Épisodes

  • Episode 200: Happy Thanksgiving!
    Nov 27 2024

    This week Ross and Dan celebrate their 200th episode of Check Your Balances with a lighthearted reflective episode of the journey up to this point. We appreciate each and every one of you, whether you've listened to a single segment or every single episode of the show up to this point. Happy Thanksgiving!

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

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    16 min
  • Debate 2024: Ross and Dan Face off
    Nov 20 2024

    When financial decisions matter most, you need strong arguments to consider. This week episode brings you a lighthearted debate on 5 financial topics:

    - How relevant is net worth as a metric?
    - Should I just invest in the S&P 500 and stop overthinking it?
    - Do you really need an emergency fund before investing?
    - Is the FIRE movement good for personal finance?
    - Should you have a side hustle to accelerate your progress?

    Tune in this week to hear us battle it out!

    This episode is on YouTube: https://youtu.be/W5_yW6JimE0

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

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    35 min
  • Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!
    Nov 13 2024

    As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA.

    Our apologies for the late post, we were having technical difficulties!

    This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY

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

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    29 min
  • Election Episode
    Nov 6 2024

    Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financial goals. In this episode, we'll discuss how to avoid making big mistakes with your investing regardless of the election outcome.

    This episode is on YouTube: https://youtu.be/-YTCVeVV_70

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

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    29 min
  • Reviewing: Rich Dad Poor Dad
    Oct 30 2024

    In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often necessary. Join us as we separate fact from fiction and provide practical advice to help you achieve your financial goals.

    This episode is on YouTube: https://youtu.be/hpc-FNweaJ0


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

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    29 min
  • Love is... Blind?
    Oct 23 2024

    Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll analyze their choices through a financial lens and discuss how their financial literacy (or lack thereof) could impact their relationships and future. Will their love stand the test of money?

    This episode is on YouTube: https://youtu.be/xeYk37KxFYc

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

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    23 min
  • Taxes After Retirement
    Oct 16 2024

    Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones where you'll have to take care of it yourself.

    Find this episode on YouTube: https://youtu.be/WFBaNImVUpM

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

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    26 min
  • October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?
    Oct 9 2024

    Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:

    • Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?
    • Investing $500K: Do your portfolio options need to change as your capital grows?

    Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're

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

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    28 min