Check Your Balances
A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays
217 Episodes
-
Billionaire Ideas: Should you ever own a bond?
Published: 1/31/2024 -
January Mailbag: Backdoor Roth, I-Bonds, and... dogs?
Published: 1/24/2024 -
An Interview with Adam Nash: CEO and Co-Founder of Daffy
Published: 1/17/2024 -
An Interview with JL Collins
Published: 1/10/2024 -
2023 In Review
Published: 1/3/2024 -
Moore vs United States with Taxgirl
Published: 12/27/2023 -
Shark Tank
Published: 12/20/2023 -
December Mailbag: Securities Lending, Non-controlling Interest, and Gold!
Published: 12/13/2023 -
Remembering Charlie
Published: 12/6/2023 -
Living Abroad with Stewart Patton
Published: 11/29/2023 -
Thanksgiving with Chris Hill
Published: 11/22/2023 -
The Cockroach Portfolio
Published: 11/15/2023 -
November Mailbag: Time Value of Money, Home Gains Exclusion, and More!
Published: 11/8/2023 -
Spooky Season: But, Don't Worry!
Published: 11/1/2023 -
Billionaire Money Regrets: Magic Johnson
Published: 10/25/2023 -
Did Michael Lewis Get Duped?
Published: 10/18/2023 -
Can you write off your dog?
Published: 10/11/2023 -
October Mailbag: Carve Out Clarification, Great States, and More!
Published: 10/4/2023 -
Where to Retire?
Published: 9/27/2023 -
Carve Out vs. Dividends: Portfolio Income Showdown
Published: 9/20/2023
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.