217 Episodes

  1. Coast FI(RE) and Lifestyle Drift

    Published: 10/13/2021
  2. Richer, Wiser, Happier: A Chat with William Green

    Published: 10/6/2021
  3. When to Sell

    Published: 9/29/2021
  4. Personal Finance Lessons from the Movies

    Published: 9/22/2021
  5. Episode 33: Understand your "Options"

    Published: 9/15/2021
  6. Episode 32: Back to School - Our Financial Literacy Curriculum

    Published: 9/8/2021
  7. Episode 31: The Advisory Business, Interview with Alan Moore

    Published: 9/1/2021
  8. Episode 30: Talking Banking with Dr. Terri Friedline

    Published: 8/25/2021
  9. Episode 29: Advice To Our Younger Selves

    Published: 8/18/2021
  10. Episode 28: Should you rollover your 401(k)?

    Published: 8/11/2021
  11. Episode 27: What can we learn about planning from the lottery?

    Published: 8/4/2021
  12. Episode 26: Revisiting the SECURE Act

    Published: 7/28/2021
  13. Episode 25: Cash Allocations and Beyond

    Published: 7/21/2021
  14. Episode 24: Talking Budgets with Kimberly Palmer

    Published: 7/14/2021
  15. Episode 23: All Things Insurance

    Published: 7/7/2021
  16. Episode 22: Relocation and Inflation

    Published: 6/30/2021
  17. Episode 21: 10 Concepts to Make You a Better Investor

    Published: 6/23/2021
  18. Episode 20: Health and Wealth with Dr. Michelle Fritsch

    Published: 6/16/2021
  19. Episode 19: Active vs Passive Investing

    Published: 6/9/2021
  20. Episode 18: Could annuities improve your investing?

    Published: 6/2/2021

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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.