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
How Easy Is the Rule of 55 to Use? - Mailbag Episode
It’s time to open up the mailbag! In this episode, Ross and Dan dive into your financial questions, tackling everything from early retirement strategies to the interpersonal dynamics of shared household finances.First up, we break down t...
1929: Is This Our Past or Our Future?
In this episode of Check Your Balances, we dive deep into the haunting parallels between the modern financial landscape and the most infamous market collapse in history. We explore Andrew Ross Sorkin’s thoughtful insights and historica...
Are You Feeding AI Financial Plans Bad Assumptions?
In financial planning, we often talk about "the numbers," but behind every projection lies a set of assumptions. Whether it’s an estimated rate of return, a projected inflation figure, or even how long you expect to live, these inputs are the f...
What Companies Do We Hold Grudges Against?
In this week's episode, Ross and Dan review the businesses that have wronged them. Whether that grudge is for the most petty thing ever, that's for you to decide. Do you have businesses that you simply won't work with again because they have wr...
Did Vanguard Come up with a BETR Approach for Roth Conversions?
In this episode, we’re digging into Vanguard’s 2025 BETR (Break-Even Tax Rate) Framework to see if it’s a legitimate breakthrough or just a fancy new acronym for the same old math. We explore whether this methodology actually simplifies ...