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 | 254 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessSelf-ImprovementEducationInvesting | |||
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Latest Episodes
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRA... more
As we close out 2025, Ross and Dan look back at a year that defied the scripts, from "sure-thing" predictions that fizzled to the market moves that caught even the pros off guard. Join us for a final look at the lessons of 2025 and a clear-eyed strat... more
Which holiday icon would be a financial advisor’s worst nightmare? This week, we’re putting Christmas characters under the microscope. We debate whether the Grinch or Scrooge is the tougher client to manage and dive into the 'North Pole Economics' of... more
Could a $100 million career income actually be insufficient for true, lasting generational wealth? This week, Ross and Dan dive deep into the ultimate financial paradox: the hidden, massive costs of being ultra-wealthy.
We unpack the eye-opening com... more
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Reviews
- 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 Podcasts5rohawk10
United States2 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 States10 months 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 Statesa year ago - Awesome Pod for Personal Finance
Ross and Dan are educational and entertaining, keep looking for opportunities to help others find their way to financial independence, thanks!
Apple Podcasts5Buzz DoyleUnited Statesa year ago
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Chart Rankings
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Apple Podcasts | #249 |  New Zealand/Business/Investing |
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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?
This weekly series provides valuable insights into managing personal finances, investment strategies, and the journeys toward financial independence. The hosts engage listeners by tackling various financial topics, including the nuances of bond investments, budgeting principles, retirement planning, and unique investment opportunities outside the stock market. Each episode is characterized by a blend of humor and educational content, making complex financial concepts more accessible and relatable. Notably, the hosts emphasize actionable advice based on their expertise, offering a fresh perspective on traditional financial discussions, which is likely to resonate with those seeking a more engaging approach to finance.
Where can I find podcast stats for Check Your Balances?
Rephonic provides a wide range of podcast stats for Check Your Balances. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Check Your Balances and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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?
To see how many followers or subscribers Check Your Balances has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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 Money
3. Rule Breaker Investing
4. Stay Wealthy Retirement Podcast
5. Investing Insights
How many episodes of Check Your Balances are there?
Check Your Balances launched 5 years ago and published 254 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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Check Your Balances?
Rephonic pulls ratings and reviews for Check Your Balances from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for Check Your Balances?
Rephonic provides full transcripts for episodes of Check Your Balances. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Check Your Balances?
Recent guests on Check Your Balances include:
1. David Gardner
2. Callum Thomas
3. Sara Rathner
4. Chris Hill
5. Jesse Cramer
6. Drew McKenzie
7. Meredith Hill
8. Jasmine DiLucci, JD, CPA, EA
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.