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Hosted by Unknown Host · 🇺🇸 US · EN-US · 285 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 285 episodes published.
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 "Person
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 ep
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 numbers
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, Ross
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 gam
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) .
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 wrenc
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 how
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
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Check Your Balances is hosted by Unknown Host. The show is categorised under business (investing) and has published 285 episodes.
Check Your Balances has published 285 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 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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