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Artwork for Check Your Balances

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.

PublishesWeeklyEpisodes168Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Check Your Balances

Latest Episodes

If commissions are all free, why wouldnt you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this weeks episode. more

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39 hours ago
YouTube

This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems. more

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9 days ago
YouTube

This week, The Realtress, Adrienne Messeca joins us to talk about the big news in real estate. From lawsuits to how much youll pay your agent while buying, there is a lot changing right now. Tune in for our update this week, and check out her blog: h... more

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16 days ago
YouTube

This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into... more

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23 days ago
YouTube

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Reviews

4.8 out of 5 stars from 81 ratings
  • Great Podcast

    This is one of my favorite podcast to listen to weekly. Great advise and insight on investing and money management. Short and to the point. Wish they had more episodes! Highly recommend this podcast to anyone with questions about investing and money management.

    Apple Podcasts
    5
    Manny in California
    United States2 years ago
  • Brilliant conversations

    I really enjoyed the episode where you talk with Bill Mann about how to think about international investing, changes to the small-cap landscape, and crypto. I would highly recommend this podcast to anyone interested in the world of personal finance, investing, and business.

    Apple Podcasts
    5
    I value the unique angle
    Austria2 years ago
  • Worthy Listening for All!

    Ross and Dan provide “no nonsense” financial advice for working people and they definitely listen to suggestions by listeners. In these turbulent financial times, their podcast is a much needed source of calm on the rough road to financial freedom! Thanks guys…

    Apple Podcasts
    5
    Unhappy w/ pet app
    United States2 years ago
  • Favorite new podcast

    These guys are smart, thoughtful, and I like hanging out with them once a week. Also appreciate the fact that they don't waste anyone's time.

    Apple Podcasts
    5
    Listening in the DMV
    United States3 years ago
  • Refreshingly Educational

    Ross and Dan, are a great team with terrific chemistry! They cover relevant finance topics imparting education in a fun filled broadcast. Really enjoy listening to them every week. Keep it up and all the best Ross and Dan.

    Apple Podcasts
    5
    Sam D1
    United States3 years ago

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Check Your Balances launched 3 years ago and published 168 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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