Ross Anderson, CFP® and Daniel Messeca, CFP®

Check Your Balances

Business EN ↓ 280 episodes

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.

Author

Ross Anderson, CFP® and Daniel Messeca, CFP®

Episodes

Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders 03.03.2021 22:44

Investing icon Warren Buffet writes a letter to Berkshire Hathaway shareholders each year. Ross and Dan break down the 2021 letter and share their top 10 takeaways that you can apply to your financial life and investing. E-mail us at checkyourbalances@outlook.com if you had a different take or with any questions that you think we should cover in upcoming shows! Send us Fan Mail Send your questions...

Episode 4: An Interview with Chef Jonathan Krinn 24.02.2021 26:56

The chef and restaurateur behind the award winning Clarity restaurant in Vienna, VA joins us to talk about his journey and what it has been like adapting a restaurant in the pandemic. There are lessons for all business owners and entrepreneurs in the way chef Krinn has been able to navigate the situation. E-mail us at checkyourbalances@outlook.com with any feedback, questions, or to participate in...

Episode 3: Kids and Investing 17.02.2021 32:08

College savings plans, picking stocks your kids will understand, and more. Our resident Advisor-Dad takes you through his process and what you need to be thinking about if you're interested to get your kids started on their investing journey. E-mail us at checkyourbalances@outlook.com with questions you want us to cover and feedback! Send us Fan Mail Send your questions for upcoming show to c...

Episode 2: Myths About Retirement Finances 10.02.2021 24:27

Should you make it a goal to payoff your mortgage? Do you need to convert to a dividend focused portfolio? What's the right allocation for your age? This week Ross and Dan unpack 3 common myths that investors have as they approach retirement. Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Episode 1: An Interview with Morgan Housel 03.02.2021 36:51

Morgan Housel, author of The Psychology of Money and partner at The Collaborative Fund joins Ross and Dan to discuss his book. Check Your Balances is a journey through investing, personal finance, and business with an emphasis on always understanding the tradeoffs. Ross and Dan unpack common financial planning anecdotes and lore to help listeners get down to what will really make the most impact...