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 • 263 episodes
Check Your Balances
Latest Episodes
Capital Gains and Refinances, Our favorite topics?
If you've got mutual funds in your portfolio you might be familiar with that uncomfortable feeling at tax-time when your CPA sends you a bill even when you didn't sell anything. We talk about how to anticipate and navigate capital gains distrib...
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Episode 268
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23:29
Celebrating 5 Years with a Live Listener Event
It’s hard to believe it’s been half a decade since we first hit "record" to talk shop about markets, financial planning, and the psychology of money. To celebrate our 5th Anniversary, we’re stepping out from behind the microphones and in...
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Episode 267
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32:51
1099 vs W2 Jobs & More: February Mailbag
In mailbag episode of Check Your Balances, we break down the financial reality of choosing between 1099 and W2 employment. Do the additional deductions actually make this a way better deal? We also tackle the Roth IRA debate of whether...
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Episode 266
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33:35
If you could borrow money for 100 years, should you?
If you could borrow money for a century, should you? This episode explores the strategy behind Alphabet's 100-year bond and why one of the world's wealthiest companies chooses to stay in debt until the next century.We bridge the gap bet...
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Episode 265
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26:58
When Does It Make Sense to Pay Retirement Account Penalties?
It’s the ultimate "break glass in case of emergency" move: tapping into your 401(k) or IRA before you hit age 59½. Usually, the advice is a resounding "don't do it," thanks to that stinging 10% early withdrawal penalty plus ordinary income taxe...
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Episode 264
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27:58