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.
Check Your Balances
Latest Episodes
Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap
Can you lower your income on purpose to hit the 0% capital gains bracket? Should you pull the trigger on Roth conversions while still making peak salary? And is there ever a good reason to make a non-deductible Traditional IRA contribu...
The High-Rate Reality Check
Interest rates are in the headlines again, but what does a higher-rate environment actually mean for your money? In this episode, we look at the shifting landscape through four critical lenses: Are cash savers g? How are home buyers and borrowe...
Priced Out: Who Is Long-Term Care Insurance Even For?
Long-term care insurance used to be a staple of a conservative retirement plan, but spiraling premiums and shifting policies have completely rewritten the rules. In this episode, Ross and Dan break down whether traditional coverage has official...
Sleep Deprivation and Your Portfolio
In this episode, Dan breaks down the unexpected parallels between sleep training a toddler and managing your personal finances. From overcoming the emotional urges when plans get rocky to recognizing why "knowing what to do" is only half the ba...
When You Have More Than Enough: Mid-Retirement Gifting & Legacy
What happens when you reach mid-retirement and realize you have more wealth than you’ll ever be able to spend? While it sounds like a good problem to have, managing excess wealth comes with a unique set of personal and financial decisions. This...