business
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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.
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Contact path
Verified email
Booking probability
37%
Guest openness
Selective
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Signup to Generate a PitchManaging 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.
Recent episodes include "Getting a Raise? Here’s What to Do with Your Money Immediately" (28 October 2026, 26 minutes), "What the Latest Treasury Data Reveals About Household Finances" (21 October 2026, 37 minutes), and "Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap" (14 October 2026, 31 minutes).
Check Your Balances publishes roughly weekly, with episodes averaging 28 minutes across 295 episodes.
Booking probability for Check Your Balances is 37%, and the host is rated Selective on guests. Check Your Balances requires a Pod Score of 80 or higher. Check Your Balances's contact route on record: verified email.
The strongest fits for Check Your Balances are Investing & Wealth Management. Check Your Balances has a business audience.
Check Your Balances is a business podcast with 295 episodes published.
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Episode #301
Got a promotion or a bump in pay? Congratulations! But before you upgrade your apartment or start mindlessly spending that extra cash, there are a few critical moves you need to make to ensure that raise actually builds...
Episode #300
The Department of the Treasury released fresh macro data examining where American household balance sheets stand today. In this episode, Ross and Ross break down the key findings—from real wage trends and consumer...
Check Your Balances
Can you lower your income on purpose to hit the 0% capital gains bracket? Should you pull the trigger on Roth conversions while still making peak salary? And is there ever a good reason to make a non-deductible...
Check Your Balances
Interest rates are in the headlines again, but what does a higher-rate environment actually mean for your money? In this episode, we look at the shifting landscape through four critical lenses: Are cash savers g? How...
Episode #297
Long-term care insurance used to be a staple of a conservative retirement plan, but spiraling premiums and shifting policies have completely rewritten the rules. In this episode, Ross and Dan break down whether...
Check Your Balances
In this episode, Dan breaks down the unexpected parallels between sleep training a toddler and managing your personal finances. From overcoming the emotional urges when plans get rocky to recognizing why "knowing what...
Episode #295
What happens when you reach mid-retirement and realize you have more wealth than you’ll ever be able to spend? While it sounds like a good problem to have, managing excess wealth comes with a unique set of personal and...
Check Your Balances
On this mailbag edition of Check Your Balances , Ross and Dan tackle three distinct listener questions: Traditional vs. Roth 401(k): Is it worth switching to Roth if higher taxes mean you can't max out your total...
Episode #293
What actually belongs in an "advanced" personal finance class? Ross and Dan debate whether advanced planning means mastering the fundamentals or tackling niche, high-level career scenarios. Even if a complex financial...
Check Your Balances
Personal Finance 101 is simple: clear, timeless lessons that fit on a bumper sticker. But Personal Finance 202 is where things get messy. Concepts that feel like second nature to seasoned investors can sound like a...
Episode #291
Whether you're taking your very first steps into personal finance or hitting the reset button on your money habits this fall, it’s time to go back to school. In this episode, Ross and Dan break down the essential...
Check Your Balances
Financial progress doesn’t always require a multi-year master plan or a complete lifestyle overhaul. Sometimes, the most impactful moves are the ones you can knock out in under ten minutes before going to bed. In this...
Episode #289
Most people spend the vast majority of their financial lives hyper-focused on the resources side of the equation: maximizing investment returns, optimizing tax strategies, cutting expenses, and watching net worth...
Episode #288
Most people who seem to have incredible financial discipline don’t actually possess superhuman willpower. Instead, they’ve just built environment-driven systems that eliminate temptation altogether. In this episode...
Episode #287
Financial decisions are really just a series of trade-offs—some straightforward, others a little unhinged. This week on Check Your Balances, Ross Anderson, CFP® and Daniel Messeca, CFP® turn financial planning into a...
Episode #286
Your 401(k) is likely your largest retirement asset, but are you managing it with a blind spot? This week, we cover the spectrum of 401(k) mistakes, starting with the heaviest hitter: Net Unrealized Appreciation (NUA)...
Episode #285
For decades, standard capital markets assumptions have relied on a predictable, cyclical conveyor belt of capital: workers save, institutions invest, markets rise. But we might be staring down a massive, structural...
Episode #284
In this week's mailbag episode, we are diving straight into the listener inbox to tackle the financial questions on your mind. First up, we break down a fundamental investing trap: Portfolio Overlap . A listener asks...
Episode #283
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...
Episode #282
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...
Recent guests on Check Your Balances. Study who booked and why before you pitch.
franchise consultant, author, expert in non-food franchising, FranBridge Consulting & Capital
founder and CEO, 7 Investing
founder and voice behind The Best Interest Blog and the Personal Finance for Long-Term Investors Podcast, The Personal Finance for Long Term Investors Show
Emeritus Professor of Ophthalmology and Visual Sciences at the University of Iowa Hospitals and Clinics, Center for Strategic and International Studies
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