Check Your Balances
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
Podcasting since 2021 • 257 episodes
Check Your Balances
Latest Episodes
Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
Tax season is a different beast under the One Big Beautiful Bill (OBBB), and it’s time to see if your strategy holds up. This week, we’re joined by Ryan Flanigan, CPA, to break down the legislative shifts and what they mean for your bottom line...
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Episode 262
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43:12
Are Annuities and Real Estate Our Favorite Punching Bags?
Finding overstated benefits in real estate and annuities might just be our favorite pastime. This week on Check Your Balances, Ross and Dan are putting on the gloves to take down the myths and math of these two common financial tropes.T...
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Episode 261
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22:30
Investing in a K Shaped Economy
The K-shaped economy is a jarring reality right now. On the "upward" arm, you have households with significant exposure to assets like stocks and real estate—which have reached record highs—alongside industries like AI and tech that are booming...
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Episode 260
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28:52
Does a tax free dividend Roth work? - Mailbag Episode
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard ...
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Episode 259
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28:42