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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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? -...

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...

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...