Check Your Balances

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...

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...