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Ross Anderson, CFP® and Daniel Messeca, CFP®
Check Your Balances
Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
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Ratings & Reviews
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5.0 stars from 50 ratings
Great Podcast
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“This is one of my favorite podcast to listen to weekly. Great advise and insight on investing and money management. Short and to the point. Wish they had more episodes! Highly recommend this podcast to anyone with questions about investing and money management.”
Manny in California via Apple Podcasts ·
United States of America ·
06/13/22
Worthy Listening for All!
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“Ross and Dan provide “no nonsense” financial advice for working people and they definitely listen to suggestions by listeners. In these turbulent financial times, their podcast is a much needed source of calm on the rough road to financial freedom! Thanks guys…”
Unhappy w/ pet app via Apple Podcasts ·
United States of America ·
05/18/22
Favorite new podcast
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“These guys are smart, thoughtful, and I like hanging out with them once a week. Also appreciate the fact that they don't waste anyone's time.”Read full review »
Listening in the DMV via Apple Podcasts ·
United States of America ·
05/19/21
Recent Episodes
When financial decisions matter most, you need strong arguments to consider. This week episode brings you a lighthearted debate on 5 financial topics:- How relevant is net worth as a metric? - Should I just invest in the S&P 500 and stop overthinking it?- Do you really need an emergency fund...
Published 11/20/24
Published 11/20/24
As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA. Our apologies for the late post, we were having...
Published 11/13/24
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