Check Your Balances

By Ross Anderson, CFP® and Daniel Messeca, CFP®

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 decisio... more

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FAQs about Check Your Balances:

How many episodes does Check Your Balances have?

The podcast currently has 250 episodes available.

Check Your Balances episodes:

March 08, 2023 10 Takeaways from Warren Buffett's 2023 Letter
It's the most wonderful time of the year... no, not that one. The annual Berkshire Hathaway report with Warren Buffett's letter to shareholders is out, and we give you our 10 takeaways.

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34min
March 01, 2023 Chat GPT for financial advice?
This week Ross and Dan ask Chat GPT to craft answers to financial planning questions and evaluate how safe their jobs are from the AI sensation.

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Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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37min
February 22, 2023 February Mailbag: Rentals, B-Corporations, and More!
Are you converting a rental into your primary residence, or thinking about how many different accounts you should have? This week's mailbag episode could be for you.

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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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25min
February 15, 2023 Love and Money
This week, Ross and Dan celebrate Valentine's day with a Love and Money episode. From gift-giving to challenging conversations around estate planning, there are endless ways that your money and relationships ultimately intersect.

Send your questions to [email protected] to have them featured on an upcoming mailbag episode!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
...more
25min
February 08, 2023 Tax Traps to Avoid
This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact.

As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing!

Send your questions for the show to [email protected] to be featured!
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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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29min
February 01, 2023 Reactions to FinTok Advice
Ross and Dan spend this week trying to react to some of the advice found on TikTok and other social media platforms. With videos about Stock Splits, Roth IRAs, 529s, and even Whole Life Insurance - there is something here for everyone!

Send your questions or topic ideas for the show to [email protected]!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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28min
January 25, 2023 A Brief History of Retirement
Inspired by a listener email, Ross and Dan dive into a brief history of retirement. From some common misconceptions to how recent some of our most beloved tools are, we hope you find this timeline entertaining.

The majority of the data for this show was sourced from this Georgetown Law Timeline.

Send your questions for the show to [email protected]!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
...more
23min
January 18, 2023 January Mailbag: QCDs, Index Fund Components, and Spending Habits
On this month's mailbag episode, Ross and Dan talk through questions on Qualified Charitable Distributions (QCDs), how to understand your index funds better, and how we personally look at shopping habits.

Send your questions for the show to [email protected] to have them featured on an upcoming episode!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
...more
27min
January 11, 2023 What You Need to Know About 2.0
SECURE Act 2.0 introduces a massive number of changes for American taxpayers. In this week's episode, we outline the updates we think have the biggest impacts on you and your planning.

Send your questions for an upcoming mailbag episode to [email protected]!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
...more
26min
January 04, 2023 Bye 2022, Hello 2023!
Is tech investing dead? Is a recession already happening? Is the Dow even relevant anymore? This week Ross and Dan take a quick look at closing the books on 2022 and what they're looking at heading into the new year.

Send your questions for the show to [email protected]!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
...more
27min

FAQs about Check Your Balances:

How many episodes does Check Your Balances have?

The podcast currently has 250 episodes available.

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