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
When You Have More Than Enough: Mid-Retirement Gifting & Legacy
What happens when you reach mid-retirement and realize you have more wealth than you’ll ever be able to spend? While it sounds like a good problem to have, managing excess wealth comes with a unique set of personal and financial decisions. This...
Pre-Tax vs. Roth 401(k) & Listener Back-to-School Feedback
On this mailbag edition of Check Your Balances, Ross and Dan tackle three distinct listener questions:Traditional vs. Roth 401(k): Is it worth switching to Roth if higher taxes mean you can't max out your total savin...
Back to School: Personal Finance 303+
What actually belongs in an "advanced" personal finance class? Ross and Dan debate whether advanced planning means mastering the fundamentals or tackling niche, high-level career scenarios. Even if a complex financial milestone doesn't apply to...
Back to School: Personal Finance 202
Personal Finance 101 is simple: clear, timeless lessons that fit on a bumper sticker. But Personal Finance 202 is where things get messy. Concepts that feel like second nature to seasoned investors can sound like a foreign language the first ti...
Back to School: Personal Finance 101
Whether you're taking your very first steps into personal finance or hitting the reset button on your money habits this fall, it’s time to go back to school. In this episode, Ross and Dan break down the essential "Personal Finance 101" building...