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
    • How Spooky Is This Market?
      Oct 29 2025

      First up: A listener challenges our take on Dollar Cost Averaging out.

      Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise).

      Send us a text

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

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      26 min
    • October Mailbag: College Planning, Dollar Cost Averaging Out, Scams!
      Oct 22 2025

      The October Mailbag is here! Ross and Dan open up the mailbag to answer your pressing financial questions, tackling everything from navigating the costs of college to whether you can Dollar Cost Averaging (DCA) out of a position as you approach retirement. Plus, they dive into the latest listener stories and tips on spotting and avoiding financial scams. Tune in for practical advice and a breakdown of the things you need to know right now!

      Send us a text

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

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      38 min
    • Is Burnout Leading to Your FIRE Dreams?
      Oct 15 2025

      Is the grueling pace of your job fueling your desire for FIRE (Financial Independence, Retire Early)? This week on Check Your Balances, Ross and Dan tackle the reality that for many, burnout is the primary driver of the movement, not just aspiration. We discuss how to re-evaluate your aggressive savings strategy, explore more balanced options like Coast FIRE, and ensure your pursuit of freedom doesn't cost you your current well-being. Stop letting the corporate grind dictate your financial plan—it's time to find a path to independence that's sustainable.

      #FIREMovement #Burnout #FinancialIndependence #CheckYourBalances #CoastFIRE

      Send us a text

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

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      27 min
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