Check Your Balances

This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD. Want your question on the show? Email us at checkyourbalances@outlook.com ! Find this episode on YouTube Or find us on Instagram @checkyourbalances Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @c...

What has been on the recent reading list for Ross and Dan, and should you considering adding it to your beach reads? We'll give you our take so you can decide if you should give it your time. Send your questions for Check Your Balances to checkyourbalances@outlook.com to be featured on the show! This episode is on YouTube We're also on Instagram: @checkyourbalances Send us Fan Mail Send...

This week Ross and Dan dive into a deal that Bobby Bonilla made in 1999 that will continue to pay him a reported $1.19 million per year until 2035. Why would the Mets make that deal, and who was the big winner? Tune in to find out! Send questions to the show at checkyourbalances@outlook.com . Find this episode on YouTube We're @checkyourbalances on Instagram Send us Fan Mail Send your questio...

This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity salesman turns their sights on you. Send questions for the show to checkyourbalances@outlook.com to have them featured on upcoming episodes! This episode is on YouTube We're also on Instagram Send u...

This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag! Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode! This episode is on YouTube Find us on Instagram Send us F...

Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions. Check this episode out on YouTube Follow us on Instagram @checkyourbalances Or email us at checkyourbalances@outlook.com to have your questions or topics featured on the show! Send us Fan Mail Send your qu...

This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes! Find this episode on YouTube We're also on...

Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions. Send your questions to checkyourbalances@outlook.com to be featured on an upcoming episode! Find this episode on YouTube We're also on Instagram Send us Fan...

This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests? Send your questions for the show to checkyourbalances@outlook.com ! Check this episode out on YouTube Find us and send your questions on Instagram Send us Fan Mail Send y...

This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional can kicking on IRS guidance around RMDs. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming shows! Check this episode out on YouTube Find us at @checkyourbalan...

Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest form without getting too lost in the weeds. Email your questions for the show to checkyourbalances@outloook.com to be featured on an upcoming mailbag episode! Find this episode on YouTube We&...

This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner. Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode! Find us on Instagram ! This episode...

If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode. Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode! Find this episode on YouTube Follow us on Instagram Send us Fan Mail Send you...

This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems. Send your questions to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode! Show us some love on Instagram @checkyourbalances Find this episode on YouTube Send us Fan Mail Send your questions for upcoming s...

This week, The Realtress , Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much you'll pay your agent while buying, there is a lot changing right now. Tune in for our update this week, and check out her blog: https://adriennemesseca.substack.com/ Email your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes! Ch...

This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility. Email us at checkyourbalances@outlook.com to be featured on an upcoming s...

This week Ross and Dan explore the observance of people who feel shame about their finances. From those in relatively great situations to those in very challenging situations, the best path forward is simply to start today in tackling it. Send your questions for the upcoming mailbag episode to checkyourbalances@outlook.com to be featured! Find this episode on YouTube Follow us on Instagram Send us...

This week Ross and Dan explore concepts that seemingly should be illegal, but fascinatingly aren't. From regulators trading stocks in companies they influence to credit monitors selling ways to improve your score. Email us your financial planing questions to checkyourbalances@outlook.com to be featured on upcoming episodes! Find this episode on YouTube We're also on Instagram . Send us F...

This week Ross and Dan unpack how The Lindy Effect could be considered as part of your investing journey. Check out the Market Sentiment post that inspired the show for a great study on how investing in the old guard might be your best bet. Email your questions or ideas to checkyourbalances@outlook.com . Check out this week's show on YouTube . Follow us on Instagram . Send us Fan Mail Send yo...

Is leverage the wealth building tool that you've been missing this whole time? An article from The Economist sparks an old idea. Why can we use long-term fixed leverage to buy a house but not a portfolio? Email your questions for Ross and Dan to checkyourbalances@outlook.com to be featured on upcoming shows! Check this episode out on YouTube Follow us on Instagram Send us Fan Mail Send your q...

This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies. To have your questions featured, email checkyourbalances@outlook.com ! Check this episode out on YouTube . Follow us on Instagram ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalanc...

This week we share our system for how many savings accounts to use so that you can accurately track your savings and spending guilt-free at the same time. If you've had trouble keeping your savings organized, this episode is for you! Check this episode out on YouTube Email us your questions to be featured on upcoming episodes to checkyourbalances@outlook.com Follow us on Instagram Send us Fan...

If you gave us a magic wand and let us change the tax code, what would we do to it? Hear our take as well as the advice from several tax experts on this week's show! Check this episode out on YouTube Email us your questions at checkyourbalances@outlook.com to be featured Follow us on Instagram Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourba...

Longtime listener and cute dog owner , Tyler, sends us a clip of Ron Baron talking about bonds. Does this billionaire's advice apply to your life? Probably not, but we had fun discussing it anyway. Find this episode on YouTube Follow us on Instagram Email your questions to checkyourbalances@outlook.com Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @ch...

This week's mailbag episode features questions on backdoor Roth conversions gone wrong, how attractive are I-Bonds today, and how a dog photo will ensure your question makes it to our air! Thanks for sending in question to the show! To have your questions featured on an upcoming episode email us at checkyourbalances@outlook.com . Check this episode out on YouTube Find us on Instagram Send us...