Check Your Balances

Ross and Dan explore the basics of estate planning that everyone needs, and how to plan effectively in an area with so many variables. You'll also get to hear about Dan's second career path that could have been at the end. Submit questions to checkyourbalances@outlook.com to have them featured on the show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outloo...

This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates.  Do we need to replace the old 4% rule with the 3.3% rule?  We also address the differences between ETFs and Mutual Funds when it comes to index investing. You can download Morningstar's report using this link . Do you have a question or comment you'd like covered on the show? ...

What real life lessons about business and investing can we learn from scripted television?  This week, Ross and Dan pull back the curtain on their TV habits and share some moments from The Office and Silicon Valley that ring true in real life. Have you had any "a-ha" moments watching your favorite TV show?  We'd love to hear about it!  Email us at   checkyourbalances@outlook.com  to...

A roundtable discussion of how to keep the recent market movement in context and focus on the big picture of your personal financial plan. Ross and Dan are joined by Matt Trogdon to discuss how the market has started 2022, and some strategies that we are using to relax along the way. Send your financial planning questions to us at checkyourbalances@outlook.com ! Send us Fan Mail Send your question...

YouTuber, investor, speaker, and author Brian Feroldi joins the show to talk about the inspiration for his series of personal finance graphics and the book he has coming out this spring. Pre-order Brian's Book: Why Does the Stock Market Go Up Follow Brian on: YouTube , Instagram , Twitter Send your questions for Ross and Dan to us at checkyourbalances@outlook.com . Send us Fan Mail Send your...

Ross and Dan were on a mission to bring to life Bill Mann's vision of a Monkey Butt on the blockchain.  They did so by creating the Monkey Butt NFT!  This week, we discuss what the process was like to create an NFT, and we also address a listener question about financial aid for college. To view the Monkey Butt NFT on Rarible click here .  Worth a chuckle, but not your hard earned dollars.  W...

We kick off the year feeling 22 and addressing listener questions! This week we address improving a credit score, differences in 529 and ABLE accounts, Fully Paid Securities Lending, and even a hint of Payment For Order Flow. Send your questions to checkyourbalances@outlook.com to be featured on the show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @chec...

As the year comes to a close, Ross and Dan review the performance of several major stock indexes and discuss their takeaways from 2021.  They also address Vanguard's Market Perspectives report which offers their 10 year asset class forecasts.  Have you dozed off yet?  E-mail us at checkyourbalances@outlook.com with your biggest investing takeaways from the year! Send us Fan Mail Send your que...

Do you need last minute gift ideas for the finance nerd in your life? Check out our gift guide for 2021 to help round out your shopping list for the year! E-mail us at checkyourbalances@outlook.com if you have questions for our year end wrap up show next week, or personal finance questions that we can help with! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.co...

Many of us have experienced inflation to this point in 2021 through rising costs, however there is a flip side to that coin!  Series I Savings Bonds, which pay an interest rate tied to inflation, are paying attractive rates.  In this episode we discuss I Bonds, and Ross takes us through what it was like to purchase one through TreasuryDirect.gov . Have you reached any personal financial milestones...

This week we welcome Andrew Schear of the Practical Personal Finance YouTube channel to the show. Andrew is a personal finance enthusiast that has documented his own journey and has created a library of more than 180 videos teaching finance concepts in simple, easy-to-understand, language. To submit a question for our show, email us at checkyourbalances@outlook.com  to potentially be featured! Sen...

This week we talk taxes with Kelly Phillips Erb, aka the Tax Girl.  Together we discuss the challenges of navigating the tax landscape, and Kelly offers some controversial takes on home ownership and Roth IRAs. You can find Kelly's podcast, blog, and more by visiting: https://www.taxgirl.com/ If you'd like to submit questions or air grievances you can contact us at checkyourbalances@outl...

Once again, Matt Trogdon, CFP joins the show to talk about his experience going through a job transition over the summer which he lovingly refers to as "Funemployment." You can read his Preservation Mode article that he wrote for Humble Dollar. And to submit your questions for our show, email checkyourbalances@outlook.com . Send us Fan Mail Send your questions for upcoming show to checky...

Ross and Dan have real estate on the brain again.  This week they discuss the tough rental market, along with some potential money saving tips whether you already own a home or are in the market for one. Send your questions for the show to checkyourbalances@outlook.com and receive a CYB mug while supplies last! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com...

Bill Mann joins the show this week to discuss how to think about international investing, changes to the small-cap landscape, and even... crypto. Send your questions for the show to checkyourbalances@outlook.com and receive a CYB mug while supplies last! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

On this week's episode the team tackles a listener question which spurs a conversation on balancing short- and long-term goals.  Ross lets us in on a wedding planning hack.  And where in the world is Tyler? Submit any comments or questions you may have for the show to checkyourbalances@outlook.com and receive a free mug while supplies last! Send us Fan Mail Send your questions for upcoming sh...

Ross and Dan welcome Matt Trogdon, CFP to the show for the first time to share financial planning horror stories from celebrity life and beyond! Make sure you don't miss this special Halloween episode of Check Your Balances. Submit horror stories or any questions you may have for the show to checkyourbalances@outlook.com to receive a free mug while supplies last! Send us Fan Mail Send your qu...

Mat Sorensen,  an attorney and the CEO of Directed IRA,  joins us on this week's show to discuss how IRA funds can be used to make investments beyond traditional securities. This week's show explores a broader investment universe through a lesser known structure. You can learn more about Mat Sorensen and Self-Directed IRAs here on his website. Send your questions for the show to checkyou...

A new term in financial planning to unpack, and one of the key problems that could prevent it from working for you! Check out this week's show on what the Coast FIRE movement is and how little choices make the difference on it working. Email us at checkyourbalances@outlook.com  with your Coast FIRE plans or any stories of personal lifestyle creep that you've experienced! Send us Fan Mail...

On this week's episode we welcome William Green, author of Richer, Wiser, Happier.  His book draws on his interviews with some of the world's greatest investors and highlights the principles and habits that make them successful.   In his chat with Dan, they discuss how many of these lessons extend beyond the world of investing.   You can learn more about William Green and his work by vis...

People often grow comfortable with buying stocks, but how should you think about selling them?  Ross and Dan talk about a few of the situations where you should say goodbye to shares within your portfolio. E-mail us at checkyourbalances@outlook.com to submit questions for the show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagr...

What personal finance lessons can we take away from a Will Ferrel movie? Check out this week's show to find out as Ross and Dan break down personal finance lessons from some popular movies. E-mail us at checkyourbalances@outlook.com to submit questions for the show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

In a world where yield is hard to come by, learn how you can leverage simple options strategies to boost portfolio income.   Email your questions for the show to checkyourbalances@outlook.com to potentially have your question featured! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

As kids head back to school for the fall, Ross and Dan breakdown what would be in their financial literacy course if they got to design it for high school students. Email your questions for the show to checkyourbalances@outlook.com to potentially have your question featured! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This week Ross and Dan are joined by Alan Moore.  He is the CEO and co-founder of XY Planning Network , which has created a community of over 1,000 fee-only advisors focused on serving Gen X and Gen Y clients.   To submit questions or topics for the show, email us at checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourba...