26 episodes

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®

    • Business
    • 5.0 • 16 Ratings

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.

    Episode 26: Revisiting the SECURE Act

    Episode 26: Revisiting the SECURE Act

    At the end of 2019 a major piece of tax legislation was signed into law.  The SECURE Act may have flown under the radar of many Americans as our focus quickly shifted towards a global pandemic.  On this episode Ross and Dan review some major provisions of the SECURE Act and what they might mean for you.

    E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!

    • 23 min
    Episode 25: Cash Allocations and Beyond

    Episode 25: Cash Allocations and Beyond

    How much cash is too much in your portfolio? Ross and Dan launch from a listener question into their theory about allocation bands and how you choose to treat risk in your portfolio. They also react to Malcom Gladwell's enthusiasm for self-driving cars.

    E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!

    • 28 min
    Episode 24: Talking Budgets with Kimberly Palmer

    Episode 24: Talking Budgets with Kimberly Palmer

    Kimberly Palmer, author of "Smart Mom, Rich Mom" and personal finance expert at NerdWallet, joins the show to talk about budgeting.  Ross and Dan have historically considered themselves "anti-budgeters", but Kimberly flips them by offering a simple and practical framework for regaining control of your spending.

    E-mail us your personal finance questions or topics at checkyourbalances@outlook.com.

    • 22 min
    Episode 23: All Things Insurance

    Episode 23: All Things Insurance

    Ross and Dan ambitiously try to tackle life insurance, disability insurance, and long-term care insurance in a single episode. How to think about what you really need, and what products get sold in all the wrong ways.

    E-mail checkyourbalances@outlook.com to submit questions or feedback to the show!

    • 38 min
    Episode 22: Relocation and Inflation

    Episode 22: Relocation and Inflation

    Ross and Dan answer a listener question on relocation, provide a helpful (free) resource for estimating your costs, and unpack what the bond market is currently telling us to expect in terms of inflation.

    Shoot us an email at checkyourbalances@outlook.com to let us know where you're thinking of relocating to in retirement or with other questions for the show!

    • 24 min
    Episode 21: 10 Concepts to Make You a Better Investor

    Episode 21: 10 Concepts to Make You a Better Investor

    Ross and Dan compile a list of 10 of the most powerful concepts, mantras, and lessons they have learned about investing. Whether they help with your mindset, developing good habits, or combating a dangerous bias, we hope you take something positive from this week's show.

    Shoot an email to checkyourblaances@outlook.com to share your favorite investing lesson or a question you'd like Ross and Dan to weigh in on!

    • 29 min

Customer Reviews

5.0 out of 5
16 Ratings

16 Ratings

Listening in the DMV ,

Favorite new podcast

These guys are smart, thoughtful, and I like hanging out with them once a week. Also appreciate the fact that they don't waste anyone's time.

Sam D1 ,

Refreshingly Educational

Ross and Dan, are a great team with terrific chemistry! They cover relevant finance topics imparting education in a fun filled broadcast. Really enjoy listening to them every week. Keep it up and all the best Ross and Dan.

CNUDrumline ,

Fresh Take Sans the Floundering

Fan since day one. This is a well rounded approach to all things finance and business. Informative and deliberate, Ross and Dan don't waste your time with unnecessary banter. The chemistry is solid; the right amount of quips, each response compliments the next. In short, see what senor buttslam's review.

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