
Check Your Balances
Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
Podcasting since 2021 • 226 episodes
Check Your Balances
Latest Episodes
Liability Matching
How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While ...
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Episode 230
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31:51

Over Under: Do we know the average American's finances?
Think you know the average American? Ross and Dan are about to find out if they do! Welcome to "Over Under," the brand new game on Check Your Balances where our hosts put their statistical savvy to the test. They'll compete in a lighth...
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Episode 229
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32:03

World's Worst Real Estate Investor?
A surge in homes for sale relative to the number of buyers leads Ross to question whether his purchase of a home 6 months ago might have been poorly timed. Is he the worlds worst real estate investor? Only time will tell, but you can hear the b...
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Episode 228
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22:23

Should You Use Your Roth as an Emergency Fund?
This week on Check Your Balances, we tackle a listener question: Should your Roth IRA double as an emergency fund? We'll explore the pros and cons. We'll also demystify the critical difference between correlation and causation in personal finan...
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Episode 227
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32:23

SALT Changes, Housing Choices, and a Recession Coming?
This week we're diving into the big questions we think you should be asking. We break down the latest rumblings around SALT deduction changes and what they could mean for your tax bill. Then, we pivot to the ever-shifting housing market, and wh...
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Episode 226
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32:17
