Check Your Balances

217 Episodes

1. Election Episode

   Published: 11/6/2024
2. Reviewing: Rich Dad Poor Dad

   Published: 10/30/2024
3. Love is... Blind?

   Published: 10/23/2024
4. Taxes After Retirement

   Published: 10/16/2024
5. October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?

   Published: 10/9/2024
6. New Home with Drew McKenzie

   Published: 10/2/2024
7. Rate Cut: What does it mean for you?

   Published: 9/25/2024
8. Is Your 401(k) a Scam?

   Published: 9/18/2024
9. Refi Time... Already?

   Published: 9/11/2024
10. September Mailbag: Should you get married for tax benefits?

    Published: 9/4/2024
11. The Impact of Social Security

    Published: 8/28/2024
12. August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More!

    Published: 8/21/2024
13. Welcome Back Market Volatility

    Published: 8/14/2024
14. Who Needs Estate Plans? with Meredith Hill, Esq.

    Published: 8/7/2024
15. The SECURE Act ...again, really.

    Published: 7/31/2024
16. All Thing Tax with Jasmine DiLucci, JD, CPA, EA

    Published: 7/24/2024
17. How good is your 401(k)?

    Published: 7/17/2024
18. July Mailbag | Recasting, RMDs, and More!

    Published: 7/10/2024
19. Beach Reads: Summer Reading List

    Published: 7/3/2024
20. Bobby Bonilla Day

    Published: 6/26/2024