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
What can you do TODAY to improve your finances?
Financial progress doesn’t always require a multi-year master plan or a complete lifestyle overhaul. Sometimes, the most impactful moves are the ones you can knock out in under ten minutes before going to bed.In this episode, Ross and Da...
Do you really know your goals?
Most people spend the vast majority of their financial lives hyper-focused on the resources side of the equation: maximizing investment returns, optimizing tax strategies, cutting expenses, and watching net worth numbers grow. But accumulation ...
The Discipline Myth: How to Engineer Better Financial Choices
Most people who seem to have incredible financial discipline don’t actually possess superhuman willpower. Instead, they’ve just built environment-driven systems that eliminate temptation altogether. In this episode, Ross and Dan break down why ...
Would You Rather? From Practical to Absurd
Financial decisions are really just a series of trade-offs—some straightforward, others a little unhinged.This week on Check Your Balances, Ross Anderson, CFP® and Daniel Messeca, CFP® turn financial planning into a game of "Would You R...
Are You Making These 401(k) Errors? From NUA to Default Funds
Your 401(k) is likely your largest retirement asset, but are you managing it with a blind spot? This week, we cover the spectrum of 401(k) mistakes, starting with the heaviest hitter: Net Unrealized Appreciation (NUA). We explain how thi...