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

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

Think you know the average American? Ross and Dan are about to find out if they do! Welcome to "Over Under," the brand new game on Check Your Balances where our hosts put their statistical savvy to the test. They'll compete in a lighthearted game to see how well they know the wealth and financial habits of the typical American.

Send us a text

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

A surge in homes for sale relative to the number of buyers leads Ross to question whether his purchase of a home 6 months ago might have been poorly timed. Is he the worlds worst real estate investor? Only time will tell, but you can hear the boys discuss it on this weeks episode of Check Your Balances.

Send us a text

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

This week on Check Your Balances, we tackle a listener question: Should your Roth IRA double as an emergency fund? We'll explore the pros and cons. We'll also demystify the critical difference between correlation and causation in personal finance. Understanding this distinction is key to making sound financial decisions, ensuring you build a robust financial plan based on true cause-and-effect, not just coincidental relationships.

Send us a text

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

This week we're diving into the big questions we think you should be asking. We break down the latest rumblings around SALT deduction changes and what they could mean for your tax bill. Then, we pivot to the ever-shifting housing market, and whether you should bite off a bigger purchase for better schools. And finally, is a recession really on the horizon? We analyze the economic tea leaves and offer insights to help you prepare.

Send us a text

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

What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's about our planning approach, or the deeper issue of trusting the data itself.

Send us a text

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