
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 • 234 episodes
Check Your Balances
Latest Episodes
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

Scott Galloway Got Rid of His Insurance... Should you?
Scott Galloway recently announced he’s dropped all of his insurance—but is he an anomaly or onto something? Dan and Ross break down his controversial stance and discuss whether most people are actually over-insuring themselves against small ris...
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Episode 236
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27:59

Is the OBBB Beautiful... For You?
The highly anticipated "One Big Beautiful Bill" has officially been signed into law, sparking intense debate and speculation. This week on Check Your Balances, we're cutting through the noise to deliver a crucial breakdown of its sweeping chang...
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Episode 235
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29:59

Do You Own Enough Emerging Markets? With Callum Thomas
In this episode of Check Your Balances, we're joined by Callum Thomas to tackle a crucial question for your portfolio: Do you own enough emerging markets? Callum shares his expert insights on the current landscape, potential, and risks of inves...
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Episode 234
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33:27
