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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 in…

The headlines are sc…

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

It's Round Two of Money March Madness, and the financial face-off is ON! We're throwing down with the biggest money moves, pitting budgeting against heavy hitters like the Roth IRA and the D…

It's Round Two …

It's Round Two of Money March Madness, and the financial face-off is ON! We're throwing down with the biggest money moves, pitting budgeting against heavy hitters like the Roth IRA and the Debt Snowball. Who's gonna slam dunk their way to the top? Will your favorite strategy get the buzzer-beater win? Tune in to witness the ultimate showdown and find out which financial champion will be crowned! Don't miss the madness!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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"…

It's March Madn…

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

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 …

What if you had acce…

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

Listener Mailbag:  We're tackling your real-world financial dilemmas. From the tax implications of lending money to family, to the growing concern of losing faith in the financial system, we&apo…

Listener Mailbag:  …

Listener Mailbag:  We're tackling your real-world financial dilemmas. From the tax implications of lending money to family, to the growing concern of losing faith in the financial system, we've got you covered. Tune in for our candid financial planning takes on your personal finance questions!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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 wan…

Ever wonder if all t…

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_QSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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 per…

Warren Buffett'…

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/VVCCeGuH5RASend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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…

This week's Mai…

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

This week we welcome back a great friend to the show, and a voice that has been missed in the podcast world. We are thrilled to have Chris Hill join us to discuss his new show Money Unplugged that has…

This week we welcome…

This week we welcome back a great friend to the show, and a voice that has been missed in the podcast world. We are thrilled to have Chris Hill join us to discuss his new show Money Unplugged that has just debuted for your listening pleasure!Check out Money Unplugged here: https://www.moneyunpluggedpodcast.com/Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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 powerfu…

Are your RSUs a gold…

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/KfX1rEcPwGsSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @ch…

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 …

In a world where eve…

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

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 identi…

Your money personali…

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_f1RMSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on…

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 

Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our ta…

Prominent financial …

Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.Send your personal finance questions to checkyourbalances@outlook.comThis episode is on YouTube: https://youtu.be/J0wkYS_MBsY@checkyourbalances on Instagram

Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk abou…

Mortgage rates have …

Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.Send your questions for the show to checkyourbalances@outlook.com!We're @checkyourbalanes on InstagramThis show is on YouTube

Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week&a…

Perhaps not the most…

Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.Send your questions to checkyourbalanecs@outlook.com to be featured on an upcoming show!We're @checkyourbalances on InstagramThis episode is on YouTube: https://youtu.be/-Iy271i2XY8

We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question…

We commonly talk wit…

We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans.Find this episode on YouTube: https://youtu.be/5NcTxmt0Xf4 We're @checkyourbalances on InstagramEmail checkyourbalances@outlook.com to send questions to the show!

How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too. Se…

How do the taxes act…

How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too. Send your financial planning questions to checkyourbalances@outlook.com to be featured on upcoming episodes!You can also find us @checkyourbalances on InstagramThis episode is on YouTube: https://youtu.be/vXb4sU4R1lM

The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the r…

The past couple of w…

The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward.Send your questions for the show to checkyourbalances@outlook.comFind each episode on YouTubeWe're @checkyourbalances on Instagram

This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs Estate plans and the pitfalls that families can fall i…

This week we are joi…

This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!Find this episode on YouTubeWe're also on Instagram @checkyourbalances!

This week we celebrate that the IRS has finally clarified guidance for Inherited IRA Required Minimum Distribution (RMD) rules. And also an update on the ongoing housing drama for Ross.Send your quest…

This week we celebra…

This week we celebrate that the IRS has finally clarified guidance for Inherited IRA Required Minimum Distribution (RMD) rules. And also an update on the ongoing housing drama for Ross.Send your questions for an upcoming mailbag to checkyourbalances@outlook.comThis, and all new episodes, are on YouTubeFind us @checkyourbalances on Instagram

This week Ross and Dan welcome tax attorney and expert, Jasmine DiLucci to the show to talk about how you can use the tax code to your advantage, and avoid silly scams that originate online.Send your …

This week Ross and D…

This week Ross and Dan welcome tax attorney and expert, Jasmine DiLucci to the show to talk about how you can use the tax code to your advantage, and avoid silly scams that originate online.Send your questions to the show to checkyourbalances@outlook.comFind this episode on YouTubeWe're also @checkyourbalances on Instagram

This week Ross and Dan break down what they look for when evaluating a clients' 401(k) plan and whether it's actually any good. Some a great, and some not be the best home for your funds. Tu…

This week Ross and D…

This week Ross and Dan break down what they look for when evaluating a clients' 401(k) plan and whether it's actually any good. Some a great, and some not be the best home for your funds. Tune in this week to find out!Email checkyourbalances@outlook.com to submit questions to the show!This episode is on YouTube!We're also on Instagram!

This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD. Want your question on the show? Email …

This week Ross and D…

This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD. Want your question on the show? Email us at checkyourbalances@outlook.com!Find this episode on YouTubeOr find us on Instagram @checkyourbalances

What has been on the recent reading list for Ross and Dan, and should you considering adding it to your beach reads? We'll give you our take so you can decide if you should give it your time.Send…

What has been on the…

What has been on the recent reading list for Ross and Dan, and should you considering adding it to your beach reads? We'll give you our take so you can decide if you should give it your time.Send your questions for Check Your Balances to checkyourbalances@outlook.com to be featured on the show!This episode is on YouTubeWe're also on Instagram: @checkyourbalances

This week Ross and Dan dive into a deal that Bobby Bonilla made in 1999 that will continue to pay him a reported $1.19 million per year until 2035. Why would the Mets make that deal, and who was the b…

This week Ross and D…

This week Ross and Dan dive into a deal that Bobby Bonilla made in 1999 that will continue to pay him a reported $1.19 million per year until 2035. Why would the Mets make that deal, and who was the big winner? Tune in to find out!Send questions to the show at checkyourbalances@outlook.com.Find this episode on YouTubeWe're @checkyourbalances on Instagram

This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity sal…

This week Ross and D…

This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity salesman turns their sights on you.Send questions for the show to checkyourbalances@outlook.com to have them featured on upcoming episodes!This episode is on YouTubeWe're also on Instagram

This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan&ap…

This week Ross and D…

This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode!This episode is on YouTubeFind us on Instagram

Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.Check …

Ranging from where t…

Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.Check this episode out on YouTubeFollow us on Instagram @checkyourbalancesOr email us at checkyourbalances@outlook.com to have your questions or topics featured on the show!

This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stag…

This week we welcome…

This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out.Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!Find this episode on YouTubeWe're also on Instagram

Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine react…

Could being an autho…

Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions. Send your questions to checkyourbalances@outlook.com to be featured on an upcoming episode!Find this episode on YouTubeWe're also on Instagram

This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe'…

This week Ross and D…

This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?Send your questions for the show to checkyourbalances@outlook.com!Check this episode out on YouTubeFind us and send your questions on Instagram

This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional c…

This week, Ross and …

This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional can kicking on IRS guidance around RMDs.Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming shows!Check this episode out on YouTubeFind us at @checkyourbalances on Instagram!

Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest f…

Check Your Balances …

Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest form without getting too lost in the weeds.Email your questions for the show to checkyourbalances@outloook.com to be featured on an upcoming mailbag episode!Find this episode on YouTubeWe're in Instagram!