217 Episodes

  1. Clickbait We Hate

    Published: 9/13/2023
  2. September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs!

    Published: 9/6/2023
  3. Rent vs. Buy: 2023 Edition

    Published: 8/30/2023
  4. Rob the Roth? & Safe-Harbor for Taxes

    Published: 8/23/2023
  5. Is a Corporate Trustee Right for You?

    Published: 8/16/2023
  6. Logical Extremes

    Published: 8/9/2023
  7. August Mailbag: Roth Never?

    Published: 8/2/2023
  8. Talking Money with Mom and Dad

    Published: 7/26/2023
  9. The History and Future of Index Funds

    Published: 7/19/2023
  10. Would You Rather?

    Published: 7/12/2023
  11. Mortgage Mania

    Published: 7/5/2023
  12. June Mailbag: AI Stock Picking, Social Security Strategy and More!

    Published: 6/28/2023
  13. Tipping with Dr. Michael Lynn

    Published: 6/21/2023
  14. Vacation Homes: How to think about it?

    Published: 6/14/2023
  15. What We're Fearing and What We're Hearing

    Published: 6/7/2023
  16. Car Buyer University with Chris Johnson

    Published: 5/31/2023
  17. Dollar For - Crushing Medical Bills

    Published: 5/24/2023
  18. Financial Anxiety with Adam Koren

    Published: 5/17/2023
  19. May Mailbag: Net Worth Adjusting, Bank Location, and more!

    Published: 5/10/2023
  20. Will Better Credit Hurt Your Mortgage Rate?

    Published: 5/3/2023

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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.