What can we help you find?

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!

This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might…

This week, Ryan Hutc…

This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner.Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!Find us on Instagram!This episode is also on YouTube!

If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's…

If commissions are a…

If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode.Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode! Find this episode on YouTubeFollow us on Instagram

This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.Send your questions to checkyou…

This week Ross and D…

This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.Send your questions to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!Show us some love on Instagram @checkyourbalancesFind this episode on YouTube

This week, The Realtress, Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much you'll pay your agent while buying, there is a lot changing right now. Tun…

This week, The Realt…

This week, The Realtress, Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much you'll pay your agent while buying, there is a lot changing right now. Tune in for our update this week, and check out her blog: https://adriennemesseca.substack.com/Email your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!Check this episode out on YouTubeFind us on Instagram

This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), …

This week we dive in…

This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility. Email us at checkyourbalances@outlook.com to be featured on an upcoming show!Find this episode on YouTubeWe're also on Instagram