Check Your Balances
By Ross Anderson, CFP® and Daniel Messeca, CFP®
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Category: Investing
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Subscribers: 21
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Episodes: 259
Description
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
| Episode | Date |
|---|---|
|
When Does It Make Sense to Pay Retirement Account Penalties?
|
Feb 11, 2026 |
|
Are You Underestimating the Impact of Baby Steps?
|
Feb 04, 2026 |
|
Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
|
Jan 28, 2026 |
|
Are Annuities and Real Estate Our Favorite Punching Bags?
|
Jan 21, 2026 |
|
Investing in a K Shaped Economy
|
Jan 14, 2026 |
|
Does a tax free dividend Roth work? - Mailbag Episode
|
Jan 07, 2026 |
|
So Long 2025 from CYB!
|
Dec 31, 2025 |
|
Would The Grinch be the worst client?
|
Dec 24, 2025 |
|
Is $100 Million Enough for Generational Wealth?
|
Dec 17, 2025 |
|
Why buy bonds when cash looks better? - Mailbag Episode
|
Dec 10, 2025 |
|
Daily Budgeting: Sanity or Stress?
|
Dec 03, 2025 |
|
Does High Watermarking turn progress into disappointment?
|
Nov 26, 2025 |
|
Does a 50 Year Mortgage Make Sense? - Mailbag Episode
|
Nov 19, 2025 |
|
How Would You Invest $100K Without the Stock Market?
|
Nov 12, 2025 |
|
Is the Financial Plan Too Focused on Retirement?
|
Nov 05, 2025 |
|
How Spooky Is This Market?
|
Oct 29, 2025 |
|
October Mailbag: College Planning, Dollar Cost Averaging Out, Scams!
|
Oct 22, 2025 |
|
Is Burnout Leading to Your FIRE Dreams?
|
Oct 15, 2025 |
|
Selling a House: Lessons from Our Best Real Estate Investor
|
Oct 08, 2025 |
|
Do you have any Super Dollars? (Roth Mailbag)
|
Oct 01, 2025 |
|
Is It Re-fi Time?
|
Sep 24, 2025 |
|
Can you spot the Millionaire Next Door?
|
Sep 17, 2025 |
|
Can you "Rule Break" into retirement?
|
Sep 10, 2025 |
|
Rule Breaker Investing with David Gardner
|
Sep 03, 2025 |
|
August Mailbag: When does overpaying a mortgage make sense?
|
Aug 27, 2025 |
|
Are these the dumbest finance theories?
|
Aug 20, 2025 |
|
What Are the Strategies for Managing an Inherited IRA?
|
Aug 13, 2025 |
|
Scott Galloway Got Rid of His Insurance... Should you?
|
Aug 06, 2025 |
|
Is the OBBB Beautiful... For You?
|
Jul 30, 2025 |
|
Do You Own Enough Emerging Markets? With Callum Thomas
|
Jul 23, 2025 |
|
Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
|
Jul 16, 2025 |
|
Does Chat GPT Know How Taxes Work?
|
Jul 09, 2025 |
|
Severance & Independence
|
Jul 02, 2025 |
|
Liability Matching
|
Jun 25, 2025 |
|
Over Under: Do we know the average American's finances?
|
Jun 18, 2025 |
|
World's Worst Real Estate Investor?
|
Jun 11, 2025 |
|
Should You Use Your Roth as an Emergency Fund?
|
Jun 04, 2025 |
|
SALT Changes, Housing Choices, and a Recession Coming?
|
May 28, 2025 |
|
Do You Trust Your Financial Plan?
|
May 22, 2025 |
|
Would You Rather...?
|
May 14, 2025 |
|
Is That Sloppy Financial Planning?
|
May 07, 2025 |
|
Save Vs. Splurge: How to Handle "Extra" Cash
|
Apr 30, 2025 |
|
Mailbag: Money Markets, CDs, and Estates!
|
Apr 23, 2025 |
|
Hedging Your Index Funds
|
Apr 16, 2025 |
|
Tariff Tantrum
|
Apr 09, 2025 |
|
Money March Madness
|
Mar 26, 2025 |
|
Accessing Your Home Equity
|
Mar 19, 2025 |
|
Market Timing
|
Mar 05, 2025 |
|
The "Oracle" Still Loves Equities
|
Feb 26, 2025 |
|
Mailbag: Can You Have Too Much in Your 401(k)?
