Episodes

  • Championship Round: Money March Madness
    Apr 2 2025

    It's Round Two of Money March Madness, and the financial face-off is ON! We're throwing down with the biggest money moves, pitting budgeting against heavy hitters like the Roth IRA and the Debt Snowball. Who's gonna slam dunk their way to the top? Will your favorite strategy get the buzzer-beater win? Tune in to witness the ultimate showdown and find out which financial champion will be crowned! Don't miss the madness!

    Send us a text

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

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    25 mins
  • Money March Madness
    Mar 26 2025

    It's March Madness, but make it money! This week, we're pitting the biggest personal finance debates against each other in a head-to-head bracket showdown. From "Debt Snowball vs. Avalanche" to "Roth vs. Traditional IRA," which financial strategies will reign supreme? Tune in for the ultimate financial face-off and level up your money game!

    Send us a text

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

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    33 mins
  • Accessing Your Home Equity
    Mar 19 2025

    What if you had access to capital, but it cost you some of the upside value of your home? This week Ross and Dan explore a product that they were recently introduced to and look at what situations it makes sense for. Like most exotic lending options, this one can be really dangerous if not used correctly!

    Send us a text

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

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    24 mins
  • Mailbag: Could a family loan cause tax trouble?
    Mar 12 2025

    Listener Mailbag: We're tackling your real-world financial dilemmas. From the tax implications of lending money to family, to the growing concern of losing faith in the financial system, we've got you covered. Tune in for our candid financial planning takes on your personal finance questions!

    Send us a text

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

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    40 mins
  • Market Timing
    Mar 5 2025

    Ever wonder if all those market buzzwords—overvalued, undervalued, fear, greed—are just dressed-up ways to say "time the market"? In a world where it's easy to get spooked by the news and want to sit on the sidelines, let's get real about market timing. Let's break down the concept of market timing and discuss how to navigate the market with clarity.

    This episode is on YouTube: https://youtu.be/ZV-tF62eB_Q

    Send us a text

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

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    26 mins
  • The "Oracle" Still Loves Equities
    Feb 26 2025

    Warren Buffett's annual letter is a must-read for investors. Join us as we break down the key takeaways from his 2024 missive, exploring his insights on the economy, Berkshire Hathaway's performance, and of course, his enduring love for equities. Is his wisdom still relevant in today's market? We'll discuss that and more on this episode.


    Find us on YouTube: https://youtu.be/VVCCeGuH5RA

    Send us a text

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

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    28 mins
  • Mailbag: Can You Have Too Much in Your 401(k)?
    Feb 19 2025

    This week's Mailbag episode has great listener questions about whether rolling money back into a 401(K) is worth it for backdoor Roth IRA contributions, how to withhold taxes for a small business, and whether you can actually have too much money in your 401(K) plan.

    Send us your questions to be featured on an upcoming mailbag episode!

    Send us a text

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

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    28 mins
  • Chris Hill from Money Unplugged
    Feb 12 2025

    This week we welcome back a great friend to the show, and a voice that has been missed in the podcast world. We are thrilled to have Chris Hill join us to discuss his new show Money Unplugged that has just debuted for your listening pleasure!

    Check out Money Unplugged here: https://www.moneyunpluggedpodcast.com/

    Send us a text

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

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    29 mins