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 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....

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...

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...

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...

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...

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...

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 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...

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...

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...

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...

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...

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...

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...

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...

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....

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 Ross and Dan explore the observance of people who feel shame about their finances. From those in relatively great situations to those in very challenging situations, the best path forward...

This week Ross and Dan explore concepts that seemingly should be illegal, but fascinatingly aren't. From regulators trading stocks in companies they influence to credit monitors selling ways to...