Check Your Balances

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...

What are the critical discussions you should be having with your parents about money? As you transition from your formative first impressions of money to trying to "lead up" - how do you even start to bring it up? Send your questions for Ross and Dan to checkyourbalances@outlook.com to be featured on an upcoming show! Send us Fan Mail Send your questions for upcoming show to checkyourbal...

Index funds have become a popular tool for investors when building a portfolio.  This week, we talk about the origins of the earliest indexes, their rise to popularity, and how direct indexing could change the way we think about index investing. Send your questions and feedback to checkyourbalances@outlook.com , or connect with us on Instagram ! Send us Fan Mail Send your questions for upcoming sh...

This week Ross and Dan ponder a range of "Would you rather?" style questions from the practical to the absurd. We hope you enjoy the hot takes on a wide range of topics. Send your questions and feedback to checkyourbalances@outlook.com , or connect with us on  Instagram ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagr...

This week Ross and Dan use two listener questions to reflect on the current state of the mortgage market. Check your own math with this handy Free Amortization Calculator . Send questions to the show to checkyourbalanaces@outlook.com . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This week we open the mailbag to see what you, our listeners, want to hear about. Should you let AI help with your stock picking? Does the Social Security trust fund running low change your strategy around filing? Tune in to find out. Send your questions to checkyourbalances@outlook.com to have them featured! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @...

As more Americans seem to be struggling with "Tip fatigue" we wanted to talk about tipping from an academic lens. This week we are joined by Dr. Michael Lynn from Cornell who has studied the service industry and written extensively on tipping practices. Send questions for upcoming episodes to checkyourbalances@outlook.com . Send us Fan Mail Send your questions for upcoming show to checky...

Does beach season have you thinking about how nice a second home would be? This week Ross and Dan unpack some of the considerations, pitfalls, and a simple way to test if your theory is really right. Send your questions for an upcoming mailbag episode to checkyourbalances@outlook.com  to have them featured! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @ch...

How worried should we be about the increase in consumer debt?  What does a persistently low Expecations Index mean?  What is the Expectations Index anyway?  That and more on this week's show. If you have any questions for the show send them to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram