Check Your Balances

Nov 05 2024 197 ep. 27 mins 95
Check Your Balances Podcast artwork

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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Election Episode

Nov 05 2024 28 mins  
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_70Send your

Reviewing: Rich Dad Poor Dad

Oct 29 2024 29 mins  
In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often n

Love is... Blind?

Oct 22 2024 23 mins  
Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll analyze their choices through a financial lens and discuss how their financial literacy (or lack thereof) could impact their relationships and future. Will their love stand the test of money?

Taxes After Retirement

Oct 15 2024 25 mins  
Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones where you'll have to take care of it yourself.Find this episode on YouTube: https://youtu.be/WFBaNImVUpMSend your questions for upcoming show to [email protected] @checkyourbalance

October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?

Oct 08 2024 27 mins  
Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?Investing $500K: Do your portfolio options need to change as your capital gr

New Home with Drew McKenzie

Oct 01 2024 27 mins  
The final chapter (we hope) in the Ross' house saga. Drew McKenzie from Long and Foster joins the show to talk about what it's like trying to give advice to a guy that gives advice for a living. Find this episode on YouTube (to see the inside of the actual home): https://youtu.be/GpjBZlu_r68We're @checkyourbalances on InstagramSend us questions you want answered about your finances

Rate Cut: What does it mean for you?

Sep 24 2024 24 mins  
It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.Send your questions for the show to [email protected]!This episode is on YouTube: https://youtu.be/vLpQz4b6y0kWe're @checkyourbalances on Instagram Send your questions for upcoming show to [email protected] @check

Is Your 401(k) a Scam?

Sep 17 2024 23 mins  
Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.Send your personal finance questions to [email protected] episode is on YouTube: https://youtu.be/J0wkYS_MBsY@checkyourbalances on InstagramSend your questions for upcoming sh

Refi Time... Already?

Sep 10 2024 23 mins  
Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.Send your questions for the show to [email protected]!We're @checkyourbalanes on InstagramThis s

September Mailbag: Should you get married for tax benefits?

Sep 03 2024 31 mins  
Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.Send your questions to [email protected] to be featured on an upcoming show!We're @checkyourbalances on InstagramThis episode is on YouTube: https://youtu.be/-I