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 • 247 episodes
Check Your Balances
Latest Episodes
Does a 50 Year Mortgage Make Sense? - Mailbag Episode
Could a half-century loan be the answer to the housing crisis, or is it a financial nightmare waiting to happen? We break down the pros, cons, and the brutal amortization schedules of 50-year mortgages to see who actually benefits. Plus, we’re ...
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Episode 252
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26:03
How Would You Invest $100K Without the Stock Market?
This week, Ross and Dan tackle a fun question... If you had to invest $100,000 without using the stock market, what would you do? Would you become a landlord and try to buy real estate? Would you try to start a business or invest in somet...
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Episode 251
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30:39
Is the Financial Plan Too Focused on Retirement?
Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life po...
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Episode 250
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30:02
How Spooky Is This Market?
First up: A listener challenges our take on Dollar Cost Averaging out.Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s jus...
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Episode 249
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26:19
October Mailbag: College Planning, Dollar Cost Averaging Out, Scams!
The October Mailbag is here! Ross and Dan open up the mailbag to answer your pressing financial questions, tackling everything from navigating the costs of college to whether you can Dollar Cost Averaging (DCA) out of a position a...
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Episode 248
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37:44