Couverture de Check Your Balances

Check Your Balances

Check Your Balances

De : Ross Anderson CFP® and Daniel Messeca CFP®
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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.© 2025 Check Your Balances Economie Finances privées
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    Épisodes
    • Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
      Jul 16 2025

      This week, NerdWallet's Sara Rathner makes a second appearance on the show to talk about the changes to the Chase Sapphire Reserve card. As one of the most prominent travel cards and the market, and one that Ross happens to personally use... this was of particular interest.

      Sara Rathner is a NerdWallet travel and credit cards expert. She has appeared on the “Today” show and CNBC’s “Nightly Business Report,” and has been quoted in The New York Times, The Washington Post, The Wall Street Journal, Yahoo Finance, Time, Reuters, NBC News, Business Insider and MarketWatch.

      Learn more about her work here: https://www.nerdwallet.com/author/sara-rathner

      Send us a text

      Send your questions for upcoming show to checkyourbalances@outlook.com
      @checkyourbalances on Instagram

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      30 min
    • Does Chat GPT Know How Taxes Work?
      Jul 9 2025

      On this week's episode of Check Your Balances, a mailbag episode! Does Chat GPT know how each of your retirement account taxes actually works? How do the fees in mutual funds and ETFs actually get deducted? These questions and more as we dive into what our listeners want to hear us talk about.

      Send us a text

      Send your questions for upcoming show to checkyourbalances@outlook.com
      @checkyourbalances on Instagram

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      32 min
    • Severance & Independence
      Jul 2 2025

      What can the hit Apple TV show Severance teach the fellas about saving for financial independence? Join us this week as Ross and Dan explore the idea that you might be "severed" from the version of yourself that you're supposed to be saving money for.


      Wishing everyone a safe and happy 4th of July!

      Send us a text

      Send your questions for upcoming show to checkyourbalances@outlook.com
      @checkyourbalances on Instagram

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      16 min

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