Monday - February 26th, 2024
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Daniel Messeca Financial Planner

Daniel’s grandmother helped him buy his first shares of Coca Cola when he was just eight years old, igniting a lifelong interest in investing. A graduate with a degree in Finance from the University of Maryland’s Smith School of Business, Daniel chose a career in financial services to apply his passion for investing and strategic planning. Daniel possesses expertise in insurance planning, especially as it relates to life insurance and annuity contracts. Daniel’s background in the insurance industry makes him particularly adept at analyzing existing policies and evaluating new proposals.

In 2016, Daniel co-founded Crooked Crab Brewing Company, a craft brewery located in Odenton, MD. The experience of planning, financing and operating a company makes him an informed planner for business owners.

Daniel lives in Maryland with his wife, daughter and a rambunctious hound dog who shows no signs of aging. He plays guitar in his free time and will always take time to talk about music with whomever will listen.

Recent Content

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February Mailbag: Cash Balance Plans, I-Bonds, And 529 Plans &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 22
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans

This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies. To have your questions featured, ema…

This week Ross and D…

This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies. To have your questions featured, email checkyourbalances@outlook.com!Check this episode out on YouTube.Follow us on Instagram!

Listen · 26:53
How Many Bank Accounts? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 22
How Many Bank Accounts?

This week we share our system for how many savings accounts to use so that you can accurately track your savings and spending guilt-free at the same time. If you've had trouble keeping your savin…

This week we share o…

This week we share our system for how many savings accounts to use so that you can accurately track your savings and spending guilt-free at the same time. If you've had trouble keeping your savings organized, this episode is for you!Check this episode out on YouTubeEmail us your questions to be featured on upcoming episodes to checkyourbalances@outlook.comFollow us on Instagram

Listen · 24:38
Magically Change The Tax Code &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 22
Magically Change the Tax Code

If you gave us a magic wand and let us change the tax code, what would we do to it? Hear our take as well as the advice from several tax experts on this week's show!Check this episode out on YouT…

If you gave us a mag…

If you gave us a magic wand and let us change the tax code, what would we do to it? Hear our take as well as the advice from several tax experts on this week's show!Check this episode out on YouTubeEmail us your questions at checkyourbalances@outlook.com to be featuredFollow us on Instagram

Listen · 25:19
Billionaire Ideas: Should You Ever Own A Bond? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 22
Billionaire Ideas: Should you ever own a bond?

Longtime listener and cute dog owner, Tyler, sends us a clip of Ron Baron talking about bonds. Does this billionaire's advice apply to your life? Probably not, but we had fun discussing it anyway…

Longtime listener an…

Longtime listener and cute dog owner, Tyler, sends us a clip of Ron Baron talking about bonds. Does this billionaire's advice apply to your life? Probably not, but we had fun discussing it anyway. Find this episode on YouTubeFollow us on InstagramEmail your questions to checkyourbalances@outlook.com

Listen · 21:24
January Mailbag: Backdoor Roth, I-Bonds, And... Dogs? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 22
January Mailbag: Backdoor Roth, I-Bonds, and… dogs?

This week's mailbag episode features questions on backdoor Roth conversions gone wrong, how attractive are I-Bonds today, and how a dog photo will ensure your question makes it to our air!Thanks …

This week's mai…

This week's mailbag episode features questions on backdoor Roth conversions gone wrong, how attractive are I-Bonds today, and how a dog photo will ensure your question makes it to our air!Thanks for sending in question to the show! To have your questions featured on an upcoming episode email us at checkyourbalances@outlook.com.Check this episode out on YouTubeFind us on Instagram

Listen · 34:16