172 episodes
Check Your Balances Ross Anderson, CFP® and Daniel Messeca, CFP®
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- Business
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5.0 • 48 Ratings
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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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Paycheck to Paycheck
This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?
Send your questions for the show to checkyourbalances@outlook.com!
Check this episode out on YouTube
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Public Access to Private Companies
This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional can kicking on IRS guidance around RMDs.
Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming shows!
Check this episode out on YouTube
Find us at @checkyourbalances on Instagram! -
Finance 101
Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest form without getting too lost in the weeds.
Email your questions for the show to checkyourbalances@outloook.com to be featured on an upcoming mailbag episode!
Find this episode on YouTube
We're in Instagram! -
Valuation with Ryan Hutchins
This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner.
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Find us on Instagram!
This episode is also on YouTube! -
Broker Bonuses
If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode.
Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Find this episode on YouTube
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Do you feel rich?
This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.
Send your questions to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!
Show us some love on Instagram @checkyourbalances
Find this episode on YouTube
Customer Reviews
Great Podcast
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.
Worthy Listening for All!
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…
Favorite new podcast
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.