Check Your Balances By cover art

Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
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  • Summary

  • 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.
    © 2024 Check Your Balances
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Episodes
  • Broker Bonuses

    Broker Bonuses
    Apr 17 2024

    If commissions are all free, why wouldn't 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 week's episode.

    Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!

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    24 mins
  • Do you feel rich?

    Do you feel rich?
    Apr 10 2024

    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.

    Send your questions to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!

    Show us some love on Instagram @checkyourbalances

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    28 mins
  • Real Estate Update with Adrienne Messeca

    Real Estate Update with Adrienne Messeca
    Apr 3 2024

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

    Email your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!

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    31 mins
Economics Personal Finance
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