Check Your Balances

A veteran of the car dealership and finance world, Chris Johnson joins the show to talk about the places where the dealership really makes their money. Do you really need that warranty they offer in the finance office? Tune in this week or check out Chris' e-books to learn more. Send your questions for the show to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcomi...

Non-Profit hospitals in the United States are required to offer Charity Care programs to help reduce or eliminate medical bills for low to midddle income patients.  Why don't more of us know about this? Today we are joined by Jared Walker, founder of the charity Dollar For.  His organization is dedicated to increasing awareness of these programs, and advocating for patients to help eliminate...

While most of our loyal listeners are very comfortable in the language of personal finance, we know not everyone feels the same. This week Adam Koren of Adam Koren Coaching joins the show to talk about his approach. Send 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

Does it make sense to adjust your net worth for the taxes that are embedded in your portfolio? This week Ross and Dan open up the mailbag to dive into your feedback and questions.  Send your 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

The internet was abuzz with a story about how under new mortgage rules, borrowers with better credit will pay more for mortgages than borrowers with poor credit.  Could that be true?  We dive into that story, as well as a potential tax reduction strategy for owners of pass through entities. Do you have any questions for the show?  Email us at  checkyourbalances@outlook.com ! Send us Fan Mail Send...

Matt Trogdon, CFP joins us for this week's episode to talk about the ways a financial plan can give you permission to spend more of your money rather than saving it. Whether you want permission for the little things or the big things, knowing where you stand can make those choices more comfortable. Send your questions for the show to checkyourbalances@outlook.com ! Send us Fan Mail Send your...

This week Ross and Dan look at all of the parallels between the game of golf and the game of investing. From temperament to where you focus your time, there are a lot of ways they can be compared. Send your questions or ideas for the show to checkyourbalances@outlook.com . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

As the 2023 tax deadline looms, Ross and Dan talk through a number of situations that seem to come up frequently. Dial in your withholding with the IRS Withholding Estimator . Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

How safe is your money with SIPC, and what does it even protect? We answer that and more on this week's mailbag episode. Send your questions to checkyourbalances@outlook.com to have Ross and Dan weigh in on your finance questions! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

While researching a complex loan situation for a client, Dan stumbled upon The Institute of Student Loan Advisors (TISLA). Betsy Mayotte was kind enough to join us for an interview to talk about the landscape of student loans and all of the great work that she and her team at TISLA are doing FOR FREE! Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming m...

In the wake of multiple bank failures, Ross and Dan talk about the implications of the Silicon Valley Bank failure and the cloudy nature of the current banking environment. Where might you be exposed to the problems, and what should you be doing about it? Tune in to hear. Send questions for the show to checkyourbalances@outlook.com to be featured on an upcoming episode! Send us Fan Mail Send your...

Matt Malkus, Partner and Director of Analytics at Institutional Life, joins the show to talk about what is going on behind the scenes in the insurance world. Send your 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

It's the most wonderful time of the year... no, not that one. The annual Berkshire Hathaway report with Warren Buffett's letter to shareholders is out, and we give you our 10 takeaways. Send questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming episode! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyou...

This week Ross and Dan ask Chat GPT to craft answers to financial planning questions and evaluate how safe their jobs are from the AI sensation. Send your 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

Are you converting a rental into your primary residence, or thinking about how many different accounts you should have? This week's mailbag episode could be for you. Send your questions for the CYB Podcast to checkyourbalances@outlook.com to be featured on an upcoming show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

This week, Ross and Dan celebrate Valentine's day with a Love and Money episode. From gift-giving to challenging conversations around estate planning, there are endless ways that your money and relationships ultimately intersect. Send your questions to checkyourbalances@outlook.com to have them featured on an upcoming mailbag episode! Send us Fan Mail Send your questions for upcoming show to...

This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact. As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing! Send you...

Ross and Dan spend this week trying to react to some of the advice found on TikTok and other social media platforms. With videos about Stock Splits , Roth IRAs ,  529s , and even Whole Life Insurance - there is something here for everyone! Send your questions or topic ideas for the show to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@o...

Inspired by a listener email, Ross and Dan dive into a brief history of retirement. From some common misconceptions to how recent some of our most beloved tools are, we hope you find this timeline entertaining. The majority of the data for this show was sourced from this Georgetown Law Timeline . Send your questions for the show to checkyourbalances@outlook.com ! Send us Fan Mail Send your questio...

On this month's mailbag episode, Ross and Dan talk through questions on Qualified Charitable Distributions (QCDs), how to understand your index funds better, and how we personally look at shopping habits. Send your questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming episode! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@ou...

SECURE Act 2.0 introduces a massive number of changes for American taxpayers. In this week's episode, we outline the updates we think have the biggest impacts on you and your planning. Send your questions for an upcoming mailbag episode to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Is tech investing dead? Is a recession already happening? Is the Dow even relevant anymore? This week Ross and Dan take a quick look at closing the books on 2022 and what they're looking at heading into the new year. Send your questions for the show to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on...

We made it! Check Your Balances has produced its first 100 episodes. We are exceptionally grateful to everyone who has tuned in and listened. Whether this is your first time hearing us, or you've listened to every show, we hope you have found our show valuable and entertaining. This week we are honored to have one of our biggest supporters, Chris Hill, join us for the celebration of making it...

Dan sits down for a 1:1 interview with his childhood friend and sports writer Mike Prada to talk about his new book  Spaced Out: The Tactical Evolution of the Modern NBA . Send your 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

As 2022 comes to a close, Ross and Dan kick around planning ideas you may want to consider before we kick off 2023. Should you be thinking about tax loss harvesting or tax gain harvesting? The answers lie ahead in this weeks episode. Send your questions for our January mailbag episode to checkyourbalances@outlook.com to have them featured on the show! Send us Fan Mail Send your questions for upcom...