177 avsnitt

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.

Check Your Balances Ross Anderson, CFP® and Daniel Messeca, CFP®

    • Näringsliv

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.

    Cranky Advisors: A Rant Episode

    Cranky Advisors: A Rant Episode

    This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity salesman turns their sights on you.Send questions for the show to checkyourbalances@outlook.com to have them featured on upcoming episodes!This episode is on YouTubeWe're also on Instagram

    • 22 min
    June Mailbag: Inherited IRAs, Trusts, and Part-time Planning

    June Mailbag: Inherited IRAs, Trusts, and Part-time Planning

    This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode!This episode is on YouTubeFind us on Instagram

    • 26 min
    Reckless Predictions

    Reckless Predictions

    Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.Check this episode out on YouTubeFollow us on Instagram @checkyourbalancesOr email us at checkyourbalances@outlook.com to have your questions or topics featured on the show!

    • 35 min
    Mo' Valuation with Brian Feroldi

    Mo' Valuation with Brian Feroldi

    This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out.Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!Find this episode on YouTubeWe're also on Instagram

    • 35 min
    May Mailbag: Credit, Share Count, and Rollovers

    May Mailbag: Credit, Share Count, and Rollovers

    Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions. Send your questions to checkyourbalances@outlook.com to be featured on an upcoming episode!Find this episode on YouTubeWe're also on Instagram

    • 30 min
    Paycheck to Paycheck

    Paycheck to Paycheck

    This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?Send your questions for the show to checkyourbalances@outlook.com!Check this episode out on YouTubeFind us and send your questions on Instagram

    • 27 min

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