Rephonic
Artwork for Check Your Balances
Investment Strategies
Valuation
Paycheck To Paycheck
Price To Earnings Ratio
Personal Finance
401k
Robinhood
Business Lifecycle
Discounted Cash Flow Model
Financial Metrics
Financial Planning
Investing
Spacex
Mercado Libre
David Gardner
Tesla
Financial Shame
Investments
Covered Calls
Roth IRA

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.

PublishesWeeklyEpisodes248Founded5 years ago
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BusinessInvesting

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Artwork for Check Your Balances

Latest Episodes

We celebrate Thanksgiving with some light hearted banter, and exploring the question of whether "High Watermarking" can lead to disappointment (even if it's hypothetical). We hope you're enjoying time with your family and friends this week, but if yo... more

Could a half-century loan be the answer to the housing crisis, or is it a financial nightmare waiting to happen? We break down the pros, cons, and the brutal amortization schedules of 50-year mortgages to see who actually benefits. Plus, we’re emptyi... more

This week, Ross and Dan tackle a fun question... If you had to invest $100,000 without using the stock market, what would you do?  Would you become a landlord and try to buy real estate? Would you try to start a business or invest in something truly ... more

Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' to... more

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Zacks Market EdgeZacks Investment Research

Recent Guests

David Gardner
Co-founder of The Motley Fool and author of Rule Breaker Investing
The Motley Fool
Episode: Rule Breaker Investing with David Gardner
Callum Thomas
Founder of Top Down Charts and head of research
Top Down Charts
Episode: Do You Own Enough Emerging Markets? With Callum Thomas
Sara Rathner
Senior writer and spokesperson, credit card guru
NerdWallet
Episode: Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
Chris Hill
Host of the Money Unplugged podcast
Episode: Chris Hill from Money Unplugged
Jesse Cramer
Financial planner and podcast host from Rochester, New York
Best Interest Podcast
Episode: Leasing & More with Jesse Cramer of Best Interest
Drew McKenzie
Real estate agent
Long and Foster
Episode: New Home with Drew McKenzie
Meredith Hill
Principal attorney at the Hill Law Group
Hill Law Group
Episode: Who Needs Estate Plans? with Meredith Hill, Esq.
Jasmine DiLucci, JD, CPA, EA
Tax expert and attorney
Episode: All Thing Tax with Jasmine DiLucci, JD, CPA, EA
Brian Feroldi
Author, content creator, and investor.
Episode: Mo' Valuation with Brian Feroldi

Hosts

Ross Anderson
Co-host with a focus on simplifying complex financial concepts and strategies. Engages listeners through personal anecdotes and professional insights, enhancing audience understanding of finance.
Dan Maseca
Co-host with a knack for navigating listener questions and providing actionable financial insights. Acts as a relatable voice for listeners, enhancing engagement and understanding of financial planning.

Reviews

4.8 out of 5 stars from 117 ratings
  • 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 Podcasts
    5
    Customer11@3772883
    United States9 months ago
  • Great pod

    Ross and Dan do a great job, highly recommend

    Apple Podcasts
    5
    Mungo Bean
    United Statesa year ago
  • Good stuff

    A great podcast covering both detailed and highly specific financial topics all done with humor

    Apple Podcasts
    5
    Bache Elessar
    United 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 Podcasts
    5
    Buzz Doyle
    United Statesa year ago
  • Entertaining and informative

    As a new retiree I love that I can be highly entertained by Ross and Dan while always learning something about financial planning, tax handling etc. These guys are top tier planners and great podcasters- a rare combination indeed!

    Apple Podcasts
    5
    boxsterrich
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is highly recommended for its informative content and enjoyable delivery, with many highlighting the balance between education and entertainment.
Listeners appreciate the clear and engaging explanations of financial concepts, often mentioning the hosts' ability to make complex subjects accessible.
Audiences value the hosts' expertise and their ability to provide actionable advice tailored to everyday financial decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Do you have any Super Dollars? (Roth Mailbag)
Q: Does it make sense to go all Roth from now on?
It depends on your personal financial situation, your access to money, and whether you're facing required minimum distributions that could create tax burdens.
Do you have any Super Dollars? (Roth Mailbag)
Q: What is the benefit to having a higher balance in a traditional 401k?
There is a benefit if the money is left to charity as they won't have to pay taxes on it, maximizing the amount that directly supports their cause.
Rule Breaker Investing with David Gardner
Q: What board game most closely resembles the mindset and characteristics of a Rule Breaker Investor?
David recommends the game 'Innovation' due to its focus on maximizing achievements through innovation, paralleling the mindset of a Rule Breaker investor.
Rule Breaker Investing with David Gardner
Q: How do you think about portfolio allocation for somebody that's closer to needing the dollars?
David emphasizes the importance of investing throughout life rather than aiming for a specific retirement number. He suggests gradually shifting some investments towards dividend-paying stocks without making radical changes.
August Mailbag: When does overpaying a mortgage make sense?
Q: Have we not talked about reverses at all?
I don't think we've ever spent a ton of time talking about reverse mortgages.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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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?

A focus on personal finance, investing strategies, and business insights is prominent. Essential topics include budgeting, wealth accumulation, and investment management, highlighted through engaging discussions and expert guests. The hosts simplify complex financial concepts, making them accessible for listeners from all backgrounds, while often infusing humor into their conversations. Unique elements include interactive listener Q&As and discussions on current financial trends, appealing to those interested in achieving financial literacy and independence while entertaining them with relatable anecdotes.

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. Rule Breaker Investing
3. Motley Fool Money
4. Investing Insights
5. Zacks Market Edge

How many episodes of Check Your Balances are there?

Check Your Balances launched 5 years ago and published 248 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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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.

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