Are your RSUs a golden ticket to financial freedom or just a confusing piece of your compensation package?  This week, we demystify Restricted Stock Units and show you how to turn them into a powerful wealth-building tool.  Learn how to navigate vesting schedules, understand the tax implications, and develop a smart strategy for managing your RSUs.  Don't leave money on the table – tune in and unlock the potential of your equity compensation.

This episode is on YouTube: https://youtu.be/KfX1rEcPwGs

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In a world where everyone from the car finance office to an insurance salesperson calls themselves a "Financial Advisor" what can advisors actually provide? Do you have to have your money managed, or can they simply act as a consultant? Tune int his week for Ross and Dan's take on a listener question about what advisors can actually offer.

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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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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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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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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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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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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