Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
  • Summary

  • 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.
    © 2024 Check Your Balances
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Episodes
  • Debate 2024: Ross and Dan Face off
    Nov 20 2024

    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 before investing?
    - Is the FIRE movement good for personal finance?
    - Should you have a side hustle to accelerate your progress?

    Tune in this week to hear us battle it out!

    This episode is on YouTube: https://youtu.be/W5_yW6JimE0

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    35 mins
  • Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!
    Nov 13 2024

    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 technical difficulties!

    This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    29 mins
  • Election Episode
    Nov 6 2024

    Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financial goals. In this episode, we'll discuss how to avoid making big mistakes with your investing regardless of the election outcome.

    This episode is on YouTube: https://youtu.be/-YTCVeVV_70

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    29 mins

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