Episodes

  • 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)?
    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!
    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
  • Beach Reads: Summer Reading List
    Jul 3 2024

    What has been on the recent reading list for Ross and Dan, and should you considering adding it to your beach reads? We'll give you our take so you can decide if you should give it your time.

    Send your questions for Check Your Balances to checkyourbalances@outlook.com to be featured on the show!

    This episode is on YouTube
    We're also on Instagram: @checkyourbalances

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    29 mins
  • Bobby Bonilla Day
    Jun 26 2024

    This week Ross and Dan dive into a deal that Bobby Bonilla made in 1999 that will continue to pay him a reported $1.19 million per year until 2035. Why would the Mets make that deal, and who was the big winner? Tune in to find out!

    Send questions to the show at checkyourbalances@outlook.com.
    Find this episode on YouTube
    We're @checkyourbalances on Instagram

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    27 mins
  • Cranky Advisors: A Rant Episode
    Jun 19 2024

    This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity salesman turns their sights on you.

    Send questions for the show to checkyourbalances@outlook.com to have them featured on upcoming episodes!

    This episode is on YouTube
    We're also on Instagram

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    23 mins
  • June Mailbag: Inherited IRAs, Trusts, and Part-time Planning
    Jun 12 2024

    This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!

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

    This episode is on YouTube
    Find us on Instagram

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    26 mins
  • Reckless Predictions
    Jun 5 2024

    Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.

    Check this episode out on YouTube
    Follow us on Instagram @checkyourbalances
    Or email us at checkyourbalances@outlook.com to have your questions or topics featured on the show!

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    35 mins