DiscoverCheck Your Balances
Check Your Balances
Claim Ownership

Check Your Balances

Author: Ross Anderson, CFP® and Daniel Messeca, CFP®

Subscribed: 74Played: 3,554
Share

Description

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 decisions.
165 Episodes
Reverse
This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility. Email us at checkyourbalances@outlook.com to be featured on an upcoming show!Find this episode on YouTubeWe're also on Instagram
Financial Shame

Financial Shame

2024-03-2025:06

This week Ross and Dan explore the observance of people who feel shame about their finances. From those in relatively great situations to those in very challenging situations, the best path forward is simply to start today in tackling it.Send your questions for the upcoming mailbag episode to checkyourbalances@outlook.com to be featured!Find this episode on YouTubeFollow us on Instagram
Is that legal?

Is that legal?

2024-03-1324:08

This week Ross and Dan explore concepts that seemingly should be illegal, but fascinatingly aren't. From regulators trading stocks in companies they influence to credit monitors selling ways to improve your score.Email us your financial planing questions to checkyourbalances@outlook.com to be featured on upcoming episodes!Find this episode on YouTubeWe're also on Instagram.
The Lindy Effect

The Lindy Effect

2024-03-0624:34

This week Ross and Dan unpack how The Lindy Effect could be considered as part of your investing journey. Check out the Market Sentiment post that inspired the show for a great study on how investing in the old guard might be your best bet.Email your questions or ideas to checkyourbalances@outlook.com.Check out this week's show on YouTube.Follow us on Instagram.
Just Add Leverage?

Just Add Leverage?

2024-02-2825:37

Is leverage the wealth building tool that you've been missing this whole time? An article from The Economist sparks an old idea. Why can we use long-term fixed leverage to buy a house but not a portfolio?Email your questions for Ross and Dan to checkyourbalances@outlook.com to be featured on upcoming shows!Check this episode out on YouTubeFollow us on Instagram
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. To have your questions featured, email checkyourbalances@outlook.com!Check this episode out on YouTube.Follow us on Instagram!
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!Check this episode out on YouTubeEmail us your questions to be featured on upcoming episodes to checkyourbalances@outlook.comFollow us on Instagram
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!Check this episode out on YouTubeEmail us your questions at checkyourbalances@outlook.com to be featuredFollow us on Instagram
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. Find this episode on YouTubeFollow us on InstagramEmail your questions to checkyourbalances@outlook.com
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 checkyourbalances@outlook.com.Check this episode out on YouTubeFind us on Instagram
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. Email checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!Check out this episode on YouTubeFollow us on Instagram
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.Email your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!This episode is on YouTubeFind us on Instagram
2023 In Review

2023 In Review

2024-01-0329:48

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.Email your questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming mailbag.This episode is on YouTubeFind us on Instagram
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.Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!Check out this episode on YouTube.Follow us on Instagram.
Shark Tank

Shark Tank

2023-12-2029:54

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 checkyourbalances@outlook.comCheck out this episode on YouTubeFollow us on Instagram
This week Ross and Dan dip into the listener questions and talk about Securities Based Lending, Noncontrolling  Interest on a balance sheet, and the role of gold in a portfolio. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!This episode is on YouTube.
Remembering Charlie

Remembering Charlie

2023-12-0621:56

This week Ross and Dan raise a glass in memory of investing legend Charlie Munger. From his thoughts on business incentives to simply winning by not being stupid... we owe Charlie a lot.Add your questions to the comments section on YouTube or email us at checkyourbalances@outlook.com to be featured on the show!
This week, US Tax Attorney and Expat Entrepreneur, Stewart Patton joins the show to talk about some of the methods and pitfalls you should consider if you're planning to live or work outside of the United States. This is a complex topic area, so as always, we recommend consulting with a tax advisor personally. But we hope this episode gives you a few ideas on where to start your international living journey!Email your questions, topic ideas, and comments to checkyourbalances@outlook.comView this episode on YouTubeFollow us on Instagram 
This week is the first repeat guest in show history! Chris Hill joins Ross & Dan for a lighthearted discussion about investing and the best dishes to bring to Thanksgiving dinner!Email checkyourbalances@outlook.com to send your questions to the show!Check out this episode on YouTube.Find us on Instagram.
This week, Ross and Dan react to a portfolio proposal called "The Cockroach Portfolio" from Market Sentiment. Should our goal be to just survive? Tune in this week to find out.Email your questions to checkyourbalances@outlook.com.Check out this video on YouTube.Follow on Instagram.
loading
Comments 
Download from Google Play
Download from App Store