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
  • All Thing Tax with Jasmine DiLucci, JD, CPA, EA

    All Thing Tax with Jasmine DiLucci, JD, CPA, EA
    Jul 24 2024

    This week Ross and Dan welcome tax attorney and expert, Jasmine DiLucci to the show to talk about how you can use the tax code to your advantage, and avoid silly scams that originate online.

    Send your questions to the show to checkyourbalances@outlook.com

    Find this episode on YouTube
    We're also @checkyourbalances on Instagram
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    32 mins
  • How good is your 401(k)?

    How good is your 401(k)?
    Jul 17 2024

    This week Ross and Dan break down what they look for when evaluating a clients' 401(k) plan and whether it's actually any good. Some a great, and some not be the best home for your funds. Tune in this week to find out!

    Email checkyourbalances@outlook.com to submit questions to the show!

    This episode is on YouTube!
    We're also on Instagram!
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    28 mins
  • July Mailbag | Recasting, RMDs, and More!

    July Mailbag | Recasting, RMDs, and More!
    Jul 10 2024

    This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD.

    Want your question on the show? Email us at checkyourbalances@outlook.com!

    Find this episode on YouTube
    Or find us on Instagram @checkyourbalances
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    35 mins
Economics Personal Finance
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