Check Your Balances

It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.

Send your questions for the show to [email protected]!
This episode is on YouTube: https://youtu.be/vLpQz4b6y0k
We're @checkyourbalances on Instagram 

Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.

Send your personal finance questions to [email protected]
This episode is on YouTube: https://youtu.be/J0wkYS_MBsY
@checkyourbalances on Instagram

Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.

Send your questions for the show to [email protected]!
We're @checkyourbalanes on Instagram
This show is on YouTube

Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.

Send your questions to [email protected] to be featured on an upcoming show!

We're @checkyourbalances on Instagram
This episode is on YouTube: https://youtu.be/-Iy271i2XY8

We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans.

Find this episode on YouTube: https://youtu.be/5NcTxmt0Xf4
We're @checkyourbalances on Instagram
Email [email protected] to send questions to the show!

How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too.

Send your financial planning questions to [email protected] to be featured on upcoming episodes!

You can also find us @checkyourbalances on Instagram
This episode is on YouTube: https://youtu.be/vXb4sU4R1lM

The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward.

Send your questions for the show to [email protected]

Find each episode on YouTube
We're @checkyourbalances on Instagram

This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.

Send your questions for the show to [email protected] to be featured on upcoming mailbag episodes!

Find this episode on YouTube
We're also on Instagram @checkyourbalances!

This week we celebrate that the IRS has finally clarified guidance for Inherited IRA Required Minimum Distribution (RMD) rules. And also an update on the ongoing housing drama for Ross.

Send your questions for an upcoming mailbag to [email protected]

This, and all new episodes, are on YouTube
Find us @checkyourbalances on Instagram

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 questions to the show to [email protected]

Find this episode on YouTube
We're also @checkyourbalances on Instagram