
Check Your Balances
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.
Podcasting since 2021 • 237 episodes
Check Your Balances
Latest Episodes
Can you "Rule Break" into retirement?
As a follow up to last week's episode with David Gardner, we dive deeper into whether the Rule Breaker Investing philosophy is suited for an investor that is approaching retirement. Ross and Dan spent 6 years almost exclusively trying to answer...
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Episode 242
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29:39

Rule Breaker Investing with David Gardner
This week we are honored to have the Co-Founder and Chief Rule Breaker of The Motley Fool, David Gardner, join the show. David has an unbelievable investing track record, and his new book Rule Breaker Investing is his formula for success. We kn...
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Episode 241
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43:56

August Mailbag: When does overpaying a mortgage make sense?
Got extra cash and wondering if you should throw it at your mortgage? 🤔 This week, we dive into the age-old debate: when does it actually make sense to overpay your mortgage? What are you using if you still mourn the loss of Mint.com? Th...
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Episode 240
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25:42

Are these the dumbest finance theories?
When it comes to talking about finance, not all of the theories you hear out there are going to be winners. What are some of the dumbest theories that we've come across, and why are they wrong? Tune in to find out.
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Episode 239
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24:51

What Are the Strategies for Managing an Inherited IRA?
Are you one of the many people who've inherited a retirement account and are now wondering, "What's an RMD and how do I manage it?" The rules around inherited IRAs and required minimum distributions have changed, and it can be confusing....
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Episode 237
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30:29
