169 episodes
Check Your Balances Ross Anderson, CFP® and Daniel Messeca, CFP®
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- Business
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.
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Valuation with Ryan Hutchins
This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner.
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
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This episode is also on YouTube! -
Broker Bonuses
If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode.
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
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Do you feel rich?
This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.
Send your questions to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Show us some love on Instagram @checkyourbalances
Find this episode on YouTube -
Real Estate Update with Adrienne Messeca
This week, The Realtress, Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much you'll pay your agent while buying, there is a lot changing right now. Tune in for our update this week, and check out her blog: https://adriennemesseca.substack.com/
Email your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!
Check this episode out on YouTube
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March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility
This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility.
Email us at checkyourbalances@outlook.com to be featured on an upcoming show!
Find this episode on YouTube
We're also on Instagram -
Financial Shame
This week Ross and Dan explore the observance of people who feel shame about their finances. From those in relatively great situations to those in very challenging situations, the best path forward is simply to start today in tackling it.
Send your questions for the upcoming mailbag episode to checkyourbalances@outlook.com to be featured!
Find this episode on YouTube
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