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
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...
The Quiet Capital Drain: Could Coast FIRE Break the System?
For decades, standard capital markets assumptions have relied on a predictable, cyclical conveyor belt of capital: workers save, institutions invest, markets rise. But we might be staring down a massive, structural wrench in the gears. Between ...
The Illusion of Diversification & Your Summer Mailbag Questions
In this week's mailbag episode, we are diving straight into the listener inbox to tackle the financial questions on your mind.First up, we break down a fundamental investing trap: Portfolio Overlap. A listener asks how to actually...
Should You Consider a Franchise? with Jon Ostenson
Corporate America isn't the only path to building wealth, but starting a business from scratch can feel like jumping without a parachute. This week, we sit down with top non-food franchise consultant and investor Jon Ostenson to explore a power...
Birthdays, Babies, and Big Moves: Dan’s Year in Review
Happy Birthday, Dan! In this special episode, we’re celebrating another trip around the sun by taking a deep dive into Dan’s personal finances over the last 12 months. It’s been a whirlwind of a year defined by two of life’s biggest milestones:...