Check Your Balances
A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays
217 Episodes
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Coast FI(RE) and Lifestyle Drift
Published: 10/13/2021 -
Richer, Wiser, Happier: A Chat with William Green
Published: 10/6/2021 -
When to Sell
Published: 9/29/2021 -
Personal Finance Lessons from the Movies
Published: 9/22/2021 -
Episode 33: Understand your "Options"
Published: 9/15/2021 -
Episode 32: Back to School - Our Financial Literacy Curriculum
Published: 9/8/2021 -
Episode 31: The Advisory Business, Interview with Alan Moore
Published: 9/1/2021 -
Episode 30: Talking Banking with Dr. Terri Friedline
Published: 8/25/2021 -
Episode 29: Advice To Our Younger Selves
Published: 8/18/2021 -
Episode 28: Should you rollover your 401(k)?
Published: 8/11/2021 -
Episode 27: What can we learn about planning from the lottery?
Published: 8/4/2021 -
Episode 26: Revisiting the SECURE Act
Published: 7/28/2021 -
Episode 25: Cash Allocations and Beyond
Published: 7/21/2021 -
Episode 24: Talking Budgets with Kimberly Palmer
Published: 7/14/2021 -
Episode 23: All Things Insurance
Published: 7/7/2021 -
Episode 22: Relocation and Inflation
Published: 6/30/2021 -
Episode 21: 10 Concepts to Make You a Better Investor
Published: 6/23/2021 -
Episode 20: Health and Wealth with Dr. Michelle Fritsch
Published: 6/16/2021 -
Episode 19: Active vs Passive Investing
Published: 6/9/2021 -
Episode 18: Could annuities improve your investing?
Published: 6/2/2021
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.