|
Feb 19, 2025 |
|
Golden Handcuffs: Restricted Stock Units (RSUs)
|
Feb 05, 2025 |
|
What Do Advisors Actually Do?
|
Jan 29, 2025 |
|
What's Your Money Personality?
|
Jan 22, 2025 |
|
Leasing & More with Jesse Cramer of Best Interest
|
Jan 15, 2025 |
|
Happy New Years! Let's Locate Your Assets!
|
Jan 01, 2025 |
|
Would You Buy a Home With Cash Right Now?
|
Dec 25, 2024 |
|
The Gift You Don't Want: Timeshares
|
Dec 18, 2024 |
|
December Mailbag: Super Catch-Up, Taxes on Gifts, and More!
|
Dec 11, 2024 |
|
Capital Gains | Should you be taking gains?
|
Dec 04, 2024 |
|
Episode 200: Happy Thanksgiving!
|
Nov 27, 2024 |
|
Debate 2024: Ross and Dan Face off
|
Nov 20, 2024 |
|
Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!
|
Nov 13, 2024 |
|
Election Episode
|
Nov 06, 2024 |
|
Reviewing: Rich Dad Poor Dad
|
Oct 30, 2024 |
|
Love is... Blind?
|
Oct 23, 2024 |
|
Taxes After Retirement
|
Oct 16, 2024 |
|
October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?
|
Oct 09, 2024 |
|
New Home with Drew McKenzie
|
Oct 02, 2024 |
|
Rate Cut: What does it mean for you?
|
Sep 25, 2024 |
|
Is Your 401(k) a Scam?
|
Sep 18, 2024 |
|
Refi Time... Already?
|
Sep 11, 2024 |
|
September Mailbag: Should you get married for tax benefits?
|
Sep 04, 2024 |
|
The Impact of Social Security
|
Aug 28, 2024 |
|
August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More!
|
Aug 21, 2024 |
|
Welcome Back Market Volatility
|
Aug 14, 2024 |
|
Who Needs Estate Plans? with Meredith Hill, Esq.
|
Aug 07, 2024 |
|
The SECURE Act ...again, really.
|
Jul 31, 2024 |
|
All Thing Tax with Jasmine DiLucci, JD, CPA, EA
|
Jul 24, 2024 |
|
How good is your 401(k)?
|
Jul 17, 2024 |
|
July Mailbag | Recasting, RMDs, and More!
|
Jul 10, 2024 |
|
Beach Reads: Summer Reading List
|
Jul 03, 2024 |
|
Bobby Bonilla Day
|
Jun 26, 2024 |
|
Cranky Advisors: A Rant Episode
|
Jun 19, 2024 |
|
June Mailbag: Inherited IRAs, Trusts, and Part-time Planning
|
Jun 12, 2024 |
|
Reckless Predictions
|
Jun 05, 2024 |
|
Mo' Valuation with Brian Feroldi
|
May 29, 2024 |
|
May Mailbag: Credit, Share Count, and Rollovers
|
May 22, 2024 |
|
Paycheck to Paycheck
|
May 15, 2024 |
|
Public Access to Private Companies
|
May 08, 2024 |
|
Finance 101
|
May 01, 2024 |
|
Valuation with Ryan Hutchins
|
Apr 24, 2024 |
|
Broker Bonuses
|
Apr 17, 2024 |
|
Do you feel rich?
|
Apr 10, 2024 |
|
Real Estate Update with Adrienne Messeca
|
Apr 03, 2024 |
|
March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility
|
Mar 27, 2024 |
|
Financial Shame
|
Mar 20, 2024 |
|
Is that legal?
|
Mar 13, 2024 |
|
The Lindy Effect
|
Mar 06, 2024 |
|
Just Add Leverage?
|
Feb 28, 2024 |
|
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
|
Feb 21, 2024 |
|
How Many Bank Accounts?
|
Feb 14, 2024 |
|
Magically Change the Tax Code
|
Feb 07, 2024 |
|
Billionaire Ideas: Should you ever own a bond?
