Check Your Balances
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
Podcasting since 2021 • 251 episodes
Check Your Balances
Latest Episodes
Is $100 Million Enough for Generational Wealth?
Could a $100 million career income actually be insufficient for true, lasting generational wealth? This week, Ross and Dan dive deep into the ultimate financial paradox: the hidden, massive costs of being ultra-wealthy.We unpack t...
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Episode 256
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21:41
Why buy bonds when cash looks better? - Mailbag Episode
In a world where cash is yielding around 4% and the bond index has lost 0.35% over the last 5 years*... why would you buy bonds instead of sitting on cash? This week we dive into that question and several others from our Mailbag....
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Episode 255
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31:00
Daily Budgeting: Sanity or Stress?
We've always championed the long-term view of budgeting, but what if thinking about your money daily is the real secret to financial control? This week, we explore the idea of micro-timeframe spending: Is hyper-focusing on every 24 hours empowe...
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Episode 254
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24:12
Does High Watermarking turn progress into disappointment?
We celebrate Thanksgiving with some light hearted banter, and exploring the question of whether "High Watermarking" can lead to disappointment (even if it's hypothetical). We hope you're enjoying time with your family and friends this week, but...
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Episode 253
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21:43
Does a 50 Year Mortgage Make Sense? - Mailbag Episode
Could a half-century loan be the answer to the housing crisis, or is it a financial nightmare waiting to happen? We break down the pros, cons, and the brutal amortization schedules of 50-year mortgages to see who actually benefits. Plus, we’re ...
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Episode 252
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26:03