Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
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.
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Episodes
Valuation with Ryan Hutchins
April 24, 2024
Broker Bonuses
April 17, 2024
Do you feel rich?
April 10, 2024
Real Estate Update with Adrienne Messeca
April 03, 2024
March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility
March 27, 2024
Financial Shame
March 20, 2024
Is that legal?
March 13, 2024
The Lindy Effect
March 06, 2024
Just Add Leverage?
February 28, 2024
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
February 21, 2024
How Many Bank Accounts?
February 14, 2024
Magically Change the Tax Code
February 07, 2024
Billionaire Ideas: Should you ever own a bond?
January 31, 2024
January Mailbag: Backdoor Roth, I-Bonds, and... dogs?
January 24, 2024
An Interview with Adam Nash: CEO and Co-Founder of Daffy
January 17, 2024
An Interview with JL Collins
January 10, 2024
2023 In Review
January 03, 2024
Moore vs United States with Taxgirl
December 27, 2023
Shark Tank
December 20, 2023
December Mailbag: Securities Lending, Non-controlling Interest, and Gold!
December 13, 2023
Remembering Charlie
December 06, 2023
Living Abroad with Stewart Patton
November 29, 2023
Thanksgiving with Chris Hill
November 22, 2023
The Cockroach Portfolio
November 15, 2023
November Mailbag: Time Value of Money, Home Gains Exclusion, and More!
November 08, 2023
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