Check Your Balances Podcast By Ross Anderson CFP® and Daniel Messeca CFP® cover art

Check Your Balances

Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
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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.© 2025 Check Your Balances Economics Personal Finance
Episodes
  • Does Chat GPT Know How Taxes Work?

    Does Chat GPT Know How Taxes Work?
    Jul 9 2025

    On this week's episode of Check Your Balances, a mailbag episode! Does Chat GPT know how each of your retirement account taxes actually works? How do the fees in mutual funds and ETFs actually get deducted? These questions and more as we dive into what our listeners want to hear us talk about.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    32 mins
  • Liability Matching

    Liability Matching
    Jun 25 2025

    How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While rules of thumb like "The 4% Rule" get all the buzz, this is how to think about actually connecting your money with its purpose.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
    Show more Show less
    32 mins
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