|
Jan 31, 2024 |
|
January Mailbag: Backdoor Roth, I-Bonds, and... dogs?
|
Jan 24, 2024 |
|
An Interview with Adam Nash: CEO and Co-Founder of Daffy
|
Jan 17, 2024 |
|
An Interview with JL Collins
|
Jan 10, 2024 |
|
2023 In Review
|
Jan 03, 2024 |
|
Moore vs United States with Taxgirl
|
Dec 27, 2023 |
|
Shark Tank
|
Dec 20, 2023 |
|
December Mailbag: Securities Lending, Non-controlling Interest, and Gold!
|
Dec 13, 2023 |
|
Remembering Charlie
|
Dec 06, 2023 |
|
Living Abroad with Stewart Patton
|
Nov 29, 2023 |
|
Thanksgiving with Chris Hill
|
Nov 22, 2023 |
|
The Cockroach Portfolio
|
Nov 15, 2023 |
|
November Mailbag: Time Value of Money, Home Gains Exclusion, and More!
|
Nov 08, 2023 |
|
Spooky Season: But, Don't Worry!
|
Nov 01, 2023 |
|
Billionaire Money Regrets: Magic Johnson
|
Oct 25, 2023 |
|
Did Michael Lewis Get Duped?
|
Oct 18, 2023 |
|
Can you write off your dog?
|
Oct 11, 2023 |
|
October Mailbag: Carve Out Clarification, Great States, and More!
|
Oct 04, 2023 |
|
Where to Retire?
|
Sep 27, 2023 |
|
Carve Out vs. Dividends: Portfolio Income Showdown
|
Sep 20, 2023 |
|
Clickbait We Hate
|
Sep 13, 2023 |
|
September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs!
|
Sep 06, 2023 |
|
Rent vs. Buy: 2023 Edition
|
Aug 30, 2023 |
|
Rob the Roth? & Safe-Harbor for Taxes
|
Aug 23, 2023 |
|
Is a Corporate Trustee Right for You?
|
Aug 16, 2023 |
|
Logical Extremes
|
Aug 09, 2023 |
|
August Mailbag: Roth Never?
|
Aug 02, 2023 |
|
Talking Money with Mom and Dad
|
Jul 26, 2023 |
|
The History and Future of Index Funds
|
Jul 19, 2023 |
|
Would You Rather?
|
Jul 12, 2023 |
|
Mortgage Mania
|
Jul 05, 2023 |
|
June Mailbag: AI Stock Picking, Social Security Strategy and More!
|
Jun 28, 2023 |
|
Tipping with Dr. Michael Lynn
|
Jun 21, 2023 |
|
Vacation Homes: How to think about it?
|
Jun 14, 2023 |
|
What We're Fearing and What We're Hearing
|
Jun 07, 2023 |
|
Car Buyer University with Chris Johnson
|
May 31, 2023 |
|
Dollar For - Crushing Medical Bills
|
May 24, 2023 |
|
Financial Anxiety with Adam Koren
|
May 17, 2023 |
|
May Mailbag: Net Worth Adjusting, Bank Location, and more!
|
May 10, 2023 |
|
Will Better Credit Hurt Your Mortgage Rate?
|
May 03, 2023 |
|
Permission to Spend Your Money
|
Apr 26, 2023 |
|
Golf and Investing
|
Apr 19, 2023 |
|
Tax Time!
|
Apr 12, 2023 |
|
April Mailbag: Bank Rants, SIPC Limits, and More!
|
Apr 05, 2023 |
|
FREE Student Loan Resources with Betsy Mayotte
|
Mar 29, 2023 |
|
Silicon Valley Bust
|
Mar 22, 2023 |
|
Insurance Trends: An Conversation with Matt Malkus
|
Mar 15, 2023 |
|
10 Takeaways from Warren Buffett's 2023 Letter
|
Mar 08, 2023 |
|
Chat GPT for financial advice?
|
Mar 01, 2023 |
|
February Mailbag: Rentals, B-Corporations, and More!
|
Feb 22, 2023 |
|
Love and Money
|
Feb 15, 2023 |
|
Tax Traps to Avoid
|
Feb 08, 2023 |
|
Reactions to FinTok Advice
|
Feb 01, 2023 |
|
A Brief History of Retirement
|
Jan 25, 2023 |
|
January Mailbag: QCDs, Index Fund Components, and Spending Habits
|
Jan 18, 2023 |
|
What You Need to Know About 2.0
|
Jan 11, 2023 |
|
Bye 2022, Hello 2023!
