Check Your Balances

This week Adam Nash joins the show to talk about his newest business, Daffy, which is broadening access to a Donor Advised Fund (DAF) platform. He's a Silicon Valley veteran and the former CEO of Wealthfront. His resume includes experience at Dropbox, LinkedIn, eBay, and many others... and he even teaches a personal finance class at Stanford. Email checkyourbalances@outlook.com to be featured...

The author of A Simple Path to Wealth, JL Collins, is back with a new book called Pathfinders. JL Joins us this week to talk about his views on building wealth and investing in an easy to follow plan. Email your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode! This episode is on YouTube Find us on Instagram Send us Fan Mail Send your questions...

Ross and Dan Reveal Their Most Ridiculous (and Relatable) 2023 Purchases and how the markets did. We've all been there: splurging on something we definitely didn't need. Ross and Dan take you on a lighthearted journey through their own hilariously questionable spending habits of 2023. You'll laugh, you'll cringe, you'll realize you're not alone in your financial oddit...

This week, Kelly Phillips Erb (AKA Taxgirl), joins the show again to explain a meaningful tax case that is currently being argued in the Supreme Court. How could Moore vs. United States impact us in the future? Tune in to find out. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes! Check out this episode on YouTube . Follow us on Instagram . Send...

With the announcement that Mark Cuban is leaving Shark Tank, Ross and Dan reflect on the show's accomplishments and places where it can be misleading for entrepreneurs and investors. What's really a "flyer" when you have a reported $6.2 Billion net worth? Email your questions for upcoming episodes to checkyourbalances@outlook.com Check out this episode on YouTube Follow us on I...

This week Ross and Dan dip into the listener questions and talk about Securities Based Lending, Noncontrolling  Interest on a balance sheet, and the role of gold in a portfolio. Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes! This episode is on YouTube . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @c...

This week Ross and Dan raise a glass in memory of investing legend Charlie Munger. From his thoughts on business incentives to simply winning by not being stupid... we owe Charlie a lot. Add your questions to the comments section on YouTube or email us at checkyourbalances@outlook.com to be featured on the show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.co...

This week, US Tax Attorney and Expat Entrepreneur, Stewart Patton joins the show to talk about some of the methods and pitfalls you should consider if you're planning to live or work outside of the United States. This is a complex topic area, so as always, we recommend consulting with a tax advisor personally. But we hope this episode gives you a few ideas on where to start your international...

This week is the first repeat guest in show history! Chris Hill joins Ross & Dan for a lighthearted discussion about investing and the best dishes to bring to Thanksgiving dinner! Email checkyourbalances@outlook.com to send your questions to the show! Check out this episode on YouTube . Find us on Instagram . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.c...

This week, Ross and Dan react to a portfolio proposal called "The Cockroach Portfolio" from Market Sentiment . Should our goal be to just survive? Tune in this week to find out. Email your questions to checkyourbalances@outlook.com . Check out this video on YouTube . Follow on Instagram . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourba...

Before getting to your questions, Ross and Dan stop to see who can win the most money with a biased coin. Play the simulator for yourself here . Email questions for upcoming shows to checkyourbalances@outlook.com Check out this episode on YouTube Follow us on IG . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

As we celebrate the end of "Spooky Season," Ross and Dan pull back the curtain on a few transactions in finance that may seem scary, but really shouldn't be. Hopefully understanding how they work gives you more confidence the next time you have a scary transaction to handle. Email questions for an upcoming mailbag show to checkyourbalances@outlook.com Check out the show on YouTube !...

Money regrets aren't limited to mere mortals. Magic Johnson spoke recently about his regrets about what could have been if he had taken Nike's offer of stock in the company versus a higher cash offer from Converse.  We break down his comments and offer our own thoughts. Email your questions and thoughts to checkyourbalances@outlook.com This week's show is on YouTube . Check us out o...

Famed author, Michael Lewis, is taking a lot of heat for his portrayal of Sam Bankman-Fried in his new book, Going Infinite: The Rise and Fall of a New Tycoon. Dan's take on the book and a discussion of how much you need to be offered to switch banks on this week's show. Send questions to checkyourbalances@outlook.com Check out the show on YouTube Follow us on Instagram Send us Fan Mail...

This week Ross and Dan unpack how a charitable deduction really works to reduce your taxes as well as some other unique areas of the tax code that you might consider (only with the help of your CPA or tax professional). Send your questions for the show to checkyourbalances@outlook.com Check this episode out on YouTube Follow on Instagram Send us Fan Mail Send your questions for upcoming show to ch...

It's October, so we pay a visit to our email queue to address your questions.   Check this episode out on YouTube . Email your questions to checkyourbalances@outlook.com Follow us on Instagram Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

We spend a lot of time talking about how to retire, but not a lot talking about where. This week we unpack some of the main considerations we hear from clients, and help you look for pitfalls to avoid. Check this episode out on YouTube . Email your questions to checkyourbalances@outlook.com Follow us on Instagram Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.c...

 Check this episode out on our YouTube Channel if you'd rather see us do this same show! This week Ross and Dan revisit a popular topic in their practice which is how to approach portfolio income. Should you be switching to a dividend-focused approach, or would a "Carve Out" strategy give you better access to the funds you'll need to live on in retirement? Email your questions...

This week Ross and Dan rant about some of the headlines commonly seen in the personal finance space. Why we hate them, and you should too! Email questions for the show to checkyourbalances@outlook.com . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This week's show gets into how a Backdoor Roth actually works (and whether it's actually legal), the mechanics of a target date fund, and a notable stock spin-off. To have your question featured on the next mailbag episode, email us at checkyourbalances@outlook.com . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

The real estate landscape has changed meaningfully since Ross and Dan recorded the "Rent, Buy and PMI" episode in late 2021.  This week, they discuss how this new environment is impacting the way people approach housing. The Check Your Balances crew also wants to give a very special shout out to our partner Matt for welcoming a new baby girl to his family.  Congratulations! Have thoughts...

This week, Ross and Dan take on two topics that felt important but didn't quite need a full show on their own.  Should you take money out of your retirement accounts in an emergency situation? How do you avoid tax penalties for under-withholding? Tune in this week to find out. Send your questions for the show to checkyourbalances@outlook.com or slide in our DMs on Instagram ! Send us Fan Mail...

Serving as a Trustee comes with a laundry list of responsibilities.  This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help. Give us a follow on Instagram , and send your questions to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyou...

A good idea taken to its most extreme place can lead to trouble. This week, Ross and Dan unpack what might have seemed like a good idea to the programmers at a prominent "Robo-advisor," but might not be the best in practical application... Give us a follow on Instagram , and send your questions to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to c...

July came and went without us diving into the mailbag, so we kick off August with a few listener questions!  Ross and Dan respond to a Money With Katie episode that suggests Roth contributions are rarely more favorable than pre-tax savings, and we share why using a direct indexing strategy is still...indexing. Send your questions for the show to checkyourbalances@outlook.com !  Follow us on Instag...