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Check Your Balances

Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life’s most impactful financial decisions.

Most Recent Episodes

Is leverage the wealth building tool that you've been missing this whole time? An article from The Economist sparks an old idea. Why can we use long-term fixed leverage to buy a house but not a...

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...

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...

The author of A Simple Path to Wealth, JL Collins, is back with a new book called Pathfinders. JL Joins us this week to talk about his views on building wealth and investing in an easy to follow...

Ross and Dan Reveal Their Most Ridiculous (and Relatable) 2023 Purchases and how the markets did. We've all been there: splurging on something we definitely didn't need. Ross and Dan take...

This week, Kelly Phillips Erb (AKA Taxgirl), joins the show again to explain a meaningful tax case that is currently being argued in the Supreme Court. How could Moore vs. United States impact us in...

With the announcement that Mark Cuban is leaving Shark Tank, Ross and Dan reflect on the show's accomplishments and places where it can be misleading for entrepreneurs and investors. What's...

This week Ross and Dan raise a glass in memory of investing legend Charlie Munger. From his thoughts on business incentives to simply winning by not being stupid... we owe Charlie a lot.Add your...

This week, US Tax Attorney and Expat Entrepreneur, Stewart Patton joins the show to talk about some of the methods and pitfalls you should consider if you're planning to live or work outside of...

This week is the first repeat guest in show history! Chris Hill joins Ross & Dan for a lighthearted discussion about investing and the best dishes to bring to Thanksgiving dinner!Email...

This week, Ross and Dan react to a portfolio proposal called "The Cockroach Portfolio" from Market Sentiment. Should our goal be to just survive? Tune in this week to find out.Email your questions to...

As we celebrate the end of "Spooky Season," Ross and Dan pull back the curtain on a few transactions in finance that may seem scary, but really shouldn't be. Hopefully understanding how they...

Famed author, Michael Lewis, is taking a lot of heat for his portrayal of Sam Bankman-Fried in his new book, Going Infinite: The Rise and Fall of a New Tycoon. Dan's take on the book and a...