Check Your Balances

Auteur(s): Ross Anderson CFP® and Daniel Messeca CFP®
  • Résumé

  • 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.
    © 2025 Check Your Balances
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Épisodes
  • Save Vs. Splurge: How to Handle "Extra" Cash
    Apr 30 2025

    Stop wondering what to do with that extra paycheck, bonus, or side hustle income! "Save vs. Splurge" empowers you to make confident financial decisions that align with your values and goals. We explore the art of balancing saving for a secure future with enjoying the present moment. Learn how to make your extra cash work harder for you, whether it's paying down debt, investing wisely, or indulging in something you truly value.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    23 min
  • Mailbag: Money Markets, CDs, and Estates!
    Apr 23 2025

    Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you!

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    31 min
  • Hedging Your Index Funds
    Apr 16 2025

    Should you even try to hedge a single position inside an index fund? What happens when you spot a single stock within your broad market index that looks seriously overvalued? We'll weigh the costs, complexities, and potential benefits against simpler, more effective risk management approaches for index fund investors.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    21 min

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