Check Your Balances
A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays
217 Episodes
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Janice Gets a Job Offer
Published: 3/2/2022 -
Donor Advised Funds
Published: 2/23/2022 -
Estate Planning and Uncertainty
Published: 2/16/2022 -
Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds
Published: 2/9/2022 -
Business Lessons From Our Favorite Shows
Published: 2/2/2022 -
Celebrating Our First Year with a Market Correction
Published: 1/26/2022 -
An Interview with Brian Feroldi
Published: 1/19/2022 -
We Make an NFT
Published: 1/12/2022 -
January Mailbag Episode
Published: 1/5/2022 -
2021: A Market Review
Published: 12/29/2021 -
Holiday Gift Guide
Published: 12/22/2021 -
The name's Bond...I Bond.
Published: 12/15/2021 -
Talking with Andrew Schear of Practical Personal Finance
Published: 12/8/2021 -
Talking Taxes with the Tax Girl
Published: 12/1/2021 -
Funemployment and Thanksgiving!
Published: 11/24/2021 -
Rent, Buy, and PMI
Published: 11/17/2021 -
Small-Cap and International Investing: A Discussion with Bill Mann
Published: 11/10/2021 -
Balancing Short- and Long-Term Goals
Published: 11/3/2021 -
Happy Halloween: Financial Planning Horror Stories
Published: 10/27/2021 -
Self-Directed IRAs: An Interview with Mat Sorensen
Published: 10/20/2021
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.