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
Would You Rather? From Practical to Absurd
Financial decisions are really just a series of trade-offs—some straightforward, others a little unhinged.This week on Check Your Balances, Ross Anderson, CFP® and Daniel Messeca, CFP® turn financial planning into a game of "Would You R...
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...