chapter (we hope) in the Ross' house saga. Drew McKenzie from Long and Foster joins the show to talk about what it's like trying to give advice to a guy that gives advice for a living. Find this episode on YouTube (to see the inside of the actual home): https://youtu.be/GpjBZlu_r68We're @checkyourbalances on InstagramSend us questions you want answered about your finances to checkyourbalances@outlook.com

It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.Send your questions for the show to checkyourbalances…

It finally happened,…

It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.Send your questions for the show to checkyourbalances@outlook.com!This episode is on YouTube: https://youtu.be/vLpQz4b6y0kWe're @checkyourbalances on Instagram