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
Why Making More Money Doesn’t Feel Like Enough
Many people are finally earning the salary they once worked hard to reach—yet at the end of the month, it feels like there’s nothing left over. In this episode, Ross and Dan discuss why "just a little bit more" is a moving target and address th...
Getting a Raise? Here’s What to Do with Your Money Immediately
Got a promotion or a bump in pay? Congratulations! But before you upgrade your apartment or start mindlessly spending that extra cash, there are a few critical moves you need to make to ensure that raise actually builds your long-term wealth.
What the Latest Treasury Data Reveals About Household Finances
The Department of the Treasury released fresh macro data examining where American household balance sheets stand today. In this episode, Ross and Ross break down the key findings—from real wage trends and consumer spending resilience to elevate...
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...