Hosted by Unknown Host · 🇺🇸 us · EN-US · 274 episodes
Established thought leaders with verified media credentials.
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
Unknown Host hosts Check Your Balances, a business show with 274 episodes published.
Corporate America isn't the only path to building wealth, but starting a business from scratch can feel like jumping without a parachute. This week, we sit down with top non-food franchise consultant and investor Jon Ost
Happy Birthday, Dan! In this special episode, we’re celebrating another trip around the sun by taking a deep dive into Dan’s personal finances over the last 12 months. It’s been a whirlwind of a year defined by two of li
SpaceX is days away from the largest IPO in history, and the ripple effects are going to hit every single investor. With a massive projected market cap, this launch could force index funds to aggressively dump shares of
We’ve all been told that skipping your daily latte is the secret to building wealth. But is sacrificing small joys actually moving the needle, or is it just a distraction from the real culprits? In this episode of Check
For decades, Warren Buffett’s annual letter to Berkshire Hathaway shareholders was the ultimate textbook for value investing. Packed with folksy wisdom, sharp market critiques, and fundamental business truths, it was con
It’s time to open up the mailbag! In this episode, Ross and Dan dive into your financial questions, tackling everything from early retirement strategies to the interpersonal dynamics of shared household finances. First u
In this episode of Check Your Balances , we dive deep into the haunting parallels between the modern financial landscape and the most infamous market collapse in history. We explore Andrew Ross Sorkin’s thoughtful insigh
In financial planning, we often talk about "the numbers," but behind every projection lies a set of assumptions. Whether it’s an estimated rate of return, a projected inflation figure, or even how long you expect to live
In this week's episode, Ross and Dan review the businesses that have wronged them. Whether that grudge is for the most petty thing ever, that's for you to decide. Do you have businesses that you simply won't work with ag
In this episode, we’re digging into Vanguard’s 2025 BETR (Break-Even Tax Rate) Framework to see if it’s a legitimate breakthrough or just a fancy new acronym for the same old math. We explore whether this methodology act
This week we re-examine our favorite strategy for making the transition into retirement, the "Carve Out." When transitioning into retirement, the safe asset bucket or "Carve Out" is often touted as the ultimate psycholog
As the seasons shift and the weather clears, it is the perfect time to open the windows, clear out the dust, and take a fresh look at your financial life. This week on Check Your Balances, we are diving into a comprehens
March madness isn't just for the court—sometimes, life throws a full-court press at your financial plan that you never saw coming. In this episode, we take a look at the "bracket busters" of personal finance: those unexp
In this March mailbag episode, we’re diving into the listener inbox to tackle the psychological hurdle of oversaving and how to transition from a lifetime of hoarding to intentional spending. We also clear up the "sloppy
If you feel like the ground is shifting under your feet as a tech investor, you aren’t alone. Early 2026 has introduced a new term to the financial lexicon: the SAASpocalypse . With AI agents beginning to perform tasks t
If you've got mutual funds in your portfolio you might be familiar with that uncomfortable feeling at tax-time when your CPA sends you a bill even when you didn't sell anything. We talk about how to anticipate and naviga
It’s hard to believe it’s been half a decade since we first hit "record" to talk shop about markets, financial planning, and the psychology of money. To celebrate our 5th Anniversary , we’re stepping out from behind the
In mailbag episode of Check Your Balances , we break down the financial reality of choosing between 1099 and W2 employment. Do the additional deductions actually make this a way better deal? We also tackle the Roth IRA d
If you could borrow money for a century, should you? This episode explores the strategy behind Alphabet's 100-year bond and why one of the world's wealthiest companies chooses to stay in debt until the next century. We b
It’s the ultimate "break glass in case of emergency" move: tapping into your 401(k) or IRA before you hit age 59½. Usually, the advice is a resounding "don't do it," thanks to that stinging 10% early withdrawal penalty p
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Check Your Balances is hosted by Unknown Host. The show is categorised under business (investing) and has published 274 episodes.
Check Your Balances has published 274 episodes.
Check Your Balances regularly covers business, investing, education. It sits in the business category, with a investing focus.
Check Your Balances is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Check Your Balances hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Check Your Balances average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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