|
Jan 04, 2023 |
|
Episode 100 with Chris Hill
|
Dec 28, 2022 |
|
Basketball and Business: A Conversation with Mike Prada
|
Dec 21, 2022 |
|
Year End Planning Ideas
|
Dec 14, 2022 |
|
December Mailbag
|
Dec 07, 2022 |
|
Dealing with Job Loss
|
Nov 30, 2022 |
|
Happy Thanksgiving from Check Your Balances!
|
Nov 23, 2022 |
|
What in the FTX is going on here?
|
Nov 16, 2022 |
|
Side Hustles
|
Nov 09, 2022 |
|
Mailbag: Wash Sales, Long-Term Care and More!
|
Nov 02, 2022 |
|
The Role of Bonds
|
Oct 26, 2022 |
|
Cost of Living Adjustments
|
Oct 19, 2022 |
|
Assumable Loans, Social Security and Insurance Options
|
Oct 12, 2022 |
|
Can Saving for Retirement Wait?
|
Oct 05, 2022 |
|
September Mailbag: Tax Withholding Strategies & Access to Roth Options
|
Sep 28, 2022 |
|
Doom and Gloom
|
Sep 21, 2022 |
|
Private Companies We Wish We Could Buy
|
Sep 14, 2022 |
|
Interview with David Blanchett
|
Sep 07, 2022 |
|
Summer Hodgepodge: Student Loan Relief & More
|
Aug 31, 2022 |
|
The Integrated Life with Sharon Schneider
|
Aug 24, 2022 |
|
Investing in Real Estate
|
Aug 17, 2022 |
|
Getting a Late Start to Saving
|
Aug 10, 2022 |
|
The Most Important Number
|
Aug 03, 2022 |
|
Point-Counterpoint
|
Jul 27, 2022 |
|
Travel Talk with Andrea Sachs
|
Jul 20, 2022 |
|
The Biggest Loser: Thinking About Stocks with Big Losses
|
Jul 13, 2022 |
|
5 Levels of Financial Independence
|
Jul 06, 2022 |
|
The Scout Mindset
|
Jun 29, 2022 |
|
SECURE 2.0 - What's coming?
|
Jun 22, 2022 |
|
FPA Takeaways: Upstream Gifting, QSBS Exclusions
|
Jun 15, 2022 |
|
Is a recession coming?
|
Jun 08, 2022 |
|
Leaving and Receiving Gifts
|
Jun 01, 2022 |
|
Nowhere to hide?
|
May 25, 2022 |
|
Robert Brokamp - Rule Your Retirement
|
May 18, 2022 |
|
Nick Maggiulli - Just Keep Buying
|
May 11, 2022 |
|
Wrong Decisions, Right Outcomes
|
May 04, 2022 |
|
Positive Actions in Negative Markets
|
Apr 27, 2022 |
|
Student Loans with Anna Helhoski
|
Apr 20, 2022 |
|
Does the traditional 401(k) suck?
|
Apr 13, 2022 |
|
FIRE with Sean Gates, CFP
|
Apr 06, 2022 |
|
Cryptocurrency with Dr. Lawrence White
|
Mar 30, 2022 |
|
Regret as a Tool
|
Mar 23, 2022 |
|
Couples and Money
|
Mar 16, 2022 |
|
iBuying (or iSelling) - Ross Sold His House
|
Mar 09, 2022 |
|
Janice Gets a Job Offer
|
Mar 02, 2022 |
|
Donor Advised Funds
|
Feb 23, 2022 |
|
Estate Planning and Uncertainty
|
Feb 16, 2022 |
|
Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds
|
Feb 09, 2022 |
|
Business Lessons From Our Favorite Shows
|
Feb 02, 2022 |
|
Celebrating Our First Year with a Market Correction
|
Jan 26, 2022 |
|
An Interview with Brian Feroldi
|
Jan 19, 2022 |
|
We Make an NFT
|
Jan 12, 2022 |
|
January Mailbag Episode
|
Jan 05, 2022 |
|
2021: A Market Review
|
Dec 29, 2021 |
|
Holiday Gift Guide
|
Dec 22, 2021 |
|
The name's Bond...I Bond.
|
Dec 15, 2021 |
|
Talking with Andrew Schear of Practical Personal Finance
|
Dec 08, 2021 |
|
Talking Taxes with the Tax Girl
|
Dec 01, 2021 |
|
Funemployment and Thanksgiving!
|
Nov 24, 2021 |
|
Rent, Buy, and PMI
|
Nov 17, 2021 |
|
Small-Cap and International Investing: A Discussion with Bill Mann
|
Nov 10, 2021 |
|
Balancing Short- and Long-Term Goals
|
Nov 03, 2021 |
|
Happy Halloween: Financial Planning Horror Stories
|
Oct 27, 2021 |
|
Self-Directed IRAs: An Interview with Mat Sorensen
|
Oct 20, 2021 |
|
Coast FI(RE) and Lifestyle Drift
|
Oct 13, 2021 |
|
Richer, Wiser, Happier: A Chat with William Green
|
Oct 06, 2021 |
|
When to Sell
|
Sep 29, 2021 |
|
Personal Finance Lessons from the Movies
|
Sep 22, 2021 |
|
Episode 33: Understand your "Options"
|
Sep 15, 2021 |
|
Episode 32: Back to School - Our Financial Literacy Curriculum
|
Sep 08, 2021 |
|
Episode 31: The Advisory Business, Interview with Alan Moore
|
Sep 01, 2021 |
|
Episode 30: Talking Banking with Dr. Terri Friedline
|
Aug 25, 2021 |
|
Episode 29: Advice To Our Younger Selves
|
Aug 18, 2021 |
|
Episode 28: Should you rollover your 401(k)?
|
Aug 11, 2021 |
|
Episode 27: What can we learn about planning from the lottery?
|
Aug 04, 2021 |
|
Episode 26: Revisiting the SECURE Act
|
Jul 28, 2021 |
|
Episode 25: Cash Allocations and Beyond
|
Jul 21, 2021 |
|
Episode 24: Talking Budgets with Kimberly Palmer
|
Jul 14, 2021 |
|
Episode 23: All Things Insurance
|
Jul 07, 2021 |
|
Episode 22: Relocation and Inflation
|
Jun 30, 2021 |
|
Episode 21: 10 Concepts to Make You a Better Investor
|
Jun 23, 2021 |
|
Episode 20: Health and Wealth with Dr. Michelle Fritsch
|
Jun 16, 2021 |
|
Episode 19: Active vs Passive Investing
|
Jun 09, 2021 |
|
Episode 18: Could annuities improve your investing?
|
Jun 02, 2021 |
|
Episode 17: Scams
|
May 26, 2021 |
|
Episode 16: What are you excited for in retirement?
|
May 19, 2021 |
|
Episode 15: Jordan Josephs, Celebrity Business Manager
|
May 12, 2021 |
|
Episode 14: Scott Lloyd Talks Taylor Swift
|
May 05, 2021 |
|
Episode 13: The Side Hustle
|
Apr 28, 2021 |
|
Episode 12: Target Date Funds & $100(ish) Million Deli
|
Apr 21, 2021 |
|
Episode 11: Talking Credit Cards with Sara Rathner from Nerd Wallet
|
Apr 14, 2021 |
|
Episode 10: Together We Bake & Helpful Tips
|
Apr 07, 2021 |
|
Episode 9: Crooked Crab Brewing
|
Mar 31, 2021 |
|
Episode 8: Decoding Acronyms
|
Mar 24, 2021 |
|
Episode 7: Managing the Downside
|
Mar 17, 2021 |
|
Episode 6: Roth, Social Security, and Tax Smoothing
|
Mar 10, 2021 |
|
Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders
|
Mar 03, 2021 |
|
Episode 4: An Interview with Chef Jonathan Krinn
|
Feb 24, 2021 |
|
Episode 3: Kids and Investing
|
Feb 17, 2021 |
|
Episode 2: Myths About Retirement Finances
|
Feb 10, 2021 |
|
Episode 1: An Interview with Morgan Housel
|
Feb 03, 2021 |