Check Your Balances
A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays
217 Episodes
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Travel Talk with Andrea Sachs
Published: 7/20/2022 -
The Biggest Loser: Thinking About Stocks with Big Losses
Published: 7/13/2022 -
5 Levels of Financial Independence
Published: 7/6/2022 -
The Scout Mindset
Published: 6/29/2022 -
SECURE 2.0 - What's coming?
Published: 6/22/2022 -
FPA Takeaways: Upstream Gifting, QSBS Exclusions
Published: 6/15/2022 -
Is a recession coming?
Published: 6/8/2022 -
Leaving and Receiving Gifts
Published: 6/1/2022 -
Nowhere to hide?
Published: 5/25/2022 -
Robert Brokamp - Rule Your Retirement
Published: 5/18/2022 -
Nick Maggiulli - Just Keep Buying
Published: 5/11/2022 -
Wrong Decisions, Right Outcomes
Published: 5/4/2022 -
Positive Actions in Negative Markets
Published: 4/27/2022 -
Student Loans with Anna Helhoski
Published: 4/20/2022 -
Does the traditional 401(k) suck?
Published: 4/13/2022 -
FIRE with Sean Gates, CFP
Published: 4/6/2022 -
Cryptocurrency with Dr. Lawrence White
Published: 3/30/2022 -
Regret as a Tool
Published: 3/23/2022 -
Couples and Money
Published: 3/16/2022 -
iBuying (or iSelling) - Ross Sold His House
Published: 3/9/2022
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.