Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®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.
| Publishes | Weekly | Episodes | 280 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEducationSelf-ImprovementInvesting | |||
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Latest Episodes
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 wrench in the gears. Between the Gr... more
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 to actually tell if adding a ... more
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 Ostenson to explore a powerful al... more
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 life’s biggest milestones: packi... more
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Reviews
- Not boring and informative
My commute is filled solely with personal finance podcasts. This one makes the list every week. The Mailbag episodes are great and they’re an inseparable and witty team. Shout out for MORE TAX episodes!
Apple Podcasts5Self directed
United States4 months ago - Excellent Financial Advice
Big fan of the show! I look forward to listening each week. They give high quality financial advice but also keep it entertaining.
Apple Podcasts5rohawk10United States8 months ago - Incredibly informative and accessible!
It’s evident that these guys not only know what they’re talking about, but are also passionate about educating others on personal finance. This podcast has been an invaluable resource for me as I’ve started my journey of becoming financial literacy and independence. The information is clearly presented and broken down in simplified, accessible terms. For my money, Check Your Balances is right up their in quality and value with more popular shows like Money Guy and Nerdwallet. Thank you Ryan and ... more
Apple Podcasts5Customer11@3772883United Statesa year ago - Great pod
Ross and Dan do a great job, highly recommend
Apple Podcasts5Mungo BeanUnited Statesa year ago - Good stuff
A great podcast covering both detailed and highly specific financial topics all done with humor
Apple Podcasts5Bache ElessarUnited States2 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #164 |  South Africa/Business/Investing |
Apple Podcasts | #243 |  Singapore/Business/Investing |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Check Your Balances
What is Check Your Balances about and what kind of topics does it cover?
Two experienced financial planners host a weekly show that blends straight-talk investing, retirement planning, and tax efficiency with practical, easy-to-understand guidance. Episodes frequently tackle real-world money decisions—from Rule of 55 and Roth conversions to mortgage decisions and tax reporting—with a light, humorous tone that keeps complex topics approachable while delivering actionable steps. A notable strength is the host chemistry and willingness to challenge conventional wisdom, making it feel like financial planning advice from trusted friends rather than a lecture. This program likely appeals to listeners who want clear, street-smart strategies to reach financial independence and build lasting confidence in money decisions... more
Where can I find podcast stats for Check Your Balances?
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How many listeners does Check Your Balances get?
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What are the audience demographics for Check Your Balances?
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How many subscribers and views does Check Your Balances have?
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Which podcasts are similar to Check Your Balances?
These podcasts share a similar audience with Check Your Balances:
1. Money Unplugged with Chris Hill
2. Motley Fool Hidden Gems Investing
3. Investing Insights
4. Rule Breaker Investing
5. Barron's Streetwise
How many episodes of Check Your Balances are there?
Check Your Balances launched 5 years ago and published 280 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Check Your Balances?
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Where can I see ratings and reviews for Check Your Balances?
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How do I access podcast episode transcripts for Check Your Balances?
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What guests have appeared on Check Your Balances?
Recent guests on Check Your Balances include:
1. Jon Ostenson
2. Simon Erickson
3. Ryan Flanigan
4. David Gardner
5. Callum Thomas
6. Sara Rathner
7. Chris Hill
8. Jesse Cramer
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.