
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 • 232 episodes
Check Your Balances
Latest Episodes
Scott Galloway Got Rid of His Insurance... Should you?
Scott Galloway recently announced he’s dropped all of his insurance—but is he an anomaly or onto something? Dan and Ross break down his controversial stance and discuss whether most people are actually over-insuring themselves against small ris...
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27:59

Is the OBBB Beautiful... For You?
The highly anticipated "One Big Beautiful Bill" has officially been signed into law, sparking intense debate and speculation. This week on Check Your Balances, we're cutting through the noise to deliver a crucial breakdown of its sweeping chang...
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Episode 235
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29:59

Do You Own Enough Emerging Markets? With Callum Thomas
In this episode of Check Your Balances, we're joined by Callum Thomas to tackle a crucial question for your portfolio: Do you own enough emerging markets? Callum shares his expert insights on the current landscape, potential, and risks of inves...
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Episode 234
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33:27

Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
This week, NerdWallet's Sara Rathner makes a second appearance on the show to talk about the changes to the Chase Sapphire Reserve card. As one of the most prominent travel cards and the market, and one that Ross happens to personally use... th...
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Episode 233
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30:10

Does Chat GPT Know How Taxes Work?
On this week's episode of Check Your Balances, a mailbag episode! Does Chat GPT know how each of your retirement account taxes actually works? How do the fees in mutual funds and ETFs actually get deducted? These questions and more as we dive i...
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Episode 232
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32:00
