Check Your Balances
A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays
217 Episodes
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Permission to Spend Your Money
Published: 4/26/2023 -
Golf and Investing
Published: 4/19/2023 -
Tax Time!
Published: 4/12/2023 -
April Mailbag: Bank Rants, SIPC Limits, and More!
Published: 4/5/2023 -
FREE Student Loan Resources with Betsy Mayotte
Published: 3/29/2023 -
Silicon Valley Bust
Published: 3/22/2023 -
Insurance Trends: An Conversation with Matt Malkus
Published: 3/15/2023 -
10 Takeaways from Warren Buffett's 2023 Letter
Published: 3/8/2023 -
Chat GPT for financial advice?
Published: 3/1/2023 -
February Mailbag: Rentals, B-Corporations, and More!
Published: 2/22/2023 -
Love and Money
Published: 2/15/2023 -
Tax Traps to Avoid
Published: 2/8/2023 -
Reactions to FinTok Advice
Published: 2/1/2023 -
A Brief History of Retirement
Published: 1/25/2023 -
January Mailbag: QCDs, Index Fund Components, and Spending Habits
Published: 1/18/2023 -
What You Need to Know About 2.0
Published: 1/11/2023 -
Bye 2022, Hello 2023!
Published: 1/4/2023 -
Episode 100 with Chris Hill
Published: 12/28/2022 -
Basketball and Business: A Conversation with Mike Prada
Published: 12/21/2022 -
Year End Planning Ideas
Published: 12/14/2022
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.