Check Your Balances

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...

This week Ross and Dan tackle questions from listeners on topics ranging from the 5-year rule for Roth IRAs to books to learn more about bond investing . Submit your questions to the show to checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Many high profile tech companies have already announced largescale layoffs, and it is likely we will see more to come in the future.  In this episode, Ross and Dan address what you should be thinking about if you or someone you know is facing job loss. ...and do you know your blood type? E-mail your questions for the show to checkyourbalance@outlook.com for a chance to be featured on our December...

The Check Your Balances team wishes a happy and meaningful Thanksgiving to all our listeners.  We hope you enjoy the holidays and look forward to getting back to our regularly scheduled program next week. E-mail checkyourbalance@outlook.com to weigh in on the best Thanksgiving side dishes! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on...

The collapse of a $32 billion dollar market cap exchange is a story that seems to just be getting started. Ross and Dan weigh in with a high level review of what's going on, and what it means moving forward. E-mail your questions for the show to checkyourbalance@outlook.com to have a question featured on the show! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@out...

Matt Trogdon, CFP joins the show to talk about all things side hustle. From the aversions that people have when considering them to some simple ideas that can be pursued. The team shares their insight on what kind of impact a side business can have. E-mail your questions for the team to checkyourbalances@outlook.com to be featured on the show and a chance to get one of the last remaining CYB coffe...

Kicking off November with a mailbag episode where we talk through your feedback and answer questions on wash sales and long-term care needs! E-mail your questions for the show to checkyourbalances@outlook.com to get one of the few remaining CYB coffee mugs! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

At the risk of putting you to sleep, Ross and Dan try to take on bonds. As an incredibly large, meaningful, and often misunderstood asset class, the primer on how and why bonds might belong in your portfolio is hopefully helpful. Ross talks briefly about this chart showing the 10 year treasury yield relative to the real yield, and we know you love a good chart. Send your questions for the show to...

Ross and Dan talk through cost of living updates as they relate to Social Security as well as the cost of having children. See the Washington Post's coverage of Brookings Institute data on costs of childcare: https://www.washingtonpost.com/business/interactive/2022/cost-raising-child-calculator/ Send your questions or what you a decluttering to checkyourbalances@outlook.com ! Send us Fan Mail...

This week Ross and Dan explore three possible strategies for the challenging environment we find ourselves in. Whether you're considering a home transaction or looking for cash, we just might have an idea that will help. E-mail questions or topic suggestions to the show at checkyourbalances@outlook.com ! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @...

A recent article from MarketWatch suggests that many young people should not be saving for retirement.  Ross and Dan react.  You can read the article by clicking here . We love hearing from you!  Send any comments or questions to checkyourbalances@outlook.com for the chance to be featured on the show. Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @checkyou...

This week Ross and Dan dive into the mailbag to answer listener questions on tax withholding possibilities as well as why there aren't always as many Roth options available as there should be. Send your questions for the show to checkyourbalances@outlook.com to have a question featured and get a CYB coffee mug if you want one! Send us Fan Mail Send your questions for upcoming show to checkyou...

Forget beets, bears and Battlestar Galactica...this week it is all about burgers, buyouts, and bear markets!  Join Ross and Dan as they tackle some listener questions and address the bearish sentiments expressed last week. Send your questions for the show to checkyourbalances@outlook.com for the chance to be featured. Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outl...

Ross and Dan reveal 6 different private companies that they wish they had the opportunity to learn more about and possibly invest in. And we immediately have to retract our shade thrown at the Washington Commanders as apparently the mugs were not in the stadium . Speaking of mugs... shoot your questions for the show to checkyourbalances@outlook.com and we will send you a Check Your Balances coffee...

David Blanchett is the Managing Director and Head of Retirement Research with PGIM DC Solutions.  His work has been featured prominently in many industry publications as well as the Wall Street Journal.  This week, he shares some of his research with the Check Your Balances team. Keep up to date on David's research by visiting his website: https://www.davidmblanchett.com/ Have questions or th...

A sad tale of the sandwich that never got eaten, Ross and Dan follow up on the $100 Million deli. They also discuss the student loan relief package and the food budget of a 20-something high-earner in DC . E-mail us with questions at checkyourbalances@outlook.com with show topics, questions, or feedback! Send us Fan Mail Send your questions for upcoming show to checkyourbalances@outlook.com @check...

This week we are joined by Sharon Schneider, author of Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices with Your Internal Compass.   Sharon has overseen the deployment of over $1.5 Billion in philanthropic capital for some of America's most prominent families, and has now written a guide on how to be more purposeful with the dollars flowing through your ho...

Ross and Dan clarify their position that they aren't (complete) bears when it comes to real estate investing, but they want to consider the range of options available. Check out this week's show to hear some of their favorite ways to access a lucrative asset class. Send your stories or questions for the show to checkyourbalances@outlook.com to be featured! Send us Fan Mail Send your ques...