
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 • 239 episodes
Check Your Balances
Latest Episodes
Is It Re-fi Time?
30 Year Fixed Mortgage rates decline down to 6.26%, is it too early to consider a re-finance from a high rate loan? This week Ross and Dan unpack some of the trickery that can make you think you're saving more money than you really are when you...
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Episode 244
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29:52

Can you spot the Millionaire Next Door?
This week, Ross and Dan read and discuss The Millionaire Next Door. Does a finance book from 1996 still have precious lessons for us to learn about becoming Prodigious Accumulators of Wealth (PAWs) and avoiding the dreaded Under-Accumulator of ...
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Episode 243
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34:27

Can you "Rule Break" into retirement?
As a follow up to last week's episode with David Gardner, we dive deeper into whether the Rule Breaker Investing philosophy is suited for an investor that is approaching retirement. Ross and Dan spent 6 years almost exclusively trying to answer...
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Episode 242
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29:39

Rule Breaker Investing with David Gardner
This week we are honored to have the Co-Founder and Chief Rule Breaker of The Motley Fool, David Gardner, join the show. David has an unbelievable investing track record, and his new book Rule Breaker Investing is his formula for success. We kn...
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Episode 241
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43:56

August Mailbag: When does overpaying a mortgage make sense?
Got extra cash and wondering if you should throw it at your mortgage? 🤔 This week, we dive into the age-old debate: when does it actually make sense to overpay your mortgage? What are you using if you still mourn the loss of Mint.com? Th...
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Episode 240
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25:42
