This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies.

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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 savings organized, this episode is for you!

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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!

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Longtime listener and cute dog owner, Tyler, sends us a clip of Ron Baron talking about bonds. Does this billionaire's advice apply to your life? Probably not, but we had fun discussing it anyway.

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This week's mailbag episode features questions on backdoor Roth conversions gone wrong, how attractive are I-Bonds today, and how a dog photo will ensure your question makes it to our air!

Thanks for sending in question to the show! To have your questions featured on an upcoming episode email us at [email protected].

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This week Adam Nash joins the show to talk about his newest business, Daffy, which is broadening access to a Donor Advised Fund (DAF) platform.

He's a Silicon Valley veteran and the former CEO of Wealthfront. His resume includes experience at Dropbox, LinkedIn, eBay, and many others... and he even teaches a personal finance class at Stanford.

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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 plan.

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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 you on a lighthearted journey through their own hilariously questionable spending habits of 2023. You'll laugh, you'll cringe, you'll realize you're not alone in your financial oddities.

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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 the future? Tune in to find out.

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Check out this episode on YouTube.
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Send your questions for upcoming show to [email protected]
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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 really a "flyer" when you have a reported $6.2 Billion net worth?

Email your questions for upcoming episodes to [email protected]
Check out this episode on YouTube
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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram