Check Your Balances
By Ross Anderson, CFP® and Daniel Messeca, CFP®
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Subscribers: 18
Reviews: 0
Episodes: 170
Description
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 | Date |
|---|---|
|
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 |