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
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:...
SpaceX: A Rocket You Want to Ride?
SpaceX is days away from the largest IPO in history, and the ripple effects are going to hit every single investor. With a massive projected market cap, this launch could force index funds to aggressively dump shares of other tech giants just t...