Afleveringen
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It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.
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This episode is on YouTube: https://youtu.be/vLpQz4b6y0k
We're @checkyourbalances on Instagram -
Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.
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This episode is on YouTube: https://youtu.be/J0wkYS_MBsY
@checkyourbalances on Instagram -
Zijn er afleveringen die ontbreken?
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Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.
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We're @checkyourbalanes on Instagram
This show is on YouTube -
Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.
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We're @checkyourbalances on Instagram
This episode is on YouTube: https://youtu.be/-Iy271i2XY8 -
We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans.
Find this episode on YouTube: https://youtu.be/5NcTxmt0Xf4
We're @checkyourbalances on Instagram
Email [email protected] to send questions to the show! -
How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too.
Send your financial planning questions to [email protected] to be featured on upcoming episodes!
You can also find us @checkyourbalances on Instagram
This episode is on YouTube: https://youtu.be/vXb4sU4R1lM -
The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward.
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Find each episode on YouTube
We're @checkyourbalances on Instagram -
This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.
Send your questions for the show to [email protected] to be featured on upcoming mailbag episodes!
Find this episode on YouTube
We're also on Instagram @checkyourbalances! -
This week we celebrate that the IRS has finally clarified guidance for Inherited IRA Required Minimum Distribution (RMD) rules. And also an update on the ongoing housing drama for Ross.
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This, and all new episodes, are on YouTube
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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 [email protected]
Find this episode on YouTube
We're also @checkyourbalances on Instagram -
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 [email protected] to submit questions to the show!
This episode is on YouTube!
We're also on Instagram! -
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 [email protected]!
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Or find us on Instagram @checkyourbalances -
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 [email protected] to be featured on the show!
This episode is on YouTube
We're also on Instagram: @checkyourbalances -
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 [email protected].
Find this episode on YouTube
We're @checkyourbalances on Instagram -
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.
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This episode is on YouTube
We're also on Instagram -
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 [email protected] to be featured on an upcoming episode!
This episode is on YouTube
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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.
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Or email us at [email protected] to have your questions or topics featured on the show! -
This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out.
Send your questions for the show to [email protected] to be featured on upcoming episodes!
Find this episode on YouTube
We're also on Instagram -
Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions.
Send your questions to [email protected] to be featured on an upcoming episode!
Find this episode on YouTube
We're also on Instagram -
This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?
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Check this episode out on YouTube
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