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 identify your own archetype and understand how it impacts your saving, investing, and overall financial well-being. We'll also discuss strategies for leveraging your strengths and mitigating your weaknesses to achieve your financial goals.

This episode is on YouTube: https://youtu.be/94wRwj_f1RM

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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 conversation about Jesse's journey and how we all approach the vehicle decisions.

This episode is on YouTube: https://youtu.be/pShIUwiYJTM

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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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 week we touch on that and other listener questions for a mailbag episode!

This show is on YouTube: https://youtu.be/Ba7JmDZrEkI

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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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 buckets? Are your safe assets in the right buckets? We give our current thoughts on how to think about it.

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@checkyourbalances on Instagram

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 invest based on the current landscape.

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@checkyourbalances on Instagram

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 dollars just to maintain... tune in this week for our discussion about how to avoid inheriting a timeshare.

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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 supercharging your retirement savings, we've got you covered. Tune in to hear our expert insights and practical advice.

This episode is on YouTube: https://youtu.be/Atb7blHB7wY

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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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 consider when deciding whether to sell your stocks before year end. 

This episode is on YouTube: https://youtu.be/c5ME5uG-Ny0

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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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 you've listened to a single segment or every single episode of the show up to this point. Happy Thanksgiving!

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@checkyourbalances on Instagram

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? 
- Should I just invest in the S&P 500 and stop overthinking it?
- Do you really need an emergency fund before investing?
- Is the FIRE movement good for personal finance?
- Should you have a side hustle to accelerate your progress?

Tune in this week to hear us battle it out!

This episode is on YouTube: https://youtu.be/W5_yW6JimE0

Send us a text

Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram