Check Your Balances

Check Your Balances

Por: Ross Anderson, CFP® and Daniel Messeca, CFP®
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
254 episodios disponibles

Latest episodes of the podcast Check Your Balances

Does a tax free dividend Roth work? - Mailbag Episode 07/01/2026
So Long 2025 from CYB! 31/12/2025
Would The Grinch be the worst client? 24/12/2025
Is $100 Million Enough for Generational Wealth? 17/12/2025
Why buy bonds when cash looks better? - Mailbag Episode 10/12/2025
Daily Budgeting: Sanity or Stress? 03/12/2025
Does High Watermarking turn progress into disappointment? 26/11/2025
Does a 50 Year Mortgage Make Sense? - Mailbag Episode 19/11/2025
How Would You Invest $100K Without the Stock Market? 12/11/2025
Is the Financial Plan Too Focused on Retirement? 05/11/2025
How Spooky Is This Market? 29/10/2025
October Mailbag: College Planning, Dollar Cost Averaging Out, Scams! 22/10/2025
Is Burnout Leading to Your FIRE Dreams? 15/10/2025
Selling a House: Lessons from Our Best Real Estate Investor 08/10/2025
Do you have any Super Dollars? (Roth Mailbag) 01/10/2025
Is It Re-fi Time? 24/09/2025
Can you spot the Millionaire Next Door? 17/09/2025
Can you "Rule Break" into retirement? 10/09/2025
Rule Breaker Investing with David Gardner 03/09/2025
August Mailbag: When does overpaying a mortgage make sense? 27/08/2025
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