Happy Birthday, Dan! In this special episode, we’re celebrating another trip around the sun by taking a deep dive into Dan’s personal finances over the last 12 months. It’s been a whirlwind of a year defined by two of life’s biggest milestones: packing up and moving to a new home, and welcoming a beautiful new baby to the family.

Join us as Dan opens up his own playbook to share the real-life financial strategies, unexpected expenses, and budget adjustments that come with major life transitions. From navigating the housing market to prepping the nursery (and the bank account) for a newborn, we break down how to keep your financial plan on track when everything is changing. Whether you're expecting a major life shift of your own or just want a look at how financial advisors manage their own money through major milestones, you'll want to tune in!

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SpaceX is days away from the largest IPO in history, and the ripple effects are going to hit every single investor. With a massive projected market cap, this launch could force index funds to aggressively dump shares of other tech giants just to make room for Elon Musk's aerospace behemoth.

How do major indices protect portfolios from that kind of sudden systemic risk? When will SpaceX actually qualify for the S&P 500? And should you be rushing to buy shares on day one, or watching from a safe distance?

We break down the mechanics of a landmark market event and share our personal game plans for the biggest IPO in history.

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We’ve all been told that skipping your daily latte is the secret to building wealth. But is sacrificing small joys actually moving the needle, or is it just a distraction from the real culprits?

In this episode of Check Your Balances, we unpack a recent Business Insider article on "Wealth Traps" to reveal what’s really holding people back from financial freedom. Spoiler alert: It’s almost never your morning caffeine fix.

Tune in to find out if we can find a more thoughtful way to teach young investors the impact of a creating financial discipline.

Link to Article: What Wealth Managers Teach About Avoiding Spending Traps via Business Insider (https://www.businessinsider.com/teach-wealth-management-avoid-these-spending-traps-save-money-invest-2026-5)

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