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Ready for a financial planning throwdown? Ross and Dan go head to head as they debate heated topics in financial planning. Friend of the show Matt Trogdon joins as moderator.
In the episode Dan made reference to a book, but forgot the name. It was The Outsiders by William N. Thorndike, Jr., which tells the story of 8 unconventional CEOs and how their approach to capital allocation led to their success.
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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
Ready for a financial planning throwdown? Ross and Dan go head to head as they debate heated topics in financial planning. Friend of the show Matt Trogdon joins as moderator.
In the episode Dan made reference to a book, but forgot the name. It was The Outsiders by William N. Thorndike, Jr., which tells the story of 8 unconventional CEOs and how their approach to capital allocation led to their success.
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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