Check Your Balances
A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays
217 Episodes
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Clickbait We Hate
Published: 9/13/2023 -
September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs!
Published: 9/6/2023 -
Rent vs. Buy: 2023 Edition
Published: 8/30/2023 -
Rob the Roth? & Safe-Harbor for Taxes
Published: 8/23/2023 -
Is a Corporate Trustee Right for You?
Published: 8/16/2023 -
Logical Extremes
Published: 8/9/2023 -
August Mailbag: Roth Never?
Published: 8/2/2023 -
Talking Money with Mom and Dad
Published: 7/26/2023 -
The History and Future of Index Funds
Published: 7/19/2023 -
Would You Rather?
Published: 7/12/2023 -
Mortgage Mania
Published: 7/5/2023 -
June Mailbag: AI Stock Picking, Social Security Strategy and More!
Published: 6/28/2023 -
Tipping with Dr. Michael Lynn
Published: 6/21/2023 -
Vacation Homes: How to think about it?
Published: 6/14/2023 -
What We're Fearing and What We're Hearing
Published: 6/7/2023 -
Car Buyer University with Chris Johnson
Published: 5/31/2023 -
Dollar For - Crushing Medical Bills
Published: 5/24/2023 -
Financial Anxiety with Adam Koren
Published: 5/17/2023 -
May Mailbag: Net Worth Adjusting, Bank Location, and more!
Published: 5/10/2023 -
Will Better Credit Hurt Your Mortgage Rate?
Published: 5/3/2023
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.